Arq, Inc.

Report azionario NasdaqGM:ARQ

Capitalizzazione di mercato: US$97.3m

Arq Gestione

Criteri Gestione verificati 3/4

Arq Il CEO è Bob Rasmus, nominato in Jul2023, e ha un mandato di 2.83 anni. la retribuzione annua totale è $ 115.39K, composta da 43.3% di stipendio e 56.7% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 2.52% delle azioni della società, per un valore di $ 2.45M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 0.5 anni e 3.3 anni.

Informazioni chiave

Bob Rasmus

Amministratore delegato

US$115.4k

Compenso totale

Percentuale dello stipendio del CEO43.33%
Mandato del CEO2.8yrs
Proprietà del CEO2.5%
Durata media del managementless than a year
Durata media del Consiglio di amministrazione3.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

ARQ: Future Upside Will Rely On Core Business As GAC Ramp Slows

Analysts have reduced their price target on Arq by $1.00 to $3.63, citing lower fair value assumptions, slightly higher discount rates, and tempered expectations for revenue growth and profit margins. They are reassessing the timing and profitability of the GAC ramp while focusing more on the core PAC business.

ARQ: Future Upside Will Depend On Core Business As GAC Timeline Resets

Analysts have reduced Arq's implied upside, with the consolidated price target easing to about $5 after recent cuts from $7.50 and $8. This largely reflects longer timelines and execution issues around the Granular Activated Carbon expansion and leadership changes, even as analysts still highlight a focus on profitable growth in the core PAC business.

ARQ: Future Upside Will Rely On Core Business While GAC Delays Resolve

Analysts have trimmed Arq's price target from $8.63 to $4.63 as they account for delays in the Granular Activated Carbon ramp up, leadership turnover, and a sharper focus on profitable growth in the core PAC business. Analyst Commentary Recent Street commentary reflects a mixed view on Arq, with targets reduced but overall constructive opinions on the risk and reward tradeoff after the stock reaction to recent updates.

Arq: Granular Activated Carbon Expansion Turns Into Disaster

Mar 11

ARQ: Refined Discount Rate And P/E Assumptions Will Support Future Upside Reassessment

Narrative update on Arq Analysts reduced their Arq price target by $0.50, citing updated assumptions around the discount rate and future P/E, while keeping fair value estimates broadly unchanged. Analyst Commentary Recent commentary around the updated Arq price target focuses on how small changes in key assumptions can shift upside and downside scenarios without materially changing the core story.

ARQ: Higher Discount Rate Will Ultimately Set Up Cleaner Upside Reassessment

Analysts have reduced their price target on Arq by $0.50 to reflect updated views on discount rate assumptions and minor adjustments to forward P/E expectations. Analyst Commentary Recent Street research indicates that analysts have adjusted their views on Arq primarily around the discount rate they apply and updated forward P/E assumptions.

ARQ: Extended Production Challenges Will Ultimately Support Higher Utilization Upside

Narrative Update on Arq Analysts have trimmed their Arq price targets by $0.50 to $1.00, generally pointing to a longer than expected timeline to resolve Granular Activated Carbon production issues and the resulting pushout of utilization and revenue expectations into the later years of their models. Analyst Commentary Recent research notes focus on how the extended Granular Activated Carbon, or GAC, production issues influence Arq's valuation, growth outlook, and execution risk.

ARQ: Extended GAC Timeline Will Ultimately Support Higher Utilization Upside

Narrative Update on Arq Analysts have trimmed their price target on Arq by about $0.13, citing a slower ramp in Granular Activated Carbon utilization and delayed capacity additions. This feeds through to slightly lower modeled fair value and P/E assumptions, despite somewhat higher forecast profit margins.

ARQ: Extended Production Timeline Will Ultimately Support Higher Utilization Upside

Narrative update on Arq Analysts have trimmed their price target on Arq to US$8 from US$9, citing expectations that issues with the new Granular Activated Carbon production line could persist into mid 2026 and slow the ramp to higher utilization and future revenue contributions. Analyst Commentary Recent commentary around Arq focuses on how the extended Granular Activated Carbon production ramp could affect the company’s timeline for scaling and its valuation framework.

ARQ: Future High Utilization Will Support Upside Despite Extended Production Delays

Analysts have trimmed their price target on Arq to $8.00 from $9.00, citing extended operational challenges and a slower than previously expected ramp in Granular Activated Carbon production, which has pushed out revenue growth and margin assumptions. Analyst Commentary Bullish analysts highlight that despite the reduced price target, the valuation still reflects confidence in Arq's long term growth potential, supported by expectations for eventual stabilization and high utilization of its Granular Activated Carbon operations.

We Think Arq (NASDAQ:ARQ) Has A Fair Chunk Of Debt

Dec 13
We Think Arq (NASDAQ:ARQ) Has A Fair Chunk Of Debt

ARQ: Future Utilization Ramp Will Drive Upside Despite Delayed Expansion

Analysts have trimmed their price target on Arq by $1 to $8, citing a slower ramp to peak utilization and delayed expansion of its Granular Activated Carbon production as reasons for more conservative revenue and margin expectations in coming years. Analyst Commentary Recent Street research reflects a more tempered outlook on Arq, with valuation adjustments primarily driven by operational timing rather than a fundamental shift in the long-term thesis.

ARQ: Future Profitability Will Drive Share Price Upside Potential

Narrative Update on Arq Price Target Analysts have revised Arq’s fair value estimate downward from $11.13 to $9.38 per share, citing recent adjustments to growth and profitability assumptions. Valuation Changes Fair Value Estimate has decreased from $11.13 to $9.38 per share, reflecting a noticeable downward revision.

Revenues Tell The Story For Arq, Inc. (NASDAQ:ARQ) As Its Stock Soars 28%

Aug 22
Revenues Tell The Story For Arq, Inc. (NASDAQ:ARQ) As Its Stock Soars 28%

New GAC Line And RNG Expansion Will Fuel Demand

Arq’s consensus analyst price target increased to $9.88, primarily reflecting a higher future P/E multiple, which suggests improved growth or profitability expectations. What's in the News Arq, Inc.

These 4 Measures Indicate That Arq (NASDAQ:ARQ) Is Using Debt Extensively

Aug 07
These 4 Measures Indicate That Arq (NASDAQ:ARQ) Is Using Debt Extensively
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Optimizing PAC Business And Launching GAC Will Secure Future Success

Strategic diversification into premium markets and life-of-asset contracts strengthen revenue growth and margin expansion, affirming Arq's market position.

Slammed 29% Arq, Inc. (NASDAQ:ARQ) Screens Well Here But There Might Be A Catch

Apr 09
Slammed 29% Arq, Inc. (NASDAQ:ARQ) Screens Well Here But There Might Be A Catch

Does Arq (NASDAQ:ARQ) Have A Healthy Balance Sheet?

Mar 28
Does Arq (NASDAQ:ARQ) Have A Healthy Balance Sheet?

Arq: Granular Activated Carbon Expansion Project Remains A Headache - Hold

Mar 07

Arq, Inc.'s (NASDAQ:ARQ) 30% Jump Shows Its Popularity With Investors

Nov 22
Arq, Inc.'s (NASDAQ:ARQ) 30% Jump Shows Its Popularity With Investors

Arq: Surprise Equity Offering Raises Questions (Rating Downgrade)

Sep 20

Whether Or Not Trump Wins In November, Arq Is A $10 Stock

Aug 20

4 Reasons To Buy Arq Stock

May 30

Does Arq (NASDAQ:ARQ) Have A Healthy Balance Sheet?

Apr 11
Does Arq (NASDAQ:ARQ) Have A Healthy Balance Sheet?

Arq, Inc.: A Pot Of Gold At The End Of The Rainbow

Mar 18

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Bob Rasmus rispetto agli utili di Arq?
DataCompenso totaleStipendioUtili della società
Dec 31 2025n/an/a

-US$53m

Sep 30 2025n/an/a

-US$4m

Jun 30 2025n/an/a

-US$2m

Mar 31 2025n/an/a

-US$1m

Dec 31 2024US$115kUS$50k

-US$5m

Sep 30 2024n/an/a

-US$323k

Jun 30 2024n/an/a

-US$4m

Mar 31 2024n/an/a

-US$8m

Dec 31 2023US$1mUS$21k

-US$12m

Compensazione vs Mercato: La retribuzione totale di Bob ($USD 115.39K ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 623.53K ).

Compensazione vs guadagni: La retribuzione di Bob è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Bob Rasmus (68 yo)

2.8yrs
Mandato
US$115,385
Compensazione

Mr. Robert E. Rasmus, also known as Bob, serves as Chief Executive Officer, President & Director at Arq, Inc. (formerly known as Advanced Emissions Solutions, Inc.) since July 17, 2023. He co-founded Hi-Cr...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Robert Rasmus
CEO, President & Director2.8yrsUS$115.39k2.52%
$ 2.4m
Joseph Wong
Chief Technology Officerno dataUS$786.30k0.91%
$ 886.7k
Anthony Nathan
Senior Vice President of Financeless than a yearNessun datoNessun dato
Eric Robinson
Senior Vice President of Operationsless than a yearNessun datoNessun dato
Stacia Hansen
Chief Accounting Officer2.5yrsNessun dato0.15%
$ 146.0k
Clay Smith
General Counsel & Secretaryno dataNessun dato0.22%
$ 214.4k
Jeanette McQueeney
Senior Vice President of Sales & Marketingless than a yearNessun datoNessun dato
Lorraine Lang
Senior Vice President of Human Resourcesno dataNessun datoNessun dato
0.5yrs
Durata media
54yo
Età media

Gestione esperta: Il team dirigenziale di ARQ non è considerato esperto (durata media 0.5 anni), il che suggerisce un nuovo team.


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Robert Rasmus
CEO, President & Director2.8yrsUS$115.39k2.52%
$ 2.4m
Carol Eicher
Independent Director7.3yrsUS$185.67k0.41%
$ 395.0k
Jeremy Blank
Director3.3yrsUS$185.84k4.82%
$ 4.7m
Richard Campbell-Breeden
Independent Chairman3.3yrsUS$195.84k1.15%
$ 1.1m
Julian McIntyre
Independent Director3.3yrsUS$158.17k7.59%
$ 7.4m
Laurie Bergman
Independent Director2.9yrsUS$183.17k0.12%
$ 117.4k
3.3yrs
Durata media
56.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di ARQ sono considerati esperti (durata media dell'incarico 3.3 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/01 15:34
Prezzo dell'azione a fine giornata2026/05/01 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Arq, Inc. è coperta da 6 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
George GianarikasCanaccord Genuity
Aaron SpychallaCraig-Hallum Capital Group LLC
Lars ChristensenFearnley Securities