TickerTalks
Browse all tickers →
TickerTalks›$MNTK
MNMNTK

Montauk Renewables, Inc.

$MNTK·$305M·Industrial - Specialties·Industrials
$2.08-2.8%YTD+39.9%1Y-5.5%
Price updated 5h ago·X counts updated 8d ago
MNMNTK
$MNTKMontauk Renewables, Inc.
$2.08-2.80%35 posts1.1×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $MNTK 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.

35X posts · last 7 days
Oct 2Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $MNTK'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 89% of tracked names.

AI verdictAI analysisGenerated by AI from underlying data

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

Driven by hypeAcceleratingAI verdict · as of 2026-10-03

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

Montauk Renewables up 71% YTD with 546% EPS surprises — the renewable natgas setup is firing cleanly into Nov 4.

Montauk Renewables is a renewable natural gas (RNG) and biogas producer whose 2026 outperformance has been dramatic — the business is generating positive earnings surprises against a backdrop of improving RNG pricing and policy support.

  • The P&L is firing: Q2 revenue grew 20% YoY to $54M at a near-breakeven operating margin and EPS of $0.002, with trailing EPS surprises of +546% and +148% — the surprises are small-dollar absolute but structurally massive against Street models that assume RNG economics stay broken.
  • The chart confirms the sector-recognition: at 91% of its 52-week range and 71% above the 200-day, the stock is behaving like a sector leader in a recovering RNG cycle.

A clean Q3 revenue print with continued RNG realized-price strength is the trigger for continuation; a soft RNG monetization number or any 45Z tax-credit policy signal is the invalidation at this late-cycle setup. The one honest hedge is that triple-digit EPS surprises on tiny estimates tend to normalize fast once Street models recalibrate.

What to watch: Nov 4 Q3 earnings — RNG revenue growth, realized pricing, 45Z tax-credit monetization, operating margin direction, and FY27 guide. Clean revenue plus 45Z monetization is the trigger; policy-signal risk is the invalidation.

On the calendar: 2026-11-04 — Q3 earnings

event ahead 30drng cycle

Read the AI verdict on $MNTK

  • 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.

Captures methane from landfills and livestock operations to produce renewable natural gas and electricity, qualifying for low-carbon fuel credits.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial - Specialties sits in its cycle right now — and what that implies for $MNTK.

Industrial - Specialties · Industrials

No material change from last week — AZZ metal-coating and galvanizing demand tracks US infrastructure and industrial capex spending.

What this means for $MNTK

Neutral — Captures methane from landfills and livestock operations to produce renewable natural gas and electricity, qualifying for low-carbon fuel credits.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+9.3%YTD
+8.6%1Y

Fundamentals & catalyst

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

Key ratios

P/E
38.4How 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
0.5%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
1.2%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
-27.5%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
1.6Same 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
3.0%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
34.7%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
0.6Total 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 5, 2026$0.00$0.00+545.7%
Q1 2026May 6, 2026$0.01$-0.02+147.9%
Q4 2025Mar 11, 2026$0.02$0.02+20.5%
Q3 2025Nov 5, 2025$0.04$0.00+1519.4%
Next earningsWed, Nov 4·consensus EPS $0.05

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$54.0M+19.7%29.9%-0.1%$0.00$-10.1M
Q1 FY26$46.4M+9.0%32.8%-2.5%$0.00$-15.0M
Q4 FY25$43.4M+56.7%34.3%-2.1%$0.02$-41.1M
Q3 FY25$45.3M-31.3%42.8%9.8%$0.04$-17.2M

Forward consensus

5-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$210.5M$205.9M – $215.1M$0.11$0.11 – $0.121
FY27$241.5M$236.2M – $246.8M$0.16$0.16 – $0.171
FY28$284.0M$277.8M – $290.2M$0.30$0.29 – $0.311
FY29$184.9M$180.8M – $188.9M$0.18$0.17 – $0.191
FY30$187.1M$183.0M – $191.2M$0.18$0.17 – $0.191

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.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.-7.9%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.+21.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 41.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% 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.β0.545-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

BuyMay 11John A CopelynDirector17.5K sh$25K
+ 4 other (4 awards) in window

See when $MNTK 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 288-K — Item 5.07: Shareholder vote
+ 5 other (3 earnings 8-Ks · 2 10-Qs) in window

Recent news

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

MNTK vs. FCEL: Which of These 2 Clean Energy Stocks Is a Buy?zacks.com·12d agoMontauk Renewables, Inc. (MNTK) Hits Fresh High: Is There Still Room to Run?zacks.com·22d agoMontauk Renewables (NASDAQ:MNTK) and Teekay Tankers (NYSE:TNK) Head to Head Comparisondefenseworld.net·22d agoReviewing Inpex (OTCMKTS:IPXHY) & Montauk Renewables (NASDAQ:MNTK)defenseworld.net·24d agoBest Value Stocks to Buy for September 24thzacks.com·26d ago

More in Industrial - Specialties

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

$APT$AZZ
Voices on X · last 7 days

No standout posts about $MNTK 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