Q4 Earnings Outperformers: Clean Energy Fuels (NASDAQ:CLNE) And The Rest Of The Mixed or Offshore Upstream E&P Stocks
This article reviews the Q4 earnings performance of several mixed or offshore upstream E&P stocks, highlighting Clean Energy Fuels (NASDAQ:CLNE) as an outperformer. It details the unique challenges and opportunities within this market segment, and also features strong performances from Gevo (NASDAQ:GEVO) and APA Corporation (NASDAQ:APA), while noting weaker results from Granite Ridge Resources (NYSE:GRNT) and Centrus Energy (NYSE:LEU). The piece concludes with a brief market update discussing shifts from AI and crypto concerns to geopolitical risks impacting oil supply and inflation.
GE and Clean Energy Fuels Partner to Expand 'America's Natural Gas Highway®'
GE and Clean Energy Fuels are collaborating to expand the natural gas transportation infrastructure in the U.S. Clean Energy will purchase two of GE's ecomagination-qualified MicroLNG plants, backed by $200 million in financing from GE Energy Financial Services, to support a fueling network for heavy-duty trucks. This partnership aims to reduce fuel costs and lower emissions by enabling trucks to operate on LNG, contributing to U.S. energy independence.
Clean Energy Fuels (CLNE) price target decreased by 13.04% to 4.21
The price target for Clean Energy Fuels (CLNE) has been decreased by 13.04%, bringing it down to $4.21. This adjustment indicates a revised outlook on the company's future stock valuation.
Clean Energy Fuels (CLNE) price target decreased by 13.04% to 4.21
The article states that the price target for Clean Energy Fuels (CLNE) has been decreased by 13.04%, bringing it down to $4.21. No further details are provided in this excerpt.
Clean Energy Fuels Rises 18.81% as Technicals Turn Bearish and Analysts Diverge
Clean Energy Fuels (CLNE.O) recently saw an 18.81% stock price increase, yet its technical indicators are largely bearish, and analyst opinions are divided. Despite some positive cash flow fundamentals and retail investor interest, institutional investors are pulling back, and technical analysis suggests avoiding the stock due to weak signals like an overbought RSI. The article recommends caution for investors until clearer directional signals emerge.
EPA finalizes update to the Renewable Fuel Standard with more favorable biogas terms
The U.S. EPA has finalized its updated Renewable Fuel Standard (Set 2 rule), which includes higher renewable volume obligations for cellulosic biofuels than initially proposed, a key demand from the biogas industry. While the rule has been praised by some for strengthening energy independence and biofuel blending targets, the American Biogas Council expressed disappointment, citing delays and an underestimation of RNG production growth. The final rule also maintains a penalty for foreign fuels and removed a proposed credit system for electricity used as fuel.
Clean Energy Fuels (NASDAQ:CLNE) Trading 4.9% Higher - Still a Buy?
Clean Energy Fuels (NASDAQ:CLNE) saw its stock price jump by 4.9% on Friday, closing at $2.4640, though on significantly lower trading volume. Analyst sentiment for CLNE is mixed, with a consensus "Hold" rating and a target price of $3.49, despite Weiss Ratings reiterating a "sell" rating. Institutional investors showed increased interest in Q4, with several funds adding or increasing stakes, contributing to approximately 49.9% institutional ownership.
Vanguard disaggregates holdings; Clean Energy Fuels (CLNE) ownership shows 0 shares
The Vanguard Group filed an amended Schedule 13G/A for Clean Energy Fuels (CLNE), reporting 0 beneficial shares and 0% ownership. This change is due to an internal realignment on January 12, 2026, where subsidiary holdings will now be reported separately, as per SEC Release No. 34-39538. This filing does not indicate a sale of CLNE shares by Vanguard but rather a change in reporting structure.
Clean Energy Fuels stock faces pressure amid renewable fuel market shifts and analyst scrutiny
Clean Energy Fuels (CLNE), a leading renewable natural gas (RNG) provider, is experiencing stock volatility due to market shifts, despite analysts maintaining a "moderate buy" consensus. The company's financials indicate profitability pressures typical for growth-stage clean energy firms, with a 12-month price target averaging $3.59. Investors are eyeing its potential amid growing demand for RNG in heavy-duty trucking and its strategic positioning in the energy transition.
How clean energy fuels expanded RNG supply across US fleet markets
This article from MSN focuses on how clean energy fuels have increased the supply of Renewable Natural Gas (RNG) across various fleet markets in the United States. It likely details the company's strategies, partnerships, and the impact of these efforts on sustainable transportation. The content would highlight the growing adoption of RNG as a clean alternative fuel.
How clean energy fuels expanded RNG supply across US fleet markets
This article from MSN discusses how Clean Energy Fuels has expanded its supply of Renewable Natural Gas (RNG) across various US fleet markets. The expansion highlights the growing adoption of cleaner energy solutions in transportation.
Clean Energy grows RNG portfolio across the U.S.
Clean Energy Fuels has expanded its renewable natural gas (RNG) supply and fueling infrastructure across the U.S. through new agreements with major trucking, waste, and transit fleets. This includes extending partnerships with Ecology Transportation Services and Recology, maintaining WM's RNG stations, and renewing service agreements with WMATA and other municipal transit services. The company emphasizes RNG's value as a low-carbon alternative.
Clean Energy Fuels (CLNE) CEO awarded 250,000 RSUs, with shares withheld for taxes
Clean Energy Fuels Corp. CEO and President Andrew J. Littlefair was granted 250,000 restricted stock units (RSUs). These RSUs vest over three years, with 34% vesting on the first anniversary and 33% on the second and third anniversaries. Additionally, 25,923 shares were withheld at $2.26 per share to cover tax obligations related to the vesting of previously granted restricted stock.
Trucking, Transit, and Waste Fleets Expand RNG Use in New Agreements
Clean Energy Fuels has announced new and extended agreements with various trucking, transit, municipal, and airport fleets across the U.S. These deals involve supplying Renewable Natural Gas (RNG) and providing operations and maintenance for fueling infrastructure, highlighting the growing adoption of RNG for emissions reduction. RNG offers a clean, affordable, domestically produced fuel solution with diesel-like performance, leveraging existing robust fueling infrastructure.
Clean Energy announces multiple RNG deals with fleets nationwide
Clean Energy Fuels Corp. has secured multiple renewable natural gas (RNG) deals with various fleets across the U.S., including extensions with Ecology Transportation Services and wm. The agreements cover supplying RNG fuel, providing operations and maintenance services for fueling stations, and supporting hundreds of natural gas vehicles for waste haulers, transit authorities, and municipalities. This demonstrates a growing recognition of RNG as a clean, affordable, and effective solution for sustainability goals in diverse fleet applications.
Clean Energy Fuels (CLNE) SVP has 60,561 vested shares withheld for taxes
Clean Energy Fuels Corp.'s Senior Vice President of Strategic Development, Barclay Corbus, had 60,561 shares of common stock withheld to cover tax withholding obligations upon the vesting of restricted stock. These shares were valued at $2.32 each and were not sold on the open market. Following this transaction, Corbus directly holds 1,169,489 shares in Clean Energy Fuels.
CLNE Announces Spate of RNG Deals
Clean Energy Fuels Corp (CLNE) announced multiple agreements for the supply of renewable natural gas (RNG) and fueling infrastructure services with various trucking, refuse, and transit fleets. These deals signify the continued growth of clean fuel adoption across different sectors. The company is extending partnerships and securing new contracts to provide millions of gallons of RNG and maintenance services for hundreds of vehicles across several states and Canada.
Jefferies raises Clean Energy Fuels stock price target on EBITDA outlook
Jefferies has increased its price target for Clean Energy Fuels Corp. (NASDAQ:CLNE) shares to $2.50 from $2.20, while maintaining a Buy rating. The adjustment follows the company's 2026 EBITDA guidance of $70 million to $75 million, signaling a 7% year-over-year increase, and expected profitability in its upstream segment. Despite current undervaluation according to InvestingPro analysis and anticipated unprofitability this year, the guidance points to improving long-term fundamentals.
Clean Energy Fuels (CLNE) CEO uses 41,976 shares to cover tax withholding
Clean Energy Fuels Corp. CEO and President Andrew J. Littlefair reported a tax-related share disposition where 41,976 common shares were withheld at $2.32 per share to satisfy tax withholding obligations arising from the vesting of restricted stock. This action, coded as an "F" transaction, is not an open-market sale but a payment of tax liability through securities. After this transaction on March 4, 2026, Littlefair directly owns 1,676,738 common shares of CLNE.
RNG Continues to Lead as the Easy-to-Switch Clean Fuel for Multi-Sector Fleets Signing New Agreements With Clean Energy
Renewable Natural Gas (RNG) is gaining significant traction as a clean fuel alternative for various fleets. Clean Energy is facilitating this transition by signing new agreements with multiple sectors, highlighting RNG's ease of adoption and environmental benefits. This growing interest underscores RNG's role in decarbonizing transportation.
CLNE Financials: Income Statement, Balance Sheet & Cash Flow
This article provides a detailed financial overview of Clean Energy Fuels Corp (CLNE), including its income statement, balance sheet, cash flow statement, and key financial ratios through fiscal year 2025. It highlights moderate overall financial health with a score of 55/100, noting specific strengths in leverage and liquidity, but concerns regarding profitability (negative operating and net margins), and interest coverage. The company reported $424.8M in revenue, -$222.0M in net income, and $59.9M in free cash flow for FY2025.
RNG Continues to Lead as the Easy-to-Switch Clean Fuel for Multi-Sector Fleets Signing New Agreements With Clean Energy
Clean Energy Fuels Corp. (NASDAQ: CLNE) announced new agreements with various fleets across trucking, refuse, and transit sectors for renewable natural gas (RNG) fueling infrastructure and supply. These partnerships highlight the growing adoption of RNG as a clean, affordable, and domestically produced alternative fuel, with notable extensions with Ecology Transportation Services and Recology, and ongoing services for WM, WMATA, and several cities. The company emphasizes RNG's environmental benefits, including its negative carbon-intensity rating, and its role in reducing greenhouse gas emissions in both agriculture and transportation.
Clean Energy Fuels expands RNG partnerships across multiple sectors
Clean Energy Fuels Corp. has announced new agreements and expansions of existing partnerships with trucking, refuse, and transit fleets across the U.S. and Canada. These deals involve providing renewable natural gas (RNG) fueling infrastructure and supply, highlighting the growing adoption of RNG as a clean and affordable transportation fuel. The company emphasizes RNG's role in helping fleets meet sustainability targets by offering a low-emission alternative to diesel.
Clean Energy Fuels (CLNE) SVP gets 200K RSUs, withholds shares for tax
Clean Energy Fuels Corp.'s Senior Vice President of Strategic Development, Barclay Corbus, was granted 200,000 restricted stock units (RSUs) on March 2, 2026, which vest over three years. Previously, on February 27, 2026, he disposed of 31,198 shares at $2.26 each to cover tax obligations from vested restricted stock. Following these transactions, his direct common stock holdings increased to 1,230,050 shares.
Westport, Clean Energy Fuels offer Natural Gas 201 Webinar
Westport and Clean Energy Fuels are hosting a free "Natural Gas 201" webinar, the second in a series, to help fleets optimize natural gas vehicle operations. Scheduled for July 10, 2014, the webinar will cover topics like vehicle packages, financing, incentives, infrastructure, and maintenance for natural gas fleets. It aims to provide in-depth information beyond the basics for building and managing a natural gas fleet.
GE, Clean Energy Fuels Partner to Expand 'Natural Gas Highway'
GE and Clean Energy Fuels have partnered to expand infrastructure for natural gas transportation in the U.S., focusing on developing "America's Natural Gas Highway." Clean Energy will purchase two of GE's MicroLNG plants and plans to build more to supply LNG fueling stations, primarily at Pilot-Flying J truckstops. This initiative aims to enable long-haul trucks to operate on LNG, reducing CO2 emissions and offering a more affordable fuel alternative.
Clean Energy Fuels (CLNE) Fell by Almost 10% This Week. Here is Why
Clean Energy Fuels (CLNE) saw its share price drop by almost 10% this week after reporting its Q4 2025 results. While the company beat Wall Street estimates, it recorded a net loss of $43 million for the quarter and a full-year net loss of $222 million, an increase of 167% year-over-year. Despite a decrease in adjusted EBITDA for the year, RNG sales increased, and the company provided revenue and EBITDA guidance for FY 2026.
Why These Energy Stocks are Losing This Week
Clean Energy Fuels Corp. (NASDAQ: CLNE) experienced a nearly 10% share price decline between February 18-25 after reporting a net loss of $43 million in Q4 2025 and a full-year net loss of $222 million, despite beating Wall Street estimates and exceeding adjusted EBITDA guidance. The company, a leading provider of renewable natural gas, is forecasting revenue between $420 million and $440 million for FY 2026. This article is part of a larger list discussing why certain energy stocks are performing poorly.
Clean Energy Fuels (CLNE) Loss Deepens To US$0.20 EPS Challenging Turnaround Narratives
Clean Energy Fuels (CLNE) reported a Q4 FY2025 revenue of US$112.3 million and a basic EPS loss of US$0.20, with trailing twelve-month figures showing a revenue of US$424.8 million and a US$1.01 basic EPS loss, indicating continued unprofitability. Despite a high Price-to-Sales ratio compared to peers, the company faces skepticism due to deepening losses and modest revenue growth forecasts. The stock's current price is significantly below its DCF fair value estimate, which heavily relies on future margin improvements.
Clean Energy Fuels (CLNE) Fell by Almost 10% This Week. Here is Why
Clean Energy Fuels Corp. (CLNE) experienced a nearly 10% stock price drop between February 18 and February 25, 2026, placing it among the week's biggest energy stock losers. This decline followed the release of its Q4 2025 results, which, despite beating Wall Street estimates, showed an increased net loss for both the quarter and the full year 2025. The company, a pioneer in renewable natural gas, provided a mixed outlook for FY 2026, forecasting revenue growth but also a continued GAAP net loss, alongside targets for RNG deliveries.
Clean Energy Fuels reports increased RNG sales for Q4
Clean Energy Fuels has reported increased sales of Renewable Natural Gas (RNG) for the fourth quarter. This announcement comes amid broader news in the clean energy sector, including updates on the RFS Set 2 final rule, new R-CNG fueling stations, and advancements in biofuel and renewable diesel technologies.
Clean Energy Fuels (NASDAQ: CLNE) outlines RNG expansion, JVs and credit exposure
Clean Energy Fuels Corp. (NASDAQ: CLNE) is strategically expanding its renewable natural gas (RNG) focused transportation fuel business across North America, aiming for 100% RNG vehicle fuel sales after achieving 88% in 2025. The company is boosting RNG supply through joint ventures with TotalEnergies and bp, a development agreement with Maas Energy, and its own South Fork project, projecting 14.5 million GGEs of annual capacity from 11 projects. CLNE's business model relies heavily on the sale of Environmental Credits, including federal D3 RINs and California LCFS credits, which are subject to regulatory shifts and market volatility, posing execution risks despite its market leadership.
Clean Energy Fuels Corp reports results for the quarter ended September 30 - Earnings Summary
Clean Energy Fuels Corp has reported its earnings for the quarter that ended on September 30. The brief report, sourced from Reuters and Refinitiv, provides an earnings summary for the company.
How Amazon Warrant-Driven Loss Outlook At Clean Energy Fuels (CLNE) Has Changed Its Investment Story
Clean Energy Fuels Corp. (CLNE) recently reported a wider net loss for Q4 2025 and provided guidance for another net loss in 2026, significantly impacted by estimated Amazon warrant charges. This outlook highlights the company's sensitivity to market conditions and contract structures, suggesting that its investment narrative now heavily depends on whether growing renewable natural gas (RNG) volumes and supportive incentives can offset these recurring losses and volatile contract effects. The article emphasizes that investors need to consider policy risks and the ability to achieve projected revenue and earnings growth to form a comprehensive investment verdict.
How Amazon Warrant-Driven Loss Outlook At Clean Energy Fuels (CLNE) Has Changed Its Investment Story
Clean Energy Fuels (CLNE) reported wider net losses in Q4 2025 and projected a significant net loss for 2026, primarily due to Amazon warrant charges and market volatility. This outlook shifts the investment focus to whether renewable natural gas growth and incentives can counteract these recurring accounting and earnings drags. The company's future hinges on its ability to scale higher-margin RNG volumes to offset the impact of these unique contract structures.
Clean Energy Fuels Corp. (NASDAQ:CLNE) Q4 2025 Earnings Call Transcript
Clean Energy Fuels Corp. (NASDAQ:CLNE) reported its Q4 and full-year 2025 financial results, with adjusted EBITDA exceeding guidance. The company highlighted strong execution in fueling operations and significant progress in its upstream Renewable Natural Gas (RNG) production platform, including the completion of two major dairy RNG projects. Despite missing EPS expectations, CLNE anticipates continued growth in RNG volumes and improved financial results for 2026, with adjusted EBITDA projected between $70 million and $75 million.
Clean Energy Fuels (CLNE) Earnings Transcript
Clean Energy Fuels (CLNE) surpassed its adjusted EBITDA guidance for 2025 despite the absence of alternative fuel tax credits and reduced debt by $65 million. The company achieved significant milestones by bringing two large dairy RNG projects online, increasing its operating projects to eight, and is guiding for higher RNG delivery volumes, stable capital expenditures, and reduced SG&A expenses in 2026. Management also expressed optimism regarding policy developments like LCFS and 45Z credits, aiming to further integrate upstream production with downstream distribution, although new project underwriting will pause until market conditions stabilize.
Clean Energy Fuels Corp. (NASDAQ:CLNE) Receives Average Rating of "Moderate Buy" from Analysts
Clean Energy Fuels Corp. (NASDAQ:CLNE) has received an average "Moderate Buy" rating from analysts, with a consensus 12-month price target of $3.59. The company's stock has shown recent price performance, and several hedge funds have adjusted their holdings. Clean Energy Fuels operates a large network of natural gas and renewable natural gas fueling stations for the transportation sector.
Clean Energy Fuels Corp. (NASDAQ:CLNE) Q4 2024 Earnings Call Transcript
This is the Q4 2024 Earnings Call Transcript for Clean Energy Fuels Corp. (NASDAQ:CLNE). The transcript will cover the company's financial performance and strategic outlook for the quarter. Investors and interested parties can review the details of the call to understand the company's recent achievements and future plans.
Commit To Buy Clean Energy Fuels Corp At $1, Earn 59% Annualized Using Options
The article suggests that investors interested in Clean Energy Fuels Corp (CLNE) stock, currently trading at $2.60/share, could consider selling a March put option at the $1 strike price. This strategy allows investors to earn a 59% annualized rate of return if the stock does not fall below $1.00 by expiration, or acquire shares at an effective price of $0.95 if the option is exercised.
Clean Energy Fuels (CLNE) Expected to Announce Quarterly Earnings on Tuesday
Clean Energy Fuels (CLNE) is projected to release its Q4 2025 earnings after market close on Tuesday, February 24th, with analysts forecasting a loss of ($0.03) per share on revenue of $101.0180 million. The company's stock opened at $2.64, with a market capitalization of $578.95 million, and approximately 49.94% of its shares are held by institutional investors. Despite a "Moderate Buy" consensus rating from Wall Street with an average target price of $3.59, Weiss Ratings recently reaffirmed a "sell" rating.
Clean Energy Fuels (NASDAQ:CLNE) Stock Price Crosses Above Two Hundred Day Moving Average - Time to Sell?
Clean Energy Fuels (NASDAQ:CLNE) stock crossed above its 200-day moving average, trading at $2.64 on Monday, February 16, 2026, though its average was $2.42. Analysts have a "Moderate Buy" consensus rating with a target of $3.59, while Weiss Ratings reiterated a "sell" rating. Institutional investors like JPMorgan Chase & Co. and Vanguard Group Inc. significantly increased their stakes, with institutions now owning about 49.94% of the company.
Landfill Gas to Energy Systems Market: Regaining Its Glory | DTE
The global Landfill Gas to Energy (LFGTE) Systems Market is witnessing a resurgence driven by the growing demand for renewable energy and stricter environmental regulations on methane emissions. The market is shifting towards renewable natural gas (RNG) production and integration with smart grids. A new report by HTF Market Intelligence Consulting details market trends, drivers, opportunities, and key players like Waste Management, Veolia, and DTE Energy, emphasizing the strategic importance of LFGTE systems in waste management and clean energy.
The Market Lifts Clean Energy Fuels Corp. (NASDAQ:CLNE) Shares 28% But It Can Do More
Clean Energy Fuels Corp. (NASDAQ:CLNE) saw its shares jump 28% in the last month, though they remain down 19% over the past year. Despite its price-to-sales (P/S) ratio of 1.4x appearing average compared to the Oil and Gas industry, the company's forecasted revenue growth of 7.5% annually for the next three years is higher than the industry average of 5.3%. This suggests the market may not be fully convinced by the company's future growth potential, keeping its P/S ratio in line with peers.
Clean Energy Fuels (NASDAQ:CLNE) Share Price Crosses Above 200-Day Moving Average - Here's Why
Clean Energy Fuels (NASDAQ:CLNE) saw its share price trade above its 200-day moving average of $2.39 on Friday, reaching an intraday high of $2.84. The company, which provides natural gas and renewable natural gas for transportation, has a market cap of approximately $603 million and a consensus analyst rating of "Moderate Buy" with an average target price of $3.59. Despite a "sell" rating from Weiss Ratings, institutional investors have recently increased their holdings in CLNE.
Breakeven On The Horizon For Clean Energy Fuels Corp. (NASDAQ:CLNE)
Clean Energy Fuels Corp. (NASDAQ:CLNE) is projected to reach breakeven by 2028, with analysts forecasting a positive profit of US$37 million after incurring a loss of US$209 million in the latest trailing-twelve-month period. This breakeven projection relies on an optimistic annual growth rate of 62%. Investors should note the company's relatively high debt level, which stands at 48% of its equity.
Clean Energy Fuels outlines U.S. push for negative carbon fuels
Clean Energy Fuels is promoting a new initiative for Renewable Natural Gas (RNG) in the U.S. which has a negative carbon intensity. This domestically manufactured fuel aims to provide cost savings while reducing emissions from agricultural and waste sources. The company seeks to contribute to a more sustainable energy future through this program.
Landi Renzo and Clean Energy Form Natural Gas Compressor Company
Landi Renzo and Clean Energy Fuels Corp. are partnering to create a new company focused on supplying natural gas compressors globally. This joint venture, with Landi Renzo owning 51% and Clean Energy 49%, aims to meet the increasing demand from transportation fleets seeking alternatives to diesel. The new entity will leverage the existing market strengths of both companies' compressor manufacturing subsidiaries, SAFE (Europe and Asia) and Clean Energy Compression (Americas), to provide solutions that reduce emissions and greenhouse gases.
Clean Energy Fuels to Report Annual Results Amid Regulatory Uncertainty
Clean Energy Fuels Corp. is set to release its Q4 and full-year 2025 financial results on February 24, 2026. The company reported a net loss of $23.8 million for Q3 2025 and $179.03 million for the first nine months of that year, despite holding $232.2 million in cash reserves. The earnings announcement comes at a time of regulatory uncertainty, as the clean fuel industry awaits final guidelines for the 45Z clean fuel production tax credits, which directly impacts Clean Energy Fuels' strategy and infrastructure expansion.
Clean Energy to Report Fourth Quarter 2025 Financial Results on February 24; Conference Call to Follow at 1:30 p.m. Pacific Time
Clean Energy Fuels Corp. announced it will release its fourth quarter 2025 financial results on February 24, 2026, after market close. This will be followed by an investor conference call at 4:30 p.m. Eastern time. The call will be hosted by CEO Andrew J. Littlefair and CFO Robert M. Vreeland, allowing investors to participate via phone or live webcast.
