OPAL Fuels, Inc. (OPAL)
NASDAQUtilitiesEngineering & ConstructionSnapshot 2026-10-29
$1.53-6.13%
Close 2026-10-30 · 1-day change
NASDAQUtilitiesEngineering & ConstructionSnapshot 2026-10-29
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 under pressure — Achieve 2026 Adjusted EBITDA of about $102.5 million: Comparison needs review.
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 highly volatile — it swings about 2% on a typical day and fell roughly 45% in its worst 12-month stretch.
View RiskOPAL's thesis depends on profitable growth, yet recent financial performance is weak and revenue growth is modest. Q2 FY2026 revenue grew 4% year over year, and reported GAAP EPS was negative. OPAL trades at 8.3× P/E versus a 23× peer median. The desk says the price reflects less growth than its forecast. The next-quarter miss probability is 55%, and the annual EBITDA comparison needs review. The primary pillar remains under pressure, though that comparison is unverified. Peer multiples imply a price about 64% above where it trades. The thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-30. 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 Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare OPAL 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 |
|---|---|---|---|---|---|
| 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 2026-10-30. 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 2026-10-30. 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.