AirJoule Technologies Corp. (AIRJ)
NASDAQIndustrialsElectrical Equipment & PartsSnapshot 2026-09-04
NASDAQIndustrialsElectrical Equipment & PartsSnapshot 2026-09-04
Research Workspace
Put AIRJ beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Building Products is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisThis stock is highly volatile — it swings about 4% on a typical day and fell roughly 62% in its worst 12-month stretch.
View RiskAIRJ's growth depends on commercializing its water technology for data centers. The company must keep expanding to justify its current valuation. Revenue growth has been weak, and the latest earnings report missed expectations. AIRJ trades at a high multiple, but its peers are lower. This suggests the market may expect more growth than is realistic. A specific risk is the 53% chance of missing next quarter's earnings. If AIRJ cuts guidance after raising it, that could hurt credibility. Peer multiples imply a price about 12% above where it trades. This read is provisional.
Trailing returns as of 2026-09-04. AIRJ is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 6 analysts currently covering AIRJ (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare AIRJ with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| AIRJ Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Building Products — fair value, gap to price, and forward P/E.
Compare the value case
Put AIRJ next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Commercialize AirJoule Core and Prime systems in 2026-2027
Partnership enhances commercialization of AirJoule systems.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.

Advances: Maintain disciplined cash spend of approximately $25M-$28M in 2026
Cash spend aligns with strategic growth targets.

Advances: Secure funding to sustain operations into 2028
Funding supports operations and growth objectives.
Advances: Commercialize AirJoule Core and Prime systems in 2026-2027
Milestones indicate progress towards commercialization.
Advances: Secure funding to sustain operations into 2028
Funding secures operations into 2028.
Advances: Secure funding to sustain operations into 2028
Capital raise supports operational sustainability.