Clean Energy Fuels Corp. (CLNE)

Clean Energy Fuels Corp. reported break-even earnings for both Q2 and Q3 2025. Q2 revenue was up 5%, and the stock saw a nearly 13% increase in August 2025 following these results and improved guidance. The stock has shown a decline over the past year, ranging from approximately -25.09% to -32.59%. Analysts have issued a consensus "buy" rating for CLNE, with price targets ranging from $2.20 to $10.00. Insider trading activity in the past three months indicates more selling than buying. Recent news includes a contract in November 2025 to design, construct, and maintain a second hydrogen fueling station for Foothill Transit, and new fuel deals with cross-sector fleets to supply renewable natural gas in October 2025. The company also announced a new Freightliner X15N demo truck program in October 2025.

The provided search results do not explicitly detail the demand seasonality for Clean Energy Fuels Corp.'s products and services. While a tool for "CLNE Monthly Seasonality" exists, the specific seasonal trends or factors affecting demand for compressed natural gas, liquefied natural gas, and renewable natural gas for transportation were not described.

Clean Energy Fuels Corp. is a provider of natural gas as an alternative fuel for vehicle fleets, operating in the United States and Canada. The company operates within the Utilities and Energy sectors, focusing on Natural Gas Distribution and Oil and Gas Refining and Marketing. Its business model is vertically integrated, including the production, distribution, and sale of RNG, along with services like vehicle conversions and maintenance. The company's major products include renewable natural gas (RNG), compressed natural gas (CNG), and liquefied natural gas (LNG), supplied to medium and heavy-duty vehicles. Clean Energy also provides operation and maintenance services for fueling stations, designs and builds fueling infrastructure, and sells and services related equipment. Additionally, the company generates revenue by monetizing environmental credits like Renewable Identification Numbers (RINs) and Low Carbon Fuel Standard (LCFS) credits, targeting markets such as heavy-duty trucking, airports, public transit, institutional energy users, and government fleets.

Clean Energy Fuels Corp. has a network of fueling stations across the United States and Canada, with the majority of its revenue generated in the U.S. The company also operates RNG production facilities, including those at dairy farms. Its headquarters are located in Newport Beach, California, U.S.

Clean Energy Fuels Corp.'s brand reputation is positively influenced by its commitment to decarbonizing transportation and its focus on renewable natural gas (RNG). The company is recognized as a leading provider of clean fuel solutions for the transportation industry. Recent events such as expanding its relationship with Gold Coast Transit and securing new fuel deals for renewable natural gas contribute to a positive image. The company's efforts to build out commercial-grade natural gas fueling corridors in Canada also highlight its dedication to expanding clean fuel infrastructure.

Clean Energy Fuels Corp. has significant institutional ownership, with 47.8% of the company's shares held by institutions. Major institutional owners include TotalEnergies SE (19.42%), BlackRock, Inc. (7.17%), Grantham, Mayo, Van Otterloo & Co. LLC (5.40%), The Vanguard Group, Inc. (5.20%), Dimensional Fund Advisors LP (3.75%), Global Alpha Capital Management Ltd. (3.20%), State Street Global Advisors, Inc. (2.58%), and Geode Capital Management, LLC (1.94%). Individual insiders own approximately 1.59% of the shares, with CEO Andrew Littlefair holding 0.5% of the shares.