OPAL

OPAL Fuels Inc.

Nasdaq · Gas & Other Services Combined · Inc. E9 · CIK 0001842279
$1.93 +1.05% $337.3M
Insider Buying Cluster (2 insiders)3 New Institutional Positions5 Institutional Exits
Vol
Market Cap$337.3M
Cap SizeSmall Cap
Analyst ConsensusBuy (62%)
Inst. Holders39 funds
Inst. Value$19.4M
Inst. Activity3 buys / 5 sells
Insider Activity10B / 0S
Insider Net $$186.2K
SEC Reports6
Exchange Nasdaq·Sector Gas & Other Services Combined·Inc. E9·CIK 0001842279·Prev Close $1.91

Recent Activity

Jun 11, 2026 SEC
Three mega-passive institutional investors (Fidelity, Morgan Stanley, Invesco) collectively doubled their OPAL Fuels hol
INST-CLUSTER — Impact 4/10
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)
Inst.
Invesco Ltd. — TRIM
3,212,010 shares ($8.1M)
Inst.
MORGAN STANLEY — TRIM
102,997 shares ($259.6K)

Price Targets

$3.23 +67.1% upside Strong Buy
Current $1.93 Low $2.10 Median $3.25 High $4.00 6 analysts
$2.10 $4.00

Analyst Ratings

Buy62% buy · 13 analysts
3Strong Buy
5Buy
4Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Mar 17, 2026 Goldman Sachs MAINTAIN Sell → Sell

Earnings Estimates

PeriodEPS Est.RangeGrowth#
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 INST-CLUSTER 4/10
Three mega-passive institutional investors (Fidelity, Morgan Stanley, Invesco) collectively doubled their OPAL Fuels hol
Jun 11, 2026
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

Top Institutional Holders

FundValueMove
ROYAL BANK OF CANADA—DOUBLED
Invesco Ltd.$8.1MTRIM
BlackRock, Inc.$3.2M—
VANGUARD CAPITAL MANAGEMENT LLC$2.5M—
Rockefeller Capital Management L.P.$1.1MADD

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026Nisar NadeemBUY$11.3K
Jun 2, 2026Nisar NadeemBUY$23.2K
May 21, 2026Dols ScottBUY$15.9K
May 20, 2026Dols ScottBUY$9.0K
May 19, 2026Dols ScottBUY$51.5K
39 institutional holders with $19.4M total value (7,701,743 shares) as of 2026-Q1. Top holders: ROYAL, Invesco, BlackRock,. Net selling activity: 5 institutions trimmed/exited vs 3 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1ROYAL BANK OF CANADA136$0.000.0%DOUBLED +125.7%
2Invesco Ltd.3,212,010$8.1M41.8%TRIM -38.3%
3BlackRock, Inc.1,250,283$3.2M16.3%—
4VANGUARD CAPITAL MANAGEMENT LLC1,006,245$2.5M13.1%—
5Rockefeller Capital Management L.P.453,632$1.1M5.9%ADD +87.6%
6GOLDMAN SACHS GROUP INC257,390$648.6K3.3%—
7MARSHALL WACE, LLP224,445$565.6K2.9%—
8STATE STREET CORP224,128$564.8K2.9%DOUBLED +140.4%
9CITADEL ADVISORS LLC164,067$413.4K2.1%TRIM -67.0%
10VANGUARD FIDUCIARY TRUST CO136,334$343.6K1.8%—
11VANGUARD PORTFOLIO MANAGEMENT LLC127,791$322.0K1.7%—
12ADAGE CAPITAL PARTNERS GP, L.L.C.115,000$289.8K1.5%—
13MORGAN STANLEY102,997$259.6K1.3%TRIM -38.8%
14SUSQUEHANNA INTERNATIONAL GROUP, LLP86,164$217.1K1.1%—
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC39,678$100.0K0.5%TRIM -25.3%
16WELLINGTON MANAGEMENT GROUP LLP36,604$92.2K0.5%—
17SUSQUEHANNA INTERNATIONAL GROUP, LLP34,300$86.4K0.4%—
18DIMENSIONAL FUND ADVISORS LP33,637$84.8K0.4%DOUBLED +139.9%
19Nuveen, LLC28,453$71.7K0.4%—
20DEUTSCHE BANK AG\20,501$51.7K0.3%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Invesco Ltd.TRIM5,206,3863,212,010-38.3%$8.1M2026-Q1
MORGAN STANLEYTRIM168,273102,997-38.8%$259.6K2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INCTRIM53,14839,678-25.3%$100.0K2026-Q1
BANK OF AMERICA CORP /DE/ADD13,46016,846+25.2%$42.5K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.DOUBLED3,4937,154+104.8%$18.0K2026-Q1
CWM, LLCTRIM4,9103,659-25.5%$9.2K2026-Q1
Allworth Financial LPDOUBLED1577+413.3%$195.002026-Q1
FMR LLCNEAR_EXIT2924-98.6%$10.002026-Q1
Invesco Ltd.ADD2,937,6455,206,386+77.2%$12.3M2025-Q4
MORGAN STANLEYADD121,184168,273+38.9%$396.3K2025-Q4
DIMENSIONAL FUND ADVISORS LPDOUBLED16,13238,705+139.9%$91.2K2025-Q4
WELLS FARGO & COMPANY/MNADD13,39623,197+73.2%$54.6K2025-Q4
RHUMBLINE ADVISERSTRIM20,32413,780-32.2%$32.4K2025-Q4
BANK OF AMERICA CORP /DE/TRIM18,47813,460-27.2%$31.7K2025-Q4
PNC FINANCIAL SERVICES GROUP, INC.TRIM6,2253,493-43.9%$8.2K2025-Q4
FMR LLCNEAR_EXIT2,035292-85.7%$688.002025-Q4
Allworth Financial LPTRIM5715-73.7%$36.002025-Q4
Invesco Ltd.DOUBLED1,303,0002,937,645+125.5%$6.5M2025-Q3
Rockefeller Capital Management L.P.ADD241,864453,632+87.6%$998.0K2025-Q3
UBS Group AGTRIM214,046155,317-27.4%$341.7K2025-Q3
MORGAN STANLEYDOUBLED57,366121,184+111.2%$266.6K2025-Q3
FMR LLCDOUBLED452,035+4422.2%$4.5K2025-Q3
Invesco Ltd.TRIM2,024,7451,303,000-35.6%$3.2M2025-Q2
UBS Group AGDOUBLED95,408214,046+124.3%$518.0K2025-Q2
STATE STREET CORPDOUBLED75,800182,208+140.4%$440.9K2025-Q2
14 unique insiders with 48 transactions. Net insider value: $186.2K ($186.2K bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026Nisar NadeemDirectorBUY5,000$2.25$11.3K
Jun 2, 2026Nisar NadeemDirectorBUY10,000$2.32$23.2K
May 21, 2026Dols Scott V.DirectorBUY7,946$2.00$15.9K
May 20, 2026Dols Scott V.DirectorBUY4,346$2.06$9.0K
May 19, 2026Dols Scott V.DirectorBUY25,105$2.05$51.5K
May 18, 2026Nisar NadeemDirectorBUY5,000$2.02$10.1K
May 18, 2026Dols Scott V.DirectorBUY12,603$2.02$25.5K
May 15, 2026Nisar NadeemDirectorBUY10,000$1.94$19.4K
May 14, 2026Nisar NadeemDirectorBUY10,000$2.05$20.5K
Mar 31, 2026Battle Betsy L.DirectorAWARD54,773——
Mar 31, 2026Battle Betsy L.DirectorEXERCISE66,073——
Mar 31, 2026Vemuri AshokDirectorEXERCISE66,073——
Mar 31, 2026Hasan KaziChief Financial OfficerAWARD101,988——
Mar 31, 2026Vemuri AshokDirectorAWARD54,773——
Mar 31, 2026Martell James JDirectorEXERCISE66,073——
Mar 31, 2026Martell James JDirectorAWARD54,773——
Mar 31, 2026Dols Scott V.DirectorEXERCISE66,073——
Mar 31, 2026Nisar NadeemDirectorEXERCISE66,073——
Mar 31, 2026Dols Scott V.DirectorAWARD54,773——
Mar 31, 2026Nisar NadeemDirectorAWARD54,773——
Mar 31, 2026Moll Lance DDirectorAWARD54,773——
Mar 31, 2026Comora AdamCo-Chief Executive OfficerTAX W/H12,930$2.52$32.6K
Mar 31, 2026Sutton Scott McDougaldDirectorAWARD54,773——
Mar 31, 2026Comora AdamCo-Chief Executive OfficerEXERCISE35,868——
Mar 31, 2026Comora AdamCo-Chief Executive OfficerAWARD405,729——
Mar 31, 2026Comora AdamCo-Chief Executive OfficerAWARD226,640——
Mar 31, 2026Hasan KaziChief Financial OfficerEXERCISE73,415——
Mar 31, 2026Hasan KaziChief Financial OfficerTAX W/H26,466$2.52$66.7K
Mar 31, 2026Hasan KaziChief Financial OfficerAWARD182,579——
Mar 31, 2026Birck DarrellExecutive Vice PresidentEXERCISE36,708——
Mar 31, 2026Maurer Jonathan GilbertCo-Chief Executive OfficerAWARD405,729——
Mar 31, 2026Birck DarrellExecutive Vice PresidentTAX W/H8,938$2.52$22.5K
Mar 31, 2026Birck DarrellExecutive Vice PresidentAWARD111,576——
Mar 31, 2026Birck DarrellExecutive Vice PresidentAWARD62,326——
Mar 31, 2026Coghlin JohnGeneral CounselAWARD162,292——
Mar 31, 2026Unger David CExecutive Vice PresidentTAX W/H29,093$2.52$73.3K
Mar 31, 2026Unger David CExecutive Vice PresidentAWARD56,660——
Mar 31, 2026Coghlin JohnGeneral CounselTAX W/H6,034$2.52$15.2K
Mar 31, 2026Unger David CExecutive Vice PresidentEXERCISE80,703——
Mar 31, 2026Unger David CExecutive Vice PresidentAWARD101,433——
Mar 31, 2026Coghlin JohnGeneral CounselAWARD90,656——
Mar 31, 2026Coghlin JohnGeneral CounselEXERCISE16,738——
Mar 31, 2026Maurer Jonathan GilbertCo-Chief Executive OfficerAWARD226,640——
Mar 31, 2026Maurer Jonathan GilbertCo-Chief Executive OfficerEXERCISE35,868——
Mar 31, 2026Maurer Jonathan GilbertCo-Chief Executive OfficerTAX W/H12,930$2.52$32.6K
Mar 31, 2026Comora Mark SDirectorAWARD54,773——
Mar 31, 2026Comora Mark SDirectorEXERCISE66,073——
Mar 6, 2026Comora Mark SDirectorBUY3,000,000——
6 SEC filing reports analyzed. Sentiment: 2 bullish, 1 bearish, 0 mixed, 3 neutral. Avg impact: 4.0/10.
BULLISH INST-CLUSTER 4/10
Three mega-passive institutional investors (Fidelity, Morgan Stanley, Invesco) collectively doubled
Jun 11, 2026
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
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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 +67.1% upside Strong Buy (2.67)
$2.10 Low $4.00 High
MetricValue
Current Price$1.93
Target Low$2.10
Target Mean$3.23
Target Median$3.25
Target High$4.00
# Analysts6
RecommendationStrong Buy (2.67)

Earnings Estimates & Revisions

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

TimepointEPS EstimateChange
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

DateAnalyst FirmActionPrevious RatingNew Rating
Mar 17, 2026 Goldman Sachs MAINTAIN Sell Sell

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263541062%
May 1, 20263541062%
Apr 1, 20263541062%
Mar 1, 20263541062%
Feb 1, 20263541062%
Jan 1, 20263541062%
Strong BuyBuyHoldSellStrong Sell
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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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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