OPAL Fuels (OPAL)
NASDAQ:OPAL
Want to see OPAL full AI Analyst Report?
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$401.34M
Total Cash (Recent Filing)$24.41M
Total Debt (Recent Filing)$365.43M
Price to Earnings (P/E)4.5
Beta1.59
Next Earnings
May 11, 2026EPS Estimate
0.07Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.02
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 Cap1.07
Enterprise Value/Revenue1.15
Enterprise Value/Gross Profit3.87
Enterprise Value/Ebitda13.03
Forecast
1Y Price Target
$3.30Price Target Upside28.91% Upside
Rating ConsensusHold
Number of Analyst Covering3
EPS Forecast (FY)0.25
Revenue Forecast (FY)$396.48M
Bulls Say, Bears Say
Bulls Say
RNG Production GrowthSustained multi-year production growth (28% in 2025 and guided >14% for 2026) indicates expanding scale and project execution. Higher throughput supports revenue and fixed-cost absorption, strengthens project economics, and underpins longer-term cash generation as upstream capacity comes online.
Improved Liquidity & Capital AccessMaterial year-end liquidity and new preferred facility provide a multi-quarter runway to fund committed projects and capex. This reduces near-term funding risk, enabling execution of growth investments and project commissioning without immediate dilutive equity moves, bolstering the sustainability of scale-up plans.
Downstream Fueling Expansion & EBITDA MixExpanding owned fueling infrastructure and growing downstream EBITDA diversify revenue and enhance margin visibility. Vertical integration into fueling services creates recurring cash flow, improves customer stickiness with fleet partners, and mitigates some upstream commodity exposure over the medium term.
Bears Say
Balance-Sheet InstabilityVolatile equity base and erratic debt-to-equity signal recurring capitalization swings and heightened refinancing risk. Structural balance-sheet instability can increase borrowing costs, constrain strategic optionality, and amplify vulnerability to credit shocks, limiting the firm's ability to underwrite long-duration projects reliably.
Negative Free Cash FlowPersistently negative FCF despite positive operating cash flow reflects heavy capex and commissioning outlays. This structural cash deficit necessitates ongoing external financing, increasing dilution or leverage risks and weakening the company's ability to self-fund growth or return capital to shareholders over the medium term.
Environmental Credit & Regulatory ExposureSignificant earnings sensitivity to RIN prices and pathway eligibility creates persistent revenue volatility. Reliance on credits that can decline or expire materially affects margins and project economics, introducing regulatory and commodity-driven unpredictability that undermines durable EBITDA visibility.
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 May 11, 2026 which is in 8 days.
How were OPAL Fuels’s earnings last quarter?
OPAL Fuels released its earnings results on Mar 16, 2026. The company reported $0.02 earnings per share for the quarter, missing the consensus estimate of $0.093 by -$0.073.
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 0.07.
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 $0.02 in its last earnings report, missing expectations of $0.093. Following the earnings report the stock price went up 27.57%.
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
1
2
3
4
5
6
7
8
9
10
Technicals
SMA
Positive
20 days / 200 days
Momentum
-25.08%
12-Months-Change
Fundamentals
Return on Equity
-40.95%
Trailing 12-Months
Asset Growth
10.31%
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
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented a broadly constructive operational and liquidity picture: material production growth (28% YoY), improved plant utilization, expansion of owned fueling stations, and strengthened capital structure (new $180M preferred facility and credit draws). These positives were offset by meaningful macro and commodity headwinds—chiefly a ~ $0.70 decline in realized D3 RIN prices that reduced adjusted EBITDA by roughly $33M, the expiration of an ISCC pathway contribution (> $10M in 2024), and delayed downstream demand from fleet deferrals and adverse winter weather. Management delivered 2026 guidance implying modest growth (midpoint ~14%) and emphasized cautious, disciplined capital allocation. On balance, operational momentum, improved liquidity, and forward guidance outweigh the near-term headwinds.View all OPAL earnings summariesOPAL Stock 12 Month Forecast
Average Price Target
$3.30
▲(28.91% Upside)
Technical Analysis
Northwest Gas
―
Rgc Resources
―
Suburban Propane
―
New Fortress Energy
―
Centuri Holdings, Inc.
―
Ownership Overview
7.68% Insiders
5.98% Mutual Funds
1.84% Other Institutional Investors
68.26% Public Companies and
Individual Investors