Clean Energy Fuels Corp.

Informe acción NasdaqGS:CLNE

Capitalización de mercado: US$510.9m

Clean Energy Fuels Dirección

Dirección controles de criterios 4/4

El CEO de Clean Energy Fuels es Clay Corbus , nombrado en Apr 2026, tiene una permanencia de menos de un año. compensación anual total es $1.62M, compuesta por 33.7% salario y 66.3% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.33% de las acciones de la empresa, por valor de $1.67M. La antigüedad media del equipo directivo y de la junta directiva es de 4.5 años y 4.5 años, respectivamente.

Información clave

Clay Corbus

Chief Executive Officer (CEO)

US$1.6m

Compensación total

Porcentaje del salario del CEO33.70%
Permanencia del CEOless than a year
Participación del CEO0.3%
Permanencia media de la dirección4.5yrs
Promedio de permanencia en la Junta Directiva4.5yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jun 24

CLNE: Supportive EPA Mandates Will Drive Future Upside For RNG Expansion

Analysts have lifted their fair value estimate for Clean Energy Fuels from $6.00 to $10.00, citing updated assumptions around revenue growth, margins, and future P/E multiples following recent regulatory developments highlighted in Street research on EPA renewable fuel volume mandates. What's in the News for Clean Energy Fuels Clean Energy Fuels signed its first LNG supply infrastructure deals in Puerto Rico, winning two contracts to design and install LNG fueling systems for gas to power projects supporting a pharmaceutical manufacturer and P.R. Energy Partners, together supplying 10 megawatts of installed power.
Actualización de narrativa May 19

CLNE: Supportive EPA Mandates And Expanding RNG Network Will Drive Future Upside

Analysts have reduced their price target on Clean Energy Fuels to $6.00, citing updated views on fair value, growth, margins, and a very large future P/E multiple, informed in part by recent EPA renewable fuel standard decisions that are viewed as supportive for the broader sector. Analyst Commentary Bullish analysts point to the recent EPA renewable fuel standard decision as an important policy signal for the sector, with volume mandates that are viewed as constructive for low-carbon fuels.
Actualización de narrativa Feb 08

CLNE: South Fork RNG Project And Hydrogen Station Will Drive Future Upside

Analysts have lifted their price target on Clean Energy Fuels from US$8.96 to US$9.57, citing updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E. What's in the News Clean Energy Fuels has completed its South Fork Dairy renewable natural gas facility in Dimmitt, Texas, which is now producing pipeline quality RNG and injecting it into the interstate natural gas pipeline (Client Announcements).
Artículo de análisis Feb 07

The Market Lifts Clean Energy Fuels Corp. (NASDAQ:CLNE) Shares 28% But It Can Do More

Clean Energy Fuels Corp. ( NASDAQ:CLNE ) shareholders would be excited to see that the share price has had a great...
Seeking Alpha Dec 31

Clean Energy Fuels: Reaching Profitability Is Taking Too Long, Introducing Unnecessary Portfolio Risks

Summary Clean Energy Fuels is rated Sell due to persistent operating losses and heavy reliance on government credits. CLNE’s revenue growth is modest, with nearly 15% of revenues dependent on volatile government programs like RIN, LCFS, and 45Z credits. Planned fourfold production expansion could boost revenues, but profitability remains doubtful given current margins and cost structure. Despite vertical integration and major partnerships, CLNE’s business model appears unsustainable without permanent subsidies or a significant margin turnaround. Read the full article on Seeking Alpha
Artículo de análisis Nov 20

Market Cool On Clean Energy Fuels Corp.'s (NASDAQ:CLNE) Revenues Pushing Shares 25% Lower

Clean Energy Fuels Corp. ( NASDAQ:CLNE ) shares have had a horrible month, losing 25% after a relatively good period...
Actualización de narrativa Sep 28

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.
Artículo de análisis Aug 28

Investors Appear Satisfied With Clean Energy Fuels Corp.'s (NASDAQ:CLNE) Prospects As Shares Rocket 26%

Clean Energy Fuels Corp. ( NASDAQ:CLNE ) shares have continued their recent momentum with a 26% gain in the last month...
Artículo de análisis Jul 07

Would Clean Energy Fuels (NASDAQ:CLNE) Be Better Off With Less Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis May 27

Market Might Still Lack Some Conviction On Clean Energy Fuels Corp. (NASDAQ:CLNE) Even After 26% Share Price Boost

Those holding Clean Energy Fuels Corp. ( NASDAQ:CLNE ) shares would be relieved that the share price has rebounded 26...
Artículo de análisis Apr 09

Positive Sentiment Still Eludes Clean Energy Fuels Corp. (NASDAQ:CLNE) Following 27% Share Price Slump

To the annoyance of some shareholders, Clean Energy Fuels Corp. ( NASDAQ:CLNE ) shares are down a considerable 27% in...
Seeking Alpha Mar 28

Clean Energy Fuels Has Never Been Cheaper, But Risks Are Getting More Pronounced

Summary CLNE's stock price has halved since my last review, and while RNG remains promising, the company's financials and projections are concerning. Despite mediocre financials, CLNE is as cheap as it has ever been, making it a speculative "buy low" candidate with high risk. Working capital has dropped below long-term debt, raising concerns about the company's ability to withstand market volatility without major dilution or insolvency in the long term. I rate CLNE as a hold, watching for market sentiment changes while wary of its financial instability and lack of clear improvement in 2025 projections. Read the full article on Seeking Alpha
Artículo de análisis Mar 27

Is Clean Energy Fuels (NASDAQ:CLNE) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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Nueva narrativa Mar 26

The X15N Cummins Engine Will Catalyze RNG Adoption

Strategic partnerships and supportive policies are expected to significantly enhance Clean Energy's revenue growth through increased RNG adoption and fuel volumes.
Artículo de análisis Feb 27

Clean Energy Fuels Corp. (NASDAQ:CLNE) Just Reported Earnings, And Analysts Cut Their Target Price

There's been a major selloff in Clean Energy Fuels Corp. ( NASDAQ:CLNE ) shares in the week since it released its...
Artículo de análisis Jan 14

A Piece Of The Puzzle Missing From Clean Energy Fuels Corp.'s (NASDAQ:CLNE) Share Price

With a median price-to-sales (or "P/S") ratio of close to 1.8x in the Oil and Gas industry in the United States, you...
Artículo de análisis Nov 28

Is Clean Energy Fuels (NASDAQ:CLNE) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Nov 20

Clean Energy Fuels: Managing Expansion In A Challenging Market Environment

Summary Clean Energy Fuels is aggressively expanding its RNG production and distribution but faces financial stability risks due to high capital investments and potential equity raises. The company's ambitious growth plan includes significant investments in JVs and CAPEX, leading to increased debt and potential regulatory uncertainties under the Trump administration. Despite improved gross profit margins, CLNE has not achieved break-even, and its market price appears overvalued by 15% based on DCF analysis. Given the competitive industry, regulatory risks, and financial challenges, I assign Clean Energy Fuels a "hold" rating, reflecting cautious optimism about its long-term growth potential. Read the full article on Seeking Alpha
Artículo de análisis Aug 20

Even With A 30% Surge, Cautious Investors Are Not Rewarding Clean Energy Fuels Corp.'s (NASDAQ:CLNE) Performance Completely

The Clean Energy Fuels Corp. ( NASDAQ:CLNE ) share price has done very well over the last month, posting an excellent...
Seeking Alpha Aug 19

Clean Energy Fuels: A Potential Buy Low Candidate As Financial Performance Improves

Summary Clean Energy Fuels Corp. is the largest provider of renewable natural gas in North America, with its use in the trucking industry reducing emissions by 300% compared to diesel. Despite mediocre financials, CLNE stock is historically cheap and could be a buy low candidate as demand for RNG increases. Clean Energy Fuels' Q2 financials show improvement with a positive non-GAAP EPS and adjusted EBITDA of $18.9 million, but consistent profitability is still a challenge. CLNE's positive operating cash flow and working capital ensures it won't get into solvency difficulties or need to dilute in the foreseeable future despite the heavy net losses. Read the full article on Seeking Alpha
Artículo de análisis Jul 03

Does Clean Energy Fuels (NASDAQ:CLNE) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Artículo de análisis May 29

Cautious Investors Not Rewarding Clean Energy Fuels Corp.'s (NASDAQ:CLNE) Performance Completely

Clean Energy Fuels Corp.'s ( NASDAQ:CLNE ) price-to-sales (or "P/S") ratio of 1.5x may look like a pretty appealing...
Artículo de análisis Apr 01

Health Check: How Prudently Does Clean Energy Fuels (NASDAQ:CLNE) Use Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Mar 26

Clean Energy Fuels: More Shadows Than Lights Bear A Hold Rating

Summary Clean Energy Fuels is the largest distributor of RNG in the U.S., supplying major companies like Amazon and UPS. The company is undertaking the construction of RNG production facilities through joint ventures with BP and TotalEnergies. Financial results have been weak in FY23, leading to a sharp devaluation of the stock, which in my opinion still remains rather overvalued. Read the full article on Seeking Alpha
Artículo de análisis Nov 13

Is Clean Energy Fuels (NASDAQ:CLNE) Using Debt Sensibly?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Clay Corbus en comparación con los beneficios de Clean Energy Fuels?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

-US$99m

Dec 31 2025US$2mUS$546k

-US$222m

Sep 30 2025n/an/a

-US$209m

Jun 30 2025n/an/a

-US$204m

Mar 31 2025n/an/a

-US$200m

Dec 31 2024US$2mUS$535k

-US$83m

Sep 30 2024n/an/a

-US$72m

Jun 30 2024n/an/a

-US$79m

Mar 31 2024n/an/a

-US$79m

Dec 31 2023US$2mUS$496k

-US$99m

Sep 30 2023n/an/a

-US$93m

Jun 30 2023n/an/a

-US$76m

Mar 31 2023n/an/a

-US$73m

Dec 31 2022US$645kUS$479k

-US$59m

Sep 30 2022n/an/a

-US$49m

Jun 30 2022n/an/a

-US$44m

Mar 31 2022n/an/a

-US$110m

Dec 31 2021US$5mUS$479k

-US$93m

Sep 30 2021n/an/a

-US$93m

Jun 30 2021n/an/a

-US$92m

Mar 31 2021n/an/a

-US$19m

Dec 31 2020US$955kUS$443k

-US$10m

Sep 30 2020n/an/a

US$34m

Jun 30 2020n/an/a

US$32m

Mar 31 2020n/an/a

US$33m

Dec 31 2019US$840kUS$443k

US$20m

Compensación vs. Mercado: La compensación total de Clay($USD1.62M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD2.41M).

Compensación vs. Ingresos: La compensación de Clay ha sido consistente con los resultados de la empresa en el último año.


CEO

Clay Corbus (59 yo)

less than a year
Permanencia
US$1,619,741
Compensación

Mr. Barclay F. Corbus, also known as Clay, served as a Senior Vice President of Strategic Development at Clean Energy Fuels Corp. since December 2021 until April 23, 2026 and serves as its President, CEO &...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Barclay Corbus
Presidentless than a yearUS$1.62m0.33%
$ 1.7m
Andrew Littlefair
Co-Founder & Directorno dataUS$2.70m0.47%
$ 2.4m
Robert Vreeland
Chief Financial Officer11.8yrsUS$1.57m0.38%
$ 1.9m
Bartolomeo Frabotta
Chief Operating Officerless than a yearsin datos0.078%
$ 399.9k
Barbara Johnson Bechthold
Vice President of Administrationno datasin datossin datos
James Sytsma
VP, Corporate Secretary & General Counsel4.5yrssin datossin datos
Gary Foster
Senior Vice President of Corporate Communicationsno datasin datossin datos
Chad Lindholm
Senior Vice President of Sales4.5yrssin datossin datos
Thomas Driscoll
Vice President of Strategic Development & Sustainabilityno datasin datossin datos
4.5yrs
Permanencia media
61.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de CLNE se considera experimentado (4.5 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Barclay Corbus
Presidentless than a yearUS$1.62m0.33%
$ 1.7m
Andrew Littlefair
Co-Founder & Director25.1yrsUS$2.70m0.47%
$ 2.4m
Lizabeth Ardisana
Independent Director6.6yrsUS$203.00k0.045%
$ 228.0k
Stephen Scully
Independent Chairman1.5yrsUS$255.00k0.16%
$ 835.8k
Vincent Taormina
Independent Director18.3yrsUS$204.00k0.16%
$ 824.3k
Patrick Ford
Independent Director2.3yrsUS$200.00k0.027%
$ 136.8k
4.5yrs
Permanencia media
65.5yo
Promedio de edad

Junta con experiencia: La junta directiva de CLNE se considera experimentada (4.5 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/14 22:45
Precio de las acciones al final del día2026/07/14 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Clean Energy Fuels Corp. está cubierta por 24 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Carter DriscollAscendiant Capital Markets LLC
Vishal ShahBarclays
Steven MilunovichBofA Global Research