OPAL
OPAL Fuels Inc.
$2.13
+1.91%
$349.5M
No data for this timeframe.
Vol
Market Cap$349.5M
Cap SizeSmall Cap
Analyst ConsensusBuy (62%)
Inst. Holders6 funds
Inst. Value$3.6M
Inst. Activity2 buys / 2 sells
Insider Activity9B / 0S
Insider Net $$186.2K
SEC Reports5
Recent Activity
Jun 3, 2026
SEC
OPAL Fuels announced the commencement of construction on two new RNG facilities in Alabama and Georgia, jointly owned 50
8-K — Impact 5/10
Jun 3, 2026
Insider
Nisar Nadeem bought 5,000 shares
Director @ $2.25 ($11.3K)
Jun 2, 2026
Insider
Nisar Nadeem bought 10,000 shares
Director @ $2.32 ($23.2K)
May 21, 2026
SEC
Two directors at OPAL Fuels made open-market purchases totaling ~$131K over a 7-day window, following a Q1 2026 earnings
CLUSTER — Impact 4/10
May 21, 2026
Insider
Dols Scott V. bought 7,946 shares
Director @ $2.00 ($15.9K)
May 20, 2026
SEC
Opal Fuels approved an amended certificate of designations for its Series A-1 Preferred Units, increasing the annual div
8-K — Impact 3/10
Inst.
MORGAN STANLEY — ADD
168,273 shares ($396.3K)
Inst.
WELLS FARGO & COMPANY/MN — ADD
23,197 shares ($54.6K)
Price Targets
$3.23
+61.3% upside
Strong Buy
Current $2.00
Low $2.10
Median $3.25
High $4.00
6 analysts
$2.10
$4.00
Analyst Ratings
3Strong Buy
5Buy
4Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Mar 17, 2026 | Goldman Sachs | MAINTAIN | Sell → Sell |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.01 ▼ -83.3% | $0.01 — $0.01 | 117% YoY | 1 |
| Next Q | $0.01 ▼ -84.6% | $0.01 — $0.01 | 110% YoY | 1 |
| Current FY | $0.05 ▼ -78.7% | $0.05 — $0.05 | -97% YoY | 1 |
| Next FY | $0.13 ▼ -31.6% | $0.12 — $0.14 | 160% YoY | 2 |
Latest Reports
BULLISH
8-K
5/10
OPAL Fuels announced the commencement of construction on two new RNG facilities in Alabama and Georgia, jointly owned 50
Jun 3, 2026
NEUTRAL
CLUSTER
4/10
Two directors at OPAL Fuels made open-market purchases totaling ~$131K over a 7-day window, following a Q1 2026 earnings
May 21, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $3.0M | — |
| MORGAN STANLEY | $396.3K | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $125.2K | NEW |
| WELLS FARGO & COMPANY/MN | $54.6K | ADD |
| BANK OF AMERICA CORP | $31.7K | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 3, 2026 | Nisar Nadeem | BUY | $11.3K |
| Jun 2, 2026 | Nisar Nadeem | BUY | $23.2K |
| May 21, 2026 | Dols Scott | BUY | $15.9K |
| May 20, 2026 | Dols Scott | BUY | $9.0K |
| May 19, 2026 | Dols Scott | BUY | $51.5K |
6 institutional holders with $3.6M total value (1,539,690 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 1,281,320 | $3.0M | 83.2% | — |
| 2 | MORGAN STANLEY | 168,273 | $396.3K | 10.9% | ADD +38.9% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 53,148 | $125.2K | 3.5% | NEW |
| 4 | WELLS FARGO & COMPANY/MN | 23,197 | $54.6K | 1.5% | ADD +73.2% |
| 5 | BANK OF AMERICA CORP /DE/ | 13,460 | $31.7K | 0.9% | TRIM -27.2% |
| 6 | FMR LLC | 292 | $688.00 | 0.0% | NEAR_EXIT -85.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 121,184 | 168,273 | +38.9% | $396.3K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 13,396 | 23,197 | +73.2% | $54.6K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 18,478 | 13,460 | -27.2% | $31.7K | 2025-Q4 |
| FMR LLC | NEAR_EXIT | 2,035 | 292 | -85.7% | $688.00 | 2025-Q4 |
| UBS Group AG | TRIM | 214,046 | 155,317 | -27.4% | $341.7K | 2025-Q3 |
| MORGAN STANLEY | DOUBLED | 57,366 | 121,184 | +111.2% | $266.6K | 2025-Q3 |
| FMR LLC | DOUBLED | 45 | 2,035 | +4422.2% | $4.5K | 2025-Q3 |
| UBS Group AG | DOUBLED | 95,408 | 214,046 | +124.3% | $518.0K | 2025-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 58,863 | — | $142.4K | 2025-Q2 |
| MORGAN STANLEY | DOUBLED | 738 | 57,366 | +7673.2% | $138.8K | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 296 | 23,468 | +7828.4% | $56.8K | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | NEW | — | 11,259 | — | $27.2K | 2025-Q2 |
| CITADEL ADVISORS LLC | TRIM | 59,224 | 20,348 | -65.6% | $37.4K | 2025-Q1 |
| MORGAN STANLEY | TRIM | 1,338 | 738 | -44.8% | $1.4K | 2025-Q1 |
| UBS Group AG | ADD | 69,558 | 97,969 | +40.8% | $332.1K | 2024-Q4 |
| CITADEL ADVISORS LLC | DOUBLED | 14,688 | 59,224 | +303.2% | $200.8K | 2024-Q4 |
| MORGAN STANLEY | ADD | 738 | 1,338 | +81.3% | $4.5K | 2024-Q4 |
13 unique insiders with 9 transactions. Net insider value: $186.2K ($186.2K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 3, 2026 | Nisar Nadeem | Director | BUY | 5,000 | $2.25 | $11.3K |
| Jun 2, 2026 | Nisar Nadeem | Director | BUY | 10,000 | $2.32 | $23.2K |
| May 21, 2026 | Dols Scott V. | Director | BUY | 7,946 | $2.00 | $15.9K |
| May 20, 2026 | Dols Scott V. | Director | BUY | 4,346 | $2.06 | $9.0K |
| May 19, 2026 | Dols Scott V. | Director | BUY | 25,105 | $2.05 | $51.5K |
| May 18, 2026 | Nisar Nadeem | Director | BUY | 5,000 | $2.02 | $10.1K |
| May 18, 2026 | Dols Scott V. | Director | BUY | 12,603 | $2.02 | $25.5K |
| May 15, 2026 | Nisar Nadeem | Director | BUY | 10,000 | $1.94 | $19.4K |
| May 14, 2026 | Nisar Nadeem | Director | BUY | 10,000 | $2.05 | $20.5K |
| Mar 31, 2026 | Battle Betsy L. | Director | M | 66,073 | $0.00 | $0.00 |
| Mar 31, 2026 | Battle Betsy L. | Director | A | 54,773 | $0.00 | $0.00 |
| Mar 31, 2026 | Battle Betsy L. | Director | M | 66,073 | $0.00 | $0.00 |
| Mar 31, 2026 | Vemuri Ashok | Director | M | 66,073 | $0.00 | $0.00 |
| Mar 31, 2026 | Hasan Kazi | Chief Financial Officer | A | 101,988 | $0.00 | $0.00 |
| Mar 31, 2026 | Vemuri Ashok | Director | M | 66,073 | $0.00 | $0.00 |
| Mar 31, 2026 | Vemuri Ashok | Director | A | 54,773 | $0.00 | $0.00 |
| Mar 31, 2026 | Martell James J | Director | M | 66,073 | $0.00 | $0.00 |
| Mar 31, 2026 | Martell James J | Director | M | 66,073 | $0.00 | $0.00 |
| Mar 31, 2026 | Martell James J | Director | A | 54,773 | $0.00 | $0.00 |
| Mar 31, 2026 | Dols Scott V. | Director | M | 66,073 | $0.00 | $0.00 |
| Mar 31, 2026 | Nisar Nadeem | Director | M | 66,073 | $0.00 | $0.00 |
| Mar 31, 2026 | Dols Scott V. | Director | A | 54,773 | $0.00 | $0.00 |
| Mar 31, 2026 | Nisar Nadeem | Director | M | 66,073 | $0.00 | $0.00 |
| Mar 31, 2026 | Nisar Nadeem | Director | A | 54,773 | $0.00 | $0.00 |
| Mar 31, 2026 | Moll Lance D | Director | A | 54,773 | $0.00 | $0.00 |
| Mar 31, 2026 | Dols Scott V. | Director | M | 66,073 | $0.00 | $0.00 |
| Mar 31, 2026 | Comora Adam | Co-Chief Executive Officer | F | 12,930 | $2.52 | $32.6K |
| Mar 31, 2026 | Comora Adam | Co-Chief Executive Officer | M | 35,868 | $0.00 | $0.00 |
| Mar 31, 2026 | Sutton Scott McDougald | Director | A | 54,773 | $0.00 | $0.00 |
| Mar 31, 2026 | Comora Adam | Co-Chief Executive Officer | M | 35,868 | $0.00 | $0.00 |
| Mar 31, 2026 | Comora Adam | Co-Chief Executive Officer | A | 405,729 | $0.00 | $0.00 |
| Mar 31, 2026 | Comora Adam | Co-Chief Executive Officer | A | 226,640 | $0.00 | $0.00 |
| Mar 31, 2026 | Hasan Kazi | Chief Financial Officer | M | 73,415 | $0.00 | $0.00 |
| Mar 31, 2026 | Hasan Kazi | Chief Financial Officer | F | 26,466 | $2.52 | $66.7K |
| Mar 31, 2026 | Hasan Kazi | Chief Financial Officer | M | 73,415 | $0.00 | $0.00 |
| Mar 31, 2026 | Hasan Kazi | Chief Financial Officer | A | 182,579 | $0.00 | $0.00 |
| Mar 31, 2026 | Coghlin John | General Counsel | M | 16,738 | $0.00 | $0.00 |
| Mar 31, 2026 | Birck Darrell | Executive Vice President | M | 36,708 | $0.00 | $0.00 |
| Mar 31, 2026 | Maurer Jonathan Gilbert | Co-Chief Executive Officer | A | 405,729 | $0.00 | $0.00 |
| Mar 31, 2026 | Birck Darrell | Executive Vice President | F | 8,938 | $2.52 | $22.5K |
| Mar 31, 2026 | Birck Darrell | Executive Vice President | M | 36,708 | $0.00 | $0.00 |
| Mar 31, 2026 | Birck Darrell | Executive Vice President | A | 111,576 | $0.00 | $0.00 |
| Mar 31, 2026 | Birck Darrell | Executive Vice President | A | 62,326 | $0.00 | $0.00 |
| Mar 31, 2026 | Coghlin John | General Counsel | A | 162,292 | $0.00 | $0.00 |
| Mar 31, 2026 | Unger David C | Executive Vice President | M | 80,703 | $0.00 | $0.00 |
| Mar 31, 2026 | Unger David C | Executive Vice President | F | 29,093 | $2.52 | $73.3K |
| Mar 31, 2026 | Unger David C | Executive Vice President | A | 56,660 | $0.00 | $0.00 |
| Mar 31, 2026 | Coghlin John | General Counsel | F | 6,034 | $2.52 | $15.2K |
| Mar 31, 2026 | Unger David C | Executive Vice President | M | 80,703 | $0.00 | $0.00 |
| Mar 31, 2026 | Unger David C | Executive Vice President | A | 101,433 | $0.00 | $0.00 |
5 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 3 neutral. Avg impact: 4.0/10.
BULLISH
8-K
5/10
OPAL Fuels announced the commencement of construction on two new RNG facilities in Alabama and Georg
Jun 3, 2026
NEUTRAL
CLUSTER
4/10
Two directors at OPAL Fuels made open-market purchases totaling ~$131K over a 7-day window, followin
May 21, 2026
NEUTRAL
8-K
3/10
Opal Fuels approved an amended certificate of designations for its Series A-1 Preferred Units, incre
May 20, 2026
BEARISH
8-K
6/10
OPAL Fuels reported Q1 2026 revenue of $73.4M, down 14% YoY from $85.4M, and a net loss of $(5.6)M v
May 11, 2026
NEUTRAL
8-K
2/10
OPAL Fuels filed an 8-K solely to announce the date of its Q1 2026 earnings release (May 11, 2026, b
Apr 28, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (62% buy). Based on 13 analysts: 3 strong buy, 5 buy, 4 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$3.23 mean target
+61.3% upside
Strong Buy (2.67)
$2.10 Low
$4.00 High
| Metric | Value |
|---|---|
| Current Price | $2.00 |
| Target Low | $2.10 |
| Target Mean | $3.23 |
| Target Median | $3.25 |
| Target High | $4.00 |
| # Analysts | 6 |
| Recommendation | Strong Buy (2.67) |
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 |
$0.01 | $0.01 | $0.01 | 117.0% | -83.3% | — | $0.1B | 2.3% | 1 |
| Next Q 2026-09-30 |
$0.01 | $0.01 | $0.01 | 110.4% | -84.6% | — | $0.1B | 5.5% | 1 |
| Current FY 2026-12-31 |
$0.05 | $0.05 | $0.05 | -97.4% | -78.7% | — | $0.4B | 1.2% | 1 |
| Next FY 2027-12-31 |
$0.13 | $0.12 | $0.14 | 160.0% | -31.6% | 1↑ 1↓ | $0.4B | 18.0% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.010 | |
| 7d ago | $0.060 | -0.050 |
| 30d ago | $0.060 | -0.050 |
| 60d ago | $0.380 | -0.370 |
| 90d ago | $0.380 | -0.370 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Mar 17, 2026 | Goldman Sachs | MAINTAIN | Sell | Sell |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 5 | 4 | 1 | 0 | 62% | |
| May 1, 2026 | 3 | 5 | 4 | 1 | 0 | 62% | |
| Apr 1, 2026 | 3 | 5 | 4 | 1 | 0 | 62% | |
| Mar 1, 2026 | 3 | 5 | 4 | 1 | 0 | 62% | |
| Feb 1, 2026 | 3 | 5 | 4 | 1 | 0 | 62% | |
| Jan 1, 2026 | 3 | 5 | 4 | 1 | 0 | 62% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 11, 2026
earnings_calendar
OPAL Q1 2026 Earnings Scheduled — 2026-05-11
Mar 16, 2026
earnings_calendar
OPAL Q4 2025 Earnings After Market Close — 2026-03-16