Update shared on10 Aug 2025
Aemetis’ consensus price target has been raised from $13.50 to $17.00 as analysts express increased confidence in its long-term renewable fuels growth potential and regulatory milestones, particularly the approval of key California biogas pathways.
Analyst Commentary
- Approval of provisional Low Carbon Fuel Standard (LCFS) pathways for seven Aemetis Biogas dairy digesters by the California Air Resources Board, effective January 2025, supporting the company's expansion in renewable fuels.
- Bullish analysts highlight strong long-term growth prospects for Aemetis due to its large product potential in the renewable fuels space.
- Rising price targets despite short-term revenue weakness, reflecting analyst confidence in the company’s outlook for 2025.
- Positive regulatory developments enhance the company's positioning within California’s renewable energy market.
- Bullish analysts maintain Buy ratings, viewing recent market and regulatory milestones as supportive of higher valuations.
What's in the News
- Anjaneyulu Ganji appointed as Chief Financial Officer, bringing extensive multinational financial leadership experience from roles at Dodla Dairy, Marengo Asia Healthcare, Maersk Line, and TATA Cummins.
- Aemetis was dropped from multiple Russell indexes, including Russell 2000, 2500, 3000, Small Cap, and related value and dynamic indexes.
- California Air Resources Board approved provisional LCFS pathways for seven Aemetis Biogas dairy digesters, enabling higher LCFS credit generation for RNG starting January 2025.
- Aemetis energy projects include construction of new dairy digesters targeting over 1 million MMBtu/year RNG, a Keyes ethanol plant vapor recompression system projected to add $32 million annual cash flow in 2026, the Riverbank carbon sequestration project (1.4 million tons/year CO2), and a permitted 78 million gallon/year SAF and renewable diesel plant.
Valuation Changes
Summary of Valuation Changes for Aemetis
- The Consensus Analyst Price Target has significantly risen from $13.50 to $17.00.
- The Future P/E for Aemetis has significantly risen from 9.22x to 16.42x.
- The Net Profit Margin for Aemetis has significantly fallen from 12.67% to 9.54%.
Disclaimer
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