XCF Global, Inc. (SAFX)
NASDAQUtilitiesOil & Gas Refining & MarketingSnapshot 2026-09-04
$0.39+3.64%
Close 2026-09-04 · 1-day change
NASDAQUtilitiesOil & Gas Refining & MarketingSnapshot 2026-09-04
QuarterlyIQ Insights · SAFX
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Target net revenue of $110-120 million for the full fiscal year ending December 31, 2027, reflecting growth in renewable fuel sales and commercial operations.
Stated as a priority in 3 recent quarters including 2026-Q2 and 2026-Q1. Revenue grew from $348,688 in 2026-Q1 to $690,881 in 2026-Q2, showing early commercial progress. The company targets net revenue of $110-120 million for full year 2027. The trajectory shows delivering early growth toward the stated 2027 revenue target.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Utilities names rated weak grew net income 58% of the time over the next year (vs 69% for the rest of the cohort, n=1101).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“XCF Global believes sales represent an important step in transition to revenue-generating commercial operations at New Rise Renewables Reno.”
“XCF Global is working to advance a pipeline of potential expansion opportunities and scale renewable fuels production.”
“XCF is targeting net revenue of $110-120 million for the full year ending December 31, 2027.”
Develop and expand global renewable fuel supply chains through strategic partnerships, including tolling and distribution agreements with BGN and others.
Stated in 2 quarters including 2026-Q1 and 2026-Q2. The partnership with BGN aims to expand global renewable fuel supply chains and distribution. While no direct revenue impact is yet reported, the strategic partnership is progressing as described, indicating ongoing development but limited measurable delivery so far.
“XCF Global executed a definitive commercial framework with BGN covering feedstock supply, production, logistics and commercialization.”
“XCF Global and BGN entered a binding term sheet for renewable fuel tolling and global distribution partnership.”
Ramp up renewable diesel production at New Rise Renewables Reno facility and increase commercial sales to customers like Tartan Oil LLC.
Stated in 2 quarters including 2026-Q1 and 2026-Q2. The company began renewable diesel production in July 2026 and announced sales to Tartan Oil LLC, supporting commercial ramp-up. The facility's nameplate capacity is 38 million gallons per year. The trajectory shows delivering initial commercial sales and production ramp.
“Renewable diesel sales from New Rise Renewables Reno to Tartan Oil LLC represent an important step in transition to commercial operations.”
“New Rise Renewables Reno began producing renewable fuels in July 2026 following upgrade work.”
Raise capital through private placements and manage debt agreements to support facility upgrades and operations.
Stated in 3 quarters including 2026-Q1 and 2026-Q2. The company raised $4 million via private placement and secured senior loans totaling approximately $1.67 million. These capital raises support facility upgrades and operations. The trajectory shows active capital management with multiple financings executed.
“Entered into a $666,666 senior secured loan with 25% original issue discount with Abri Capital Limited.”
“Entered into a private placement for 26,666,680 shares for gross proceeds of $4 million.”
“Entered into a $1,000,000 senior secured loan with 25% original issue discount with Brown Stone Capital Limited.”
Finalize facility upgrades and resume renewable diesel production at New Rise Renewables Reno as planned in mid-2026.
Stated in 2 quarters including 2026-Q1 and 2026-Q2. The company completed upgrades and resumed production in July 2026 as planned. This shows delivering on the operational restart milestone for the New Rise Renewables Reno facility.
“New Rise Renewables Reno began producing renewable fuels in July 2026 following upgrade work.”
“Completed key upgrade work at New Rise Reno, facility in final phase of planned conversion.”
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
45 material management or governance events in the past 24 months, led by M&A activity. Historically, Utilities names rated volatile grew net income 67% of the time over the next year (vs 66% for the rest of the cohort, n=183).
Not investment advice. As of 2026-09-04.