Raymond James cuts Clean Energy Fuels stock price target on margin miss
Raymond James has lowered its price target for Clean Energy Fuels Corp. (NASDAQ: CLNE) from $4.00 to $2.50, while maintaining a Strong Buy rating. This adjustment follows the company's Q2 2026 adjusted EBITDA miss, which came in at $16 million against estimates of $19 million due to softer operations and maintenance margins. Analysts do not expect profitability for the current year, though InvestingPro suggests the stock is undervalued.
Clean Energy Fuels (CLNE) Q2 2026 Earnings Call Transcript
Clean Energy Fuels (CLNE) reported solid Q2 2026 results, including $106 million in revenue and $16 million in adjusted EBITDA, maintaining its full-year financial guidance. The company saw a 7% year-over-year increase in total fuel volume, driven by both conventional and renewable natural gas, with improved upstream RNG production. Management highlighted strategic expansion into hydrogen infrastructure, independent power solutions, and the completion of its Western Canadian natural gas fueling network, while monitoring regulatory clarity on federal production tax credits.
Clean Energy Fuels’s Q2 Earnings Call: Our Top 5 Analyst Questions
Clean Energy Fuels reported Q2 results that largely met analyst expectations, driven by operational improvements in renewable natural gas (RNG) production and contributions from legacy markets. Despite this, the market reacted negatively due to regulatory uncertainty and a prebuy of diesel trucks affecting RNG vehicle adoption. Analysts focused on the incremental cost of RNG engines, the impact of the Section 45Z credit, the pace of RNG adoption, and the profitability of upstream RNG facilities.
Clean Energy Fuels (CLNE) Q2 2026 Earnings Call Transcript
Clean Energy Fuels (CLNE) reported Q2 2026 results, maintaining its full-year financial guidance with $106.4 million in revenue and $16.0 million in Adjusted EBITDA. The company saw a 7% year-over-year increase in total fuel volume and 2.9% growth in RNG volume sold, driven by improved upstream production and station construction revenue. Management highlighted strategic expansion into hydrogen infrastructure and independent power solutions, while closely monitoring regulatory developments for federal clean fuel production tax credits.
Clean Energy reports 3% increase in RNG sales for Q2
Clean Energy Fuels Corp. announced a 3% increase in Renewable Natural Gas (RNG) sales for the second quarter. This report highlights the company's continued growth in the clean energy sector.
Clean Energy Fuels Corp. (NASDAQ:CLNE) Just Reported, And Analysts Assigned A US$4.34 Price Target
Clean Energy Fuels Corp. (NASDAQ:CLNE) recently released its quarterly results, after which analysts have reiterated their "hold" ratings, setting an average price target of US$4.34. The company's revenue and statutory earnings per share (EPS) were in line with analyst expectations, suggesting a stable financial performance. Despite this, some analysts have trimmed their price targets, indicating potential concerns about future growth or market conditions, though the general sentiment remains neutral with no strong buy or sell recommendations.
Clean Energy Fuels Corp. (NASDAQ:CLNE) Just Reported, And Analysts Assigned A US$4.34 Price Target
Clean Energy Fuels Corp. (CLNE) saw its stock drop 19% to US$1.58 after its latest quarterly results, with revenue aligning with forecasts but a smaller-than-expected statutory loss per share. Analysts are now forecasting 2026 revenues of US$436.1m and a reduced loss per share of US$0.26, although the consensus price target has dipped 10% to US$4.34 due to concerns over growing losses. The company's revenue growth is expected to slow significantly compared to its past performance and the wider industry.
Clean Energy Fuels Corp. (NASDAQ:CLNE) Just Reported, And Analysts Assigned A US$4.34 Price Target
Clean Energy Fuels Corp. (NASDAQ:CLNE) reported quarterly results, with revenue matching forecasts but a smaller loss per share than expected. Despite this, analysts maintained revenue forecasts but increased loss per share estimates, leading to a 10% dip in the average price target to US$4.34 due to concerns about growing losses. The company's revenue growth is also projected to slow significantly compared to its past performance and the wider industry.
Clean Energy Fuels Corp. Stock 12‑Month Price Target Cut to $4.65, Implies 150% Upside
Clean Energy Fuels Corp. (CLNE) has seen its average 12-month price target reduced from $5.08 to $4.65 by 7 analysts, with a range of $2.3 to $7 per share. Despite the cut, the updated target implies a potential upside of approximately 150% from the Aug. 6 closing price. The consensus rating for the stock remains a "Buy," with 5 analysts recommending Buy and 2 recommending Hold.
Clean Energy Fuels’s (NASDAQ:CLNE) Q2 CY2026: Beats On Revenue
Clean Energy Fuels (NASDAQ:CLNE) reported Q2 CY2026 results, exceeding revenue expectations with sales up 3.7% year-on-year to $106.4 million, though its non-GAAP loss per share was in line with estimates. Despite revenue growth, the company's adjusted EBITDA margin decreased by 2 percentage points year-on-year, and its free cash flow has shown poor performance and high sensitivity to commodity prices over the last five years. The article suggests that while the revenue beat was positive, the overall quarter was weaker due to the EBITDA miss.
Clean Energy Fuels Q2 Earnings Call Highlights
Clean Energy Fuels reported solid Q2 results with revenue rising to $106.4 million and adjusted EBITDA reaching $16 million, driven by increased fuel volumes and improved renewable natural gas production. The company maintained its full-year adjusted EBITDA guidance of $70 million to $75 million, although this is partly contingent on final Treasury guidance for the Section 45Z clean fuel credit. Clean Energy is also expanding into CNG power generation and industrial contracts, and secured a $27 million hydrogen fueling station contract.
Earnings call transcript: Clean Energy Fuels misses revenue view in Q2 2026
Clean Energy Fuels Corp. reported mixed second-quarter 2026 results, matching profit expectations but missing revenue forecasts. The company's adjusted EPS was negative $0.01, in line with estimates, while revenue of $106.4 million fell short of the $112.73 million anticipated by analysts. Shares declined in trading as investors reacted cautiously to the slower-than-expected top-line growth, despite operational improvements and an reaffirmed full-year adjusted EBITDA guidance of $70 million to $75 million.
Clean Energy Fuels: Q2 Earnings Snapshot
Clean Energy Fuels Corp. (CLNE) reported a Q2 loss of $14.9 million, or 7 cents per share. After adjusting for non-recurring costs and stock option expenses, the loss was 1 cent per share. The company, a provider of natural gas as an alternative fuel for vehicle fleets, posted revenue of $106.4 million for the quarter.
Clean Energy Fuels’s (NASDAQ:CLNE) Q2 CY2026: Beats On Revenue
Clean Energy Fuels (NASDAQ:CLNE) reported Q2 CY2026 results with revenue exceeding market expectations at $106.4 million, a 3.7% year-on-year increase. The company's non-GAAP loss of $0.01 per share was in line with analyst estimates, though adjusted EBITDA of $16 million missed expectations. Despite solid five-year revenue growth, the company's free cash flow volatility and lower cash profitability compared to peers indicate some underlying challenges.
Clean Energy Fuels’s (NASDAQ:CLNE) Q2 CY2026: Beats On Revenue
Clean Energy Fuels (NASDAQ:CLNE) reported its Q2 CY2026 results, exceeding revenue expectations with sales up 3.7% year-on-year to $106.4 million. While non-GAAP loss per share was in line with analyst estimates, Adjusted EBITDA missed expectations. The article provides a detailed analysis of the company's revenue growth, EBITDA margin, and free cash flow, noting its challenges with cost base and sensitivity to commodity prices.
Clean Energy Fuels Sold 63.2M Gallons of RNG in Second Quarter
Clean Energy Fuels Corp. reported Q2 2026 revenue of $106.4 million, up from $102.6 million in Q2 2025, and sold 63.2 million gallons of Renewable Natural Gas (RNG), a 2.9% increase year-over-year. Despite a net loss of $(14.9) million for the quarter, the company highlights continued solid execution, expansion of its RNG station network, and strategic appointments. Clean Energy also provided a 2026 outlook, projecting GAAP net loss between $(71) million to $(66) million and Adjusted EBITDA ranging from $70 million to $75 million.
Clean Energy Fuels Corp (CLNE) stake at 4.96% in new GMO ownership filing
Grantham, Mayo, Van Otterloo & Co. LLC (GMO) has filed an Amendment No. 3, reporting its ownership of 10,935,829 shares of Clean Energy Fuels Corp (CLNE) common stock, which represents a 4.96% stake as of June 30, 2026. This filing indicates that GMO's beneficial ownership is now below the 5% reporting threshold, as it holds sole voting and dispositive power over these shares. The document clarifies that the investment was made in the ordinary course of business and not for influencing control of the issuer.
OCTA selects Clean Energy to build out hydrogen fueling station at Garden Grove facility
The Orange County Transportation Authority (OCTA) has awarded Clean Energy Fuels Corp. a $27.5 million contract to design and build a new private hydrogen fueling station at its Garden Grove bus base, with completion expected in 2028. This initiative supports OCTA's goal of transitioning to a 100% zero-emission bus fleet by 2040, aligning with California regulations. The new station will accommodate OCTA's growing hydrogen fuel cell bus fleet, which plans to add 40 more by the time the station is operational.
Clean Energy Fuels (CLNE) Reports Q2 Loss, Beats Revenue Estimates
Clean Energy Fuels (CLNE) reported a Q2 loss of $0.01 per share, meeting Zacks Consensus Estimate, and revenue of $106.36 million, surpassing estimates by 2.57%. Despite the revenue beat, the stock has underperformed the S&P 500 year-to-date, and currently holds a Zacks Rank #3 (Hold) due to mixed estimate revisions. Investors are advised to consider management commentary and the industry outlook.
Clean Energy expands Canadian RNG fueling network
Clean Energy Fuels Corp. has expanded its Canadian renewable natural gas (RNG) fueling network by adding stations in Grande Prairie, Alberta, and Chilliwack, British Columbia, through a partnership with Tourmaline. This expansion, along with new fueling and maintenance agreements, reflects growing confidence in natural gas engine technology, particularly with the introduction of Cummins Inc.'s 15-liter X15N engine. Several fleets, including GFL Environmental and Integrity Waste Solutions, are increasing their commitment to natural gas transportation, benefiting from the cost savings and environmental advantages it offers.
Trucking Efficiency Roundup: Natural gas, energy tracking, and fueling services are reshaping fleet operations
This article highlights how trucking fleets are improving operations through the adoption of natural gas, advanced energy management systems for EVs, and expanded fueling services. Clean Energy is growing its CNG network to support Cummins X15N natural gas trucks, while Teletrac Navman's Energy Hub offers unified data for mixed-energy fleets. Orbit Fuels is expanding its diesel and DEF fueling services to reduce fleet downtime.
1,274,277 Shares in Clean Energy Fuels Corp. $CLNE Acquired by Arrowstreet Capital Limited Partnership
Arrowstreet Capital Limited Partnership recently acquired 1,274,277 shares of Clean Energy Fuels Corp. (NASDAQ:CLNE) valued at approximately $3.16 million, representing 0.58% ownership. Other institutional investors like Vanguard Group Inc., JPMorgan Chase & Co., and SIR Capital Management L.P. also increased their holdings. Clean Energy Fuels reported a quarterly EPS of ($0.01), beating analyst estimates, with revenue up 13.3% year-over-year.
What To Expect From Clean Energy Fuels’s (CLNE) Q2 Earnings
Clean Energy Fuels (CLNE) is set to report its Q2 earnings this Thursday, with analysts expecting a 2.4% year-on-year revenue growth, a slowdown from the previous year. The company previously exceeded revenue and EPS expectations, and analysts have largely maintained their estimates for the upcoming quarter. Peers in the mixed or offshore upstream E&P segment, like Vitesse Energy and Kosmos Energy, have already reported their Q2 results, with mixed stock price reactions.
What To Expect From Clean Energy Fuels’s (CLNE) Q2 Earnings
Clean Energy Fuels (CLNE) is set to report its Q2 earnings this Thursday. The company beat revenue and EPS expectations last quarter, reporting $117.6 million in revenue, a 13.3% year-on-year increase. Analysts anticipate a 2.4% year-on-year revenue growth for the upcoming quarter, with the company historically rarely missing Wall Street's estimates.
Clean Energy Fuels signs fleet deals in Western Canada
Clean Energy Fuels Corp. has secured new fueling and maintenance agreements with several fleets across Western Canada. These agreements will add dozens of natural gas trucks to operations in British Columbia and Alberta, spanning refuse, freight, logistics, and oilfield services sectors. The company has also expanded its station network in partnership with Tourmaline, investing over C$3 million in compressed natural gas tractors over the past two years.
BP to sell Archaea Energy as it withdraws from biogas
BP is divesting its Archaea Energy biogas business, a move disclosed in its Q2 results as part of a corporate portfolio simplification drive. Despite an initial $4.1bn acquisition in 2022 to expand in the US biogas industry and support decarbonisation, BP is now cutting back on non-core assets due to costs and liabilities not being resilient in a low price environment. While withdrawing from direct biogas operations, BP will maintain a partnership with Clean Energy Fuels Corp for renewable natural gas from dairy cow manure.
CLNE|Clean Energy Fuels Corp|Price:1.930|
Clean Energy Fuels Corp (CLNE) shows relatively healthy fundamentals and significant growth potential, although its stock price is expected to trend down in the medium term. The company is considered fairly valued, ranking 49th in the Oil & Gas industry, and exhibits very high institutional ownership. Analysts have rated CLNE as a Buy, with a target price indicating a significant upside.
Biz Briefs: OCTA Taps Clean Energy for Hydrogen Station, Stadler to Supply Via Rail Vehicles, and More
This "Biz Briefs" article highlights recent developments in the transportation industry, focusing on strategic partnerships and technological advancements. Key updates include Clean Energy Fuels Corp. building a $27.5 million hydrogen fueling station for OCTA's zero-emission bus fleet, Stadler securing its first Canadian locomotive order to supply 45 hybrid locomotives to VIA Rail, and ENC providing six clean diesel buses to Croswell VIP Motorcoach Services. Additionally, Iteris - Almaviva Group introduced its Moova mobility platform to the North American market, aiming to integrate multiple transportation modes.
Clean Energy Fuels Wins $27.5 Million Contract From California's Orange County Transportation Authority
Clean Energy Fuels Corp. (CLNE) has secured a significant $27.5 million contract with California's Orange County Transportation Authority (OCTA). This agreement extends their existing partnership for an additional five years, with Clean Energy Fuels providing 10 million gallons of renewable natural gas (RNG) for OCTA's fleet of 500 transit buses. The contract highlights OCTA's continued commitment to sustainable transportation and Clean Energy Fuels' role in supplying clean fuel solutions.
Clean Energy Fuels to build $27.5m hydrogen bus refuelling station in California
Clean Energy Fuels (CEF) has secured a $27.5 million contract from California’s Orange County Transportation Authority (OCTA) to design and build a liquid hydrogen refuelling station. This station, expected to be completed by 2028, will fuel OCTA’s growing fleet of 50 fuel cell buses. The agreement highlights California's leadership in hydrogen-powered transportation and its commitment to achieving zero-emission operations for public transit by 2040.
Clean Energy Fuels wins $27.5M contract for California hydrogen station (CLNE:NASDAQ)
Clean Energy Fuels (CLNE) was awarded a $27.5 million contract by the Orange County Transportation Authority. The contract is for the design and construction of a hydrogen fueling station at OCTA's Garden Grove bus base in California. This project aims to support OCTA's expanding fleet of zero-emission vehicles.
Clean Energy wins $27.5M contract for hydrogen station By Investing.com
Clean Energy Fuels Corp. has secured a $27.5 million contract from the Orange County Transportation Authority (OCTA) to develop a hydrogen fueling station at OCTA’s Garden Grove bus base. This project, expected to be finished by 2028, includes design, construction, operation, and maintenance services, as well as hydrogen fuel supply. It will support OCTA's goal of transitioning to a 100 percent zero-emission bus fleet by 2040.
Clean Energy wins $27.5M contract for hydrogen station By Investing.com
Clean Energy Fuels Corp. (NASDAQ:CLNE) secured a $27.5 million contract from the Orange County Transportation Authority (OCTA) to design, build, operate, and maintain a hydrogen fueling station in Garden Grove. This project, expected to be completed in 2028, will support OCTA's goal of transitioning to a 100 percent zero-emission bus fleet by 2040 by accommodating an expanding fleet of hydrogen fuel cell buses. The contract also includes the supply of liquid hydrogen fuel.
Clean Energy to Build New Hydrogen Station for Orange County Transportation Authority’s Expanding Zero-emission Bus Fleet
Clean Energy Fuels Corp. has secured a $27.5 million contract from the Orange County Transportation Authority (OCTA) to design and build a new private hydrogen fueling station at OCTA’s Garden Grove bus base. This initiative supports OCTA's goal of transitioning to a 100 percent zero-emission bus fleet by 2040, aligning with California’s Innovative Clean Transit regulations. The project, expected to be completed in 2028, will accommodate OCTA's current 10 hydrogen fuel cell buses and an additional 40 planned before the station's completion.
Clean Energy Fuels (CLNE) Projected to Post Quarterly Earnings on Thursday
Clean Energy Fuels (CLNE) is anticipated to release its Q2 2026 earnings after market close on Thursday, August 6th, with analysts forecasting a loss of $0.01 per share and revenue of $111.3 million. The company beat expectations in the previous quarter, reporting a $0.01-per-share loss against a projected $0.02 loss, with revenue up 13.3% year-over-year. CLNE shares opened at $1.89, near their 52-week low, and analyst sentiment is cautious, with a consensus "Reduce" rating and a $2.48 price target.
CLNE|Clean Energy Fuels Corp|Price:1.955|Chg%:-0.075
This article provides a detailed company profile for Clean Energy Fuels Corp (CLNE), a renewable energy company. It outlines the company's business scope, which includes selling renewable and conventional natural gas as alternative fuels for vehicles, and developing RNG projects. The article also lists key financial data, market performance metrics, and information on the company's executive team and major shareholders.
Clean Energy Fuels Corp (CLNE) Dividends & Stock Splits: Historical Payouts and Event Timeline
This article provides details on the dividend and stock split history for Clean Energy Fuels Corp (CLNE). The company has not distributed any dividends over the past five years, and no historical dividend or stock split data is available on the platform. The current stock price and market capitalization are also listed.
Clean Energy Fuels Corp (CLNE) Revenue Breakdown: Business Segments, Regional Revenue & Profit Contribution
This article provides a detailed revenue breakdown for Clean Energy Fuels Corp (CLNE), categorizing its revenue by business segments and geographical regions. The company's primary revenue sources are Volume Related Revenue, Federal Alternative Fuels Tax Credit, and Station Construction Sales, with the vast majority of its revenue originating from the United States. Financial data for various fiscal years and quarters is also referenced.
CLNE|Clean Energy Fuels Corp|Price:2.030|Chg%:-0.060
Clean Energy Fuels Corp (CLNE) is currently trading at $2.03, down 2.87%. The company, which specializes in renewable and conventional natural gas for vehicle fleets, shows healthy fundamentals and significant growth potential despite its valuation being considered fairly valued within the Oil & Gas industry. Analysts rate the stock as a "Buy" with a target price of $5.22, suggesting a potential upside of over 145%.
Clean Energy Fuels Bets On Renewable Natural Gas For Trucks
Clean Energy Fuels (CLNE) is focusing on Renewable Natural Gas (RNG) for heavy-duty trucking fleets, with RNG gallons sold rising 33% year-over-year in Q1 2026. The company faces ongoing operating losses and high volatility but could see improved economics from new EPA renewable fuel targets for 2026-2027. Despite a low EV/Sales multiple suggesting undervaluation, sustained profitability and positive free cash flow are crucial for future growth and investor confidence.
Clean Energy Fuels (CLNE) Downgraded by UBS, Shares Drop 6.9%
Clean Energy Fuels (CLNE) saw its shares drop by 6.9% after UBS downgraded its rating from Buy to Neutral, setting a target price of $2.75. The downgrade was attributed to a lack of immediate catalysts for renewable gas stocks, slow progress in RNG projects, and a shift in investor focus towards renewable diesel. Despite a GF Score™ of 67/100, the company faces challenges in profitability and financial strength, and insider activity shows mixed signals.
Clean Energy Fuels (NASDAQ:CLNE) Stock Passes Above Two Hundred Day Moving Average - Should You Sell?
Clean Energy Fuels (CLNE) stock recently surpassed its 200-day moving average, trading as high as $2.43, yet analyst sentiment remains cautious with a consensus "Reduce" rating and a price target of $2.48. Despite beating quarterly revenue expectations and posting a smaller-than-expected loss, the company faces negative profitability metrics and director Andrew J. Littlefair recently sold a significant number of shares. Institutional investors have been adjusting their positions, with notable increases from AQR Capital Management LLC and Empowered Funds LLC.
Clean Energy Fuels: It's Not The Time Yet, The Risks Are Too Severe
Clean Energy Fuels (CLNE) is rated a Sell due to persistent negative cash flow, heavy reliance on environmental subsidies, and severe margin pressure from California's LCFS credit market oversupply. Despite plans for RNG expansion, current LCFS prices prevent significant margin improvement, with operating expenses far exceeding gross profits. The article warns of potential shareholder dilution or increased debt risk as cash burn accelerates, making it an unattractive investment.
Enterprise value to EBIT forward of Clean Energy Fuels Corp. – BX:WIQ
This article focuses on the enterprise value to EBIT forward of Clean Energy Fuels Corp. (BX:WIQ). It provides a general overview of the company's financial data available on TradingView, without presenting specific numerical values or detailed analysis in the provided content. The page structure suggests a financial data portal where users can access various financial metrics for the company.
Enterprise value to revenue forward of Clean Energy Fuels Corp. – SWB:WIQ
The article discusses the enterprise value to revenue forward for Clean Energy Fuels Corp. (SWB:WIQ) on the Stuttgart Stock Exchange. It provides general financial information and links to various TradingView features and services, but lacks specific numerical data for the metric. The content primarily focuses on the platform's offerings rather than in-depth financial analysis of the company.
Clean Energy Fuels to report Q2 2026 results on August 6
Clean Energy Fuels Corp. will release its Q2 2026 financial results on August 6, 2026, after market close, followed by an investor conference call. CEO Clay Corbus and CFO Bob Vreeland will host the call, which will be accessible via phone or webcast, with replays available for a month. The company, a leading provider of renewable natural gas for transportation, aims to provide insights into its quarterly performance.
Clean Energy Fuels (CLNE) Sets Q2 Earnings Call for August 6
Clean Energy Fuels Corp. (CLNE) announced its Q2 earnings call for August 6, 2026, after market close. GuruFocus assesses CLNE as undervalued by 27.6% with a GF Value™ of $2.97 against a current price of $2.15, and its GF Score™ of 67/100 indicates moderate financial health. Insider activity shows net selling, suggesting caution among insiders despite the undervaluation.
Press Release: Clean Energy to Report Second Quarter 2026 Financial Results on August 6; Conference Call to Follow at 1:30 P.m. Pacific Time
Clean Energy Fuels Corp. announced it will report its Q2 2026 financial results on August 6, 2026. This will be followed by a conference call at 1:30 p.m. Pacific Time to discuss the results.
Clean Energy to Report Second Quarter 2026 Financial Results on August 6; Conference Call to Follow at 1:30 p.m. Pacific Time
Clean Energy Fuels Corp. (Nasdaq: CLNE) announced it will release its second-quarter 2026 financial results on August 6, 2026, after market close. This will be followed by an investor conference call at 4:30 p.m. Eastern time, hosted by President and CEO Clay Corbus and CFO Bob Vreeland. Investors can join the live call via dial-in or a simultaneous webcast on the company's investor relations website, with a replay available for 30 days.
ETFs Investing in Clean Energy Fuels Corp. Stocks
This article lists various Exchange Traded Funds (ETFs) that hold stocks of Clean Energy Fuels Corp., providing details such as market value, weight, issuer, management style, and expense ratio for each. It highlights how these funds make investing in stocks more accessible and offer opportunities at lower risk. The list includes ETFs focused on energy, small-cap, and clean energy sectors.
