LNZAW LanzaTech Global, Inc.
Price Chart
Executive Summary
LanzaTech reported Q1 2026 revenue of $12.0M, roughly in line with the $12.1M consensus, and a net loss of $14.7M, improved from a $19.2M loss a year ago. The company announced the remediation of its going concern doubt following $30M in capital raises, but the warrant ticker (LNZAW) is unlikely to see material price action from this routine quarterly update.
Actionable Insight
Monitor the company's ability to draw the additional $20M from the SPV facility and progress on commercial-scale SAF projects in India and the UK. The going concern remediation is a positive credit signal, but the company remains pre-profitability and cash-burning.
Key Facts
- Q1 2026 revenue of $12.0M vs $9.5M in Q1 2025, a 26.6% YoY increase
- Net loss narrowed to $14.7M from $19.2M in the prior-year quarter
- Adjusted EBITDA loss improved to $7.9M from $30.5M in Q1 2025
- Operating expenses fell 59% YoY to $13.5M due to restructuring
- Company concluded that recent capital raises alleviate substantial doubt about going concern
- Cash and restricted cash stood at $23.8M as of March 31, 2026, up from $17.1M at year-end 2025
- Issued 1,000,000 shares at $10.00 per share for $10M in May 2026, with an additional $20M available through May 2027
- LanzaJet ownership reduced to ~46% following Series A round at $650M pre-money valuation
Financial Impact
Revenue roughly in line with $12.1M consensus; net loss improved by $4.5M YoY; cash position strengthened by $6.7M sequentially
Risk Factors
- Continued operating cash burn of $9.3M in Q1 2026
- Dependence on additional capital raises to fund operations and growth projects
- LanzaJet ownership dilution reduces potential upside from that investment
- Nasdaq listing compliance risk remains given low stock price and market cap
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-034770 |
| Document: amci-20260514.htm | 0001628280-26-034770 |
| Document: 0001628280-26-034770-index-headers.html | 0001628280-26-034770 |
| Document: 0001628280-26-034770-index.html | 0001628280-26-034770 |
| Document: 0001628280-26-034770.txt | 0001628280-26-034770 |
| 8-K Data (Synthetic) | 0001628280-26-034770 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 4, 2026
10d ago
|
8-K
| $0.0133 $0.0136 | ▲ +2.26% | ▲ +4.83% | $0.0133 (−0.00%) |
|
May 18, 2026
27d ago
|
8-K
| $0.0133 $0.0133 | · 0.00% | ▼ −0.65% | $0.0133 (+0.00%) |
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May 18, 2026
27d ago
|
424B5
| $0.0133 $0.0133 | · 0.00% | ▼ −0.65% | $0.0133 (+0.00%) |
|
May 14, 2026
4w ago
|
8-K
| $0.0133 $0.0133 | · 0.00% | ▲ +1.23% | $0.0133 (−0.00%) |
|
May 4, 2026
5w ago
|
8-K
| $0.0133 $0.0133 | · 0.00% | ▼ −1.38% | $0.0133 (−0.00%) |
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Apr 16, 2026
8w ago
|
8-K
| $0.0133 $0.0133 | · 0.00% | ▼ −0.19% | $0.0133 (+0.00%) |
|
Mar 31, 2026
10w ago
|
8-K
| $0.0133 $0.0133 | · 0.00% | ▼ −0.08% | $0.0133 (−0.00%) |
US Market Status
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