Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$64.4M
30M shares
52-week range
$1.65 – $2.87
52% from low
Sector
GAS & OTHER SERVICES COMBINED
Exchange
NASDAQ
CS
Borrow rate
0.96%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|
| Revenue | $119.7M | $117.7M | $166.1M | $235.5M | $256.1M | $300.0M | $349.0M |
| Cost of revenue | $91.0M | $90.2M | $115.1M | $162.8M | $183.9M | $199.9M | $242.8M |
| Gross profit | $28.7M | $27.5M | $51.1M | $72.7M | $72.2M | $100.1M | $106.2M |
| Gross margin | 24.0% | 23.4% | 30.7% | 30.9% | 28.2% | 33.4% | 30.4% |
| R&D | $0 | $0 | $0 | $6.4M | $4.9M | $0 | $0 |
| Operating income | $814.0K | −$17.8M | $11.0M | $7.6M | $7.0M | $21.2M | $4.8M |
| EBITDA | $8.9M | $7.1M | $58.2M | $53.3M | $150.7M | $41.0M | $34.4M |
| Net income | −$5.2M | −$25.4M | $210.0K | $11.3M | $29.9M | $11.0M | $14.8M |
| Net margin | -4.4% | -21.5% | 0.1% | 4.8% | 11.7% | 3.7% | 4.2% |
| EPS (diluted) | -0.44 | -1.01 | 1.64 | 0.13 | 0.69 | 0.02 | 0.15 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $369M | $-0.04 | $-0.04–$-0.04 | 1 |
| 2027 | $421M | $0.01 | $0.01–$0.01 | 1 |
| 2028 | $461M | $0.31 | $0.30–$0.31 | 1 |
| 2029 | $514M | $0.79 | $0.77–$0.80 | 1 |
Forward consensus · source: Financial Modeling Prep
OPAL Fuels Inc is a fully integrated leader in the capture and conversion of biogas into low-carbon-intensity renewable natural gas and Renewable Power. The company is also engaged in the marketing and distribution of RNG to heavy-duty trucking and other hard-to-decarbonize industrial sectors. The company designs, develops, constructs, operates, and services Fueling Stations for trucking fleets across the country that use natural gas to displace diesel as their transportation fuel. The company derives revenue from the sale of Renewable Power, design, development, construction, and service of Fueling Stations, and sales of RNG produced by OPAL and third parties as pipeline-quality natural gas. The Company has three operating segments: RNG Fuel, Fuel Station Services, and Renewable Power.
www.opalfuels.comNo one on the platform currently holds OPAL.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 11,700 | $29.5K |
No one on the platform has traded OPAL yet.
| $16M |
| — |
| RGCORGC Resources, Inc. | $23.62 | -4.14% | $246M | — |
| SUUNPowerBank Corporation | $0.71 | -2.75% | $25M | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 94.2× earnings vs its 42.0× historical median P/E.
Fair value ≈ $1.02 · price $2.29 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$OPAL $CLNE the insider buying might also be because of the spiking crack spread. In other words, even though the price of crude has come down, refined products are still crazy tight. High diesel prices may be here to stay a while… This + RIN prices + 45Z clarity + better economics for RNG/CNG adoption = things are getting interesting
View on StockTwits ↗$OPAL $CLNE looks like renewables are about to get some major love and the insiders know it. RINs are f-ing ripping and have been all year. That’s huge for RNG producers. Opal has around 9 million in MMbTU capacity and 3 million more in construction. I know CLNE has been working on building up their production capacity too but I’m not as familiar with their numbers. Stars are aligning across the industry. Time to ask grandma to borrow some money 😂
View on StockTwits ↗$OPAL $CLNE Opal just increased their RNG production capacity to over 12 million MMBtu net to Opal. The latest contract will allow them to dispense 2 million MMBtu to class 8 fueling stations to “supply accelerating fleet adoption”!! It’s happening folks. 😬 https://finance.yahoo.com/sectors/energy/articles/opal-fuels-gfl-environmental-advance-103000428.html
View on StockTwits ↗$OPAL $GFL hell yeah! Let’s get those MMBTUs 🤑 https://finance.yahoo.com/sectors/energy/articles/opal-fuels-gfl-environmental-advance-103000428.html
View on StockTwits ↗$CLNE $OPAL Saw my first RNG Amazon truck in the wild today!! Looked brand new. I see UPS from time to time but seeing Amazon was a sight for sore eyes
View on StockTwits ↗$OPAL changed its Series A-1 Preferred Units, boosting the dividend rate to 12% and tightening redemption and conversion rules.
View on StockTwits ↗$OPAL $IOVA using my advanced EI system I was able to establish that these tickers have a high probability of being acquired in 2026. “What is EI?”, you might ask… EI is like AI, but better. It’s Egolden08 Intelligence. Computers suck. I’d smash 3 computers a week if I had time.
View on StockTwits ↗$OPAL I’m thoroughly impressed at how small the volume has been considering the drop here. No one seems to be panic selling.
View on StockTwits ↗$WM $OPAL Is WM getting into the RNG for transportation fuel business? I have a feeling there is about to be some consolidation in this space. The broader RNG production ecosystem is already heating up with M&A activity…
View on StockTwits ↗https://www.marketbeat.com/earnings/reports/2026-5-11-opal-fuels-inc-stock/ $OPAL OPAL Fuels Earnings Transcript
View on StockTwits ↗https://marketbeat.com/a/8648518/ $OPAL OPAL Fuels Q1 Earnings Call Highlights
View on StockTwits ↗$OPAL Q1 '26 Earnings Results & Recap OPAL Fuels reported Q1 2026 revenue of $73.4M, a 14% decrease from $85.4M year-over-year. Net loss was -$5.6M, compared to $1.3M income, with Adjusted EBITDA decreasing to $16.7M.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
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.