Brokerages Set OPAL Fuels Inc. (NASDAQ:OPAL) Price Target at $2.81

OPAL Fuels Inc. (NASDAQ:OPAL) has received a consensus rating of “Reduce” from the six ratings firms that are covering the company, MarketBeat Ratings reports. Two research analysts have rated the stock with a sell recommendation and four have assigned a hold recommendation to the company. The average twelve-month price objective among analysts that have covered the stock in the last year is $2.9125.

A number of research analysts have commented on OPAL shares. The Goldman Sachs Group lifted their price objective on shares of OPAL Fuels from $2.10 to $2.40 and gave the company a “sell” rating in a research note on Tuesday. Weiss Ratings reiterated a “sell (d)” rating on shares of OPAL Fuels in a research note on Monday, December 29th. Finally, Wall Street Zen upgraded OPAL Fuels from a “sell” rating to a “hold” rating in a research note on Saturday, February 28th.

OPAL Fuels Stock Down 10.6%

Shares of NASDAQ:OPAL opened at $2.44 on Wednesday. OPAL Fuels has a twelve month low of $1.26 and a twelve month high of $4.08. The company has a market capitalization of $423.10 million, a PE ratio of 16.27 and a beta of 1.08. The company has a current ratio of 1.47, a quick ratio of 1.33 and a debt-to-equity ratio of 32.18. The firm has a 50 day simple moving average of $2.31 and a 200-day simple moving average of $2.35.

OPAL Fuels (NASDAQ:OPAL) last issued its quarterly earnings data on Monday, March 16th. The company reported $0.08 earnings per share for the quarter, missing analysts’ consensus estimates of $0.38 by ($0.30). OPAL Fuels had a net margin of 1.98% and a return on equity of 45.31%. The firm had revenue of $99.76 million during the quarter, compared to analysts’ expectations of $98.75 million. On average, equities analysts predict that OPAL Fuels will post 0.8 EPS for the current fiscal year.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in OPAL. Invesco Ltd. lifted its position in OPAL Fuels by 77.2% in the fourth quarter. Invesco Ltd. now owns 5,206,386 shares of the company’s stock valued at $12,261,000 after purchasing an additional 2,268,741 shares during the period. Vanguard Group Inc. raised its stake in shares of OPAL Fuels by 1.0% during the 3rd quarter. Vanguard Group Inc. now owns 1,158,519 shares of the company’s stock worth $2,549,000 after buying an additional 11,488 shares in the last quarter. Yaupon Capital Management LP lifted its holdings in shares of OPAL Fuels by 3.4% in the 4th quarter. Yaupon Capital Management LP now owns 767,234 shares of the company’s stock valued at $1,807,000 after buying an additional 25,459 shares during the period. Geode Capital Management LLC boosted its stake in shares of OPAL Fuels by 91.5% in the second quarter. Geode Capital Management LLC now owns 509,294 shares of the company’s stock valued at $1,233,000 after buying an additional 243,399 shares in the last quarter. Finally, Goldman Sachs Group Inc. grew its holdings in OPAL Fuels by 15.0% during the fourth quarter. Goldman Sachs Group Inc. now owns 315,360 shares of the company’s stock worth $743,000 after acquiring an additional 41,056 shares during the period. 12.16% of the stock is currently owned by institutional investors and hedge funds.

More OPAL Fuels News

Here are the key news stories impacting OPAL Fuels this week:

• Positive Sentiment: Revenue topped estimates — OPAL reported ~$99.8M in Q4 revenue, slightly above consensus, which sparked an initial uptick in the shares. OPAL Fuels beats Q4 revenue estimates, shares up 2%
• Positive Sentiment: Management set growth targets for 2026 — OPAL outlined a ~14% adjusted EBITDA growth target and plans to expand renewable natural gas (RNG) production, supporting longer-term revenue/EBITDA upside if execution continues. Opal Fuels outlines 14% adjusted EBITDA growth target for 2026 while expanding RNG production
• Positive Sentiment: Company messaging and annual review are constructive — OPAL said it “closed out 2025 on a high note” and expects strong growth in 2026, reinforcing the guidance above. OPAL Fuels Closes Out 2025 on a High Note, Expects Strong Growth in 2026
• Neutral Sentiment: Earnings call transcript and slide deck are available for detailed due diligence — useful for investors who want to drill into revenue mix, margin drivers and capital plans. OPAL Fuels Inc. (OPAL) Q4 2025 Earnings Call Transcript
• Negative Sentiment: EPS materially missed expectations — Q4 EPS was $0.08 vs. a $0.38 consensus, a significant shortfall that pressures near-term sentiment and valuation multiples. OPAL Fuels Q4 earnings details
• Negative Sentiment: Analyst stance remains cautious — Goldman Sachs raised its price target slightly to $2.40 but kept a “sell” rating, signaling limited near-term upside from the street despite the target bump. Goldman Sachs price target update

OPAL Fuels Company Profile

OPAL Fuels (NASDAQ: OPAL) is a publicly traded company headquartered in San Diego, California, specializing in the production, distribution and dispensing of renewable natural gas (RNG) for heavy-duty transportation. The company operates a network of RNG fueling stations across California, offering fleets of trucks, transit buses and logistics providers a low-carbon alternative to conventional diesel without requiring significant changes to existing vehicle technology or fueling infrastructure.

OPAL Fuels sources organic byproducts from dairy farms, landfills and food-processing facilities, converting methane-rich biogas into pipeline-quality RNG through a series of anaerobic digestion and gas-upgrading processes.