Janney downgrades LanzaTech to Neutral on inflation pressure, recession fears

As previously reported, Janney Montgomery Scott downgraded LanzaTech (LNZA) to Neutral from Buy with a fair value estimate of $2.50, down from $4. Lanza’s business will struggle given the amount and type of policy volatility the firm is seeing, inflationary pressure from tariffs and recessionary fears creating a capital-deployment headwind with its potential customer base, the analyst tells investors. Lanza’s licensing business is not directly exposed to tariffs, but companies that are looking to deploy its technology are, the analyst noted.