OPAL Fuels (OPAL)
NASDAQ:OPAL
OPAL Stock Chart & Stats
$2.44
-$0.07(-2.06%)
At close: 4:00 PM EST
$2.44
-$0.07(-2.06%)
Day’s Range― - ―
52-Week Range$1.26 - $4.08
Previous CloseN/A
Volume18.41K
Average Volume (3M)198.55K
Market Cap
$423.10M
Enterprise Value$411.78M
Total Cash (Recent Filing)$24.41M
Total Debt (Recent Filing)$365.43M
Price to Earnings (P/E)3.4
Beta1.56
Next Earnings
May 07, 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 Cap0.97
Enterprise Value/Revenue1.18
Enterprise Value/Gross Profit3.97
Enterprise Value/Ebitda13.37
Forecast
1Y Price Target
$3.30Price Target Upside35.25% Upside
Rating ConsensusHold
Number of Analyst Covering3
EPS Forecast (FY)0.25
Revenue Forecast (FY)$397.83M
Bulls Say, Bears Say
Bulls Say
RNG Production GrowthSustained multi-year production growth provides a durable revenue base and supports operating scale. Higher throughput improves plant fixed-cost absorption, underpins management's target utilization (~85–86%), and increases the company's ability to convert project buildout into recurring fuel and credit volumes over the next 2–6 months and beyond.
Downstream Fuel Station ExpansionExpanding owned station footprint builds recurring, downstream cash flows and reduces reliance solely on commodity sales. Vertical integration into fueling services strengthens customer relationships, captures margin closer to end demand, and provides more predictable, service-based revenue as RNG production scales.
Strengthened Liquidity & FinancingMaterial incremental liquidity and committed preferred capital improve the company's ability to fund committed upstream projects and station buildouts without immediate equity raises. This reduces near-term execution risk for the construction pipeline and allows disciplined capital deployment to scale production and capture credit monetization.
Bears Say
Balance Sheet InstabilityVolatile equity and episodic negative shareholders' equity create unstable leverage metrics and heighten refinancing and dilution risk. Erratic capitalization can limit strategic flexibility, raise borrowing costs, and concentrate governance influence among preferred holders, constraining long-term financial resilience.
Persistent Negative Free Cash FlowOngoing negative FCF indicates capital intensity and that reported earnings are not translating into distributable cash. This forces reliance on external financing for growth, increases liquidity sensitivity, and limits ability to pay down preferred obligations or invest opportunistically without further dilution or debt.
Volatile Environmental Credit EconomicsEnvironmental-credit price swings and pathway expirations materially affect RNG unit economics and EBITDA. Because a sizable portion of margins derives from RIN/LCFS & pathway credits, regulatory shifts or market declines can quickly erode profitability and complicate long-term project returns and contract pricing stability.
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 $423.10M.
When is OPAL Fuels’s upcoming earnings report date?
OPAL Fuels’s upcoming earnings report date is May 07, 2026 which is in 25 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
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Analyst Consensus
Hold
Average Price Target:
$3.30 (35.25% Upside)
$3.30 (35.25% Upside)
News Sentiment
Very Bearish
Bullish news 0%
Bearish news 100%
Bearish news 100%
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
▲(35.25% Upside)
Technical Analysis
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Ownership Overview
Currently, No data available
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