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AIAIRJ

AirJoule Technologies Corporation

$AIRJ·$311M·Electrical Equipment & Parts·Industrials
$4.30-5.5%YTD+8.6%1Y-7.5%
Mentions · last 7 days
2026-07-03: 3 posts2026-07-04: 2 posts2026-07-05: 5 posts2026-07-06: 7 posts2026-07-07: 8 posts2026-07-08: 9 posts2026-07-09: 8 posts42-6%
Price updated 2d ago·X counts updated 3d ago
AIAIRJ
$AIRJAirJoule Technologies Corporation
$4.30-5.49%42 posts-6%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $AIRJ, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Too early to tellWinding up for a moveAI verdict · as of 2026-07-11

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Atmospheric water and energy micro-cap unveiling Prime System — pre-revenue thematic with dilution overhang.

AirJoule Technologies is a small-cap atmospheric-water-harvesting and renewable-energy technology company with the specific commercial-scale Prime System unveiling as the near-term catalyst. The current chapter is a pre-revenue thematic trade with a specific structural signal.

  • The Prime System unveiling is the specific structural catalyst: AirJoule unveiled the Prime System for industrial-scale atmospheric water generation, clearing a path to commercialization — the specific product milestone that separates a pre-revenue concept from a real commercial platform.
  • The GE Vernova framing is a specific validation signal: GE Vernova videos showcase the water-and-energy infrastructure applications — the specific tie-in with an industrial partner that broadens the addressable market and validates the technology positioning.
  • Fundamentals confirm this is entirely pre-scale: pre-revenue with a -3% ROIC and -2% FCF yield — the equity is priced against the eventual Prime System commercial ramp, and the FY26 EPS estimate of -$0.69 reflects continued burn.
  • The May 28 registered direct offering is a specific dilution overhang: AirJoule sold 3.66M Class A shares at $4.10/share via Titan Partners as placement agent — a real supply-side signal that offsets the Prime System unveiling positive.
  • The technical setup is a constructive base: 20 EMA at $4.75, 50 EMA at $4.33, 100 EMA at $4.16, and 200 EMA at $4.03 — a specific moving-average stack that reflects gradual accumulation despite the pre-revenue base.

The August 12 earnings is a burn-rate check. Concrete commercial customer signings with clean Prime System order-book commentary keep the coiled tape intact. Another pre-revenue quarter with specific dilution surprises turns coiling into a further leg lower, and micro-cap pre-revenue atmospheric-water plays have no fundamental floor without commercial conversion — the recent $4.10 direct offering shows dilution risk is a real structural factor.

Agrees with X sentimentThe (7-post) bullish X read on the constructive moving average stack (20 EMA $4.75, 50 EMA $4.33, 100 EMA $4.16, 200 EMA $4.03) and the GE Vernova water-and-energy infrastructure applications is substantively fair as a technical framing. Our nuance is on the May 28 registered direct offering at $4.10: the crowd is under-weighting the dilution overhang.

What to watch: August 12 earnings — concrete commercial customer signings with clean Prime System order-book commentary keep the coiled tape intact; another pre-revenue quarter with specific dilution surprises turns coiling into a further leg lower, and micro-cap pre-revenue atmospheric-water plays have no fundamental floor without commercial conversion.

On the calendar: 2026-08-12 — Q2 2026 earnings

pre revenue

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment7 posts analyzed · as of 2026-07-11

AirJoule draws bullish framing on H.C. Wainwright's reiterated Buy rating with a $12 target and the $15M capital raise funding operations into 2028. Bulls cite the AirJoule Prime full-scale manufacturing system unveil, JV with GE Vernova, Carrier Global partnership, Europe deployment plans, and EU energy-efficiency directive tailwinds. Twelve insider purchases in six months with only one sale, plus BlackRock adds, anchor confidence. Sorbent-based low-grade-heat harvesting differentiates in EU markets requiring heat reuse.

Read the AI verdict + X sentiment for $AIRJ

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Early-stage tech company harvesting water from air and delivering efficient cooling via its proprietary AirJoule system.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electrical Equipment & Parts sits in its cycle right now — and what that implies for $AIRJ.

Electrical Equipment & Parts · Industrials

No material change from last week — VRT and NVT confirmed at fresh highs that hyperscaler rack power acceleration is a multi-year capex cycle for electrical infrastructure.

What this means for $AIRJ

Direct beneficiary — AirJoule Technologies Corporation operates as an atmospheric renewable energy and water harvesting technology company.

Industry benchmark

30-name peer basket
+26.9%YTD
+95.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-4.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-3.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-2.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-27.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 14, 2026$0.17$-0.06+383.3%
Q4 2025Mar 30, 2026$-0.37$-0.09-311.1%
Q3 2025Nov 13, 2025$-0.07$-0.10+30.0%
Q2 2025Aug 13, 2025$0.04$-0.09+144.4%
Next earningsWed, Aug 12·consensus EPS $-0.08

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$-0.74$-2.4M
Q4 FY25$0———$-1.02$-1.6M
Q3 FY25$0———$-0.07$-1.9M
Q2 FY25$0———$0.04$-2.2M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$367K$367K – $367K-$0.79-$1.07 – -$0.233
FY27$2.8M$2.8M – $2.8M-$0.29-$0.36 – -$0.253
FY28$29.9M$29.9M – $29.9M-$0.27-$0.36 – -$0.182
FY29$72.7M$72.7M – $72.7M-$0.17-$0.17 – -$0.171
FY30$141.0M$141.0M – $141.0M-$0.03-$0.03 – -$0.031

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.46%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+9.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 33.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.835-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 9Chad MacdonaldChief Legal Officer2.0K sh$9KSellJun 8Chad MacdonaldChief Legal Officer5.3K sh$25KSellMar 3Jeff GutkeChief Administrative Officer3.5K sh$11KBuyJan 15Matthew B JoreCEO7.7K sh$25KBuyJan 15Patrick C EilersChair76.9K sh$250KBuyJan 15Stuart D PorterDirector153.8K sh$500K
+ 27 other (13 exempts · 8 awards · 6 inkinds) in window

See when $AIRJ insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJun 18-K — Item 1.01: Material agreement · Item 5.07: Shareholder vote · Item 7.01: Press release / Reg FD
AI summary

AirJoule Technologies entered a Securities Purchase Agreement on May 28, 2026 to sell 3,658,536 Class A shares at $4.10/share to institutional investors via Titan Partners as placement agent in a registered direct offering; closing expected June 1, 2026. Dilutive equity raise of approximately $15 million gross proceeds.

424B5Prospectus supplement (offering)Jun 1424B5
AI summary

AirJoule Technologies registered direct offering of 3,658,536 Class A shares at $4.10/share; Titan Partners Group as sole placement agent; offer and sale pursuant to this prospectus supplement. Dilution executing now; company raising approximately $15 million.

3New insider — initial holdingsApr 243
AI summary

Chad MacDonald filed an initial Form 3 for AirJoule Technologies (AIRJ) on April 14, 2026, disclosing his initial beneficial ownership as a reporting person (director or officer). AirJoule Technologies develops atmospheric water generation systems that extract water from air, targeting commercial and industrial applications.

SC 13D/AActivist amendmentApr 16SC 13D/A
AI summary

An individual filer filed Amendment No. 1 to an original Schedule 13D for AirJoule Technologies (AIRJ) initially filed in March 2024, updating beneficial ownership to approximately 11.4% of shares outstanding. The amendment reflects changes in the filer's stake since the original filing. AirJoule Technologies develops atmospheric water harvesting technology for commercial and industrial water supply applications.

8-KOfficer or director changeFeb 178-K — Item 5.02: Officer or director change
424B5Prospectus supplement (offering)Jan 14424B5
8-KMaterial agreementJan 148-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDJan 138-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD · Item 8.01: Other event
+ 12 other (2 EFFECTs · 2 POS AMs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Montana Renewables Collaborates with Gulfstream for Low Emissions Testingprnewswire.com·4d agoAirJoule Unveils Prime System, Clearing Path to Commercializationmarketbeat.com·11d agoAirJoule Technologies Unveils Prime System for Industrial-Scale Atmospheric Water Generationglobenewswire.com·12d agoAirJoule Technologies Unveils Prime System for Industrial-Scale Atmospheric Water Generationglobenewswire.com·12d agoHas AirJoule Technologies Corporation (AIRJ) Outpaced Other Business Services Stocks This Year?zacks.com·13d ago

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