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Verde Clean Fuels, Inc. (VGAS)
NASDAQUtilitiesUtilities - RenewableSnapshot 2026-06-15
Watch· this week
$1.41+0.71%
Close 2026-06-15 · 1-day change
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
The bottom line
Recent financial performance is weak, and the company was unprofitable over the past year, so its earnings quality can't be assessed. Management's recent track record has been steady, but risk is high, and the sector backdrop is a headwind. If the Fed starts cutting rates from the current 3.62%, that would be a tailwind for VGAS and other Utilities names. This read is provisional.
as of 2026-06-15
Quick facts
- Exchange
- NASDAQ
- Sector
- Utilities
- Industry
- Utilities - Renewable
- Market cap
- $62.37M
- Employees
- —
- IPO date
- 2021-03-01
- Next earnings
- —
Price
Daily closes. Earnings/event dots are placed inline.
Adjusted daily closes (split & dividend). Scroll over the chart to zoom; click a range to reset.
EarningsMaterial event
What's priced in
(what the market already expects)What it's worth (estimated)
A consensus fair price across 0 valuation methods, at three horizons. Current price $1.41. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
12-month· primary—
—consensus
Range — – —
vs price: —
Method agreement —
No-growth: today's peer multiple on trailing earnings. The headline read.
3-year—
—consensus
Range — – —
vs price: —
Method agreement —
Embeds projected growth. Leans optimistic by design. Upside context.
5-year—
—
How this stock is priced
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Long-term · 1–3 yr
no read12-month view
Not enough valuation methods to set a 12-month read yet.
Compared to peers
Not enough peers to compare yet.
Compared to its own history
Self-history needs ~20 months of data.
P/E
—
EV/EBITDA
—
FCF yield
—
Earnings yield (TTM)
How strong is the business
(quality & execution)Factor signals
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.
Recent financial performance
weakOperating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Utilities names rated weak grew net income 53% of the time over the next year (vs 59% for the rest of the cohort, n=906).
6th pctl · Utilities
Earnings quality
loss makingOver the trailing year it converted 1.13x of net income into operating cash flow.
Macro sensitivity
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates.
Management & capital allocation
stable1 material management or governance event in the past 24 months, led by executive changes. Historically, Utilities names rated stable grew net income 56% of the time over the next year (vs 56% for the rest of the cohort, n=3736).
Earnings setup & market context
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
Sector context
Intermediate · WeeklySector phase: utilities is in maturing, with stable trajectory (~3.2 years in phase).
Sector regime (90d momentum): headwind.Secular epoch: Growth by revenue growth · theme AI/data-center-power.headwind-17.9%sector vs S&P 500, 60d
via XLU
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
AI cycle regime · market-wide
2-axis classifierLong-term · 1–3 yr
Management scorecard
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Long-term · 1–3 yr
Provisional
- Post-call reaction
- weak
A guidance track record builds as the company issues and delivers on guidance.
as of 2026-06-15
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Long-term · 1–3 yr
No qualifying priorities for this snapshot. Check back after the next refresh.
How bumpy is the path
(risk while you hold it)Risk: how this stock moves
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
Intermediate · WeeklyLong-term · 1–3 yr
On a typical day, $10k can swing ±$403.
How much price usually moves either way.
On a bad day, this stock has moved -$805.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $7,388.
Deepest peak-to-trough drop in the last year.
highas of 2026-06-15
Past results, not a forecast. Not investment advice.
What would change the read
(catalysts & re-read triggers)What changed
The most important moves since the prior daily snapshot.
Short-term · Daily
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-06-15
What to watch next
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
No named catalysts to watch right now. Check back after the next earnings report.
News catalysts
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for VGAS yet.
This sector is also watching
- Watch for faster revenue growth in the Utilities sector.
What could change this view
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Intermediate · Weekly
Upside triggers
- If the Fed starts cutting rates from the current 3.62%, that would be a tailwind for VGAS and other Utilities names, since rate-sensitive parts of the market tend to rally when the Fed eases.
- If sector bellwethers like CWEN, ORA, and MWH keep beating earnings and guiding higher, the Utilities sector momentum should keep lifting VGAS and other Utilities names. Worth watching these names for early signals.
Downside triggers
- If sector bellwethers like CWEN, ORA, and MWH start missing or guiding lower, the Utilities tailwind helping VGAS and other Utilities names could fade. Watch these names for early warning.
- If VGAS misses again next quarter like this past one (a very large miss off a near-zero prior-year base on the 2022-09-30 print), expect continued pressure. The Street usually keeps walking estimates down after consecutive misses.
- If inflation reaccelerates, say headline CPI back above 3.5% (currently 2.8%), that would delay Fed rate cuts, which is a drag on VGAS and other Utilities names.
Recent events
(material 8-K / filing activity)Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-05-121mo agoItem 2.02
Results of Operations and Financial Condition On May 11, 2026, Verde Clean Fuels, Inc. (the “Company”) issued a press release reporting the financial results for the quarter ended March 31, 2026. A copy of the press release is attached to this Current Report on Form 8-K (“Current Report”) as Exhibit 99.1 and is incorporated herein solely for purposes of this
Earnings preannouncement—
Score history
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
No score history yet for this stock.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.