Granular Activated Carbon Setbacks Will Dominate Near Term Yet Long Term Demand Will Strengthen Prospects

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

14 Dec 25

Updated

23 Jul 26

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Shared on 23 Jul 26

Fair value Decreased 57%

ARQ: Index Removal And Higher Margins Will Support Future Repricing

Arq gets dropped from several major Russell indexes and reshuffles its finance leadership with a new CFO appointment and an interim setup in the meantime. Expectations shift toward slower sales growth but better profitability, which still supports a higher view of what the business could be worth.

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Fair Value vs Share Price

US$3

vs US$2.323.3% undervalued

3.3%

Revenue growth

5.7%

Profit margin

Recent News & Updates

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Recent updates

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Company analysis

Excellent balance sheet and fair value.

Market capUS$98.7m

PB0.6x

Estimated Growth11.6%

Dividend YieldN/A

Full analysis

CEO & management

Robert Rasmus

CEO

0.4yrs

CEO Tenure

An environmental technology company, engages in the sale of consumable air, water, and soil treatment solutions based on activated carbon in the United States and Canada.