Held by
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Bookmarked by
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Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$100.4M
44M shares
52-week range
$1.54 – $7.82
12% from low
Sector
MISCELLANEOUS CHEMICAL PRODUCTS
Exchange
NASDAQ
CS
Arq Inc is an environmental technology company principally engaged in the sale of consumable air, water, and soil treatment solutions, including activated carbon (AC) and chemical technologies. The company manufactures and sells activated carbon and other chemicals used to capture and remove contaminants for the coal-fired power generation, industrial, municipal water and air, water and soil treatment, and remediation markets. Some of the products in its portfolio are Powdered Activated Carbon, Granular Activated Carbon, and Colloidal Carbon Product, among others.
www.arq.comNo one on the platform currently holds ARQ.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 410,570 | $1.1M |
No one on the platform has traded ARQ yet.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$ARQ If PFAS PAC reduces PFAS pollution by 5 ppt, then the number of public water systems that could benefit by ARQ’s new product is about 900. Since PAC is a lot cheaper than GAC or reverse osmosis, the product should get a lot of traction.
View on StockTwits ↗$ARQ Best call in a long time. CFO has got it going on. Urge listening to whole call but if only 5 minutes then Rasmus synopsis at end. Pretty confident where this is going and may offer specific thoughts later. Arq team is making lemonade out of lemons for sure though. The only negative was the dumb initial question by WTR.
View on StockTwits ↗$ARQ PAC for PFAS. Like the ring of that. Better margins. Hope to hear on call that can add margin and maybe $10M to $20M Multiple parties in discussions on Corbin and proof of asphalt performance enhancement. Me like. If $20M is annual EBITDA run rate, this should comfortably becomes a 3 to $4.50 stock even without Corbin developments. Nice job Rasmus and Arq team.
View on StockTwits ↗$ARQ Really solid quarter here. Core business remains very sturdy. Would love clarity on the go forward plans but still in progress it seems. They are flagging a wide range of options which is appropriate. If they manage 20m in ebitda this is massively undervalued especially with close to 4 bucks a share of assets (equipment, factory) on their books.
View on StockTwits ↗$ARQ Q2 '26 Earnings Results & Recap • Reported GAAP EPS of -$0.02 up 66.67% YoY • Reported revenue of $29.88M up 4.54% YoY
View on StockTwits ↗@vdm_reborn @ChillingTrader $ARQ Trading at 2 book value around 4 $BUR Trading at 4 BV 11 $ACCO Trading at 4 BV 7 Just look around at the US market and you'll find possibilities with a much Lowe risk of losing everything. I promised myself to sell al $WETH as soon as it reached 3. Then invest in companies like these. However I am not getting that chance now with the capital i wanted to have.
View on StockTwits ↗$ARQ anticipates releasing its Q2 2026 results after market close on Aug 10, with a conference call on Aug 11 at 8:30 a.m. ET.
View on StockTwits ↗$ARQ presented a separation agreement as Stacia Hansen resigns as chief accounting officer, with a $108,333 severance.
View on StockTwits ↗$ARQ Troubling that no update on plant build out by now. I am wondering if not a quick fix at all. Equity raise puts this back to $1.70s. Management absolutely has to know by now the path forward and needs to tell us the cost and capital sources.
View on StockTwits ↗$ARQ Rasmus sure is bringing in some high end financial talent.
View on StockTwits ↗$ARQ bounce off of bullish imbalance and volume shelf. Potential 30% swing here.
View on StockTwits ↗$ARQ So many positive catalysts coming here. *Highly differentiated asphalt testing. *Regulatory changes are legally forcing thousands of water facilities to buy GAC. Arq is finishing a plant expansion to supply that exact material, and their ongoing filtration testing proves their product is vastly more efficient than what's currently on the market. It places them in a perfect position to capture a massive wave of upcoming municipal water contracts. * Strong core PAC business * Substantial Insider alignment own 20% + of the float *Recent CFO higher indicates massive growth strategy unfolding.
View on StockTwits ↗$ARQ Wow. Impressive CFO signing. A guy with his background joined a tiny microcap for a reason. Plus, incentives are tied to 3x plus stock price appreciation.
View on StockTwits ↗$ARQ Rasmus is setting up lots optionally with facility upgrades. The addition of acid washing or reactivation sets up higher margins and apparently applications for semiconductors. That is not to suggest asphalt and Corbin won’t bring meaningful value consistent with Rasmus stating that the total assets have greater than $500 million in value.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $124M | +3.6% | $0.02 | $0.01–$0.02 | 126.7× | 2 |
| 2027 | $138M | +11.4% | $-0.06 | $-0.08–$-0.03 | — | 2 |
| 2028 | $166M | +20.5% | $0.08 | $0.04–$0.12 | 29.4× | 3 |
| 2029 | $219M | +31.7% | $-0.07 | $-0.08–$-0.06 | — | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-10 | $-0.01 | $-0.02 | -42.9% |
| 2026-05-06 | $-0.02 | $-0.02 | +0.0% |
| 2026-03-09 | $-0.05 | $-0.07 | -40.0% |
| 2025-11-05 | $0.02 | $-0.02 | -200.0% |
| 2025-08-11 | $-0.01 | $-0.01 | +0.0% |
| 2025-05-07 | $-0.03 | $0.00 | +115.9% |
| 2025-03-05 | $-0.03 | $-0.03 | +0.0% |
| 2024-11-07 | $0.04 |
| $0.04 |
| +14.3% |
| $407M |
| — |
| NLNLI Holdings, Inc. | $6.70 | -0.30% | $327M | — |
| OFLXOmega Flex, Inc. | $30.41 | +1.10% | $307M | — |
Source: Financial Modeling Prep · peers by sector/industry