OPAL Fuels, Inc. (OPAL)
NASDAQUtilitiesEngineering & ConstructionSnapshot 2026-09-04
$2.01+1.52%
Close 2026-09-04 · 1-day change
NASDAQUtilitiesEngineering & ConstructionSnapshot 2026-09-04
Research Workspace
Put OPAL 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 →
Utilities is in steady. 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.
Primary pillar broken — Achieve 2026 Adjusted EBITDA of about $102.5 million: FY26 EBITDA guidance mid $102.5M vs target ~$102.5M; low $95.0M at trip threshold.
View ThesisRevenue growth is slowing — up about 3% over the past year and decelerating.
View GrowthManagement screens weak on earnings delivery, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 3% on a typical day and fell roughly 36% in its worst 12-month stretch.
View RiskOPAL's growth depends on achieving its 2026 Adjusted EBITDA target of about $102.5 million. Revenue grew 4% year over year, but recent performance has been weak. OPAL trades at 10× P/E versus a peer median of 23×. This suggests the price reflects less growth than expected. The primary risk is the potential for a guidance cut, with a miss probability near 49%. Peer multiples imply a price about 55% above where it trades. Our read is provisional.
Trailing returns as of 2026-09-04. OPAL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 5 analysts currently covering OPAL (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare OPAL with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| OPAL 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 3 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 Gas Utilities — fair value, gap to price, and forward P/E.
Compare the value case
Put OPAL next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Meet full year revenue guidance
New RNG facilities support revenue growth objectives.
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.
Top 10% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Capital allocation adjustments
Higher dividend rate indicates strong capital allocation.
Threatens: Meet full year revenue guidance
Earnings miss raises concerns about revenue guidance.