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 - $4.08
Previous CloseN/A
Volume18.41K
Average Volume (3M)198.55K
Market Cap
$374.54M
Enterprise Value$375.65M
Total Cash (Recent Filing)$134.17M
Total Debt (Recent Filing)$447.17M
Price to Earnings (P/E)2.6
Beta1.61
Next Earnings
Aug 12, 2026EPS Estimate
-0.02Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.07
Shares Outstanding29,001,120
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 Cap1.00
Enterprise Value/Revenue1.12
Enterprise Value/Gross Profit4.84
Enterprise Value/Ebitda15.76
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
RNG Production GrowthConsistent production growth (1.2M MMBtu, +9% YoY) and management's plan to add >2.0M MMBtu of design capacity signal improving operational scale. Higher sustained output should increase contracted volumes, lift utilization and support a more durable revenue base as projects stabilize.
Strengthened LiquidityQuarter-end liquidity (~$233M) following $288M of financings provides a meaningful multi-quarter cash buffer. The combination of cash, undrawn preferred commitments and revolver availability lowers near-term refinancing pressure and gives time to execute projects and absorb operational seasonality.
Tax-Credit MonetizationConverting tax incentives into cash via a $100M 45Z agreement and $11.5M ITC sale materially reduces timing and realization risk on environmental credits. This structural cash-conversion step improves funding predictability for capex and project ramps without relying solely on spot credit markets.
Bears Say
Extreme LeverageVery high leverage and minimal equity cushion (~54x D/E) create structural balance-sheet fragility. The company is highly sensitive to interest rates, asset impairments or weaker commodity/credit prices, which constrains strategic flexibility and raises refinancing and default risk over the medium term.
Negative Free Cash FlowWhile operating cash flow is positive, persistent negative free cash flow (~-$58.6M TTM) means internal generation doesn't fund growth or materially pay down obligations. The firm will remain dependent on external capital, increasing dilution or fixed-cost financing and pressuring long-term self-sustainability.
Margin Compression & VolatilityRevenue decline and a meaningful EBITDA margin compression reduce internal cash generation and resilience. Earnings are exposed to RIN price swings, weather effects and lumpy construction revenues, increasing volatility and making predictable deleveraging and long-term margin recovery more challenging.
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 $4.08 in the past 12 months.
What is OPAL Fuels’s market cap?
OPAL Fuels’s market cap is $374.54M.
When is OPAL Fuels’s upcoming earnings report date?
OPAL Fuels’s upcoming earnings report date is Aug 12, 2026 which is in 78 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 29,001,120 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
Underperform
1
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4
5
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9
10
Analyst Consensus
Hold
Average Price Target:
$3.20 (25.00% Upside)
$3.20 (25.00% Upside)
Insider Transactions
Bought Shares
Worth $151.8K 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. engages in the production and distribution of renewable natural gas for use as a vehicle fuel for heavy and medium-duty trucking fleets. It also designs, develops, constructs, operates, and services fueling stations for trucking fleets that use natural gas to displace diesel as transportation fuel. In addition, it offers design, development, and construction services for hydrogen fueling stations. Further, the company generates and sells renewable power to utilities. As of May 1, 2022, it owned and operated 24 biogas projects. The company was founded in 1998 and is based 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
7.94% Insiders
5.98% Mutual Funds
23.32% Other Institutional Investors
45.84% Public Companies and
Individual Investors