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FutureFuel Corp.

$FF·$279M·Chemicals - Specialty·Basic Materials
$5.56-0.4%1Y+49.9%
Mentions · last 7 days
2026-08-16: 3 posts2026-08-17: 4 posts2026-08-18: 4 posts2026-08-19: 2 posts2026-08-20: 7 posts2026-08-21: 7 posts2026-08-22: 20 posts47+37%
Price updated 2d ago·X counts updated 19h ago
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$FFFutureFuel Corp.
$5.56-0.36%47 posts+37%
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 $FF, 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.

Comeback attemptAcceleratingAI verdict · as of 2026-08-23

The move is getting stronger, with heavier trading behind it.

Small-cap biofuel producer recovering post-fire — Q2 swing to profit, Q3 utilization is the check

FutureFuel is a small-cap biofuel and specialty-chemicals name recovering strongly after a May fire disrupted production, with Q2 posting a swing to profitability and utilization ramping to roughly 75%. The setup is a recovery story with real operational-momentum evidence.

  • Trailing twelve-month gain of roughly 50% — the tape has moved on the return-to-production story.
  • Trailing EV/EBITDA of about negative 11x reflects the loss period pre-recovery; forward look depends on utilization holding above 85% into Q3.
  • Coverage is essentially absent — no forward analyst estimates in the pack, so the story trades on primary disclosure rather than consensus.
  • Debt-to-equity of zero and a small maintained penny quarterly dividend keep the balance sheet non-issue.

The November print will refresh Q3 utilization, RINs pricing pass-through, and any commentary on chemicals-segment reversion — biofuel economics staying strong is the fulcrum for the recovery holding.

Agrees with X sentimentX sentiment about FutureFuel describes the Q2 8.4M-gallon output, ~75% utilization, and rising Q3 RINs — matches the setup. The news headlines mixing in Faraday Future are ticker-collision noise from another asset using the FF symbol; the underlying sentiment sample is the biofuel story.

What to watch: November Q3 print with utilization above 85%, RINs price pass-through, chemicals-segment revenue reversion, and any additional dividend or special-payout guidance.

On the calendar: 2026-11-09 — next earnings

small capthin analyst coverageticker collision

X sentiment

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

Bullish sentiment8 posts analyzed · as of 2026-08-18

Chatter is very bullish on FutureFuel after Q2 delivered $0.25 EPS with the biofuel plant producing 8.4M gallons versus 2.0M in Q1 despite a 3+ week outage after the May fire — running roughly 120k gallons/day or ~75% utilization. Bulls flag RINs are higher in Q3 than Q2 with expected utilization ~85% and highlight FF as the NYSE's top-percentage gainer on the swing to profitability. One writer is described up ~42% since a June 9 report and exiting, while others hold citing further upside from chemicals reverting and biofuel economics remaining strong.

Read the AI verdict + X sentiment for $FF

  • 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.

US manufacturer of biofuels and specialty chemicals, supplying bio-based fuels and custom chemical intermediates to industrial customers.

Industry overviewAI analysisGenerated by AI from underlying data

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

Chemicals - Specialty · Basic Materials

No material change from last week — lithium price recovery as EV battery demand growth slowly rebalances Atacama supply gluts, and US government rare earth/critical mineral investment ($725M..

Industry benchmark

14-name peer basket
+32.3%YTD
+58.3%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-9.1How 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
-13.6%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
-18.2%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
1.8Same 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
-19.7%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
-3.8%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 10, 2026$0.25——
Q1 2026May 11, 2026$-0.47——
Q4 2025Mar 16, 2026$-0.27——
Q3 2025Nov 10, 2025$-0.21——
Next earningsMon, Nov 9

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$78.7M+120.7%19.1%14.3%$0.25$10.8M
Q1 FY26$32.0M+82.2%-13.2%-28.8%$-0.47$-25.4M
Q4 FY25$19.8M-67.7%-49.9%-66.2%$-0.27$-29.9M
Q3 FY25$22.7M-55.6%-29.9%-42.7%$-0.21$-6.5M

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.63%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.+15.0%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.+36.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 26.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% 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.β0.975-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

BuyJun 4Roeland PoletCEO10.0K sh$43K
+ 8 other (8 awards) in window

See when $FF 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
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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-KOfficer or director changeJun 268-K — Item 5.02: Officer or director change
AI summary

FutureFuel Corp. (FF) filed an 8-K on June 27, 2026 (event date June 22) under Item 5.02, reporting the departure of Director Paul M. Manheim, who informed the company he would not stand for re-election at the upcoming annual meeting. Non-standing for re-election is treated as a director departure under Item 5.02. FutureFuel is a specialty chemicals and biofuels manufacturer; a director not seeking re-election is a voluntary exit with no reported disagreements.

+ 12 other (5 routine 8-Ks · 3 earnings 8-Ks · 2 10-Qs · 1 proxy) in window

Recent news

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

Faraday Future Presents at the 2026 J.P. Morgan Conference in New York; Investors Show Strong Interest in FF's EAI Robotics Strategygurufocus.com·3d agoLitchfield Hills Research Reiterates Buy Rating and $66 Price Target; Faraday Future Global CEO YT Jia and the Founding Team Affirm Their Commitment to Long-Term Share Ownershipgurufocus.com·4d agoFaraday Future Supports AIxC's Full Strategic Pivot to Physical AI and Robot-Sharing and Rental Operations; RoboShare Completes Its First Paid Commercial Order, With an Initial Fleet of More Than 80 Rgurufocus.com·5d agoFaraday Future Founder and Global CEO YT Jia Shares Weekly Investor Update: Record Q2 Revenue, EAI Robotics Entering a Phase of Positive-Gross-Margin Volume Growth, and Accelerated Debt Reductiongurufocus.com·7d agoFutureFuel Corp. (FF) Q2 2026 Earnings Call Transcriptseekingalpha.com·12d ago

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Voices on X · last 7 days

No standout posts about $FF 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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