OPAL FuelsOPAL
About: OPAL Fuels Inc is a fully integrated, nationwide leader in the production and distribution of low-carbon intensity renewable natural gas. The company is also engaged in the marketing and distribution of RNG to heavy-duty trucking and other hard-to-de-carbonize industrial sectors. The company designs, develops, constructs, operates, and services Fueling Stations for trucking fleets across the country that use natural gas to displace diesel as their transportation fuel. The company derives revenue from the sale of Renewable Power, design, development, construction, and service of Fueling Stations, and sales of RNG produced by OPAL and third parties as pipeline-quality natural gas.
Employees: 342
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
3.15% less ownership
Funds ownership: 49.64% [Q4 2024] → 46.5% (-3.15%) [Q1 2025]
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
18% less funds holding
Funds holding: 49 [Q4 2024] → 40 (-9) [Q1 2025]
49% less capital invested
Capital invested by funds: $47.8M [Q4 2024] → $24.3M (-$23.5M) [Q1 2025]
50% less funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 1 (-1) [Q1 2025]
69% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 13
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $10K
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Goldman Sachs Adam Bubes | 35%downside $2 | Sell Maintained | 12 May 2025 |
Scotiabank Paul Cheng | 13%upside $3.50 | Sector Perform Maintained | 11 Apr 2025 |
UBS William Grippin | 13%upside $3.50 | Buy Maintained | 17 Mar 2025 |
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