Origin Materials, Inc.

Origin Materials, Inc.

ORGN·NASDAQ

$0.34

+1.7%
Basic MaterialsChemicals

Micromidas, Inc., doing business as Origin Materials, produces and commercializes plant-based PET plastic. It develops a platform for turning the carbon found in biomass into useful materials, while capturing carbon in the process. The company serves tire filler, carbon black, agriculture, and activated carbon markets. Micromidas, Inc. has a strategic alliance with Palantir Technologies Inc. The company was incorporated in 2008 and is based in West Sacramento, California with a facility in Sarnia, Canada.

At a Glance

Live Snapshot
Market Cap$51.10M
EPS-0.5800
P/E Ratio-0.58
Earnings Date05/13/2026
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Origin Materials, Inc. Street Expectations Map

ORGN · NASDAQ

Wall Street analysts project that ORGN stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 3.00, with estimates ranging from a low of 3.00 to a high of 3.00.

Lowest Target
3.00
787.31%
Consensus Target
3.00
787.31%
Highest Target
3.00
787.31%

The consensus 1-year price target stands at 3.00, with estimates ranging from a low of 3.00 to a high of 3.00.

Analyst Consensus Analysis

Upside Potential

+787.3%

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

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Origin Materials, Inc. Forward Estimates of Revenue

ORGN · NASDAQ
Latest Revenue
31.28M
FY 2024
Avg Estimate
45.75M
FY 2025
Estimate Range
45.75M - 45.75M
Analyst Spread

Forward Growth Analysis

Projected Growth+46.3%

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

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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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Origin Materials, Inc. Forward Estimates of Net Income

ORGN · NASDAQ
Latest Net Income
-83.70M
FY 2024
Avg Estimate
-60.14M
FY 2025
Estimate Range
-60.14M - -60.14M
Analyst Spread

Forward Growth Analysis

Projected Growth+28.1%

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

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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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Origin Materials, Inc. Forward Estimates of EPS

ORGN · NASDAQ
Latest EPS
-0.58
FY 2024
Avg Estimate
$-0.42
FY 2025
Estimate Range
$-0.42 - $-0.42
Analyst Spread

Forward Growth Analysis

Projected Growth+27.6%

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

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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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Origin Materials, Inc. Forward Estimates of EBIT

ORGN · NASDAQ
Latest EBIT
-82.66M
FY 2024
Avg Estimate
25.56M
FY 2025
Estimate Range
25.56M - 25.56M
Analyst Spread

Forward Growth Analysis

Projected Growth+130.9%

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

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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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Origin Materials, Inc. Forward Estimates of EBITDA

ORGN · NASDAQ
Latest EBITDA
-71.94M
FY 2024
Avg Estimate
26.62M
FY 2025
Estimate Range
26.62M - 26.62M
Analyst Spread

Forward Growth Analysis

Projected Growth+137.0%

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

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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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Origin Materials, Inc. Forward Estimates of SG&A Expense

ORGN · NASDAQ
Latest SG&A Expense
40.77M
FY 2024
Avg Estimate
50.61M
FY 2025
Estimate Range
50.61M - 50.61M
Analyst Spread

Forward Growth Analysis

Projected Growth+24.2%

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

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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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Origin Materials, Inc. Insider Positioning

ORGN · NASDAQ

During the last 12 months, insiders have purchased $95K and sold $142K worth of ORGN shares, resulting in $47K of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

18.2K

6.57K

Net Activity

-7K

-$7K

6-9 Months

Bought

91.6K

47.50K

Sold

150.0K

82.50K

Net Activity

-35K

-$35K

9-12 Months

Bought

98.3K

47.50K

Sold

141.4K

53.08K

Net Activity

-6K

-$6K

Top Buyers

1
HJ

Hickox John

Director

75.0K shares2 transactions

$37K

2
RCA

Rogerson Craig A

Director

65.0K shares2 transactions

$32K

3
TRT

Tripeny R Tony

Director

50.0K shares2 transactions

$25K

Top Sellers

1
PMT

Plavan Matthew T

Officer: Cfo And Coo

150.0K shares1 transactions

$83K

2
BJ

Bissell John

Director, Officer: Ceo And Director

137.6K shares1 transactions

$51K

3
LJC

Lee Joshua C.

Officer: General Counsel

22.1K shares2 transactions

$9K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Slightly bearish with $47K net selling. Selling modestly exceeds buying, which could be routine diversification rather than concern.

Buy/Sell Ratio

0.67:1

Moderately negative ratio. Selling is roughly double the buying, which may be routine or signal caution.

Insider Participation

Balanced

3 insider buyers and 3 sellers. Equal participation suggests mixed or neutral insider views.