Regulatory Shifts And New Facilities Will Unlock RNG Decarbonization

Clean Energy Fuels’ valuation outlook remains stable, with only marginal improvements in net profit margin and future P/E, leaving the consensus analyst price target unchanged at $4.49. What's in the News Clean Energy Fuels awarded a contract to design, build, and maintain a second hydrogen fueling station for Foothill Transit, supporting its growing hydrogen fuel cell and RNG bus fleet; the $11.3 million project is partially grant-funded and construction is scheduled to begin in mid-2026.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has decreased revenue growth from 12.7% to 8.6%.

AnalystConsensusTarget has decreased revenue growth from 18.8% to 12.7%, increased future PE multiple from 16.8x to 19.9x and decreased discount rate from 9.6% to 8.5%.

AnalystConsensusTarget has increased revenue growth from 13.3% to 18.8%, increased profit margin from 14.9% to 16.9%, increased future PE multiple from 12.4x to 16.8x, increased discount rate from 7.5% to 9.6% and increased shares outstanding growth rate from -0.0% to 0.0%.