OPAL OPAL Fuels Inc.
Price Chart
Executive Summary
Two directors at OPAL Fuels made open-market purchases totaling ~$131K over a 7-day window, following a Q1 2026 earnings report that showed a 14% YoY revenue decline and a swing to a net loss. The insider buying is modest relative to the $344M market cap (~0.04%), but the cluster of buys from two directors post-earnings suggests confidence in the company's maintained 2026 guidance despite the weak quarter.
Key Financial Metrics
Actionable Insight
The insider buying is too small relative to market cap to be a strong signal on its own, but the cluster of director purchases following weak earnings suggests insider conviction in the maintained guidance. Monitor for additional insider buying or any guidance updates in the next 10-Q.
Key Facts
- Two directors (Dols Scott V. and Nisar Nadeem) made open-market purchases totaling ~$131K over 7 days
- Purchases occurred 10 days after Q1 2026 earnings: revenue $73.4M (-14% YoY), net loss of $(5.6)M vs prior year income of $1.3M
- Total insider buying is ~0.04% of market cap ($344M), well below the 0.1% materiality threshold
- Company maintained 2026 Adjusted EBITDA guidance of $95M-$110M despite the weak Q1
Financial Impact
Total insider purchases of ~$131K, representing ~0.04% of market cap
Risk Factors
- Revenue declined 14% YoY and the company swung to a net loss, indicating operational headwinds
- Insider buying is small in absolute terms and may not reflect a broad view of the business
- Maintained guidance may be at risk if Q1 weakness persists
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-OPAL-1779396226253 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
3d ago
|
Institutional Cluster
| $1.94 awaiting T+1 | awaiting T+1 | — | $1.93 (−0.52%) |
|
Jun 3, 2026
11d ago
|
8-K
| $2.31 $2.10 | ▼ −9.31% | ▼ −6.71% | $1.93 (−16.45%) |
|
May 21, 2026
24d ago
|
Insider Cluster
| $2.16 $2.16 | · 0.00% | ▼ −0.59% | $1.93 (−10.65%) |
|
May 20, 2026
25d ago
|
8-K
| $2.01 $2.16 | ▲ +7.46% | ▲ +7.02% | $1.93 (−3.98%) |
|
May 11, 2026
4w ago
|
8-K
| $2.19 $2.08 | ▲ +5.02% | ▲ +4.89% | $1.93 (+11.87%) |
|
Apr 28, 2026
6w ago
|
8-K
| $2.08 $2.16 | ▲ +3.85% | ▲ +2.82% | $1.93 (−7.21%) |
US Market Status
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