Clean Energy Fuels Corp. (CLNE)
NASDAQEnergyOil & Gas Refining & MarketingSnapshot 2026-10-29
$1.49+4.20%
Close 2026-10-29 · 1-day change
NASDAQEnergyOil & Gas Refining & MarketingSnapshot 2026-10-29
Research Workspace
Put CLNE 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 →
Energy is in expansion. 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 under pressure — Adjusted EBITDA reaches at least $70 million in 2026: Comparison needs review.
View ThesisRevenue is growing steadily — about 5% over the past year.
View GrowthManagement screens weak on capital allocation, margins, 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 highly volatile — it swings about 2% on a typical day and fell roughly 53% in its worst 12-month stretch.
View RiskCLNE’s case rests on low-priced sales exposure and improving operating cash flow from tax credits. Revenue grew year over year, though growth was modest, and recent financial performance remains weak. Q2 FY2026 adjusted earnings beat consensus, despite the company remaining unprofitable over the past year. CLNE trades at 0.7× sales versus a 1.6× peer median; the price reflects less growth than our forecast. The risk is that its 2026 adjusted EBITDA pillar remains unverified because the comparison needs review. Our model puts the next-quarter miss probability near 33%. Peer multiples imply a price about 41% above where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-29. CLNE is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 6 analysts currently covering CLNE (as of Oct 2026).
Based on 3 Wall Street analysts offering 12-month price targets for CLNE in the last 4 months.
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Compare CLNE 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 |
|---|---|---|---|---|---|
| CLNE 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 2026-10-29. 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 Oil & Gas Refining & Marketing — fair value, gap to price, and forward P/E.
Compare the value case
Put CLNE next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Improve cash from operations
Increases cash from operations through tax credits.
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 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $1.49
The last 12 months of price, then the range of analyst 12-month targets from today’s $1.49.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. 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.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Threatens: Improve cash from operations
Stock price target cut indicates operational challenges affecting cash flow.
Director selling stock raises concerns about confidence.