tiprankstipranks
Trending News
More News >
OPAL Fuels (OPAL)
NASDAQ:OPAL
US Market

OPAL Fuels (OPAL) Price & Analysis

Compare
112 Followers

OPAL Stock Chart & Stats

$2.68
-$0.07(-2.06%)
At close: 4:00 PM EST
$2.68
-$0.07(-2.06%)

Bulls Say, Bears Say

Bulls Say
RNG Production GrowthA 30% YoY increase to 1.3M MMBtus demonstrates durable operational scaling and stronger feedstock conversion. Higher, sustained production boosts recurring commodity sales and credit generation, improving long-term revenue base and spreading fixed plant costs over larger volumes.
Expanding Project FootprintGrowth from 2 to 12 facilities signals a deeper, diversified asset base and multi-year capacity expansion. A larger project footprint supports stable feedstock sourcing, operational redundancy, and higher absolute credit generation, reinforcing a long-term platform for fleet and infrastructure contracts.
Strong Reported Liquidity And ITC Monetization$184M total liquidity and $43M from ITC monetization provide a durable financial buffer to fund project construction and operations without immediate equity dilution. Ability to monetize tax credits shows financial structuring capability and supports near-term capital needs for growth initiatives.
Bears Say
Declining Revenue And Margin CompressionSustained revenue decline and compressed margins reduce internal cash generation and limit reinvestment. Negative EBIT and FCF constrain the company’s ability to self-fund expansion, increasing reliance on external financing and making long-term project economics more sensitive to credit and commodity cycles.
Dependence On Volatile RIN/LCFS CreditsMaterial sensitivity to environmental credit prices creates recurring earnings volatility. Lower RIN/LCFS prices materially reduced adjusted EBITDA, indicating revenue and margin durability are tied to regulatory markets beyond OPAL’s control, raising structural earnings risk over the medium term.
Balance Sheet And Equity InstabilityPrior negative equity and low ROE signal financial instability and constrain borrowing capacity. Fragile equity metrics increase refinancing risk and limit flexibility for large capital projects, making sustained expansion or weathering prolonged credit-price weakness more challenging without dilutive financing.

OPAL Fuels News

OPAL FAQ

What was OPAL Fuels’s price range in the past 12 months?
OPAL Fuels lowest stock price was $1.26 and its highest was $4.08 in the past 12 months.
    What is OPAL Fuels’s market cap?
    OPAL Fuels’s market cap is $362.40M.
      When is OPAL Fuels’s upcoming earnings report date?
      OPAL Fuels’s upcoming earnings report date is Mar 16, 2026 which is in 15 days.
        How were OPAL Fuels’s earnings last quarter?
        OPAL Fuels released its earnings results on Nov 06, 2025. The company reported $0.05 earnings per share for the quarter, beating the consensus estimate of $0.035 by $0.015.
          Is OPAL Fuels overvalued?
          According to Wall Street analysts OPAL Fuels’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does OPAL Fuels pay dividends?
            OPAL Fuels does not currently pay dividends.
            What is OPAL Fuels’s EPS estimate?
            OPAL Fuels’s EPS estimate is 0.09.
              How many shares outstanding does OPAL Fuels have?
              OPAL Fuels has 28,996,178 shares outstanding.
                What happened to OPAL Fuels’s price movement after its last earnings report?
                OPAL Fuels reported an EPS of $0.05 in its last earnings report, beating expectations of $0.035. Following the earnings report the stock price went down -6.481%.
                  Which hedge fund is a major shareholder of OPAL Fuels?
                  Currently, no hedge funds are holding shares in OPAL
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    OPAL Fuels Stock Smart Score

                    3
                    Underperform
                    1
                    2
                    3
                    4
                    5
                    6
                    7
                    8
                    9
                    10

                    Company Description

                    OPAL Fuels

                    OPAL Fuels (OPAL) is a leading provider of renewable natural gas (RNG) solutions, focusing on the production and distribution of low-carbon fuels derived from organic waste. Operating primarily in the clean energy sector, OPAL engages in the development and operation of RNG facilities, catering to various industries such as transportation and utilities that aim to reduce their carbon footprint. The company's core offerings include RNG production, carbon credit generation, and related services that support the transition toward sustainable energy practices.

                    OPAL Fuels (OPAL) Earnings & Revenues

                    OPAL Company Deck

                    OPAL Earnings Call

                    Q3 2025
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The earnings call presented a mixed outlook with strong operational achievements in RNG production and new project launches. However, financial performance was hindered by lower RIN prices and regulatory uncertainties. The company remains confident in meeting its full-year guidance despite these challenges.View all OPAL earnings summaries
                    Similar Stocks
                    Company
                    Price & Change
                    Follow
                    Northwest Gas
                    Rgc Resources
                    Suburban Propane
                    New Fortress Energy
                    Centuri Holdings, Inc.

                    Ownership Overview

                    Currently, No data available
                    ---
                    Popular Stocks