Opal Fuels backs FY25 adjusted EBITDA view $90M-$110M
RNG Production Forecast: The company supports a production range of 5 million to 5.4 million MMBtu for fiscal year 2025.
Data Training Cutoff: The information is based on data available up to October 2023.
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Analyst Views on OPAL
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- Earnings Release Schedule: OPAL Fuels will release its Q4 and full year 2025 earnings before market open on March 16, 2026, indicating the company's ongoing growth in the renewable natural gas sector.
- Investor Conference Call: A conference call will take place on the same day at 11:00 a.m. Eastern Time, allowing investors to listen via the company's Investor Relations website, enhancing transparency and communication with stakeholders.
- Company Overview: OPAL Fuels is a leader in the production of renewable natural gas and low-carbon electricity, focusing on heavy-duty trucking and hard-to-decarbonize industrial sectors, reflecting its strategic positioning in the environmental sector.
- Forward-Looking Statements: The company cautions investors about the risks and uncertainties associated with forward-looking statements, emphasizing that future performance may be influenced by various factors, ensuring reasonable expectations for investors regarding the company's future.
- Pessimistic Earnings Outlook: Mid-to-low cap energy stocks like Advantage Energy and Forum Energy Technologies have received an 'F' grade for EPS revisions, indicating significant downward adjustments by analysts, reflecting a lack of market confidence in these companies.
- Wide Industry Distribution: These stocks span various subsectors including oil and gas exploration, equipment services, storage and transportation, and refining and marketing, suggesting that the entire energy sector is facing widespread challenges in the current economic environment, which may impact overall investor confidence.
- Consistent Analyst Ratings: All listed companies have been rated at the lowest level, demonstrating analysts' general concerns about their future profitability, which could lead to increased risk aversion among investors and negatively affect market performance.
- Potential Market Reaction: As the earnings season kicks off, investors may remain cautious regarding these stocks, especially against the backdrop of widespread EPS downgrades by analysts, potentially leading to further pressure on their stock prices.

Market Performance: Oil and gas refining and marketing shares are down approximately 1.1% on Monday, with Comstock and OPAL Fuels leading the decline at 5.9% and 4.2%, respectively.
Sector Laggards: The education and training services sector, along with oil and gas refining and marketing stocks, are identified as laggards in the market on Monday.
Author's Perspective: The views expressed in the article are those of the author and do not necessarily represent the opinions of Nasdaq, Inc.
Video Content: A video segment highlights the sector laggards, specifically focusing on education and training services as well as oil and gas refining and marketing stocks.

Market Performance: Rental, leasing, and royalty shares are lagging behind the market, down approximately 1.6% on the day.
Key Contributors: VOC Energy Trust and North European Oil Royalty Trust are leading the decline, with losses of about 3.2% and 2.6%, respectively.
Sector Focus: The article highlights the performance of the oil and gas refining and marketing sectors alongside the rental and leasing sectors.
Author's Perspective: The views expressed in the article are those of the author and do not necessarily represent Nasdaq, Inc.
Industry Overview: The alternative energy sector, particularly wind energy, is experiencing growth due to favorable policies and technological advancements, despite challenges from rising costs and tariffs. The U.S. electric vehicle market is also expected to drive clean energy stock growth.
Trends in Wind Energy: Wind energy is projected to expand significantly, with global capacity expected to reach 196.5 GW by 2030, supported by larger, more efficient turbines and increasing climate awareness.
Electric Vehicle Market Growth: The U.S. EV market is surging, with record sales and projected revenues of $105.8 billion in 2025, driven by government incentives and lower battery costs, enhancing the prospects for clean energy stocks.
Challenges and Outlook: Rising installation costs due to tariffs and the expiration of tax credits are hindering the clean energy sector's growth, reflected in a negative earnings outlook and a low Zacks Industry Rank, despite the sector outperforming the broader market over the past year.
Industry Overview: The alternative energy industry is divided into companies generating and distributing renewable energy and those developing renewable projects. Investments in renewable energy reached a record $386 billion in the first half of 2025, indicating strong growth potential.
Wind Energy Growth: Wind energy is rapidly expanding due to favorable policies and technological advancements, with projections of reaching 170 GW of global additions in 2025 and a cumulative capacity of 196.5 GW by 2030, highlighting a robust outlook for the sector.
Electric Vehicle Market Impact: The surge in electric vehicle (EV) sales, driven by improved infrastructure and lower battery costs, is expected to significantly boost clean energy adoption, with U.S. EV revenues projected to reach $105.8 billion in 2025.
Challenges and Outlook: The industry faces challenges from rising installation costs due to tariffs and the expiration of tax credits, leading to a negative earnings outlook. Despite this, the alternative energy sector has outperformed the broader market, with a 32% increase in stock value over the past year.







