OPAL Fuels (NASDAQ:OPAL) Given New $2.40 Price Target at The Goldman Sachs Group

OPAL Fuels (NASDAQ:OPAL) had its target price boosted by The Goldman Sachs Group from $2.10 to $2.40 in a research report sent to investors on Tuesday,Benzinga reports. The brokerage currently has a sell rating on the stock.

Several other analysts have also recently commented on OPAL. Wall Street Zen upgraded shares of OPAL Fuels from a “sell” rating to a “hold” rating in a research note on Saturday, February 28th. Weiss Ratings reiterated a “sell (d)” rating on shares of OPAL Fuels in a research note on Monday, December 29th. Four investment analysts have rated the stock with a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, OPAL Fuels presently has an average rating of “Reduce” and an average price target of $2.91.

OPAL Fuels Stock Performance

Shares of OPAL opened at $2.44 on Tuesday. The company has a debt-to-equity ratio of 32.18, a quick ratio of 1.33 and a current ratio of 1.47. The stock has a 50-day moving average of $2.31 and a two-hundred day moving average of $2.35. The stock has a market cap of $423.10 million, a P/E ratio of 16.27 and a beta of 1.08. OPAL Fuels has a one year low of $1.26 and a one year high of $4.08.

OPAL Fuels (NASDAQ:OPAL) last announced its quarterly earnings data on Monday, March 16th. The company reported $0.08 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.38 by ($0.30). The firm had revenue of $99.76 million during the quarter, compared to analysts’ expectations of $98.75 million. OPAL Fuels had a return on equity of 45.31% and a net margin of 1.98%. As a group, research analysts predict that OPAL Fuels will post 0.8 EPS for the current year.

Institutional Trading of OPAL Fuels

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Invesco Ltd. raised its position in OPAL Fuels by 77.2% during the fourth quarter. Invesco Ltd. now owns 5,206,386 shares of the company’s stock valued at $12,261,000 after acquiring an additional 2,268,741 shares in the last quarter. Vanguard Group Inc. grew its stake in shares of OPAL Fuels by 1.0% during the 3rd quarter. Vanguard Group Inc. now owns 1,158,519 shares of the company’s stock worth $2,549,000 after purchasing an additional 11,488 shares during the period. Yaupon Capital Management LP increased its holdings in shares of OPAL Fuels by 3.4% during the 4th quarter. Yaupon Capital Management LP now owns 767,234 shares of the company’s stock valued at $1,807,000 after purchasing an additional 25,459 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of OPAL Fuels by 91.5% during the 2nd quarter. Geode Capital Management LLC now owns 509,294 shares of the company’s stock valued at $1,233,000 after purchasing an additional 243,399 shares in the last quarter. Finally, Goldman Sachs Group Inc. lifted its stake in shares of OPAL Fuels by 15.0% in the 4th quarter. Goldman Sachs Group Inc. now owns 315,360 shares of the company’s stock valued at $743,000 after purchasing an additional 41,056 shares during the period. 12.16% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting OPAL Fuels

Here are the key news stories impacting OPAL Fuels this week:

• Positive Sentiment: Revenue topped estimates — OPAL reported ~$99.8M in Q4 revenue, slightly above consensus, which sparked an initial uptick in the shares. OPAL Fuels beats Q4 revenue estimates, shares up 2%
• Positive Sentiment: Management set growth targets for 2026 — OPAL outlined a ~14% adjusted EBITDA growth target and plans to expand renewable natural gas (RNG) production, supporting longer-term revenue/EBITDA upside if execution continues. Opal Fuels outlines 14% adjusted EBITDA growth target for 2026 while expanding RNG production
• Positive Sentiment: Company messaging and annual review are constructive — OPAL said it “closed out 2025 on a high note” and expects strong growth in 2026, reinforcing the guidance above. OPAL Fuels Closes Out 2025 on a High Note, Expects Strong Growth in 2026
• Neutral Sentiment: Earnings call transcript and slide deck are available for detailed due diligence — useful for investors who want to drill into revenue mix, margin drivers and capital plans. OPAL Fuels Inc. (OPAL) Q4 2025 Earnings Call Transcript
• Negative Sentiment: EPS materially missed expectations — Q4 EPS was $0.08 vs. a $0.38 consensus, a significant shortfall that pressures near-term sentiment and valuation multiples. OPAL Fuels Q4 earnings details
• Negative Sentiment: Analyst stance remains cautious — Goldman Sachs raised its price target slightly to $2.40 but kept a “sell” rating, signaling limited near-term upside from the street despite the target bump. Goldman Sachs price target update

OPAL Fuels Company Profile

OPAL Fuels (NASDAQ: OPAL) is a publicly traded company headquartered in San Diego, California, specializing in the production, distribution and dispensing of renewable natural gas (RNG) for heavy-duty transportation. The company operates a network of RNG fueling stations across California, offering fleets of trucks, transit buses and logistics providers a low-carbon alternative to conventional diesel without requiring significant changes to existing vehicle technology or fueling infrastructure.

OPAL Fuels sources organic byproducts from dairy farms, landfills and food-processing facilities, converting methane-rich biogas into pipeline-quality RNG through a series of anaerobic digestion and gas-upgrading processes.