AirJoule Technologies Corporation (NASDAQ:AIRJ) Receives Average Rating of “Moderate Buy” from Analysts

Shares of AirJoule Technologies Corporation (NASDAQ:AIRJ) have been given a consensus rating of “Moderate Buy” by the five brokerages that are currently covering the company, Marketbeat Ratings reports. One analyst has rated the stock with a sell rating, three have given a buy rating and one has given a strong buy rating to the company. The average 1 year price objective among brokerages that have covered the stock in the last year is $8.25.

Several equities research analysts have weighed in on AIRJ shares. HC Wainwright reiterated a “buy” rating and issued a $12.00 target price on shares of AirJoule Technologies in a report on Monday, May 18th. B. Riley Financial started coverage on AirJoule Technologies in a research note on Thursday, April 30th. They set a “buy” rating and a $6.00 price target on the stock. Seaport Research Partners assumed coverage on AirJoule Technologies in a report on Friday, May 8th. They issued a “buy” rating and a $7.00 price objective for the company. Finally, Weiss Ratings upgraded AirJoule Technologies from a “sell (e+)” rating to a “sell (d)” rating in a report on Monday, May 18th.

More AirJoule Technologies News

Here are the key news stories impacting AirJoule Technologies this week:

• Positive Sentiment: Kubota sales agreement: Kubota will serve as AirJoule’s exclusive sales channel for multi-unit residential developments in Texas and California. Two AirJoule Core systems are scheduled for deployment near Corpus Christi and Irvine beginning in the third quarter, providing a potentially important route to commercial revenue. AirJoule targets 2,000 liters per day as 2026 cash spend rises to $27M-$28M, backed by Kubota channel deal
• Positive Sentiment: Commercialization milestones: The company commissioned its first full-scale AirJoule Prime system and is targeting production of up to 2,000 liters of water per day using low-grade waste heat. It expects to ship the system to Europe for a data-center demonstration and is deploying Core systems in the UAE, including at Expo City Dubai. AirJoule Technologies Announces Second Quarter 2026 Results and Provides Business Update
• Positive Sentiment: Data-center and strategic validation: AirJoule completed an acceleration program involving companies including Google, Microsoft, Schneider Electric and Vertiv. An AirJoule Core system is also operating at GE Vernova’s research campus, supporting the company’s efforts to address data-center water and energy constraints. AirJoule Technologies Corporation Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Liquidity remains adequate: AirJoule ended the quarter with $41.4 million in cash, and management says available liquidity can fund operations and planned deployments into 2028. However, the company is still an early-stage commercialization business without established large-scale revenue.
• Negative Sentiment: Quarterly loss and increased spending: Second-quarter EPS was a loss of $0.12, below the $0.08 loss analysts expected. Net loss reached $8.5 million, while 2026 combined cash spending is now projected at $27 million-$28 million, up from approximately $25 million, reflecting higher commercialization costs. AirJoule quarterly earnings results

AirJoule Technologies Stock Performance

Shares of NASDAQ AIRJ opened at $6.04 on Friday. The firm has a market capitalization of $437.30 million, a price-to-earnings ratio of -4.65 and a beta of 0.86. The stock has a 50 day moving average price of $4.74 and a 200 day moving average price of $3.89. AirJoule Technologies has a 52-week low of $2.22 and a 52-week high of $6.75.

AirJoule Technologies (NASDAQ:AIRJ) last announced its quarterly earnings data on Thursday, August 13th. The company reported ($0.12) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.08) by ($0.04). Analysts forecast that AirJoule Technologies will post -0.14 earnings per share for the current year.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in AIRJ. Bank of America Corp DE lifted its position in shares of AirJoule Technologies by 63.5% in the 1st quarter. Bank of America Corp DE now owns 25,779 shares of the company’s stock worth $65,000 after purchasing an additional 10,011 shares during the period. Renaissance Technologies LLC boosted its stake in shares of AirJoule Technologies by 36.8% during the first quarter. Renaissance Technologies LLC now owns 393,200 shares of the company’s stock valued at $987,000 after purchasing an additional 105,700 shares in the last quarter. Arrowstreet Capital Limited Partnership bought a new position in shares of AirJoule Technologies during the first quarter valued at approximately $482,000. Sei Investments Co. purchased a new position in AirJoule Technologies during the first quarter valued at approximately $77,000. Finally, Bank of New York Mellon Corp increased its holdings in AirJoule Technologies by 23.4% during the first quarter. Bank of New York Mellon Corp now owns 65,113 shares of the company’s stock valued at $163,000 after buying an additional 12,362 shares during the period. Hedge funds and other institutional investors own 63.65% of the company’s stock.

About AirJoule Technologies

Montana Technologies Corporation operates as an atmospheric renewable energy and water harvesting technology company. It provides energy and dehumidification, evaporative cooling, and atmospheric water generation through its AirJoule technology. The company is headquartered in Ronan, Montana.