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Montauk Renewables (MNTK)
NASDAQ:MNTK
US Market
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Montauk Renewables (MNTK) Price & Analysis

98 Followers

MNTK Stock Chart & Stats

$1.78
$0.03(1.60%)
At close: 4:00 PM EDT
$1.78
$0.03(1.60%)

Bulls Say, Bears Say

Bulls Say
Landfill RNG PlatformMontauk operates across landfill methane capture, RNG upgrading, energy production, and environmental-attribute monetization. This integrated platform can support recurring project operations and multiple revenue streams as low-carbon fuel demand and compliance markets develop over time.
Project Pipeline And Contracted FeedstockThe farm agreements provide a meaningful feedstock foundation for Montauk Ag Renewables and support expansion toward targeted collection volumes. Combined with reaffirmed 2026 production guidance, this improves visibility into future project utilization and revenue capacity.
Improving Operating PerformanceThe sharp year-over-year improvement in EBITDA and the return to positive net income indicate stronger operating execution and better cost absorption. If maintained, this progress could strengthen internal funding capacity and improve the economics of ongoing renewable projects.
Bears Say
Persistently Negative Free Cash FlowPositive operating cash flow is being more than offset by capital spending or working-capital needs, leaving free cash flow deeply negative. Continued cash outflow can increase reliance on external financing and limit flexibility to fund projects, reduce debt, or absorb operating setbacks.
Higher Leverage And Limited LiquidityDebt has increased substantially from 2023–2024 while available cash remains modest relative to outstanding obligations. This combination can constrain financial flexibility, raise sensitivity to project execution and cash-flow timing, and make the capital-intensive expansion program more difficult to sustain.
Regulatory And Environmental-credit DependenceA significant portion of profitability depends on RINs and other environmental attributes whose generation, pricing, and settlement are shaped by regulation and obligated-party behavior. Recent reforms already reduced available RINs, creating a durable source of earnings volatility and execution risk.

Montauk Renewables News

MNTK FAQ

What was Montauk Renewables’s price range in the past 12 months?
Montauk Renewables lowest stock price was $1.07 and its highest was $3.28 in the past 12 months.
    What is Montauk Renewables’s market cap?
    Montauk Renewables’s market cap is $290.38M.
      When is Montauk Renewables’s upcoming earnings report date?
      Montauk Renewables’s upcoming earnings report date is Nov 11, 2026 which is in 19 days.
        How were Montauk Renewables’s earnings last quarter?
        Montauk Renewables released its earnings results on Aug 05, 2026. The company reported $0.005 earnings per share for the quarter, beating the consensus estimate of $0.001 by $0.004.
          Is Montauk Renewables overvalued?
          According to Wall Street analysts Montauk Renewables’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Montauk Renewables pay dividends?
            Montauk Renewables does not currently pay dividends.
            What is Montauk Renewables’s EPS estimate?
            Montauk Renewables’s EPS estimate is 0.04.
              How many shares outstanding does Montauk Renewables have?
              Montauk Renewables has 142,341,140 shares outstanding.
                What happened to Montauk Renewables’s price movement after its last earnings report?
                Montauk Renewables reported an EPS of $0.005 in its last earnings report, beating expectations of $0.001. Following the earnings report the stock price went down -0.585%.
                  Which hedge fund is a major shareholder of Montauk Renewables?
                  Currently, no hedge funds are holding shares in MNTK
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Montauk Renewables

                    Montauk Renewables, Inc. is a renewable energy enterprise specializing in the extraction and refinement of biogas sourced from landfills and other non-fossil fuel origins. Its operations are divided into two primary segments: Renewable Natural Gas and Renewable Electricity Generation. The company develops, owns, and operates renewable natural gas (RNG) projects. These initiatives are designed to capture harmful methane emissions, preventing their release into the atmosphere, and convert them into either RNG or electrical power for distribution to the grid. Customers for its renewable natural gas (RNG) and renewable identification numbers (RINs) are diverse, encompassing long-term owner-operators of landfills and livestock farms, local utilities, and refiners within the natural gas and refining sectors. Established in 1980, the company maintains its corporate headquarters in Pittsburgh, Pennsylvania.

                    Montauk Renewables (MNTK) Earnings & Revenues

                    MNTK Company Deck

                    MNTK Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call communicated a materially improved operating performance in Q2 2026 with notable revenue growth (+19.7%), substantial increases in EBITDA (+144.5% adjusted) and a swing to positive net income, supported by RIN-related revenues and GreenWave JV contributions. Operationally, production volumes were modestly higher and the company has made clear progress on the Turkey, NC development and farm collection agreements. However, significant challenges persist: steep declines in contracted RNG commodity sales and RINs generated/unseparated due to regulatory transitions, lower natural gas commodity pricing (-15.7%), project-level non-capital costs and ongoing capital intensity (first-phase capex of $200M and $61.3M YTD capex). Liquidity and leverage (cash ~$15.8M; $155M debt) and dependence on environmental-attribute markets remain key risks. Overall, the financial and operational improvements in the quarter outweigh the headwinds, but the company remains exposed to policy and commodity risk.View all MNTK earnings summaries
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                    Ownership Overview

                    1.86%3.79%0.26%88.57%
                    0.26% Other Institutional Investors
                    88.57% Public Companies and
                    Individual Investors
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