OPAL Fuels (OPAL)
NASDAQ:OPAL
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OPAL Stock Chart & Stats
$2.56
-$0.07(-2.06%)
At close: 4:00 PM EST
$2.56
-$0.07(-2.06%)
Day’s Range― - ―
52-Week Range$1.65 - $3.40
Previous CloseN/A
Volume18.41K
Average Volume (3M)198.55K
Market Cap
$333.79M
Enterprise Value$365.33M
Total Cash (Recent Filing)$134.17M
Total Debt (Recent Filing)$447.17M
Price to Earnings (P/E)2.7
Beta1.64
Next Earnings
Aug 12, 2026EPS Estimate
-0.02Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.07
Shares Outstanding30,357,544
10 Day Avg. Volume225,648
30 Day Avg. Volume198,551
Financial Highlights & Ratios
PEG Ratio<0.01
Price to Book (P/B)-5.14
Price to Sales (P/S)0.19
P/FCF Ratio-1.94
Enterprise Value/Market Cap1.09
Enterprise Value/Revenue1.09
Enterprise Value/Gross Profit4.71
Enterprise Value/Ebitda15.33
Forecast
1Y Price Target
$3.20Price Target Upside25.00% Upside
Rating ConsensusHold
Number of Analyst Covering3
EPS Forecast (FY)-0.08
Revenue Forecast (FY)$369.64M
Bulls Say, Bears Say
Bulls Say
Strong Liquidity And Secured FinancingMaterial near-term liquidity from $288M financing and a $233M liquidity position meaningfully reduces immediate refinancing risk and funds project build-out. The $100M 45Z monetization and ITC sale also convert future tax-credit value to cash, supporting execution of growth projects without sole reliance on volatile operating cash flows.
Growing Production And Capacity PipelineConsistent production growth and a clear pipeline to add over 2M MMBtu demonstrate scalable operational expansion. Bringing new design capacity and projects online expands feedstock capture and fuel volumes, underpinning longer-term revenue growth and better utilization of distribution assets for fleet customers across multiple years.
Strategic Upstream-downstream PartnershipsJoint developments with a large waste-services partner secure feedstock, scale and offtake, reinforcing OPAL's integrated model. Owning production while controlling distribution strengthens market position, reduces counterparty risk for volumes, and supports durable customer relationships with fleets seeking turnkey RNG supply.
Bears Say
Extremely High LeverageA heavily debt-biased capital structure with effectively negligible equity creates persistent refinancing and interest-rate vulnerability. High leverage reduces strategic flexibility, increases default risk if cash flows falter, and limits the company's ability to absorb project setbacks or downturns without dilutive or expensive financing.
Persistent Negative Free Cash FlowConsistent negative free cash flow means internal cash generation is insufficient to fund capex and debt reduction, necessitating ongoing external capital. This structural cash deficit constrains the pace of deleveraging, elevates financing dependency, and can force near-term prioritization of creditor claims over reinvestment in growth initiatives.
Margin Compression And RIN SensitivityMargins have materially contracted and remain exposed to volatile environmental-credit (RIN) prices and lumpiness in station construction revenues. Structural reliance on credit pricing and timing-sensitive construction work creates earnings unpredictability, weakening margin sustainability and making cash flow and debt servicing more cyclical.
OPAL Fuels News
OPAL FAQ
What was OPAL Fuels’s price range in the past 12 months?
OPAL Fuels lowest stock price was $1.65 and its highest was $3.40 in the past 12 months.
What is OPAL Fuels’s market cap?
OPAL Fuels’s market cap is $333.79M.
When is OPAL Fuels’s upcoming earnings report date?
OPAL Fuels’s upcoming earnings report date is Aug 12, 2026 which is in 56 days.
How were OPAL Fuels’s earnings last quarter?
OPAL Fuels released its earnings results on May 11, 2026. The company reported -$0.09 earnings per share for the quarter, missing the consensus estimate of $0.07 by -$0.16.
Is OPAL Fuels overvalued?
According to Wall Street analysts OPAL Fuels’s price is currently Undervalued.
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 -0.02.
How many shares outstanding does OPAL Fuels have?
OPAL Fuels has 30,357,544 shares outstanding.
What happened to OPAL Fuels’s price movement after its last earnings report?
OPAL Fuels reported an EPS of -$0.09 in its last earnings report, missing expectations of $0.07. Following the earnings report the stock price went down -3.524%.
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
Neutral
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10
Analyst Consensus
Hold
Average Price Target:
$3.20 (25.00% Upside)
$3.20 (25.00% Upside)
Insider Transactions
Bought Shares
Worth $283.7K over
the Last 3 Months
the Last 3 Months
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
-25.08%
12-Months-Change
Fundamentals
Return on Equity
-346.00%
Trailing 12-Months
Asset Growth
19.85%
Trailing 12-Months
Company Description
OPAL Fuels
OPAL Fuels Inc. focuses on the creation and distribution of renewable natural gas (RNG), supplying it as an alternative vehicle fuel primarily for heavy and medium-duty commercial trucking fleets. Beyond merely providing fuel, the company also specializes in the comprehensive design, development, construction, operation, and servicing of natural gas fueling infrastructure for these fleets, thereby assisting them in transitioning away from diesel. Additionally, OPAL Fuels offers its expertise in the planning and construction of hydrogen fueling stations. The company further diversifies its operations by generating and marketing renewable electricity to utility providers. As of May 1, 2022, it managed a portfolio of 24 owned and operated biogas production facilities. Established in 1998, OPAL Fuels Inc. is headquartered in White Plains, New York.
OPAL Company Deck
OPAL Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call balanced near-term operational and commodity-related headwinds (Q1 revenue and Adjusted EBITDA declines, weather impacts, and RIN-related EBITDA drag) with a number of constructive developments: production growth (+9% YoY), secured financing and ~$233M liquidity, tax-credit monetization, an active project pipeline (projects coming online late 2026–H1 2027 and >2M MMBtu of design capacity expected), and encouraging commercial momentum for future fleet conversions. Management reiterated full-year 2026 guidance and emphasized investments and execution that support growth in 2027 and beyond. Overall, the positives around financing, project execution, production improvement, and market fundamentals appear to outweigh the short-term challenges.View all OPAL earnings summariesOPAL Stock 12 Month Forecast
Average Price Target
$3.20
▲(25.00% Upside)
Technical Analysis
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Ownership Overview
7.80% Insiders
5.73% Mutual Funds
22.28% Other Institutional Investors
46.79% Public Companies and
Individual Investors