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SASAFX

XCF Global, Inc. Class A Common Stock

$SAFX·$136M·Oil & Gas Refining & Marketing·Energy
$0.35-4.8%YTD+25.9%1Y-74.4%
Price updated 4h ago·X counts updated 2d ago
SASAFX
$SAFXXCF Global, Inc. Class A Common Stock
$0.35-4.84%81 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SAFX 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.

81X posts · last 7 days
Sep 12Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $SAFX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

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

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-29

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

XCF Global up 32% YTD on sustainable aviation fuel ramp — $17M insider purchase and $10M+ August SAF revenue anchor the turnaround.

XCF Global is a sustainable aviation fuel and renewable diesel producer whose commercial ramp is now materially inflecting. The stock is at 19% of the 52-week range but has fresh strategic capital and operational milestones.

  • The insider purchase is exceptional for a $140M market cap: GL Part SPV II bought 6,891,798 shares for ~$17.23M on 9-15 (Schedule 13D at 6.7%) — this is a very large single-day insider buy relative to market cap, and it validates the pivot to commercial production.
  • August operational milestone is real: over $10M in revenue from shipment of 1.3M gallons of renewable fuel — this is the specific commercial-execution number that flips XCF from developer to producer, and the earlier 886,000 gallons of renewable diesel plus 550,000 monetized reinforce the trajectory.
  • The capital-structure activity is elevated: $100M ATM sales agreement (Roth Capital + H.C. Wainwright) plus a fresh S-3 shelf — this is real potential dilution alongside the $17M insider buy, so the setup is 'operational validation with real balance-sheet needs'.

The 11-13 print is where either continued renewable-fuel shipments plus updated business-combination timeline resolves the coil or another postponement extends the range. Watch monthly revenue trajectory, business-combination progress, and ATM usage.

What to watch: 11-13 earnings — monthly renewable-fuel revenue trajectory, business-combination progress, and ATM usage. A beat plus deal close extends the leg; another postponement extends the coil.

On the calendar: 2026-11-13 — Q3 earnings

sentiment missing

Read the AI verdict on $SAFX

  • 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
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What it does

Plain-English summary of the business — what they sell and how they make money.

Sustainable aviation fuel developer designing and operating SAF production facilities to support aviation sector decarbonization.

Industry overviewAI analysisGenerated by AI from underlying data

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

Oil & Gas Refining & Marketing · Energy

No material change from last week — Crude above $100/bbl tightening refined product markets and sustaining refinery crack spreads above mid-cycle.

What this means for $SAFX

Partial — Sustainable aviation fuel developer designing and operating SAF production facilities to support aviation sector decarbonization.

Top industry ETF

$CRAKVanEck Oil Refiners ETF
+65.8%YTD
+67.5%1Y

Fundamentals & catalyst

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

Key ratios

P/E
1.0How 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
-23.8%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
-314%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
-21.9%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
5.8Same 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
317%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
-19.3%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
4.8Total 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 17, 2026$-0.05$-0.050.0%
Q1 2026May 15, 2026$-0.07$-0.05-40.0%
Q1 2026Apr 3, 2026$0.96$-0.09+1166.7%
Next earningsFri, Nov 13·consensus EPS $-0.04

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$349K—-89.5%-2969%$-0.13$-7.0M
Q4 FY25$4.7M—-125%-278%$-0.11$-4.1M
Q3 FY25$9.6M—35.0%-90.3%$-0.08$-5.5M
Q2 FY25$6.6M—-18.8%-523%$0.83$-10.0M

Forward consensus

3-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$39.9M$34.2M – $45.5M-$0.13-$0.15 – -$0.112
FY27$111.8M$107.9M – $115.8M$0.05-$0.08 – $0.172
FY28$265.0M$119.3M – $410.7M-$0.02-$0.03 – -$0.011

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.1.0×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.18%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.-11.9%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.-4.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 54.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today7.2% 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.β-0.295-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuySep 14Gl Part Spv Ii, LlcAffiliate of 10% owner6.9M sh$17.2MSellMay 15Randy Soule10% owner5.0M sh$2.0MSellApr 30Randy Soule10% owner9.0M sh$3.1M
+ 5 other (3 awards · 2 others) in window

See when $SAFX 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 agreementSep 168-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale
AI summary

XCF Global, Inc. (SAFX) filed an 8-K on September 15, 2026, disclosing a material definitive agreement (Item 1.01) and unregistered equity sales (Item 3.02). The excerpt contains only the cover page. For an emerging growth small-cap, these concurrent items typically signal a private placement or structured financing agreement that is dilutive to existing shareholders.

SC 13DActivist position (5%+)Sep 15SC 13D
AI summary

GL Part SPV II, LLC filed a Schedule 13D disclosing a 6.7% stake (27,479,983 shares of Class A Common Stock) in XCF Global, Inc. (SAFX), a sustainable aviation fuel company. The reporting entity is a Wyoming-based investment vehicle focused on companies in the sustainable aviation fuel industry. The acquisition event date is June 6, 2025, suggesting a late filing; the 13D rather than 13G classification indicates potential activist intent or non-passive purpose. GL Part SPV II holds sole voting and dispositive power over all shares.

8-KMaterial agreementSep 158-K — Item 1.01: Material agreement
AI summary

XCF Global, Inc. (SAFX) entered an at-the-market sales agreement on September 14, 2026, with Roth Capital Partners and H.C. Wainwright as co-agents, to sell up to $100 million of Class A common stock over time at prevailing market prices. The agents earn a commission of up to 3.0% of gross proceeds, with Roth or HCW designated to effect sales on any given day. Paired with a simultaneously-filed S-3 shelf registration, this gives SAFX a dilutive capital-raising facility totaling up to $100M; actual dilution depends on drawdown activity.

S-3Shelf registrationSep 15S-3
AI summary

XCF Global, Inc. (SAFX) filed a Form S-3 shelf registration statement on September 14, 2026, covering the potential issuance of various classes of securities on a delayed or continuous basis. The total dollar amount of securities registered is not visible in the excerpt. Filed simultaneously with an at-the-market sales agreement (8-K Item 1.01), this shelf provides the legal framework for SAFX's planned $100M ATM offering and any other future capital raises, enabling dilutive issuances at management's discretion.

8-KMaterial agreementSep 148-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

XCF Global, Inc. (SAFX) entered into an amended Business Combination Agreement on September 14, 2026 (originally April 13, 2026) combining XCF Global with both DevvStream Corp. (carbon credit and digital assets) and Southern Energy Renewables Inc. (Louisiana energy company) via separate merger subsidiaries. A joint proxy statement/prospectus has been filed with the SEC. Transformative three-way merger — if completed, this would substantially change XCF Global's business profile; shareholder approval is still required.

S-3Shelf registrationSep 10S-3
AI summary

XCF Global, Inc. (ticker SAFX, SIC code 2860 industrial chemicals, Houston TX) filed Pre-Effective Amendment No. 1 to a Form S-1 converted to Form S-3 (Reg. No. 333-298428) for a delayed/continuous offering under Rule 415. The company is a non-accelerated filer, smaller reporting company, and emerging growth company. No offering size or use of proceeds is disclosed in the excerpt. This is a pre-effective shelf registration amendment for a small specialty chemicals company — administrative, with no immediate capital raise disclosed.

8-KMaterial agreementSep 88-K — Item 1.01: Material agreement
AI summary

XCF Global entered into an Omnibus Amendment on September 4, 2026, amending its outstanding distressed senior secured notes with Abri Capital Limited ($666,666 at 25% OID, with 500,000-share commitment fee and a $0.10/share conversion right upon default) and Hollywood Horizons, to remove cross-default provisions between the two facilities. The amendment limits the risk of cross-default contagion that previously linked the two debt obligations. This restructuring reflects the company's effort to stabilize its distressed capital structure.

S-1Initial registrationAug 19S-1
+ 52 other (14 8-Ks · 8 3s · 6 425s · 4 EFFECTs) in window

Recent news

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

XCF Global (NASDAQ:SAFX) Announces August Revenue of More Than $10 Million From Shipment of 1.3M Gallons of Renewable Fuelaccessnewswire.com·5d agoXCF Global Announces Postponement of Special Meeting in Connection with Proposed Business Combinationaccessnewswire.com·6d agoXCF Global and DevvStream Announce Postponement of Special Meetings in Connection with Proposed Business Combinationaccessnewswire.com·20d agoXCF Global (NASDAQ:SAFX) Advances Commercial Execution: Produces 886,000+ Gallons of Renewable Diesel and Monetizes Initial 550,000 D4 RINs for $1.25 Millionaccessnewswire.com·29d agoXCF Global (NASDAQ:SAFX) Highlights Domestic Renewable Diesel as a Strategic Hedge Amid U.S. Refinery Crude Feedstock Constraintsaccessnewswire.com·34d ago

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Voices on X · last 7 days

No standout posts about $SAFX 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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