AirJoule Technologies Corporation Class A (AIRJ)

Over the past six months, AirJoule's stock experienced several notable events. The stock reached a 52-week low on August 28, 2024. The company officially changed its name on November 13, 2024. Third-quarter 2025 results were reported on November 13, 2025, showing a narrower-than-expected loss per share. Nexus Data Centers was identified as an AI Hyperscale Developer on December 2, 2025. A partnership with Red Dot Ranch was established on December 19, 2025. A public offering of Class A Common Stock was announced on January 13 and priced on January 14, 2026. The CEO purchased shares on January 15, 2026. An atmospheric water harvesting system was commissioned at Arizona State University on January 20, 2026. A partnership with TenX Investment for Middle East distribution was announced on February 2, 2026. The stock price was $3.23 on February 6, 2026.

AirJoule Technologies' products are designed to address demand across various environmental conditions, emphasizing year-round seasonal efficiencies and operational costs. The technology can produce water economically even at low humidity levels and is designed to operate 24/7. The products are valuable for industrial users with waste heat and HVAC applications, with a pilot project in Pescadero, California, chosen for its consistent coastal fog and year-round humidity.

AirJoule Technologies Corporation (AIRJ), founded in 2018 and renamed on November 13, 2024, is an atmospheric renewable energy and water harvesting technology company based in Ronan, Montana. The company operates in the Capital Goods sector, providing energy, dehumidification, evaporative cooling, and atmospheric water generation through its proprietary AirJoule technology. AirJoule's solutions include pure distilled water, water recovery systems, cooling systems, and moisture control, aimed at mitigating water scarcity and reducing energy consumption.

AirJoule Technologies is headquartered in Ronan, Montana, with an expanded manufacturing facility in Newark, Delaware. The company has deployed its first system in Dubai and has operational systems in Texas and Arizona. AirJoule is partnering with Red Dot Ranch for residential off-grid water solutions in California's coastal communities, focusing on commercialization and scaling through global collaborations with companies like GE Vernova, Carrier Global Corporation, and BASF.

AirJoule Technologies has a "Moderate Buy" consensus rating from five brokerages, with an average rating score of 2.80 and an average twelve-month price target of $9.50. MarketBeat's MarketRank™ placed AirJoule Technologies higher than 94% of evaluated companies. However, the company is in a pre-revenue stage and has reported widening losses, impacting its stock performance, with a 58.95% loss in total shareholder return over the past year. The commissioning of the A250 system at Arizona State University led to a mild negative market reaction.

AirJoule Technologies Corporation has 124 institutional owners and shareholders, collectively holding 7,680,763 shares, with key shareholders including CI Private Wealth, LLC, BlackRock, Inc., and Vanguard Group Inc. Three Curve Capital LP is the largest shareholder, owning 31% of the outstanding shares. Individual insiders hold 27.3% of the shares, with CEO Matthew Jore holding 13% and Executive Chairman Patrick Eilers holding approximately 7.4%. The top three shareholders collectively control over half of the company's shares, and private equity firms hold 31% of the shares.