Clean Energy Fuels Corp. (CLNE)

Clean Energy Fuels Corp. stock has experienced several notable events in the past six months. The stock's share price crossed above its 200-day moving average on February 7, 2026. Analysts have given CLNE a "Moderate Buy" consensus rating with an average target price of $3.59. The company reported its Q3 2025 earnings on November 4, 2025, with revenue of $106.1 million and a net loss of $(23.8) million. On August 7, 2025, Clean Energy announced its Q2 2025 operating results, reporting revenue of $102.6 million and a net loss attributable to Clean Energy of $(20.2) million, or $(0.09) per share. Insider selling activity was observed in September and August 2025. Over the past year, CLNE's stock has underperformed both the US Oil and Gas industry and the broader US Market.

The company's customer base primarily consists of commercial transportation fleets, which generally exhibit consistent operational needs throughout the year, suggesting a relatively stable demand for fuel and related services rather than significant seasonal fluctuations. The increasing adoption of RNG for decarbonization also points to a growing, rather than seasonal, demand trend.

Clean Energy Fuels Corp. is the largest provider of natural gas as an alternative transportation fuel in the United States and Canada, operating in the Energy sector. The company specializes in renewable natural gas (RNG) derived from organic waste sources, aiming to decarbonize transportation. Its major products and services include RNG, CNG, LNG, fueling infrastructure, equipment and technologies, and operations and maintenance services. Clean Energy serves a diverse customer base, including heavy-duty trucking, public transit, refuse haulers, airports, government fleets, shuttle, taxi, and municipal vehicle operators.

Clean Energy Fuels Corp. has a significant geographic footprint primarily across the United States and Canada, where it operates over 600 fueling stations. The company also sells compression equipment and offers station consultation in more than 20 countries worldwide.

Clean Energy Fuels has maintained a strong brand reputation centered on its mission to decarbonize transportation through renewable natural gas (RNG). RNG fuel sales increased significantly, achieving a weighted average portfolio carbon intensity for its RNG at or below zero in 2023. The company secured new RNG supply agreements with major transit fleets and municipalities and expanded its relationship with Gold Coast Transit by constructing the agency's first hydrogen station. Clean Energy also began injecting RNG into the pipeline at one of the country's largest RNG projects, South Fork Dairy, in December 2025.

Clean Energy Fuels Corp. has 323 institutional owners and shareholders holding a total of 117,981,617 shares. Major institutional owners include TotalEnergies SE, BlackRock, Inc., Grantham, Mayo, Van Otterloo & Co. LLC, Vanguard Group Inc, Dimensional Fund Advisors Lp, Global Alpha Capital Management Ltd., and State Street Corp. Individual insiders, including CEO Andrew Littlefair, own approximately 1.59% of the shares outstanding, with Andrew Littlefair holding 0.5% of the shares.