AIRJ
AirJoule Technologies Corp.
$4.87
-15.89%
$396.5M
No data for this timeframe.
Vol
Market Cap$396.5M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (91%)
Inst. Holders8 funds
Inst. Value$7.3M
Inst. Activity6 buys / 0 sells
Insider Activity0B / 1S
Insider Net $-$11.0K
Reddit Sentiment60° Warm
SEC Reports1
Press Releases1
Exchange Nasdaq·Sector Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip·Inc. DE·CIK 0001855474·Prev Close $5.79
Recent Activity
Jun 4, 2026
short_volume
Short Volume: AIRJ — 58.9% short (1.1M / 1.8M)
Short: 1,062,106 | Exempt: 14,189 | TRF Vol: 1,803,600 | Short Ratio: 58.9% | Off-exchange volume (d
May 28, 2026
Insider
Murphy Thomas Edward sold 30,227 shares
Director @ $0.00 ($0.00)
May 28, 2026
Insider
Murphy Thomas Edward sold 25,487 shares
Director @ $0.00 ($0.00)
May 28, 2026
Insider
Murphy Thomas Edward sold 25,487 shares
Director @ $0.00 ($0.00)
May 14, 2026
SEC
AirJoule Technologies reported Q1 2026 GAAP EPS of -$0.74, far below the -$0.06 consensus, driven by a $63.1M equity los
PRESS-RELEASE — Impact 6/10
Inst.
RENAISSANCE TECHNOLOGIES LLC — DOUBLED
287,500 shares ($1.1M)
Inst.
TWO SIGMA INVESTMENTS, LP — ADD
45,782 shares ($180.4K)
Mar 24, 2026
Press
AirJoule Technologies announced it will release its full-year 2025 results on March 30, 2026, followed by a conference c
Impact 3/10
Price Targets
$8.15
+67.4% upside
Strong Buy
Current $4.87
Low $6.00
Median $7.00
High $12.00
5 analysts
$6.00
$12.00
Analyst Ratings
2Strong Buy
8Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 18, 2026 | HC Wainwright & Co. | REITERATE | Buy → Buy |
| May 8, 2026 | Seaport Global | INITIATE | Buy |
| Dec 22, 2025 | LUCID CAPITAL MARKETS | INITIATE | Buy |
| Dec 16, 2025 | Ladenburg Thalmann | INITIATE | Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.07 | $-0.08 — $-0.06 | 10% YoY | 3 |
| Next Q | $-0.07 ▲ +4.8% | $-0.08 — $-0.06 | 31% YoY | 3 |
| Current FY | $-0.25 ▲ +6.2% | $-0.30 — $-0.22 | -69% YoY | 3 |
| Next FY | $-0.30 ▼ -6.0% | $-0.32 — $-0.26 | -17% YoY | 3 |
Latest Reports
BEARISH
PRESS-RELEASE
6/10
AirJoule Technologies reported Q1 2026 GAAP EPS of -$0.74, far below the -$0.06 consensus, driven by a $63.1M equity los
May 14, 2026
NEUTRAL
Press
3/10
AirJoule Technologies announced it will release its full-year 2025 results on March 30, 2026, followed by a conference c
Mar 24, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $4.8M | — |
| RENAISSANCE TECHNOLOGIES LLC | $1.1M | DOUBLED |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $808.4K | ADD |
| TWO SIGMA INVESTMENTS, LP | $180.4K | ADD |
| MORGAN STANLEY | $176.9K | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 28, 2026 | Murphy Thomas | A | $0.00 |
| May 28, 2026 | Murphy Thomas | M | $0.00 |
| May 28, 2026 | Murphy Thomas | M | $0.00 |
| May 28, 2026 | Sterling Denise | A | $0.00 |
| May 28, 2026 | Sterling Denise | M | $0.00 |
Reddit Sentiment
60°
Warm
Bearish
Neutral
Bullish
8 institutional holders with $7.3M total value (1,852,675 shares) as of 2025-Q4. Top holders: VANGUARD, RENAISSANCE, CHARLES. Net buying activity: 6 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 1,212,333 | $4.8M | 65.4% | — |
| 2 | RENAISSANCE TECHNOLOGIES LLC | 287,500 | $1.1M | 15.5% | DOUBLED +417.1% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 205,184 | $808.4K | 11.1% | ADD +46.7% |
| 4 | TWO SIGMA INVESTMENTS, LP | 45,782 | $180.4K | 2.5% | ADD +75.3% |
| 5 | MORGAN STANLEY | 44,904 | $176.9K | 2.4% | DOUBLED +150.2% |
| 6 | WELLS FARGO & COMPANY/MN | 28,295 | $111.5K | 1.5% | ADD +42.7% |
| 7 | BANK OF AMERICA CORP /DE/ | 15,768 | $62.1K | 0.9% | DOUBLED +132.7% |
| 8 | FMR LLC | 12,909 | $50.9K | 0.7% | DOUBLED +1646.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 55,600 | 287,500 | +417.1% | $1.1M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 26,112 | 45,782 | +75.3% | $180.4K | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 17,944 | 44,904 | +150.2% | $176.9K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 19,823 | 28,295 | +42.7% | $111.5K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 6,775 | 15,768 | +132.7% | $62.1K | 2025-Q4 |
| FMR LLC | DOUBLED | 739 | 12,909 | +1646.8% | $50.9K | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 55,600 | — | $260.8K | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 26,112 | — | $122.5K | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 15,289 | 19,823 | +29.7% | $93.0K | 2025-Q3 |
| MORGAN STANLEY | TRIM | 26,291 | 17,944 | -31.7% | $84.2K | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 116,439 | 170,767 | +46.7% | $790.7K | 2025-Q2 |
| UBS Group AG | DOUBLED | 58,560 | 131,304 | +124.2% | $607.9K | 2025-Q2 |
| MORGAN STANLEY | DOUBLED | 10,807 | 26,291 | +143.3% | $121.7K | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 1,500 | 15,289 | +919.3% | $70.8K | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | TRIM | 16,923 | 8,581 | -49.3% | $39.7K | 2025-Q2 |
| UBS Group AG | ADD | 32,316 | 58,560 | +81.2% | $270.0K | 2025-Q1 |
| MORGAN STANLEY | DOUBLED | 4,240 | 10,807 | +154.9% | $49.8K | 2025-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 69,733 | 120,219 | +72.4% | $957.5K | 2024-Q4 |
| UBS Group AG | DOUBLED | 8 | 32,316 | +403850.0% | $257.4K | 2024-Q4 |
| MORGAN STANLEY | NEW | — | 4,240 | — | $33.8K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 69,733 | — | $404.5K | 2024-Q3 |
| MORGAN STANLEY | EXIT | 10,521 | 0 | -100.0% | $0.00 | 2024-Q3 |
9 unique insiders with 1 transactions. Net insider value: -$11.0K ($0.00 bought, $11.0K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 28, 2026 | Murphy Thomas Edward | Director | A | 30,227 | $0.00 | $0.00 |
| May 28, 2026 | Murphy Thomas Edward | Director | M | 25,487 | $0.00 | $0.00 |
| May 28, 2026 | Murphy Thomas Edward | Director | M | 25,487 | $0.00 | $0.00 |
| May 28, 2026 | Sterling Denise Marie Brucia | Director | A | 30,227 | $0.00 | $0.00 |
| May 28, 2026 | Sterling Denise Marie Brucia | Director | M | 25,487 | $0.00 | $0.00 |
| May 28, 2026 | Sterling Denise Marie Brucia | Director | M | 25,487 | $0.00 | $0.00 |
| May 28, 2026 | Porter Stuart D | Director | A | 30,227 | $0.00 | $0.00 |
| May 28, 2026 | Porter Stuart D | Director | M | 28,037 | $0.00 | $0.00 |
| May 28, 2026 | Porter Stuart D | Director | M | 28,037 | $0.00 | $0.00 |
| May 28, 2026 | Agrawal Ajay | Director | A | 30,227 | $0.00 | $0.00 |
| May 28, 2026 | Agrawal Ajay | Director | M | 28,037 | $0.00 | $0.00 |
| May 28, 2026 | Zaatari Marwa | Director | A | 30,227 | $0.00 | $0.00 |
| May 28, 2026 | Zaatari Marwa | Director | M | 28,037 | $0.00 | $0.00 |
| May 28, 2026 | Agrawal Ajay | Director | M | 28,037 | $0.00 | $0.00 |
| May 28, 2026 | Zaatari Marwa | Director | M | 28,037 | $0.00 | $0.00 |
| Mar 3, 2026 | Gutke Jeff | Chief Administrative Officer | SELL | 3,462 | $3.17 | $11.0K |
| Feb 27, 2026 | Gutke Jeff | Chief Administrative Officer | M | 14,063 | $0.00 | $0.00 |
| Feb 27, 2026 | Gutke Jeff | Chief Administrative Officer | M | 14,063 | $0.00 | $0.00 |
| Feb 27, 2026 | EILERS PATRICK C | Executive Chairman | M | 12,556 | $0.00 | $0.00 |
| Feb 27, 2026 | Pang Stephen S. | Chief Financial Officer | M | 17,579 | $0.00 | $0.00 |
| Feb 27, 2026 | JORE MATTHEW B | Chief Executive Officer | M | 30,135 | $0.00 | $0.00 |
| Feb 27, 2026 | JORE MATTHEW B | Chief Executive Officer | M | 30,135 | $0.00 | $0.00 |
| Feb 27, 2026 | EILERS PATRICK C | Executive Chairman | M | 12,556 | $0.00 | $0.00 |
| Feb 27, 2026 | Pang Stephen S. | Chief Financial Officer | M | 17,579 | $0.00 | $0.00 |
| Feb 11, 2026 | Pang Stephen S. | Chief Financial Officer | A | 59,441 | $0.00 | $0.00 |
| Feb 11, 2026 | EILERS PATRICK C | Executive Chairman | A | 97,656 | $0.00 | $0.00 |
| Feb 11, 2026 | EILERS PATRICK C | Executive Chairman | A | 72,844 | $0.00 | $0.00 |
| Feb 11, 2026 | Pang Stephen S. | Chief Financial Officer | A | 185,938 | $0.00 | $0.00 |
| Feb 11, 2026 | JORE MATTHEW B | Chief Executive Officer | A | 156,250 | $0.00 | $0.00 |
| Feb 11, 2026 | JORE MATTHEW B | Chief Executive Officer | A | 116,550 | $0.00 | $0.00 |
1 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 0 neutral. Avg impact: 6.0/10.
Current analyst consensus: Strong Buy (91% buy). Based on 11 analysts: 2 strong buy, 8 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$8.15 mean target
+67.4% upside
Strong Buy (3.00)
$6.00 Low
$12.00 High
| Metric | Value |
|---|---|
| Current Price | $4.87 |
| Target Low | $6.00 |
| Target Mean | $8.15 |
| Target Median | $7.00 |
| Target High | $12.00 |
| # Analysts | 5 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.07 | $-0.08 | $-0.06 | 10.3% | +0.0% | — | $0.0B | 0.0% | 3 |
| Next Q 2026-09-30 |
$-0.07 | $-0.08 | $-0.06 | 30.9% | +4.8% | — | $0.0B | 0.0% | 3 |
| Current FY 2026-12-31 |
$-0.25 | $-0.30 | $-0.22 | -68.9% | +6.2% | — | $0.0B | 0.0% | 3 |
| Next FY 2027-12-31 |
$-0.30 | $-0.32 | $-0.26 | -17.1% | -6.0% | 1↑ 0↓ | $0.0B | 1410.5% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.070 | |
| 7d ago | $-0.070 | |
| 30d ago | $-0.070 | |
| 60d ago | $-0.070 | |
| 90d ago | $-0.070 |
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 3 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 18, 2026 | HC Wainwright & Co. | REITERATE | Buy | Buy |
| May 8, 2026 | Seaport Global | INITIATE | — | Buy |
| Dec 22, 2025 | LUCID CAPITAL MARKETS | INITIATE | — | Buy |
| Dec 16, 2025 | Ladenburg Thalmann | INITIATE | — | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 8 | 1 | 0 | 0 | 91% | |
| May 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| Apr 1, 2026 | 3 | 6 | 1 | 0 | 0 | 90% | |
| Mar 1, 2026 | 3 | 6 | 1 | 0 | 0 | 90% | |
| Feb 1, 2026 | 3 | 6 | 1 | 0 | 0 | 90% | |
| Jan 1, 2026 | 3 | 6 | 1 | 0 | 0 | 90% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
60°
Warm
Bearish
Neutral
Bullish
1 mentions
1 bullish
0 bearish
1 time period
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Feb 7, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
Insider Buys/Sells - AI Slop Scan
▲ 7
💬 2
⚡ 0.0
Jun 4, 2026
short_volume
Short Volume: AIRJ — 58.9% short (1.1M / 1.8M)
Short: 1,062,106 | Exempt: 14,189 | TRF Vol: 1,803,600 | Short Ratio: 58.9% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: AIRJ — 57.4% short (0.6M / 1.1M)
Short: 638,253 | Exempt: 1,650 | TRF Vol: 1,111,808 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: AIRJ — 68.1% short (1.1M / 1.6M)
Short: 1,060,063 | Exempt: 0 | TRF Vol: 1,557,081 | Short Ratio: 68.1% | Off-exchange volume (dark pool + OTC)
May 29, 2026
other
AirJoule Technologies Announces $15.0 Million Registered Direct Offering of Common Stock
Net proceeds expected to fully fund the Company into 2028 and support the commercialization of the AirJouleTM Core and Prime systems <pre>Net proceeds
May 28, 2026
short_volume
Short Volume: AIRJ — 57.9% short (0.4M / 0.7M)
Short: 379,971 | Exempt: 1,339 | TRF Vol: 656,286 | Short Ratio: 57.9% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: AIRJ — 55.1% short (0.8M / 1.5M)
Short: 798,966 | Exempt: 5,600 | TRF Vol: 1,451,137 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: AIRJ — 65.1% short (0.7M / 1.0M)
Short: 666,920 | Exempt: 2,286 | TRF Vol: 1,023,719 | Short Ratio: 65.1% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: AIRJ — 58.9% short (0.3M / 0.5M)
Short: 308,725 | Exempt: 584 | TRF Vol: 523,733 | Short Ratio: 58.9% | Off-exchange volume (dark pool + OTC)
May 14, 2026
earnings
AirJoule Technologies Announces First Quarter 2026 Results and Provides Business Update
AIRJ Completes First Full-Scale AirJoule Prime Build, Advances AirJoule Core Platform, and Strengthens Commercial Engagement
May 13, 2026
earnings_calendar
AIRJ Q1 2026 Earnings Scheduled — 2026-05-13
May 11, 2026
earnings_calendar
AIRJ Q1 2026 Earnings Scheduled — 2026-05-11
May 11, 2026
short_volume
Short Volume: AIRJ — 64.6% short (0.4M / 0.6M)
Short: 378,423 | Exempt: 70 | TRF Vol: 585,884 | Short Ratio: 64.6% | Off-exchange volume (dark pool + OTC)
Apr 9, 2026
routine
AirJoule Technologies Named "Water Tech Innovation of the Year" in 2026 CleanTech Breakthrough Awards Program
<p><em>Independent recognition highlights AirJoule’s breakthrough water-from-air platform and accelerating momentum toward commercial deployment</em><
Mar 31, 2026
earnings_calendar
AIRJ Q4 2025 Earnings Scheduled — 2026-03-31
Mar 31, 2026
short_volume
Short Volume: AIRJ — 56.8% short (0.4M / 0.7M)
Short: 373,951 | Exempt: 28,251 | TRF Vol: 658,001 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)