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Verde Clean Fuels (VGAS)
NASDAQ:VGAS
US Market

Verde Clean Fuels (VGAS) AI Stock Analysis

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VGAS

Verde Clean Fuels

(NASDAQ:VGAS)

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Neutral 48 (OpenAI - 5.2)
Rating:48Neutral
Price Target:
$1.50
▼(-21.05% Downside)
Action:ReiteratedDate:03/28/26
The score is primarily weighed down by pre-revenue fundamentals with widening losses and ongoing cash burn, alongside a negative corporate event (project suspension). Technicals provide some near-term support (price above short-term averages and positive MACD), but the longer-term trend remains weak and valuation is constrained by losses (negative P/E).
Positive Factors
Licensing-led business model
A licensing and services model leverages Verde’s proprietary Verde process to scale without heavy plant ownership capex. Durable revenue can come from licensing fees, engineering services and royalties, enabling high gross margins and repeatable cash flows once customers deploy the tech.
Negative Factors
Pre-revenue, widening losses
Being pre-revenue with a sharp increase in losses makes the business model unproven at scale and forces reliance on external capital. Until licensing or royalties materialize, operating losses will continue to weigh on sustainability and increase dilution or funding risk.
Read all positive and negative factors
Positive Factors
Negative Factors
Licensing-led business model
A licensing and services model leverages Verde’s proprietary Verde process to scale without heavy plant ownership capex. Durable revenue can come from licensing fees, engineering services and royalties, enabling high gross margins and repeatable cash flows once customers deploy the tech.
Read all positive factors

Verde Clean Fuels (VGAS) vs. SPDR S&P 500 ETF (SPY)

Verde Clean Fuels Business Overview & Revenue Model

Company Description
Verde Clean Fuels, Inc. focuses on suppling gasoline and other fuels derived from renewable feedstocks or natural gas. It specializes in the conversion of synthesis gas, or syngas, derived from feedstocks, such as biomass, municipal solid waste, a...
How the Company Makes Money
Verde Clean Fuels’ intended revenue model is centered on monetizing its proprietary fuels-production technology rather than operating large-scale fuel retailing. Key expected/targeted revenue streams include: (1) technology licensing fees paid by ...

Verde Clean Fuels Financial Statement Overview

Summary
Financials reflect an early-stage, pre-revenue profile with persistent and worsening losses (net loss ~$14.1M in 2025 vs. ~$3.3M in 2024) and continued material cash burn (operating cash flow about -$8.9M in 2024 and 2025; free cash flow about -$16.6M in 2025). The balance sheet is a relative strength with low leverage and higher equity, but negative returns and reliance on external funding keep the overall financial score low.
Income Statement
12
Very Negative
Balance Sheet
64
Positive
Cash Flow
18
Very Negative
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue0.000.000.000.000.00
Gross Profit-368.00K-322.09K-544.47K-247.88K0.00
EBITDA-12.15M-10.14M-9.55M2.97M-225.43K
Net Income-14.13M-3.33M-2.74M2.72M-12.93M
Balance Sheet
Total Assets60.25M23.57M31.93M6.36M2.53M
Cash, Cash Equivalents and Short-Term Investments57.22M19.04M28.78M463.48K87.64K
Total Debt186.00K232.16K939.15K334.34K312.28K
Total Liabilities2.11M2.89M3.10M5.25M9.32M
Stockholders Equity29.86M10.25M11.10M1.10M-6.79M
Cash Flow
Free Cash Flow-16.57M-11.43M-9.17M-3.28M-2.63M
Operating Cash Flow-8.89M-8.88M-9.11M-3.28M-2.63M
Investing Cash Flow-2.39M-854.93K-58.59K-4.41K-290.10K
Financing Cash Flow49.45M0.0037.50M3.66M1.95M

Verde Clean Fuels Technical Analysis

Technical Analysis Sentiment
Negative
Last Price1.90
Price Trends
50DMA
1.61
Negative
100DMA
2.08
Negative
200DMA
2.60
Negative
Market Momentum
MACD
0.01
Positive
RSI
45.56
Neutral
STOCH
15.67
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For VGAS, the sentiment is Negative. The current price of 1.9 is above the 20-day moving average (MA) of 1.67, above the 50-day MA of 1.61, and below the 200-day MA of 2.60, indicating a bearish trend. The MACD of 0.01 indicates Positive momentum. The RSI at 45.56 is Neutral, neither overbought nor oversold. The STOCH value of 15.67 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for VGAS.

Verde Clean Fuels Risk Analysis

Verde Clean Fuels disclosed 75 risk factors in its most recent earnings report. Verde Clean Fuels reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Verde Clean Fuels Peers Comparison

Overall Rating
UnderperformOutperform
Sector (66)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
66
Neutral
$17.65B18.105.60%3.62%6.62%11.55%
54
Neutral
$553.52M-9.34-117.28%-35.99%-46.51%
48
Neutral
$67.72M-2.60-16.59%23.66%
48
Neutral
$34.57M-10.17-54.97%-40.99%-46.52%
47
Neutral
$53.12M-4.03-602.83%146.01%63.18%
39
Underperform
$6.57M-177.63%
* Utilities Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
VGAS
Verde Clean Fuels
1.52
-1.60
-51.28%
HTOO
Fusion Fuel Green
2.80
-5.95
-68.00%
NRGV
Energy Vault Holdings
3.20
2.43
316.12%
WAVE
Eco Wave Power Global
5.92
-0.28
-4.52%
NXXT
NextNRG
0.40
-2.20
-84.75%

Verde Clean Fuels Corporate Events

Business Operations and Strategy
Verde Clean Fuels Suspends Permian Gas-to-Gasoline Project
Negative
Feb 6, 2026
On February 6, 2026, Verde Clean Fuels, Inc. announced it has suspended development of its Permian Basin natural gas-to-gasoline project, a venture originally launched under a February 2024 joint development agreement with Cottonmouth Ventures, a ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Mar 28, 2026