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AMAMTX

Aemetis, Inc.

Rising onTrending downwardX mentions rising faster than the marketBacked by solid revenue growthPrice and volume picking up
$AMTX·$113M·Oil & Gas Refining & Marketing·Energy
$1.59+1.9%YTD+8.3%1Y-43.3%
Mentions · last 7 days
2026-07-09: 8 posts2026-07-10: 6 posts2026-07-11: 7 posts2026-07-12: 9 posts2026-07-13: 20 posts2026-07-14: 18 posts2026-07-15: 31 posts99+24%
Price updated 3m ago·X counts updated 2d ago
AMAMTX
$AMTXAemetis, Inc.
$1.59+1.92%99 posts+24%
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 $AMTX, 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.

Broken storySelling offAI verdict · as of 2026-07-17

Falling on heavy selling — points lower unless it turns around.

Aeromexico Terra (Aemetis) is at 10% of range with severe unit economics — the tape is discounting the specific execution risk.

AMTX (Aemetis) is a specialty biofuel-and-renewable-energy producer whose equity is at 10% of its 52-week range on the specific unit-economics gap.

Where the picture reads:

  • The economics are broken: 3% gross margin at -13% operating margin and -24% free cash flow yield — meaning the underlying business is currently in a specific execution gap that requires either a fresh operational reset or capital raise.
  • The tape has broken: sitting 26.5% below the 50-day and 25% below the 200-day at 10% of the 52-week range with today's -4.3% drop — active distribution running to completion.
  • The sentiment corpus is empty for this ticker — meaning there's no discretionary read from social flow, and the equity signal has to come entirely from operational disclosure.
  • The check is the specific balance-sheet distress: high leverage plus negative operating margin means AMTX has to specifically execute on operational recovery or face a fresh dilution event.

Aug 6 earnings is the trigger. A number confirming operational recovery plus specific unit-economics improvement extends any bounce; another quarter of current unit economics with continued cash burn is the specific setup for the breakdown to extend.

What to watch: The Aug 6 print — cash-runway update, operational recovery commentary, and unit-economics trajectory. Specific operational recovery restarts a leg; another quarter of current burn continues the breakdown.

On the calendar: 2026-08-06 — Q2 earnings

Read the AI verdict + X sentiment for $AMTX

  • 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.

Produces renewable natural gas from dairy waste and low-carbon ethanol in California, plus biodiesel in India.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Refining & Marketing sits in its cycle right now — and what that implies for $AMTX.

Oil & Gas Refining & Marketing · Energy

No material change from last week — California LCFS credit market softening and elevated feedstock costs continue compressing renewable fuel margins, while traditional crack spreads remain modest.

What this means for $AMTX

Partial — Produces renewable natural gas from dairy waste and low-carbon ethanol in California, plus biodiesel in India; exposure exists but is diluted by diverse end markets and revenue mix.

Top industry ETF

$CRAKVanEck Oil Refiners ETF
+41.4%YTD
+58.9%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-2.0How 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
-11.1%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
-12.7%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
-24.1%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
0.7Same 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
24.3%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
3.2%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
-1.1Total 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 7, 2026$-0.33$-0.27-22.2%
Q4 2025Mar 12, 2026$-0.24$-0.27+11.1%
Q3 2025Nov 6, 2025$-0.37$-0.25-48.0%
Q2 2025Aug 7, 2025$-0.41$-0.35-17.1%
Next earningsThu, Aug 6·consensus EPS $-0.29

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$54.6M+27.4%5.0%-11.6%$-0.33$-17.1M
Q4 FY25$53.7M+14.2%14.4%-4.6%$-0.08$-10.8M
Q3 FY25$59.2M-27.3%-0.1%-14.4%$-0.37$-1.0M
Q2 FY25$52.2M-21.5%-6.4%-20.4%$-0.41$-9.3M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$288.5M$251.6M – $329.0M-$1.01-$1.19 – -$0.833
FY27$402.5M$387.7M – $422.4M-$0.53-$0.70 – -$0.313
FY28$625.5M$575.4M – $675.2M$0.77$0.27 – $1.262
FY29$759.9M$699.0M – $820.3M$1.64$1.47 – $1.811
FY30$1.1B$982.9M – $1.2B$2.87$2.57 – $3.171

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.0.6×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.10%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.-26.5%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.-24.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 65.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% 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.β1.445-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 10Simon Timothy AlanDirector10.0K sh$21K
+ 11 other (11 awards) in window

See when $AMTX 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-KShareholder voteMay 268-K — Item 5.07: Shareholder vote
AI summary

Aemetis, Inc. held its Annual Meeting on May 20, 2026. Elected Class II director Lydia I. Beebe (18.1M for, 628K withheld) for a term through 2029; ratified KPMG LLP as independent auditor for FY2026 (37.8M for, 85K against). High broker non-votes (~19.5M) on the director proposal reflect low retail participation. Routine annual meeting with no unusual outcomes.

8-KPress release / Reg FDMay 78-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

AMTX reported period ending 2026-05-07 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

8-KMaterial eventMar 168-K — Item 4.01
8-KPress release / Reg FDMar 128-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KCharter amendmentFeb 198-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote · Item 8.01: Other event
8-KMaterial agreementFeb 68-K — Item 1.01: Material agreement
8-KMaterial agreementJan 288-K — Item 1.01: Material agreement · Item 5.02: Officer or director change · Item 8.01: Other event
+ 5 other (2 proxys · 1 10-Q · 1 S-8 · 1 10-K) in window

Recent news

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

Aemetis Sells $18 Million of Section 45Z Clean Fuel Production Tax Creditsprismmediawire.com·8d agoAemetis Sells $18 Million of Section 45Z Clean Fuel Production Tax Creditsglobenewswire.com·8d agoAemetis Receives Key Equipment for Mechanical Vapor Recompression at Ethanol Plantprismmediawire.com·30d agoAemetis Receives Key Equipment for Mechanical Vapor Recompression at Ethanol Plantglobenewswire.com·30d agoNevada’s Only Refinery Just Got a Jet-Fuel Makeover Planglobenewswire.com·45d ago

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Voices on X · last 7 days

No standout posts about $AMTX 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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