https://www.washingtonpost.com/climate-environment/2026/10/27/trump-announce-relaxed-rules-oil-firms-methane-leaks/
Why OPAL Stock surged +5.84% Today — RQD Quant Desk Flash
OPAL Fuels Inc. (Class A) (OPAL) carries a Roarable Rating of D (Sell) with 49/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
Why OPAL Stock surged +5.84% Today — RQD Quant Desk Flash
OPAL Fuels Inc. (Class A) (OPAL) surged +5.84% to $1.63, trading at 12% of its 52-week range ($1.46 – $2.87). Stretched risk/reward at current multiples (41% return on capital) under elevated 10-year interest-rate pressure.
- ▸Technical Tape: Trading at 12% of its 52-week range ($1.46 – $2.87) with RSI-14 at 37.1 (NEUTRAL RANGE).
- ▸Volatility Profile: Historical 20-day realized swing band of ±11.6% around $1.63 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable D (Sell) backed by 52% gross margin and $0 annual free cash flow.
If you had hesitated on OPAL Fuels in late October 2025, watching analysts debate whether electrification would crush renewable natural gas or merely cap its upside, the choice might have felt like a close call rather th
Montauk Renewables is tapping third-party RNG supplies and environmental credit sales to diversify income, while RIN prices and transaction volumes remain key factors.
ORONOCO, Minn., October 21, 2026--OPAL Fuels (Nasdaq: OPAL), a vertically integrated and nationwide leader in the production and distribution of renewable and compressed natural gas (RNG and CNG) used as transportation f
WHITE PLAINS, N.Y., October 20, 2026--OPAL Fuels (Nasdaq: OPAL), a vertically integrated and nationwide leader in the production and distribution of renewable and compressed natural gas (RNG and CNG) used as transportati
OPAL Fuels (NASDAQ:OPAL), a vertically integrated and nationwide leader in the production and distribution of renewable and compressed natural gas (RNG and CNG) used as transportation fuel for heavy-duty trucking, today
WHITE PLAINS, N.Y., October 20, 2026--OPAL Fuels (Nasdaq: OPAL) a vertically integrated and nationwide leader in the production and distribution of renewable and compressed natural gas (RNG and CNG) used as transportatio
At its 20thth annual Leadership Awards event, the non-profit Energy Vision honored industry and municipal leaders working to accelerate adoption of renewable natural gas (RNG) made from organic waste. The winners are:
Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring OPAL)
- ✓Walkthrough of OPAL's RQD Radar, SEC cash-conversion gap & downside invalidation levels
- ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
- ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
OPAL Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +12.3% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on OPAL today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for OPAL. Explore sector supply chains on /butterfly.
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (OPAL)
1. Head-to-Head Energy Peer Comparison (OPAL vs. CLNE, MNTK, SMC, TGS)
Industry: Natural Gas Distribution (25 Tracked Issuers)Across 211 tracked Energy securities in the Roarable RQD universe, OPAL Fuels Inc. (Class A) (OPAL) ranks #156 by composite RQD confidence (49/100, grade D) and #167 by equity capitalization ($284.7M). Within this direct 5-issuer industry benchmark cohort, OPAL leads on earnings valuation at N/A trailing P/E, while OPAL leads on capital efficiency and profitability with 41.1% ROIC and — gross margin. SMC currently holds the highest overall quantitative score in the immediate peer group at 57/100 (D+) compared with OPAL at 49/100 (D).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| OPAL
ACTIVE
OPAL Fuels Inc. (Class A) | D | 49/100 | — | — | 41.1% | +5.84% | $284.7M | Benchmark Subject |
| CLNE Clean Energy Fuels Corp. | D | 51/100 | — | — | -20.0% | +4.20% | $328.5M | /clne-vs-opal → |
| MNTK Montauk Renewables Inc. | D- | 43/100 | — | — | 0.2% | +5.33% | $337.3M | /mntk-vs-opal → |
| SMC Summit Midstream Corporation | D+ | 57/100 | — | 73.5% | 0.5% | +0.45% | $637.5M | /smc-vs-opal → |
| TGS Transportadora de Gas del Sur SA TGS | D+ | 52/100 | — | — | — | -1.11% | $3.77B | /tgs-vs-opal → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001842279In its most recent audited fiscal period (FY2025, filed 2025-12-31), OPAL Fuels Inc. (Class A) (OPAL) reported GAAP revenue of $326.7M (+12.3% vs. FY2024 revenue of $290.9M , and +30.1% cumulative change since FY2023) , GAAP net income of $0, operating cash flow of $36.5M, and free cash flow of -$34.2M (+64.3% YoY). On the balance sheet, OPAL closed FY2025 with $959.5M in total assets against $0 in total debt (Altman Z-Score: 0.76, Piotroski F-Score: 3/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $326.7M | $0 | $36.5M | -$34.2M | $959.5M | — |
| FY2024 (FY) | 2024-12-31 | $290.9M | $0 | $31.4M | -$95.9M | $881.1M | $285.0M |
| FY2023 (FY) | 2023-12-31 | $251.1M | $0 | $38.3M | $38.3M | — | — |
3. OPAL Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs OPAL stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-01, OPAL Fuels Inc. (Class A) (NASDAQ: OPAL) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 49/100 at a spot price of $1.63 (+5.84% 1D, market cap $284.7M). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 12/20, Executive Insider Alignment 7/20, FRED Macro Regime Fit 10/20, and SEC Balance-Sheet Forensics 7/20. Across 211 tracked Energy issuers, OPAL ranks #156 in composite RQD confidence.
How does OPAL compare to CLNE and MNTK in the Energy sector?
Within the Energy sector (Natural Gas Distribution), OPAL carries a Roarable D (49/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of 41.1%. By comparison, CLNE (Clean Energy Fuels Corp.) holds a D grade (51/100 RQD, P/E N/A, ROIC -20.0%, cap $328.5M) and MNTK (Montauk Renewables Inc.) posts a D- grade (43/100 RQD, P/E N/A, ROIC 0.2%, cap $337.3M). Among the 5-stock peer group, OPAL leads on earnings multiple (N/A) while OPAL leads on capital efficiency (41.1% ROIC).
What are the biggest fundamental strengths and SEC risk factors for OPAL?
Per OPAL's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001842279), OPAL Fuels Inc. (Class A) generated $326.7M in revenue (+12.3% YoY), $0 in net income, and -$34.2M in free cash flow against $959.5M in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Energy with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.
Where is OPAL trading relative to its 50-day, 200-day, and 52-week technical levels?
OPAL last traded at $1.63 (+5.84% on volume of 162,007 shares), positioning the stock -9.44% below its 50-day simple moving average ($1.80) and -23.47% below its 200-day simple moving average ($2.13). Across its 52-week range of $1.46 to $2.87, OPAL sits at the 12.1% percentile with a 14-day RSI of 37.1 (NEUTRAL RANGE) and an implied next-earnings move of ±11.6% ($1.44 to $1.82).
OPAL Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is OPAL stock moving today?
Why OPAL Stock surged +5.84% Today — RQD Quant Desk Flash. Stretched risk/reward at current multiples (41% return on capital) under elevated 10-year interest-rate pressure.