Update shared on28 Sep 2025
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.
- Broke ground on three renewable natural gas (RNG) production facilities in partnership with Maas Energy Works, expected to produce approximately three million gallons of RNG annually and cost $80 million, targeting completion in 2026.
- Announced a strategic partnership with Hexagon Agility and Cummins Inc. to launch Pioneer Clean Fleet Solutions, an independent company focused on leasing low-carbon heavy-duty commercial vehicles bundled with trucks, fuel, and service.
- Provided 2025 earnings guidance, expecting a net loss of $217.2 million to $212.2 million.
- Completed the repurchase of 14,301,158 shares (6.75% of outstanding) for $31.33 million under the existing buyback program.
- Secured multiple new RNG supply and infrastructure deals with transit fleets and municipalities, including LA Metro, The Rapid (Grand Rapids), Loudoun County, Union City, Gillig LLC, and Kings County Area Public Transit Agency, supporting fleet transitions to RNG and clean fuels nationwide.
Valuation Changes
Summary of Valuation Changes for Clean Energy Fuels
- The Consensus Analyst Price Target remained effectively unchanged, at $4.49.
- The Net Profit Margin for Clean Energy Fuels remained effectively unchanged, moving only marginally from 14.76% to 14.89%.
- The Future P/E for Clean Energy Fuels remained effectively unchanged, moving only marginally from 16.64x to 16.51x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.