OPAL Fuels Inc. Class A (OPAL)

OPAL Fuels reported a 38% increase in RNG production and a 31% rise in revenue in Q1 2025. The company's stock experienced an 18% increase. An insider purchase by a Co-Chief Executive Officer was reported. A new analyst forecast assigned OPAL a $3.0 price target. UBS and Johnson Rice downgraded OPAL's rating from "Strong Buy" to "Hold." OPAL Fuels announced a 13% increase in revenue and a 33% rise in RNG production in Q2 2025. OPAL Fuels was identified as a Monday Sector Leader in Oil & Gas Refining & Marketing. The company announced the commercial operation of an RNG facility in partnership with South Jersey Industries and Atlantic County Utilities Authority. A "sell" signal was issued, leading to an 8.27% stock price decline. OPAL Fuels announced the release date for its Q3 2025 earnings and a conference call. The stock price fell by 5.56%, and a ribbon-cutting ceremony was held for the Atlantic County Utilities Authority's RNG Project.

OPAL Fuels Inc. experiences seasonality in the demand and pricing for its products and services. Demand for natural gas typically peaks during the winter months due to increased heating needs and in the summer due to higher electricity demand for air conditioning. Demand tends to decline during the milder spring and fall seasons. These seasonal fluctuations directly impact natural gas prices, with prices generally rising before winter and summer peaks based on expectations of higher consumption.

OPAL Fuels is a vertically integrated renewable energy company focused on producing and distributing low-carbon intensity renewable natural gas (RNG). The company captures and converts biogas into pipeline-quality RNG, which is marketed as vehicle fuel and for other industrial sectors. OPAL Fuels also designs, develops, operates, and services fueling stations for natural gas and hydrogen-powered vehicles, generates and sells renewable power, and trades environmental attributes.

OPAL Fuels operates throughout the United States and North America, with its headquarters in White Plains, New York. The company has projects and fueling stations in various states, including a landfill-gas-to-RNG facility in Santa Clara County, California, and the Atlantic County Utilities Authority's RNG Project in Egg Harbor Township, New Jersey.

OPAL Fuels Inc. maintains a positive brand reputation through its commitment to sustainable energy solutions and greenhouse gas emission reduction. The company has a DitchCarbon score of 25, reflecting its carbon action and commitment to reducing emissions. Recent partnerships and project inaugurations, such as the Atlantic County Utilities Authority's RNG Project, enhance its image as a leader in the renewable energy sector. The company's mission to capture harmful methane emissions and decarbonize heavy-duty transportation contributes to a strong environmental reputation.

OPAL Fuels Inc. has significant institutional ownership, with 123 institutional owners holding 48.53% of the total shares outstanding. Major institutional shareholders include Ares Management Llc, Electron Capital Partners, LLC, Invesco Ltd., Vanguard Group Inc, BlackRock, Inc., Zimmer Partners, LP, Grizzlyrock Capital, Llc, Yaupon Capital Management LP, NextEra Energy, Inc., ArcLight Capital Partners, LLC, Nyera Ii Limited, and Fortistar LLC. Individual insiders own 6.56% of the company's shares.