TickerTalks
Browse all tickers →
TickerTalks›$AMTX
AMAMTX

Aemetis, Inc.

$AMTX·$117M·Chemicals - Specialty·Basic Materials
$1.46+1.0%YTD+0.3%1Y-52.3%
Price updated 46m ago·X counts updated 5d ago
AMAMTX
$AMTXAemetis, Inc.
$1.46+1.04%42 posts1.1×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $AMTX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

42X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $AMTX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 88% of tracked names.

Neutral sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-08-28

Aemetis chatter is thin and mostly technical. Two chartists flag active sell signals and rejected resistance zones, one wants to see a hard retest of a grey buy zone hold, and one poster pairs it with ANNA as an asymmetric Hormuz-continuation play (AMTX for diesel exposure). One counter-signal notes a fresh buy signal with all six indicators pointing up but resistance at the EMA 200. The tone is watchful and directional signals are mixed.

Read what X is saying about $AMTX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AMTX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventStalledAI verdict · as of 2026-10-03

The move has stalled — likely just drifts unless something new shows up.

Aemetis cashing out 45Z tax credits for $22.4M — biofuel-cycle optionality on a thin P&L.

Aemetis is a biofuel-and-renewable-chemicals company whose 2026 story is monetizing the 45Z clean-fuel-production tax credits — a specific policy-driven revenue mechanism that offsets the uneven commercial P&L.

  • The P&L is still thin: Q2 revenue grew 27% YoY to $55M at a -12% operating margin and EPS of -$0.33, with trailing EPS beats of 55% and miss of 22% — small-dollar surprises on a volatile biofuel-cycle name.
  • The specific catalyst is the 45Z tax credit sale: $22.4M just realized, which reflects the policy-driven revenue mechanism actually working — the question is whether this is a one-off or a recurring cadence as production scales.

At 17% of its 52-week range and 13% below the 200-day going into Nov 5 earnings, the setup is coiled on either biofuel-cycle recovery or continued 45Z monetization. A clean operating margin plus any specific additional 45Z-sale disclosure is the trigger for a reversal; another negative-margin print without tax-credit uplift is the invalidation.

What to watch: Nov 5 Q3 earnings — biofuel production volume, 45Z tax credit monetization cadence, operating margin direction, and FY27 guide. Named ongoing 45Z pipeline is the trigger; another negative-margin print is the invalidation.

On the calendar: 2026-11-05 — Q3 earnings

event ahead 30dpolicy credit monetization

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

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 Chemicals - Specialty sits in its cycle right now — and what that implies for $AMTX.

Chemicals - Specialty · Basic Materials

No material change from last week — PFAS litigation resolution at Chemours remains the balance-sheet de-risking event.

What this means for $AMTX

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

Industry benchmark

15-name peer basket
+30.5%YTD
+13.4%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
Q2 2026Aug 6, 2026$-0.13$-0.29+55.3%
Q1 2026May 7, 2026$-0.33$-0.27-22.2%
Q4 2025Mar 12, 2026$-0.08$-0.27+70.0%
Q3 2025Nov 6, 2025$-0.37$-0.25-48.0%
Next earningsThu, Nov 5·consensus EPS $-0.20

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$268.6M$251.5M – $285.5M-$0.88-$0.93 – -$0.843
FY27$380.2M$376.5M – $385.5M-$0.48-$0.52 – -$0.413
FY28$601.1M$523.5M – $678.7M$0.85$0.38 – $1.322
FY29$792.5M$747.1M – $834.4M$1.84$1.70 – $1.971
FY30$1.1B$1.0B – $1.2B$3.10$2.87 – $3.311

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.1.2×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.5%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.-21.4%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.-27.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 67.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% 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.β1.475-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

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-KPress release / Reg FDAug 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

AMTX filed an 8-K (Item 2.02) reporting its financial results, filed 2026-08-06. The actual financial figures are in the attached press release (Exhibit 99.1), not reproduced in the body excerpt. This is a material disclosure; investors should review the press release for beat/miss details and guidance.

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.

+ 3 other (2 10-Qs · 1 13G) in window

Recent news

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

3 Stocks Put Traders Are Targeting Today: AMTX, ACAD, REZIschaeffersresearch.com·18d agoAemetis Receives $22.4 million from Sale of Section 45Z Clean Fuel Production Tax Creditsprismmediawire.com·19d agoAemetis Receives $22.4 million from Sale of Section 45Z Clean Fuel Production Tax Creditsglobenewswire.com·19d agoAemetis (NASDAQ:AMTX) Shares Pass Below Two Hundred Day Moving Average – Time to Sell?defenseworld.net·37d agoAemetis Praises Unanimous Legislative Passage of California E15 Implementation Legislationprismmediawire.com·45d ago

More in Chemicals - Specialty

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$CC$ASPI$ALB$CLMT$AVNT$LIN$LWLG$LYB
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.

PrivacyTermsSupport