Stonegate Capital Partners Updates Coverage On Aemetis, Inc. (Nasdaq: AMTX) 1Q26
<p class='reportable-dateline'><strong>DALLAS, TX -- MAY 14, 2026</strong></p><p class='reportable-excerpt'>DALLAS, TX -- May 14th, 2026 -- Aemetis, Inc. (Nasdaq: AMTX): Stonegate Capital Partners updates coverage on Aemetis, Inc. (Nasdaq: AMTX). Aemetis’ 1Q26 further supports the transition from project buildout toward recurring low-carbon fuel monetization, with quarterly 45Z recognition and improving RNG economics beginning to appear in reported results. Revenue increased 27% y/y to $54.6M, gross profit improved to $2.8M from a $5.1M loss, and adj. EBITDA improved to negative $1.3M from negative $10.7M. The key change was recurring quarterly 45Z recognition tied to current-period production, with $4.0M recognized across Dairy RNG and California Ethanol following the full-year 2025 catch-up recognized in 4Q25.</p><p>To view the full announcement, including downloadable images, bios, and more, <a href='https://stonegateinc.reportablenews.com/pr/stonegate-capital-partners-updates-coverage-on-aemetis-inc-nasdaq-amtx-1q26' class='reportable-link'>click here</a>.</p><div class='reportable-key-takeaways'><h3>Key Takeaways:</h3><ul><li>Credit monetization is moving from narrative to reported earnings. 1Q26 revenue rose 27% y/y to $54.6M, with gross profit turning positive and adj. EBITDA loss improving to $(1.3)M as 45Z recognition began contributing quarterly.</li><li>Dairy RNG is becoming the clearest recurring cash flow proof point. RNG volumes increased 55% y/y to 110,000 MMBtu, while seven CARB pathways at a negative 380 CI score should materially improve LCFS capture as volumes scale.</li><li>Keyes MVR remains the largest near-term EBITDA inflection catalyst.
With construction advancing toward 2026 completion, MVR is expected to displace ~80% of fossil natural gas use and add ~$32M of annual cash flow.</li></ul></div><a href='https://stonegateinc.reportablenews.com/pr/stonegate-capital-partners-updates-coverage-on-aemetis-inc-nasdaq-amtx-1q26'><img src='https://cdn.filestackcontent.com/vLNv2gVBTyOIX7AMImov' class='reportable-featured-image' /><p align='center'><i>Click image above to view full announcement.</i></p></a><hr class='company-boilerplate-rule' style='border: 0; border-top: 1px solid rgba(0,0,0,0.1);'><p class='company-boilerplate'><p><strong>About Stonegate</strong></p><p>Stonegate Capital Partners is a leading capital markets advisory firm providing investor relations, equity research, and institutional investor outreach services for public companies. Our affiliate, Stonegate Capital Markets (member FINRA) provides a full spectrum of investment banking, equity research and capital raising for public and private companies.</p></p><div class='reportable-contacts'><h3>Contacts:</h3><p class='reportable-contact'>Stonegate Capital Partners<br>(214) 987-4121 <br><a href='mailto:info@stonegateinc.com'>info@stonegateinc.com</a></p></div><p>Source: <a href='https://stonegateinc.reportablenews.com/'>Stonegate, Inc.</a></p><p>Distributed by: <a href='https://reportablenews.com'>Reportable, Inc.</a></p>
