XCF Global, Inc. Class A Common Stock (SAFX) Market Cap
XCF Global, Inc. Class A Common Stock has a market capitalization of $93.6M.
Price: $0.40
▼ -0.04 (-8.63%)
Market Cap: 93.58M
NASDAQ · time unavailable
CEO: Christopher Cooper
Sector: Energy
Industry: Oil & Gas Exploration & Production
IPO Date: 2025-06-09
Website: http://www.xcf.global
XCF Global, Inc. Class A Common Stock (SAFX) - Company Information
Market Cap: 93.58M|Sector: Energy
Company Profile
XCF Global, Inc. is a pioneering sustainable aviation fuel (SAF) company dedicated to accelerating the aviation industry's transition to net-zero emissions. The company develops and operates state-of-the-art clean fuel SAF production facilities designed for high compliance, reliability, and quality. XCF is actively building partnerships across energy and transportation sectors to scale SAF adoption globally. Their New Rise Reno facility began commercial production in February 2025, with a capacity of 38 million gallons of neat SAF per year, and they are expanding production sites in Nevada, North Carolina, and Florida.
Analyst Sentiment
From 1 Active Polls
Consensus Target Matrix
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Price & Moving Averages
🎯 Wall Street Analyst Intelligence Report
1-Year structural target targets, chart projections, and sentiment maps.
Consensus Trend Projection
Trailing closures vs. 12-month metrics map.
Analyst Vote Distribution
Aggregate institutional coverage sentiment weights.
Sentiment volume allocation data unavailable.
📊 Historical Valuation Multiples
Real-time Trailing Twelve Month (TTM) momentum side-by-side with discrete quarterly metrics.
| Fiscal Quarter | TTM | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Period Ending | Trailing 12M | Mar 31, 2026 | Dec 31, 2025 | Sep 30, 2025 | Jun 30, 2025 | Mar 31, 2025 | Dec 31, 2024 | Sep 30, 2024 | Jun 30, 2024 |
| Market Cap ($M) | 94 | 88 | 39 | 196 | 235 | 1,661 | 71 | 80 | 80 |
| Enterprise Value ($M) | 214 | 208 | 161 | 502 | 530 | 1,662 | 72 | 82 | — |
| Price to Earnings Ratio (P/E) | 1.52 | -1.24 | -0.60 | -3.91 | 0.53 | -55.61 | -56.31 | -5.88 | -5.31 |
| Price/Earnings-to-Growth Ratio (PEG) | — | — | — | -0.09 | — | — | — | — | — |
| Price to Sales Ratio (P/S) | 4.42 | 252.66 | 8.29 | 20.50 | 35.77 | — | — | — | — |
| Price to Book Ratio (P/B) | 3.83 | 3.48 | 1.03 | 37.56 | 19.46 | 403.96 | 12.77 | 8.54 | — |
| Price to Free Cash Flow Ratio (P/FCF) | -3.51 | -12.53 | -9.46 | -35.44 | -23.53 | — | 3097.99 | -4.78 | -5.58 |
| Enterprise Value to Sales (EV/Sales) | — | 597.40 | 34.27 | 52.58 | 80.63 | — | — | — | — |
| Enterprise Value to EBITDA (EV/EBITDA) | 0.97 | -20.12 | 1.35 | -58.26 | 4.43 | -281.41 | -134.55 | -24.02 | — |
| Debt to Equity Ratio | 0.55 | 4.79 | 3.24 | 58.93 | 24.45 | 0.29 | 0.17 | 0.19 | — |
⚡ SAFX Growth Runway Model
Standard long term linear growth fadeMulti-Stage Discounted Cash Flow Sandbox
Growth runway slowdown
This value provides a time window for the growth rate to decline beyond Stage 1 toward the terminal rate. Longer windows are most useful for companies with high growth starting conditions or strong competitive advantages. This option stretches out the growth rate slowdown across 5, 10, or 15-year steps. A high-growth starting condition (exceeding a 25% initial growth rate) automatically applies a curve decay to simulate realistic, rapid market saturation.Terminal growth rate
With long-term inflation between 3-5%, revenue must grow by that baseline to maintain flat real-world market share. This value sets the permanent terminal growth rate to factor into the valuation beyond the growth slowdown runway toward maturity.3-Stage Financial Runway Horizon
🧠 Perpetuity Horizon Engine (Stage 3: Post-2035)
📘 Full Research Report
AI-Generated Research: This report is for informational purposes only.
📰 Market News & Coverage
15 Stories AvailableReal-time institutional reporting and market updates for SAFX.
XCF Global Announces Board Leadership Changes, Including Appointment of Chris Cooper as Chair
Leadership transition reinforces governance structure as Company advances toward next phase of operational readiness and growth Chris Cooper to become Board Chair, in addition to his role as Chief Executive Officer Wray Thorn to serve as Chairperson of the Finance Committee Si‑Yeon Kim to serve as Lead Independent Board Member in addition to her role as Chairperson of the Governance Committee HOUSTON, TX / ACCESS Newswire / June 5, 2026 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), a U.S.-based producer of renewable diesel and sustainable aviation fuel ("SAF") focused on decarbonizing transportation while supporting domestic fuel supply and energy security, today announced that Chief Executive Officer Chris Cooper has been appointed Board Chair, effective May 28, 2026. Mr. Cooper will continue to serve as Chief Executive Officer, aligning executive leadership with Board oversight as the Company progresses toward its next phase of growth.
DevvStream Announces $6 Million Equity Investment from EEME Energy; Gives Notice to Terminate $300 Million Equity Line of Credit
DevvStream Corp. (NASDAQ: DEVS) (âDevvStreamâ or the âCompanyâ) today announced that it has entered into a binding term sheet with EEME Energy SPV I, L
XCF Global Announces Completion of Key Upgrades and Receipt of Process Catalyst at New Rise Reno Ahead of Expected Commercial Production
Key refinery upgrades completed and process catalyst successfully delivered to New Rise Reno, marking a pivotal operational milestone Catalyst loading initiates the final sequencing phase as the facility advances from commissioning toward expected commercial production operations XCF remains on schedule for an expected early June 2026 production start, bringing the facility one step closer to fuel production and becoming a revenue-generating asset HOUSTON, TX / ACCESS Newswire / June 1, 2026 / XCF Global Inc. ("XCF") (NASDAQ:SAFX), an emerging U.S.-based producer of renewable diesel and sustainable aviation fuel ("SAF"), today announced the successful delivery and receipt of the process catalyst at its New Rise Renewables Reno ("New Rise Reno") refinery, marking a pivotal operational milestone in the refinery's modernization program. The arrival of the catalyst and the initiation of catalyst loading move the facility into the final sequencing phase prior to the commencement of commercial production operations.
DevvStream, XCF Global, and Southern Energy Renewables Confirm Three-Party Business Combination Remains on Track
DevvStream Corp. (NASDAQ: DEVS) ("DevvStream" or the "Company"), XCF Global, Inc. (NASDAQ: SAFX) ("XCF"), and Southern Energy Renewables Inc. ("Southern") (tog
DevvStream, XCF Global, and Southern Energy Renewables Confirm Three-Party Business Combination Remains on Track
CALGARY, Alberta--(BUSINESS WIRE)--DevvStream Corp. (NASDAQ: DEVS) ("DevvStream" or the "Company"), XCF Global, Inc. (NASDAQ: SAFX) ("XCF"), and Southern Energy Renewables Inc. ("Southern") (together, the "Parties") wish to clarify recent media coverage that mischaracterized a current report on Form 8-K filed by DevvStream with the U.S. Securities and Exchange Commission (the "SEC") on May 18, 2026 (the "8-K"). The 8-K reported, among other things, that DevvStream had received fairness opinions.
XCF Global CEO Chris Cooper to Spotlight Revitalizing Louisiana and U.S. Forestry Infrastructure and Advancing Next -Generation Fuels Including Bio-Methanol at the Louisiana Energy Conference
Cooper will discuss how renewable and next generation fuels can support domestic energy security, and opportunities to repurpose underutilized industrial infrastructure HOUSTON, TX / ACCESS Newswire / May 19, 2026 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), a U.S.-based producer of renewable diesel and sustainable aviation fuel ("SAF") focused on decarbonizing transportation while supporting domestic fuel supply and energy security, today announced that Chief Executive Officer Chris Cooper will participate as a panelist at an upcoming Louisiana Energy Conference ("LEC") industry event. Mr. Cooper is scheduled to speak on Thursday, May 28, during LEC's Future Energy programming, where he will join industry leaders to discuss developments shaping the future of energy and economic development in Louisiana.
XCF Global Highlights Long-Term Growth Drivers for Renewable Fuels as U.S. Biofuel Policy Evolves and SAF Demand Continues to Build
Policy momentum and rising demand continue to reinforce long-term growth in renewable fuels, while underscoring the importance of domestic fuel supply and energy security HOUSTON, TX / ACCESS Newswire / May 18, 2026 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), a U.S.-based producer of renewable diesel and sustainable aviation fuel ("SAF") focused on decarbonizing transportation while supporting domestic fuel supply and energy security, today highlighted its positioning within the current U.S. biofuel policy environment following the EPA's final Renewable Fuel Standard ("RFS") rule establishing renewable fuel volume requirements. XCF believes the updated framework supports long-term demand for renewable fuels, including SAF, and underscores the importance of domestic production capacity, fuel supply diversification, and supply-chain resilience.
XCF Showcases Plant-Level Innovation Supporting Emissions-Reduction Efforts and Operational Readiness
Up to 500 kW of power recovered from excess steam to help reduce purchased electricity and support more efficient plant operations Approximately 35 gallons per minute of water recovered-more than 50,000 gallons per day, an important conservation measure in an arid operating environment Integrated resource recovery initiatives help lower operating costs while supporting XCF's broader efforts to reduce emissions and improve carbon intensity over time HOUSTON, TX / ACCESS Newswire / May 15, 2026 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), an emerging renewable fuels company focused on sustainable aviation fuel ("SAF"), today highlighted several existing plant-level initiatives at its facility that reflect the Company's continued commitment to reducing emissions, conserving resources and improving operational efficiency. These initiatives complement XCF's broader mission to help decarbonize the transportation sector through the production of renewable fuels such as renewable diesel and sustainable aviation fuel while also advancing practical measures within its own operations.
XCF Global Highlights Operational Readiness at New Rise Renewables Reno and Confirms Catalyst Delivery Remains on Track
Upgrade work at the refinery continues to move forward in support of restart planning and operational readiness Catalyst manufacturing is complete and delivery remains on track, subject to customary international shipping and customs processes XCF continues to target a June 2026 restart HOUSTON, TX / ACCESS Newswire / May 14, 2026 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), an emerging U.S.-based producer of renewable diesel and sustainable aviation fuel ("SAF"), today provided an operational update on the planned restart of its New Rise Renewables Reno ("New Rise Reno") facility, where work continues in support of the Company's previously disclosed target to restart production in June 2026. The catalyst used for isomerization is scheduled to be delivered to New Rise Reno slightly ahead of schedule, subject to customary international shipping and customs processes.
XCF Global Backs Southern Energy Renewables' LOI With Hapag-Lloyd for Green Methanol Project Development and Long-Term Offtake as Strategic Fit for Pending Business Combination with Southern Energy Renewables and DevvStream Corp
HOUSTON, TX / ACCESS Newswire / May 13, 2026 / XCF Global Inc. (Nasdaq:SAFX), an emerging renewable fuels company focused on sustainable aviation fuel ("SAF"), today announced its support for Southern Energy Renewables Inc.'s recently announced letter of intent with Hapag-Lloyd AG as further validation of the strategic rationale for XCF's pending business combination with Southern Energy Renewables and DevvStream Corp. As previously disclosed, XCF, Southern Energy Renewables and DevvStream have entered into a definitive business combination agreement to create an integrated energy transition platform spanning sustainable aviation fuel, green methanol and environmental attribute monetization, subject to customary closing conditions. XCF believes Southern's LOI with Hapag-Lloyd points to rising demand from global shipping and logistics customers for lower-carbon fuel options backed by long-term supply planning and infrastructure development.
XCF Global Announces Agreement to Reduce Debt and Increase Equity Capitalization with New Rise Founder and Key Stakeholder
The Transaction is expected to strengthen XCF's balance sheet, supports its financial flexibility and demonstrates key stakeholder's confidence in XCF's long-term strategy. HOUSTON, TX / ACCESS Newswire / May 12, 2026 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), an emerging renewable fuels company focused on sustainable aviation fuel ("SAF"), today announced that XCF, its subsidiary New Rise Renewables Reno LLC and Encore DEC, LLC ("Encore DEC") entered into a definitive agreement pursuant to which approximately $16.7 million of outstanding debt and property liens due to Encore DEC and Encore DEC construction related creditors will be satisfied through the issuance of 37.03 million shares of XCF Class A common stock, increasing the company's equity capitalization.
XCF Global Highlights Strategic Role of Renewable Fuels in Strengthening U.S. Energy Security
As global fuel markets tighten, XCF points to renewable fuels' expanding role in domestic supply resilience HOUSTON, TX / ACCESS Newswire / May 8, 2026 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), an emerging renewable fuels company focused on sustainable aviation fuel ("SAF"), today highlighted the strategic importance of domestically produced renewable fuels as global energy markets face heightened disruption following the ongoing Middle East crisis. According to the International Energy Agency, the conflict has triggered the largest supply disruption in global oil markets on record, tightening refined fuel availability and prompting emergency responses by governments seeking to protect energy security and economic stability.
Jet Fuel Remains Elevated at ~$4.18/Gallon, Highlights Cost Pressure Across Commercial Aviation
XCF Global's New Rise Reno Facility Is Designed for 38M Gallons of Annual Nameplate SAF Capacity HOUSTON, TX / ACCESS Newswire / May 7, 2026 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), an emerging renewable fuels player focused on lowering emissions and strengthening the resilience of the aviation fuel supply chain through sustainable aviation fuel ("SAF"), today highlighted how elevated jet fuel prices continue to pressure the commercial aviation sector and reinforce the strategic importance of expanding domestic aviation fuel alternatives. The Argus US Jet Fuel Index, published by Airlines for America, was $4.18 per gallon on May 5, 2026.
XCF Highlights Importance of Domestic SAF Capacity as Jet Fuel Reaches $4.26 per Gallon Ahead of Planned June Restart
Elevated jet fuel prices reinforce the strategic relevance of domestic, waste-based SAF production HOUSTON, TX / ACCESS Newswire / May 6, 2026 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), an emerging player focused on lowering emissions and strengthening the resilience of the aviation fuel supply chain through sustainable aviation fuel ("SAF"), today highlighted the importance of domestic SAF production capacity as jet fuel prices remain elevated. The Argus US Jet Fuel Index, published by Airlines or America, was $4.26 per gallon on May 4, 2026.
WTI Jumps >3% to ~$105.46 as Strait of Hormuz Reports Signal Near Standstill in Corridor That Typically Moves ~20MM Barrels/Day
WTI moved >3% to ~$105.46 (as of 05/04/26) Recent public reports citing vessel-tracking data indicate Hormuz traffic is near a standstill EIA analysis indicates ~20MM bpd typically transits Hormuz in recent years HOUSTON, TX / ACCESS Newswire / May 5, 2026 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), an emerging player focused on lowering emissions and strengthening the resilience of the aviation fuel supply chain through sustainable aviation fuel ("SAF"), today highlighted how intensified geopolitical risk in the Persian Gulf may contribute to volatility across global energy markets. Recent public reports citing vessel-tracking data have indicated that traffic through the Strait of Hormuz is near a standstill, and industry groups have reportedly cautioned that secure passage procedures remain unclear, and the maritime threat level remains elevated.
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📊 AI Financial Analysis
Powered by StockMarketInfo"SAFX’s latest quarter (ended 2025-12-31) reported Revenue of $4.69M and Net Income of -$16.28M (EPS -0.22). YoY, revenue effectively increased from $0.00 to $4.69M (implying new/recognized revenue), while net losses deepened from -$0.31M to -$16.28M. QoQ, revenue declined from $9.55M (2025-09-30) to $4.69M (-51%), while net losses worsened from -$12.51M to -$16.28M. Profitability is deteriorating: the net margin stayed deeply negative and worsened on a QoQ basis (latest net margin ~-347% vs ~-131% prior quarter), consistent with an unfavorable cost/revenue mix. Cash-flow metrics weren’t provided, so cash quality and runway cannot be directly assessed here. Balance sheet trends show volatile capitalization: total equity rose QoQ to $37.65M from $5.22M, while net debt decreased materially QoQ to $121.76M (from $306.47M). No dividends were paid (dividend yield 0%). Total shareholder returns look weak: the stock is down sharply over 1Y (-96.53%) with no evidence of a dividend/buyback tailwind; however, YTD performance is positive (+55.62%), suggesting recent rebound despite ongoing fundamental stress. No analyst price targets were available."
Revenue Growth
QoQ revenue fell from $9.55M to $4.69M (-51%). YoY revenue moved from $0 to $4.69M, but the quarter-to-quarter discontinuity (including multiple $0 revenue periods) reduces confidence in underlying growth.
Profitability
Net income remained deeply negative and deteriorated QoQ (-$12.51M to -$16.28M). YoY losses widened (-$0.31M to -$16.28M). Net margin worsened (~-347% latest vs ~-131% prior), indicating contracting profitability.
Cash Flow Quality
Cash flow and operating metrics were not provided, limiting assessment. Dividend safety is not applicable (no dividends). Buybacks are not evidenced in the dataset.
Leverage & Balance Sheet
Balance sheet is volatile but improved QoQ: equity increased to $37.65M from $5.22M, and net debt decreased to $121.76M from $306.47M. However, leverage remains meaningful given liabilities.
Shareholder Returns
Capital appreciation is highly negative over 1Y (-96.53%) with no dividend support (0% yield). Despite strong YTD (+55.62%), the 1-year momentum is weak overall.
Analyst Sentiment & Valuation
No consensus or median analyst price targets were provided, limiting valuation/expectations context. Given persistent losses, valuation signals are unclear from the available data.
Disclaimer:This analysis is AI-generated for informational purposes only. Accuracy is not guaranteed and this does not constitute financial advice.
Fundamentals Overview
📋 Official Regulatory 10-K / 10-Q SEC Filings
Direct authenticated documentation links to audited SEC database reports for SAFX.