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OPAL Fuels produces and distributes renewable natural gas (RNG) sourced from waste streams, transforming methane emissions into a low-carbon fuel. Their RNG is used to power heavy-duty trucks and other industrial equipment, offering a cost-effective alternative to diesel. The company’s product pathway involves capturing methane at its source, purifying it into RNG, and selling it through a vertically integrated model that spans upstream production and downstream marketing. This integration helps minimize methane leaks and lowers costs, with RNG priced up to 50% less per gallon than diesel. OPAL Fuels differentiates itself by owning and coordinating the full energy value chain—from capture and purification to distribution—allowing scalable decarbonization for customers in transportation and industry. The goal is to reduce carbon emissions for clients and contribute to global efforts against climate change by expanding the use of low-carbon RNG.
Industries
Automotive & Transportation
Industrial & Manufacturing
Energy
Company Size
51-200
Company Stage
IPO
Headquarters
White Plains, New York
Founded
1998
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Allegany County, New York, issued BDO Zone 'A' rating for woody biomass. September 4, 2026 BY Ecostrat Allegany County Industrial Development Agency, Ecostrat and the BDO Zone Initiative are pleased to announce the issue of a BDO Zone 'A' Rating for Allegany County, New York. The BDO Zone is rated for 300,000 bone dry tons per year of low-risk woody biomass and spans a 75-mile drive radius from its central point in Belmont, NY. Allegany County's 'A' rating reflects strong prospective viability of Feedstock Supply and Infrastructure, with low expectations of default risk in the Zone. The region offers abundant pulpwood and forest residues backed by sufficient logging and transportation capacity to serve a new commercial-scale facility. Complementing this feedstock base is a strong anchor site in the Wellsville Business Park, a 22-acre general industrial property located about 10 miles from Interstate 86, offering on-site municipal electric, natural gas, and water service, along with substantial transformer capacity inherited from the site's history as a heavy industrial steam turbine testing facility. The site's direct rail connection via the Western New York and Pennsylvania Railroad, linking to Class I carriers Norfolk Southern and CSX, further strengthens its appeal, making Allegany County a standout candidate for biobased industrial investment. Craig Clark, executive director of ACIDA, stated, "This 'A' rating confirms what we've long known: Allegany County has the raw material base, the site readiness, and the workforce depth to support a major biobased facility. Between our working forests and the Wellsville Business Park's built-in industrial infrastructure, we're offering developers a low-risk path to getting a project online quickly." Jordan Solomon, chairman of the BDO Zone Initiative, stated, "Allegany County brings together a sustainably managed hardwood resource base and a former heavy-industrial site already equipped with power, water, and rail. That combination of feedstock depth and infrastructure readiness is what developers are looking for when siting a new biobased facility." To see the full BDO Zone Rating for Allegany County, New York, please click here, or visit www.bdozone.org. By Opal Fuels Inc. an hour ago OPAL Fuels on Aug. 26 announced that it has completed the renovation and upgrade of its fueling station in Goshen, California. The enhanced facility is expected to dispense approximately 14 million GGE RNG and CNG over the next decade. By Carbogenics September 03, 2026 Carbogenics USA has officially secured its first production facility in Raton, New Mexico, marking a major milestone in the early-stage company's growth and its ambition to build a regional hub for sustainable carbon innovation. By Calumet Inc. September 03, 2026 Calumet Inc. has announced a new flight plan for its MaxSAF expansion at Montana Renewables LLC. The facility is expected to reach 200 million gallons of annual SAF production and 17,000 barrels per day of total product sales by year-end 2028. September 03, 2026 KROHNE is highlighting its process instrumentation portfolio engineered for the sustainable aviation fuel (SAF) market. The portfolio enables producers to manage challenging feedstocks, hydrogen service, and demanding process conditions. By Danielle Anderson & Kari Buttenhoff September 02, 2026 As the USDA's regenerative ag feedstock framework moves toward implementation under the 45Z clean fuel production credit, attention is growing towards reallocating reduced-CI feedstock between separately located, but commonly owned elevators. March 2-4, 2027 COBB CONVENTION CENTER | ATLANTA,GEORGIA Now in its 20th year, the International Biomass Conference & Expo is expected to bring together more than 1000 attendees, 180 exhibitors and 100 speakers from more than 25 countries. It is the largest gathering of biomass professionals and academics in the world. The conference provides relevant content and unparalleled networking opportunities in a dynamic business-to-business environment. In addition to abundant networking opportunities, the largest biomass conference in the world is renowned for its outstanding programming - powered by Biomass Magazine-that maintains a strong focus on commercial-scale biomass production, new technology, and near-term research and development. Join us at the International Biomass Conference & Expo as we enter this new and exciting era in biomass energy.View More March 2-4, 2027 COBB CONVENTION CENTER | ATLANTA,GEORGIA The North American Biocarbon Conference, co-located with the International Biomass Conference & Expo, brings together the full value chain of carbon-negative and carbon-smart technologies in one powerful, integrated event. By aligning biocarbon producers, biomass power generators, biochar innovators, carbon-removal buyers, project developers, and equipment providers with the broader biomass, biogas, CHP, pellet, and renewable-power industries, this co-located experience creates unmatched cross-sector engagement. Attendees gain access to expanded networking opportunities, dual-track educational programming, a unified expo hall, and a broader pool of commercial partners - all designed to accelerate the deployment of biocarbon solutions, scale climate-positive markets, and strengthen the emerging carbon-removal economy across North America.View More June 14-16, 2027 CHI HEALTH CENTER | OMAHA,NEBRASKA Now in its 43rd year, the FEW provides the ethanol industry with cutting-edge content and unparalleled networking opportunities in a dynamic business-to-business environment. As the largest, longest running ethanol conference in the world, the FEW is renowned for its superb programming - powered by Ethanol Producer Magazine - that maintains a strong focus on commercial-scale ethanol production, new technology, and near-term research and development. The event draws more than 2,300 people from over 31 countries and from nearly every ethanol plant in the United States and Canada.View More June 14-17, 2027 CHI HEALTH CENTER | OMAHA,NEBRASKA The Sustainable Fuels Summit: SAF, Renewable Diesel, and Biodiesel is a premier forum designed for producers of biodiesel, renewable diesel, and sustainable aviation fuel (SAF) to learn about cutting-edge process technologies, innovative techniques, and equipment to optimize existing production. Attendees will discover efficiencies that save money while increasing throughput and fuel quality. This world-class event features premium content from technology providers, equipment vendors, consultants, engineers, and producers to advance discussions and foster an environment of collaboration and networking. Through engaging presentations, fruitful discussions, and compelling exhibitions, the summit aims to push the biomass-based diesel sector beyond its current limitations.
OPAL Fuels (NASDAQ:OPAL) CEO Adam Comora purchases 50,000 shares. September 2, 2026 Key points. * CEO Adam Comora purchased 50,000 OPAL Fuels shares at an average price of $1.93, investing $96,500 and increasing his ownership by 11.37% to 489,626 shares. * OPAL Fuels shares rose 3.1% to $1.99, but the company recently reported a quarterly loss of $0.05 per share and revenue of $83.4 million, both below analyst expectations. * Analysts maintain a generally negative outlook, with a consensus "Sell" rating and a $2.40 price target; institutional investors own 12.16% of the stock. * MarketBeat previews the top five stocks to own by October 1st. OPAL Fuels Inc. (NASDAQ:OPAL - Get Free Report) CEO Adam Comora bought 50,000 shares of the business's stock in a transaction that occurred on Tuesday, September 1st. The shares were acquired at an average cost of $1.93 per share, for a total transaction of $96,500.00. Following the completion of the purchase, the chief executive officer owned 489,626 shares in the company, valued at $944,978.18. This trade represents a 11.37% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is available at this hyperlink. OPAL Fuels stock up 3.1%. Shares of NASDAQ:OPAL traded up $0.06 during trading on Wednesday, hitting $1.99. The company's stock had a trading volume of 236,317 shares, compared to its average volume of 237,102. OPAL Fuels Inc. has a fifty-two week low of $1.65 and a fifty-two week high of $2.87. The business has a 50 day moving average price of $2.22 and a two-hundred day moving average price of $2.20. The company has a debt-to-equity ratio of 10.89, a quick ratio of 1.68 and a current ratio of 1.82. The company has a market capitalization of $345.07 million, a PE ratio of -198.80 and a beta of 0.74. OPAL Fuels (NASDAQ:OPAL - Get Free Report) last released its earnings results on Monday, August 10th. The company reported ($0.05) earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.08 by ($0.13). OPAL Fuels had a net margin of 0.65% and a return on equity of 15.54%. The company had revenue of $83.40 million during the quarter, compared to analysts' expectations of $90.72 million. Hedge funds weigh in on OPAL Fuels. Several hedge funds have recently made changes to their positions in the company. Zions Bancorporation National Association UT acquired a new position in shares of OPAL Fuels in the fourth quarter valued at approximately $27,000. Mariner LLC acquired a new position in OPAL Fuels in the 4th quarter valued at $27,000. Engineers Gate Manager LP acquired a new position in OPAL Fuels in the 2nd quarter valued at $27,000. Intech Investment Management LLC purchased a new position in OPAL Fuels during the 2nd quarter worth $28,000. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. purchased a new position in OPAL Fuels during the 2nd quarter worth $28,000. Hedge funds and other institutional investors own 12.16% of the company's stock. Analyst Ratings changes. Several brokerages recently weighed in on OPAL. Weiss Ratings reaffirmed a "sell (d+)" rating on shares of OPAL Fuels in a report on Friday, August 7th. Wall Street Zen upgraded shares of OPAL Fuels from a "sell" rating to a "hold" rating in a report on Saturday, August 15th. Finally, Zacks Research raised shares of OPAL Fuels from a "strong sell" rating to a "hold" rating in a research report on Tuesday, May 5th. One equities research analyst has rated the stock with a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, OPAL Fuels currently has a consensus rating of "Sell" and a consensus price target of $2.40. Discover more AI News Updates AI Infrastructure Stocks Analyst Ratings Analysis About OPAL Fuels. OPAL Fuels NASDAQ: OPAL is a publicly traded company headquartered in San Diego, California, specializing in the production, distribution and dispensing of renewable natural gas (RNG) for heavy-duty transportation. The company operates a network of RNG fueling stations across California, offering fleets of trucks, transit buses and logistics providers a low-carbon alternative to conventional diesel without requiring significant changes to existing vehicle technology or fueling infrastructure. OPAL Fuels sources organic byproducts from dairy farms, landfills and food-processing facilities, converting methane-rich biogas into pipeline-quality RNG through a series of anaerobic digestion and gas-upgrading processes. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Continue following MarketBeat Before you consider OPAL Fuels, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and OPAL Fuels wasn't on the list. While OPAL Fuels currently has a Sell rating among analysts, top-rated analysts believe these five stocks are better buys. A strong long-term portfolio starts with companies that can survive recessions, inflation, changing consumer habits, and shifting market leadership. This report names seven blue-chip stocks across technology, retail, consumer staples, healthcare, networking, sporting goods, and utilities that offer investors a mix of stability, income, growth, and staying power.
OPAL Fuels reported strong second-quarter results, with adjusted EBITDA rising 40% year over year to $23.1 million and revenue increasing 4% to $83.4 million. The gains were supported by production tax credits, Fuel Station Services growth, and lower general and administrative expenses. The company produced 1.3 million MMBtus of renewable natural gas during the quarter, up approximately 8% from the previous year. Management maintained full-year guidance despite RNG production falling modestly below internal expectations. OPAL has more than 2 million MMBtus of annual RNG design capacity expected online within 12 months. The company had $162.2 million in liquidity at quarter-end and expects existing financing capacity to fund projects under construction.
OPAL Fuels (NASDAQ: OPAL) reports $4.1M net loss as EPS falls below consensus. 10 August 2026 11:12 AM PDT Summarize with AI You are reading a free article with opinions that may differ from the recommendation given by Kalkine in its paid research reports. Become a Kalkine member today to get access to its research reports, in-depth technical and fundamental research. Learn more OPAL Fuels reported a net loss of $4.1 million for the quarter ended June 30, 2026, with Earnings Per Share of $-0.05, falling short of the $0.11 consensus estimate. This underperformance highlights challenges in Revenue generation amid fluctuating market conditions and impacts investor sentiment. Key Highlights * OPAL's adjusted EBITDA rose 40% year-over-year to $23.1 million for Q2 2026. * Revenue for the quarter reached $83.4 million, a 4% increase from the prior year. * Short interest increased by 20%, now at 10.3 days of average Volume to cover. OPAL Fuels Inc. ( Nasdaq: OPAL) reported a net loss of $4.1 million, or $-0.05 per share, for the quarter ending June 30, 2026. This result significantly deviated from the consensus estimate of $0.11, indicating operational challenges at a time when investors are closely monitoring earnings performance. Strong Adjusted EBITDA Growth OPAL's adjusted EBITDA for the second quarter reached $23.1 million, marking a strong 40% increase from the $16.5 million reported in Q2 2025. The growth was attributed to the contribution from production tax credits and strategic cost management within the company. Total revenue for the quarter amounted to $83.4 million, up 4% year-over-year, but this growth comes amid a flat renewable identification number (RIN) price environment, which could complicate future revenue gains. The operational struggles against a decreasing revenue backdrop highlight the potential Volatility in profit margins, prompting investors to consider shifting operational strategies ahead. Revenue and Production Insights Revenue Diversification remains key for OPAL, with the RNG segment generating $23.8 million alongside $53.1 million from Fuel Station Services. Despite a 4% decrease in total volume delivered, the production of renewable Natural Gas (RNG) saw slight increases, with 1.3 million MMBtu produced during the quarter. Long-term forecasts hinge on the company's ability to optimize its production facilities and Leverage inherent advantages of natural gas over diesel, suggesting a critical junction ahead for operational execution. The company's reliance on renewable energy credits underscores a potentially lucrative avenue if market conditions align favorably. Market Positioning and Investor Sentiment As of July 15, 2026, OPAL's short interest stood at 10.3 days of average volume to cover, reflecting a 20% increase from the prior settlement period. This heightened short interest may indicate investor concerns about future performance and earnings consistency post-earnings miss. The overall market sentiment also adds to the challenges faced by OPAL, with shows from sector peers like CVI and CLMT posting declines on the day following earnings announcements. Such investor positioning may lead to increased scrutiny on future financial releases, emphasizing the importance of management's strategies in responding to these market dynamics. What to Watch Next The next catalyst for OPAL Fuels is the release of its annual performance guidance, scheduled for August 30, 2026. Investors will be looking closely at the implications of recent financial results, adjusted EBITDA trends, and any indications of upcoming operational changes that could enhance profitability. Focusing on how effectively management addresses the challenges highlighted in this Quarterly Report will be important in shaping investor outlook moving forward. The upcoming guidance will be key in assessing OPAL's strategic direction. Peers Moving on This News * CVR Energy Inc (CVI) down 0.5% * World Kinect Corp (WKC) little changed * Calumet Inc (CLMT) down 0.2% Analysis based on the Form 8-K filed 10 August 2026. This article is for informational purposes only and does not constitute financial advice. Please consult a licensed financial adviser before making Investment decisions. FAQs. Q: What were OPAL Fuels' earnings per share for Q2 2026? A: OPAL Fuels reported an EPS of $-0.05 for the second quarter of 2026, which fell short of the $0.11 consensus estimate. Q: How did OPAL Fuels' revenue compare year-over-year? A: OPAL Fuels saw a revenue increase of 4% year-over-year, totaling $83.4 million for Q2 2026. Q: What is the adjusted EBITDA for OPAL Fuels in Q2 2026? A: The adjusted EBITDA for OPAL Fuels in the second quarter of 2026 was $23.1 million, representing a 40% growth compared to the same quarter last year. Download Free Report - Explore 3 Stock Ideas & Industry Insights Unlock 3 stock ideas and key industry insights in its free report. This information is general in nature and does not consider your personal objectives, financial situation, or needs. It is not financial advice. All investments involve risk - consider independent advice before making any investment decisions. Disclaimer:
OPAL Fuels and GFL Environmental have begun construction on two renewable natural gas facilities at landfills in Georgia and Alabama. The projects will convert landfill methane into approximately 15 million gasoline gallon equivalents of RNG annually, enough to fuel roughly 800 Class 8 trucks. The expansion deepens GFL's partnership with OPAL Fuels in decarbonising transportation and building RNG infrastructure. However, the development doesn't substantially alter GFL's near-term investment narrative, which remains focused on integrating past acquisitions, managing high leverage and delivering on 2026 revenue guidance. GFL recently authorised share buybacks of up to 34.7 million shares and increased its dividend by 10%. Analysts project the company's revenue could reach CA$8.6 billion by 2029, implying 8.8% annual growth.
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Industries
Automotive & Transportation
Industrial & Manufacturing
Energy
Company Size
51-200
Company Stage
IPO
Headquarters
White Plains, New York
Founded
1998
Find jobs on Simplify and start your career today