Clean Energy Fuels Corp.

Clean Energy Fuels Corp.

CLNEยทNASDAQ

$2.01

-4.7%
EnergyOil & Gas Refining & Marketing

Clean Energy Fuels Corp. provides natural gas as an alternative fuel for vehicle fleets and related fueling solutions, primarily in the United States and Canada. It supplies renewable natural gas (RNG), compressed natural gas (CNG), and liquefied natural gas (LNG) for medium and heavy-duty vehicles; and offers operation and maintenance services for public and private vehicle fleet customer stations. The company also designs, builds, operates, and maintains fueling stations; and sells and services compressors and other equipment that are used in RNG production and fueling stations. In addition, it transports and sells CNG, RNG, and LNG through virtual natural gas pipelines and interconnects; sells U.S. federal, state, and local government credits, such as RNG as a vehicle fuel, including Renewable Identification Numbers and Low Carbon Fuel Standards credits; and obtains federal, state, and local credits, grants, and incentives. Further, the company focuses on developing, owning, and operating dairy and other livestock waste RNG projects. It serves heavy-duty trucking, airports, refuse, public transit, industrial, and institutional energy users, as well as government fleets. As of December 31, 2021, the company served approximately 1,000 fleet customers operating approximately 48,000 vehicles; and owned, operated, or supplied approximately 548 fueling stations in 42 states in the United States and 25 fueling stations in Canada. Clean Energy Fuels Corp. was incorporated in 2001 and is headquartered in Newport Beach, California.

At a Glance

Live Snapshot
Market Cap$442.65M
EPS-1.0100
P/E Ratio-1.99
Earnings Date08/06/2026
clne

Clean Energy Fuels Corp. Street Expectations Map

CLNE ยท NASDAQ

Wall Street analysts project that CLNE stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 3.50, with estimates ranging from a low of 2.00 to a high of 5.00.

Lowest Target
2.00
-0.50%
Consensus Target
3.50
74.13%
Highest Target
5.00
148.76%

The consensus 1-year price target stands at 3.50, with estimates ranging from a low of 2.00 to a high of 5.00.

Analyst Consensus Analysis

Upside Potential

+74.1%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

85.7% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

299.00x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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Clean Energy Fuels Corp. Forward Estimates of Revenue

CLNE ยท NASDAQ
Latest Revenue
424.83M
FY 2025
Avg Estimate
447.78M
FY 2026
Estimate Range
423.92M - 479.65M
Analyst Spread

Forward Growth Analysis

Projected Growth+5.4%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Clean Energy Fuels Corp. Forward Estimates of Net Income

CLNE ยท NASDAQ
Latest Net Income
-222.02M
FY 2025
Avg Estimate
-8.04M
FY 2026
Estimate Range
-12.51M - -3.57M
Analyst Spread

Forward Growth Analysis

Projected Growth+96.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread111%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Clean Energy Fuels Corp. Forward Estimates of EPS

CLNE ยท NASDAQ
Latest EPS
-1.01
FY 2025
Avg Estimate
$-0.04
FY 2026
Estimate Range
$-0.06 - $-0.02
Analyst Spread

Forward Growth Analysis

Projected Growth+96.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread100%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Clean Energy Fuels Corp. Forward Estimates of EBIT

CLNE ยท NASDAQ
Latest EBIT
-172.77M
FY 2025
Avg Estimate
-70.75M
FY 2026
Estimate Range
-75.78M - -66.98M
Analyst Spread

Forward Growth Analysis

Projected Growth+59.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Clean Energy Fuels Corp. Forward Estimates of EBITDA

CLNE ยท NASDAQ
Latest EBITDA
-74.16M
FY 2025
Avg Estimate
-9.37M
FY 2026
Estimate Range
-10.04M - -8.87M
Analyst Spread

Forward Growth Analysis

Projected Growth+87.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Clean Energy Fuels Corp. Forward Estimates of SG&A Expense

CLNE ยท NASDAQ
Latest SG&A Expense
111.84M
FY 2025
Avg Estimate
123.59M
FY 2026
Estimate Range
117.00M - 132.39M
Analyst Spread

Forward Growth Analysis

Projected Growth+10.5%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

clne

Clean Energy Fuels Corp. Insider Positioning

CLNE ยท NASDAQ

During the last 12 months, insiders have sold $1.18M worth of CLNE shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

165.0K

337.64K

Net Activity

-338K

-$338K

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

105.3K

276.93K

Net Activity

-277K

-$277K

9-12 Months

Bought

0

0.00

Sold

250.0K

562.50K

Net Activity

-563K

-$563K

Top Buyers

No buying activity

Top Sellers

1
LAJ

Littlefair Andrew J

Director

415.0K sharesโ€ข2 transactions

$900K

2
CB

Corbus Barclay

Officer: Svp, Strategic Development

105.3K sharesโ€ข1 transactions

$277K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $1.18M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$338K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

2 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Persistent selling pressure: Consistent insider selling with weak buy/sell ratio suggests insiders may be capitalizing on current valuation. Exercise caution and review recent earnings quality and management commentary.