AIRJ

AirJoule Technologies Corp.

Nasdaq · Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip · Inc. DE · CIK 0001855474
$4.19 -2.10% $286.9M
11 New Institutional Positions3 Institutional Exits
Vol
Market Cap$286.9M
Cap SizeMicro Cap
Analyst ConsensusStrong Buy (91%)
Inst. Holders43 funds
Inst. Value$19.4M
Inst. Activity11 buys / 3 sells
Insider Activity0B / 3S
Insider Net $-$44.6K
Reddit Sentiment67° Warm
SEC Reports2
Press Releases1
Exchange Nasdaq·Sector Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip·Inc. DE·CIK 0001855474·Prev Close $4.28

Recent Activity

Jun 12, 2026 SEC
AirJoule Technologies Corp. received SEC effectiveness on June 11, 2026 for two separate registration statements (File N
EFFECT — Impact 4/10
Jun 9, 2026 Insider
MacDonald Chad sold 1,987 shares
Chief Legal Officer @ $4.50 ($8.9K)
Jun 8, 2026 Insider
MacDonald Chad sold 5,320 shares
Chief Legal Officer @ $4.65 ($24.7K)
Jun 5, 2026 Insider
MacDonald Chad acquired via exercise 23,125 shares
Chief Legal Officer
Jun 5, 2026 short_volume
Short Volume: AIRJ — 57.7% short (1.2M / 2.0M)
Short: 1,170,957 | Exempt: 155,835 | TRF Vol: 2,029,156 | Short Ratio: 57.7% | Off-exchange volume (
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.
BlackRock, Inc. — ADD
1,826,010 shares ($4.6M)
Inst.
RENAISSANCE TECHNOLOGIES LLC — ADD
393,200 shares ($986.9K)

Price Targets

$8.15 +94.5% upside Strong Buy
Current $4.19 Low $6.00 Median $7.00 High $12.00 5 analysts
$6.00 $12.00

Analyst Ratings

Strong Buy91% buy · 11 analysts
2Strong Buy
8Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 18, 2026 HC Wainwright & Co. REITERATE Buy → Buy
May 8, 2026 Seaport Global INITIATE Buy
Dec 22, 2025 LUCID CAPITAL MARKETS INITIATE Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
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

Top Institutional Holders

FundValueMove
BlackRock, Inc.$4.6MADD
Alyeska Investment Group, L.P.$3.9M
VANGUARD CAPITAL MANAGEMENT LLC$3.5M
STATE STREET CORP$1.1MADD
RENAISSANCE TECHNOLOGIES LLC$986.9KADD

Recent Insider Trades

DateInsiderTypeValue
Jun 9, 2026MacDonald ChadSELL$8.9K
Jun 8, 2026MacDonald ChadSELL$24.7K
Jun 5, 2026MacDonald ChadM$0.00
Jun 5, 2026EILERS PATRICKF$8.9K
Jun 5, 2026EILERS PATRICKM$0.00

Reddit Sentiment

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish
43 institutional holders with $19.4M total value (7,757,730 shares) as of 2026-Q1. Top holders: BlackRock,, Alyeska, VANGUARD. Net buying activity: 11 institutions added/increased vs 3 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.1,826,010$4.6M23.6%ADD +38.3%
2Alyeska Investment Group, L.P.1,538,462$3.9M19.9%
3VANGUARD CAPITAL MANAGEMENT LLC1,386,474$3.5M17.9%
4STATE STREET CORP435,303$1.1M5.6%ADD +45.1%
5RENAISSANCE TECHNOLOGIES LLC393,200$986.9K5.1%ADD +36.8%
6Vident Advisory, LLC321,001$805.7K4.1%TRIM -31.6%
7WELLS FARGO & COMPANY/MN288,308$723.7K3.7%ADD +42.7%
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC249,627$626.6K3.2%ADD +46.7%
9VANGUARD FIDUCIARY TRUST CO215,291$540.4K2.8%
10ARROWSTREET CAPITAL, LIMITED PARTNERSHIP191,896$481.7K2.5%
11VANGUARD PORTFOLIO MANAGEMENT LLC180,224$452.4K2.3%
12HighTower Advisors, LLC107,157$269.0K1.4%
13Point72 Asset Management, L.P.79,359$199.2K1.0%
14GOLDMAN SACHS GROUP INC76,500$192.0K1.0%
15Nuveen, LLC58,644$147.2K0.8%DOUBLED +109.3%
16ROYAL BANK OF CANADA54,963$138.0K0.7%ADD +36.5%
17SEI INVESTMENTS CO30,628$76.9K0.4%
18CANADA PENSION PLAN INVESTMENT BOARD27,400$68.8K0.4%
19BANK OF AMERICA CORP /DE/25,779$64.7K0.3%ADD +63.5%
20MORGAN STANLEY24,884$62.5K0.3%TRIM -44.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BlackRock, Inc.ADD1,320,7431,826,010+38.3%$4.6M2026-Q1
RENAISSANCE TECHNOLOGIES LLCADD287,500393,200+36.8%$986.9K2026-Q1
Vident Advisory, LLCTRIM469,209321,001-31.6%$805.7K2026-Q1
Nuveen, LLCDOUBLED28,01658,644+109.3%$147.2K2026-Q1
BANK OF AMERICA CORP /DE/ADD15,76825,779+63.5%$64.7K2026-Q1
MORGAN STANLEYTRIM44,90424,884-44.6%$62.5K2026-Q1
CWM, LLCDOUBLED1,29919,568+1406.4%$49.1K2026-Q1
Invesco Ltd.ADD11,96316,977+41.9%$42.6K2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.ADD11,45414,653+27.9%$36.8K2026-Q1
Legal & General Group PlcADD1,9523,490+78.8%$8.7K2026-Q1
Russell Investments Group, Ltd.ADD1,7802,676+50.3%$6.7K2026-Q1
GROUP ONE TRADING LLCNEAR_EXIT9,5801,400-85.4%$3.5K2026-Q1
Allworth Financial LPDOUBLED11627+5600.0%$1.6K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.DOUBLED15142+846.7%$356.002026-Q1
STATE STREET CORPADD286,845416,263+45.1%$1.6M2025-Q4
MARSHALL WACE, LLPDOUBLED120,736314,948+160.9%$1.2M2025-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED55,600287,500+417.1%$1.1M2025-Q4
TWO SIGMA INVESTMENTS, LPADD26,11245,782+75.3%$180.4K2025-Q4
MORGAN STANLEYDOUBLED17,94444,904+150.2%$176.9K2025-Q4
WELLS FARGO & COMPANY/MNADD19,82328,295+42.7%$111.5K2025-Q4
BANK OF AMERICA CORP /DE/DOUBLED6,77515,768+132.7%$62.1K2025-Q4
FMR LLCDOUBLED73912,909+1646.8%$50.9K2025-Q4
GROUP ONE TRADING LLCTRIM13,1009,580-26.9%$37.7K2025-Q4
Allworth Financial LPADD711+57.1%$44.002025-Q4
CWM, LLCTRIM1,8831,299-31.0%$5.002025-Q4
10 unique insiders with 30 transactions. Net insider value: -$44.6K ($0.00 bought, $44.6K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 9, 2026MacDonald ChadChief Legal OfficerSELL1,987$4.50$8.9K
Jun 8, 2026MacDonald ChadChief Legal OfficerSELL5,320$4.65$24.7K
Jun 5, 2026MacDonald ChadChief Legal OfficerEXERCISE23,125
Jun 5, 2026EILERS PATRICK CExecutive ChairmanTAX W/H1,832$4.87$8.9K
Jun 5, 2026EILERS PATRICK CExecutive ChairmanEXERCISE6,250
Jun 5, 2026Pang Stephen S.Chief Financial OfficerTAX W/H7,248$4.87$35.3K
Jun 5, 2026Pang Stephen S.Chief Financial OfficerEXERCISE23,125
Jun 5, 2026JORE MATTHEW BChief Executive OfficerTAX W/H3,729$4.87$18.2K
Jun 5, 2026JORE MATTHEW BChief Executive OfficerEXERCISE12,500
May 28, 2026Murphy Thomas EdwardDirectorAWARD30,227
May 28, 2026Murphy Thomas EdwardDirectorEXERCISE25,487
May 28, 2026Sterling Denise Marie BruciaDirectorAWARD30,227
May 28, 2026Sterling Denise Marie BruciaDirectorEXERCISE25,487
May 28, 2026Porter Stuart DDirectorAWARD30,227
May 28, 2026Porter Stuart DDirectorEXERCISE28,037
May 28, 2026Agrawal AjayDirectorAWARD30,227
May 28, 2026Agrawal AjayDirectorEXERCISE28,037
May 28, 2026Zaatari MarwaDirectorAWARD30,227
May 28, 2026Zaatari MarwaDirectorEXERCISE28,037
Mar 3, 2026Gutke JeffChief Administrative OfficerSELL3,462$3.17$11.0K
Feb 27, 2026Gutke JeffChief Administrative OfficerEXERCISE14,063
Feb 27, 2026EILERS PATRICK CExecutive ChairmanEXERCISE12,556
Feb 27, 2026Pang Stephen S.Chief Financial OfficerEXERCISE17,579
Feb 27, 2026JORE MATTHEW BChief Executive OfficerEXERCISE30,135
Feb 11, 2026Pang Stephen S.Chief Financial OfficerAWARD59,441
Feb 11, 2026EILERS PATRICK CExecutive ChairmanAWARD97,656
Feb 11, 2026EILERS PATRICK CExecutive ChairmanAWARD72,844
Feb 11, 2026Pang Stephen S.Chief Financial OfficerAWARD185,938
Feb 11, 2026JORE MATTHEW BChief Executive OfficerAWARD156,250
Feb 11, 2026JORE MATTHEW BChief Executive OfficerAWARD116,550
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 +94.5% upside Strong Buy (3.00)
$6.00 Low $12.00 High
MetricValue
Current Price$4.19
Target Low$6.00
Target Mean$8.15
Target Median$7.00
Target High$12.00
# Analysts5
RecommendationStrong Buy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
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

TimepointEPS EstimateChange
Current$-0.070
7d ago$-0.070
30d ago$-0.070
60d ago$-0.070
90d ago$-0.070
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew 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

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262810091%
May 1, 20263710091%
Apr 1, 20263610090%
Mar 1, 20263610090%
Feb 1, 20263610090%
Jan 1, 20263610090%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 7, 2026160° Warm101
Feb 7, 2026160° Warm101

Recent Reddit Threads

r/wallstreetbets Bullish 7d 14h ago
My humble thesis of $AIRJ
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Bullish 3mo ago
AirJoule Technologies Corporation (AIRJ). Any comments?
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Bullish 4mo ago
Insider Buys/Sells - AI Slop Scan
▲ 7 💬 2 ⚡ 0.0
Jun 5, 2026
short_volume
Short Volume: AIRJ — 57.7% short (1.2M / 2.0M)
Short: 1,170,957 | Exempt: 155,835 | TRF Vol: 2,029,156 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
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