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AIAIRJ

AirJoule Technologies Corporation

$AIRJ·$429M·Electrical Equipment & Parts·Industrials
$4.53-0.7%YTD+47.5%1Y-0.4%
Mentions · last 7 days
2026-08-21: 4 posts2026-08-22: 3 posts2026-08-23: 3 posts2026-08-24: 2 posts43+7%
Price updated 2h ago·X counts updated 7d ago
AIAIRJ
$AIRJAirJoule Technologies Corporation
$4.53-0.66%43 posts+7%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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.

Driven by hypeWinding up for a moveAI verdict · as of 2026-08-26

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

AirJoule's heat-to-water tech landed a Net Zero Innovation Hub deployment with Google/Microsoft — pre-revenue coil at 58% of range.

AirJoule Technologies Corporation is a small-cap climate-technology company developing AirJoule Prime, a heat-to-water platform targeting data-center cooling. The tape is coiled at moderate levels as strategic partnerships continue to land.

  • The Net Zero Innovation Hub partnership is the strategic unlock: AIRJ partnered with the Net Zero Innovation Hub for Data Centers (led by GOOGL, MSFT, Schneider Electric) to deploy AirJoule Prime in 2026 — that's the kind of tier-1 hyperscaler validation that reshapes the equity story from concept-stage to commercial-adjacent.
  • The Q2 landings are broad-based: Kubota, GE Vernova, and Dubai landings in one quarter — three separate strategic-partner announcements in a single quarter is unusual for a pre-revenue tech company, and it supports the 'commercialization landing' framing from the bulls.
  • The tape is coiled at moderate levels: at 58% of the 52-week range, essentially flat vs the 50-day and 25% above the 200-day on 0.93x normal volume with beta 0.86 — that's a stock consolidating just above the 200-day on approximately normal volume, and the 'almost 2x from entry' framing plus 'under-the-radar' tone captures the setup accurately.

The path if this works is the Nov 12 Q3 print showing narrowed cash burn plus concrete AirJoule Prime deployment-timeline commentary, taking the tape past $8. What breaks it further is another wider-loss quarter or a Net Zero Hub deployment-timeline slip — AIRJ is pre-revenue with accelerating cash burn, so the equity is a call option on the Google/MSFT deployment landing as advertised.

Agrees with X sentimentThe X bulls have the setup right — Net Zero Innovation Hub for Data Centers partnership (led by GOOGL, MSFT, Schneider Electric) to deploy AirJoule Prime in 2026, Kubota/GE Vernova/Dubai landings in one quarter, pre-revenue with cash burn accelerating but milestone progress, 'almost 2x from entry' under-the-radar framing — and mechanics support the coiled setup.

What to watch: Nov 12 Q3 print (sell-side EPS -$0.08) — narrowed cash burn plus concrete AirJoule Prime deployment-timeline commentary extends the coil past $8; another wider-loss quarter or a Net Zero Hub deployment-timeline slip breaks the tape back to $3.

On the calendar: 2026-11-12 — Q3 earnings

X sentiment

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

Bullish sentiment7 posts analyzed · as of 2026-08-20

AirJoule Technologies posters see commercialization landing. AIRJ partnered with the Net Zero Innovation Hub for Data Centers (led by GOOGL, MSFT, Schneider Electric) to deploy its AirJoule Prime heat-to-water system in 2026. Q2 also disclosed Kubota, GE Vernova, and Dubai landings in one quarter. AIRJ remains pre-revenue, with cash burn accelerating, but bulls anchor to milestone progress and describe the stock 'almost 2x from entry' as under-the-radar. Bullish setup.

Read the AI verdict + X sentiment for $AIRJ

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  • 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

Grid modernization — driven by electrification, EV charging infrastructure, and AI data center power demand — is the central capex cycle pulling electrical equipment volumes. Backlog visibility is strong; execution risk is the near-term constraint, not demand.

What this means for $AIRJ

Partial — cloud infrastructure exposure benefits indirectly from hyperscaler capex; core business is AirJoule Technologies Corporation operates as an atmospheric renewable energy an.

Industry benchmark

36-name peer basket
+22.4%YTD
+61.6%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
Q2 2026Aug 13, 2026$-0.12$-0.07-60.0%
Q1 2026May 14, 2026$-0.74$-0.06-1133.3%
Q4 2025Mar 30, 2026$-0.37$-0.09-311.1%
Q3 2025Nov 13, 2025$-0.07$-0.10+30.0%
Next earningsThu, Nov 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.0.5×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.52%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.-6.3%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.+17.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 34.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.9% 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.β0.865-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.

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$25K
+ 17 other (9 exempts · 5 awards · 3 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.

+ 13 other (3 earnings 8-Ks · 2 10-Qs · 2 EFFECTs · 2 POS AMs) in window

Recent news

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

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Voices on X · last 7 days

No standout posts about $AIRJ on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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