Opal.Ta
OPAL.TA operates in the banking sector, providing financial services and generating revenue primarily through interest income and fee-based services.
Business. OPAL Fuels Inc. (OPAL) is an integrated oil and gas company headquartered in the United States. The firm operates within the energy sector, focusing on the exploration, production, and sale of crude oil and natural gas. Its common shares are listed on the Nasdaq stock exchange. Specific details regarding operating segments or geographic revenue breakdowns are not provided in the available data.
Analyst recommendations
6 analysts · consensus BuyAt a glance
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The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
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- Company
- EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Opal Fuels Inc. (OPAL) has expanded its operating footprint with the addition of three new landfill gas-to-power assets in the United States. The company now lists the Santa Cruz Energy facility, which has a capacity of 1.6 MW, alongside the 8.0 MW Pioneer Crossing Energy, LLC plant and the 3.0 MW Port Charlotte Energy LLC site. All three additions are classified as operating power assets, marking a tangible increase in the company's physical infrastructure. This expansion adds a total of 12.6 MW of capacity to Opal’s portfolio, reinforcing its focus on renewable energy generation through landfill gas. The inclusion of these specific projects—Santa Cruz, Pioneer Crossing, and Port Charlotte—highlights the company's continued execution in acquiring or developing operational assets within its core business model. These additions are notable events that directly impact the scale of Opal's energy production capabilities. Despite the physical growth, recent analytical reviews indicate no material change in the company's broader financial narrative or market position. An updated analysis revised the AI narrative and conclusion with high similarity to prior versions, while the calculated market share percentage remained effectively unchanged at approximately 0.0000067%. This suggests that while the asset base is growing, the immediate impact on overall market share metrics is currently negligible. Opal Fuels remains a company with a lean leadership structure, comprising only two officers, and currently has no analyst coverage or index memberships. With 19 top holders tracking the stock, the company operates with limited public market scrutiny compared to larger peers. The recent asset additions represent the most significant recent activity, providing a concrete basis for future revenue potential even as broader financial estimates remain stable.
Signals & dispatch
Composite-score breakdown
Synthesis
OPAL Fuels Inc. (OPAL) is an integrated oil and gas company headquartered in the United States. The firm operates within the energy sector, focusing on the exploration, production, and sale of crude oil and natural gas. Its common shares are listed on the Nasdaq stock exchange. Specific details regarding operating segments or geographic revenue breakdowns are not provided in the available data.
OPAL.TA maintains a debt-to-equity ratio of 1.45, indicating a moderate reliance on debt financing, while its current ratio of 1.67 suggests it has sufficient short-term assets to cover its short-term liabilities. However, the company's operating cash flow is negative at -40.85 million, which may raise concerns about its ability to fund operations without external financing.
In terms of profitability, OPAL.TA reports a return on equity (ROE) of 16.74% and a return on assets (ROA) of 6.66%, which are strong indicators of efficient use of equity and assets to generate profit. These figures are to be compared against the industry's preferred metrics to determine if the company is outperforming or underperforming its peers.
The company's revenue is not segmented by geographic regions or business lines in the provided data, making it difficult to assess the concentration of revenue sources or geographic exposure. This lack of segmentation could obscure potential risks associated with over-reliance on a single market or product line.
Looking at the growth trajectory, there is no specific numeric delta provided for the current or next fiscal year, which limits the ability to forecast the company's growth potential. The absence of detailed outlook data suggests that the company's future performance may be subject to significant uncertainty.
The risk assessment indicates a medium liquidity risk and a low dilution risk. The company's negative net cash position after subtracting total debt is a key flag, suggesting potential liquidity constraints that could affect its operational flexibility.
Recent events, such as filings or transcripts, are not detailed in the provided data, which limits the ability to understand the company's recent strategic moves or market reactions.
Opal Fuels Inc. (OPAL) has expanded its operating footprint with the addition of three new landfill gas-to-power assets in the United States. The company now lists the Santa Cruz Energy facility, which has a capacity of 1.6 MW, alongside the 8.0 MW Pioneer Crossing Energy, LLC plant and the 3.0 MW Port Charlotte Energy LLC site. All three additions are classified as operating power assets, marking a tangible increase in the company's physical infrastructure. This expansion adds a total of 12.6 MW of capacity to Opal’s portfolio, reinforcing its focus on renewable energy generation through landfill gas. The inclusion of these specific projects—Santa Cruz, Pioneer Crossing, and Port Charlotte—highlights the company's continued execution in acquiring or developing operational assets within its core business model. These additions are notable events that directly impact the scale of Opal's energy production capabilities. Despite the physical growth, recent analytical reviews indicate no material change in the company's broader financial narrative or market position. An updated analysis revised the AI narrative and conclusion with high similarity to prior versions, while the calculated market share percentage remained effectively unchanged at approximately 0.0000067%. This suggests that while the asset base is growing, the immediate impact on overall market share metrics is currently negligible. Opal Fuels remains a company with a lean leadership structure, comprising only two officers, and currently has no analyst coverage or index memberships. With 19 top holders tracking the stock, the company operates with limited public market scrutiny compared to larger peers. The recent asset additions represent the most significant recent activity, providing a concrete basis for future revenue potential even as broader financial estimates remain stable.
- OPAL.TA has a strong ROE of 16.74% and ROA of 6.66%, indicating efficient use of equity and assets.
- The company's debt-to-equity ratio of 1.45 suggests a moderate level of debt financing.
- OPAL.TA has a negative operating cash flow, which may impact its ability to fund operations without external financing.
- The company's liquidity risk is assessed as medium, and dilution risk is low.
- There is no detailed information on the company's geographic or segment revenue exposure.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Valuation
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
Options
Short squeeze
Earnings-call key lines
Estimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- Net cash is negative after subtracting total debt.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Derivative transactions
- Director · Restricted Stock Units → Class A common stockDisposed 66 073exercise · 2026-03-31
- Director · Restricted Stock Units → Class A common stockAcquired 54 773grant · 2026-03-31
- Director, 10% owner · Restricted Stock Units → Class A common stockAcquired 54 773grant · 2026-03-31
- Director · Restricted Stock Units → Class A common stockAcquired 54 773grant · 2026-03-31
- Director, 10% owner · Restricted Stock Units → Class A common stockDisposed 66 073exercise · 2026-03-31
- Chief Financial Officer · Restricted Stock Units → Class A common stockDisposed 146 829exercise · 2026-03-31
- Director · Restricted Stock Units → Class A common stockDisposed 66 073exercise · 2026-03-31
- Director · Restricted Stock Units → Class A common stockAcquired 54 773grant · 2026-03-31
- Director · Restricted Stock Units → Class A common stockDisposed 66 073exercise · 2026-03-31
- Director · Restricted Stock Units → Class A common stockAcquired 54 773grant · 2026-03-31
- Director · Restricted Stock Units → Class A common stockDisposed 66 073exercise · 2026-03-31
- Director · Restricted Stock Units → Class A common stockAcquired 54 773grant · 2026-03-31
- Director · Restricted Stock Units → Class A common stockDisposed 66 073exercise · 2026-03-31
- Director · Restricted Stock Units → Class A common stockAcquired 54 773grant · 2026-03-31
- Director · Restricted Stock Units → Class A common stockAcquired 54 773grant · 2026-03-31
- Co-Chief Executive Officer · Stock options (right to buy) → Class A common stockAcquired 226 640 @ $2,52grant · 2026-03-31
- Co-Chief Executive Officer · Restricted Stock Units → Class A common stockAcquired 405 729grant · 2026-03-31
- Co-Chief Executive Officer · Restricted Stock Units → Class A common stockDisposed 23 243exercise · 2026-03-31
- Co-Chief Executive Officer · Restricted Stock Units → Class A common stockDisposed 163 143exercise · 2026-03-31
- Co-Chief Executive Officer · Restricted Stock Units → Class A common stockDisposed 67 204exercise · 2026-03-31
- Co-Chief Executive Officer · Restricted Stock Units → Class A common stockDisposed 35 868exercise · 2026-03-31
- Chief Financial Officer · Stock options (right to buy) → Class A common stockAcquired 101 988 @ $2,52grant · 2026-03-31
- Chief Financial Officer · Restricted Stock Units → Class A common stockAcquired 182 579grant · 2026-03-31
- Chief Financial Officer · Restricted Stock Units → Class A common stockDisposed 73 415exercise · 2026-03-31
- Executive Vice President · Stock options (right to buy) → Class A common stockAcquired 62 326 @ $2,52grant · 2026-03-31
Physical assets
4 tracked| Asset | Type | Commodity | Country | Role |
|---|---|---|---|---|
| GRS Arbor Hills power station | Power | Power | United States | Parent |
| Pioneer Crossing Energy, LLC | Power | Power | US | Operating company |
| Port Charlotte Energy LLC | Power | Power | US | Operating company |
| Santa Cruz Energy | Power | Power | US | Operating company |
Actions
Ask Handelsavisen
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Net Cashcash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
- Capex To Revenuecapital_expenditure / revenue
- Return On Equitynet_income / total_equity
- Debt To Equity(short_term_debt + long_term_debt) / total_equity
- Cash Conversion Ratiooperating_cash_flow / net_income
- OPAL.TA Market data — financials · 2026-05-28
Ownership & reference
Top holders
- Funds · as of 2026-03-310,00 %$8M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2025-12-310,00 %$3M
- Investment Managers · as of 2026-03-310,00 %$1M
- Institutional Investor · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2024-06-300,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Brokerage Firms · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$0M
Leadership
- David UngerExecutive Vice President
- Scott EdelbachExecutive Vice President
Insider activity
- Director · Class A common stockBought 50 000 @ $1,95$98K · 2026-06-11
- Director · Class A common stockBought 5 000 @ $2,25$11K · 2026-06-03
- Director · Class A common stockBought 10 000 @ $2,32$23K · 2026-06-02
- Director · Class A common stockBought 7 946 @ $2,00$16K · 2026-05-21
- Director · Class A common stockBought 4 346 @ $2,06$9K · 2026-05-20
- Director · Class A common stockBought 25 105 @ $2,05$51K · 2026-05-19
- Director · Class A common stockBought 5 000 @ $2,02$10K · 2026-05-18
- Director · Class A common stockBought 12 603 @ $2,02$25K · 2026-05-18
- Director · Class A common stockBought 10 000 @ $1,94$19K · 2026-05-15
- Director · Class A common stockBought 10 000 @ $2,05$20K · 2026-05-14
- Director · Class A common stockOther 66 073 · 2026-03-31
- Director · Class A common stockOther 66 073 · 2026-03-31
- Director · Class A common stockOther 66 073 · 2026-03-31
- Director · Class A common stockOther 66 073 · 2026-03-31
- Director · Class A common stockOther 66 073 · 2026-03-31
- Director, 10% owner · Class A common stockOther 66 073 · 2026-03-31
- Co-Chief Executive Officer · Class A common stockOther 35 868 · 2026-03-31
- Co-Chief Executive Officer · Class A common stockOther 12 930 @ $2,52$33K · 2026-03-31
- Co-Chief Executive Officer · Class A common stockOther 67 204 · 2026-03-31
- Co-Chief Executive Officer · Class A common stockOther 24 227 @ $2,52$61K · 2026-03-31
- Co-Chief Executive Officer · Class A common stockOther 163 143 · 2026-03-31
- Co-Chief Executive Officer · Class A common stockOther 58 813 @ $2,52$148K · 2026-03-31
- Co-Chief Executive Officer · Class A common stockOther 23 243 · 2026-03-31
- Co-Chief Executive Officer · Class A common stockOther 8 379 @ $2,52$21K · 2026-03-31
- General Counsel · Class A common stockOther 16 738 · 2026-03-31
Short positioning
Geographic breakdown
Intel & risk
Evidence & claims
From filings & derived data- R&D expense (YoY) (2025-12-31 vs 2024-12-31): -21.8%Derived (calculated)
- Revenue (YoY) (2025-12-31 vs 2024-12-31): 16.3%Derived (calculated)
- Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): 91.3%Derived (calculated)
- Total assets (YoY) (2025-12-31 vs 2024-12-31): 8.9%Derived (calculated)
- Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 11.0%Derived (calculated)
- Current ratio (FY 2025-12-31): 1.18xDerived (calculated)
- Debt-to-equity (FY 2025-12-31): -35.71xDerived (calculated)
- Capex (YoY) (2025-12-31 vs 2024-12-31): -44.4%Derived (calculated)
- Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): 0.4%Derived (calculated)
- EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): 650.0%Derived (calculated)
- EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): 650.0%Derived (calculated)
- Long-term debt (YoY) (2025-12-31 vs 2024-12-31): 17.5%Derived (calculated)
- Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 16.3%Derived (calculated)
- Operating income (YoY) (2025-12-31 vs 2024-12-31): -65.1%Derived (calculated)
- Capex (annual): USD 70.74MSEC XBRL filing
- Cash & equivalents (annual): USD 24.41MSEC XBRL filing
- Long-term debt (annual): USD 361.27MSEC XBRL filing
- Total liabilities (annual): USD 461.71MSEC XBRL filing
- EPS (diluted) (annual): USD-PER-SHARES 0SEC XBRL filing
- Pre-tax income (annual): USD -16.34MSEC XBRL filing
- Operating cash flow (annual): USD 36.5MSEC XBRL filing
- Current liabilities (annual): USD 104.22MSEC XBRL filing
- Current assets (annual): USD 122.68MSEC XBRL filing
- EPS (basic) (annual): USD-PER-SHARES 0SEC XBRL filing