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OPAL

OPAL Fuels Inc.

OPAL

NASDAQ·Industrials·Engineering & Construction·Mkt cap $56.9M

$2.01

+1.52%

P/E

16.20

Mkt Cap

$56.9M

52-Wk Range

$1.65–$2.87

52-Week Range

$1.65 - $2.87

P/E

16.20

Fwd P/E

3.44

Beta

0.74

Div Yield

0.00%

Avg Vol

251.0K

Shares Out

29.0M

Mkt Cap

$56.9M

Price action

Price chart

Down 5.2% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Vertically integrated biogas-to-fuel platform with 24+ operational projects
  • Established fueling infrastructure network serving heavy-duty trucking fleets
  • Multiple revenue streams from single assets (RNG, renewable power, station services)
  • Early-mover advantage in hydrogen fueling station development
  • 25+ year operational history since 1998 with proven execution capability

Bear Case

1 risk

  • Low volatility (beta 0.7).

Growth

Stable outlook

Increasing EPA and state regulations mandating fleet emissions reductions

Value

Deep value opportunity - significant discount to Gas Utilities peers

Momentum

Weak

-5.6% over 3m

Quality

Stable

Strong fundamentals

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 5, 2026

Q3 26 RECAP

AUG 10, 2026

Reported EPS of -$0.05 vs $0.08 consensus (-164.8% surprise). Revenue of $83.4M vs $90.7M expected (-8.1%).

EPS miss
Revenue miss

EPS surprise · last 4Q

0 of 1 beats

Estimate

Actual

Q3 26

-164.8%

Revenue trend · last 8Q

-8%

+31%

+13%

-1%

+25%

-13%

+4%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$84.0M

$80.0M

$85.4M

$80.5M

$83.4M

$99.8M

$73.9M

$83.4M

Margins · last 8Q

Gross

0.0%

Operating

0.0%

Profit

-1.8%

Wall Street consensus

1 analyst · 0% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

0%

Hold

0%

Sell

1

100%

Median Price Target

Latest: Goldman Sachs · Mar 17, 2026

vs Industry

How OPAL stacks vs Engineering & Construction

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.