XCF Global, Inc. Class A Common Stock (SAFX) Market Cap
XCF Global, Inc. Class A Common Stock has a market capitalization of $83.8M.
Price: $0.36
βΌ -0.01 (-3.77%)
Market Cap: 83.83M
NASDAQ Β· 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: 83.83M|Sector: Energy
Company Profile
XCF Global, Inc. stands as a prominent entity within the sustainable aviation fuel (SAF) industry, singularly focused on accelerating the aviation sector's pivot to zero net emissions. The company designs and manages advanced facilities for producing clean SAF, ensuring high standards of regulatory adherence, operational reliability, and product quality. To foster the worldwide adoption of SAF, XCF is actively cultivating collaborations across the energy and transportation fields. A key achievement is their New Rise Reno plant, which initiated commercial output in February 2025, capable of supplying 38 million gallons of pure SAF annually. Building on this, XCF is also expanding its manufacturing presence with new sites under development in Nevada, North Carolina, and Florida.
Analyst Sentiment
From 2 Active Polls
1Y Forecast: $1.00
β² +177.5% Potential Upside
Consensus Target Metrics
Low Bound
$1
Median
$1
High Bound
$1
Average
$1
Price & Moving Averages
π― Wall Street Analyst Intelligence Report
1-Year structural target targets, chart projections, and sentiment maps.
Consensus Trend Projection
Trailing closures vs. 12-month metrics map.
Analyst Vote Distribution
Aggregate institutional coverage sentiment weights.
Sentiment volume allocation data unavailable.
π Historical Valuation Multiples
Real-time Trailing Twelve Month (TTM) momentum side-by-side with discrete quarterly metrics.
| Fiscal Quarter | TTM | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Period Ending | Trailing 12M | Mar 31, 2026 | Dec 31, 2025 | Sep 30, 2025 | Jun 30, 2025 | Mar 31, 2025 | Dec 31, 2024 | Sep 30, 2024 | Jun 30, 2024 |
| Market Cap ($M) | 84 | 52 | 39 | 196 | 235 | 1,661 | 71 | 80 | 80 |
| Enterprise Value ($M) | 204 | 172 | 161 | 502 | 530 | 1,662 | 72 | 82 | β |
| Price to Earnings Ratio (P/E) | 0.71 | -0.70 | -0.62 | -3.91 | 0.53 | -291.26 | -56.28 | -5.94 | -5.32 |
| Price/Earnings-to-Growth Ratio (PEG) | β | β | β | -0.09 | β | β | β | β | β |
| Price to Sales Ratio (P/S) | 3.96 | 149.16 | 8.29 | 20.50 | 35.77 | β | β | β | β |
| Price to Book Ratio (P/B) | 2.03 | 2.05 | 1.03 | 37.56 | 19.46 | 403.96 | 12.77 | 8.54 | β |
| Price to Free Cash Flow Ratio (P/FCF) | -3.14 | -7.40 | -9.46 | -35.44 | -23.53 | β | 3097.99 | -4.78 | -5.58 |
| Enterprise Value to Sales (EV/Sales) | β | 493.90 | 34.27 | 52.58 | 80.63 | β | β | β | β |
| Enterprise Value to EBITDA (EV/EBITDA) | 0.94 | -11.69 | 1.35 | -65.89 | 4.43 | -222.58 | -134.55 | -24.39 | β |
| Debt to Equity Ratio | 0.56 | 4.79 | 3.24 | 58.93 | 24.45 | 0.29 | 0.17 | 0.19 | β |
π° Market News & Coverage
15 Stories AvailableReal-time institutional reporting and market updates for SAFX.
XCF Global Highlights Revenue-Generating Production and Commercial Progress
New Rise Renewables Reno Continues Its Production Ramp Following Upgrade Work; Recent Commercial Agreements Support Feedstock Supply, Logistics and Commercialization HOUSTON, TX / ACCESS Newswire / July 28, 2026 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), an emerging U.S.-based producer of renewable diesel and sustainable aviation fuel ("SAF"), today issued the following letter to shareholders from Chief Executive Officer Chris Cooper. The letter connects XCF's recent operating and commercial announcements and provides additional context on the progress underway at New Rise Renewables Reno, including the market conditions that XCF believes may provide a constructive backdrop for renewable diesel production and commercialization.
XCF Global and Continual Renewable Ventures Sign Agreement to Expand New Rise ANZ Renewable Fuels Platform in Australia
Agreement builds on prior planning and technical alignment to establish a more structured development framework for proposed renewable fuels production in Australia New Rise ANZ platform is intended to support proposed SAF and renewable diesel development in Australia, with potential expansion across New Zealand and select Asia-Pacific markets XCF Global may earn up to a 10% equity interest in the project entity through milestone-based technical, development and project support The New Rise ANZ platform is designed to combine proven renewable fuels technology, advanced modular infrastructure, diversified feedstock strategy and local project development to support what is intended to be one of Australia's first fully integrated SAF and renewable fuels platforms HOUSTON, TX / ACCESS Newswire / July 23, 2026 / XCF Global, Inc. ("XCF") (NASDAQ:SAFX), an emerging U.S.-based producer of renewable diesel and sustainable aviation fuel ("SAF"), today announced that it has entered into a Joint Commercialization and Development Agreement, dated June 30, 2026, with Continual Renewable Ventures Pty Ltd ("CRV") and New Rise Australia Pty Ltd, the project entity for the proposed New Rise ANZ renewable fuels platform. The agreement builds on prior planning and technical alignment between the parties and is intended to move New Rise ANZ from early-stage development toward a more structured commercialization framework.
XCF Announces $2.50 Exercise Price Warrant Capital Strategy to Support Operations and Growth
Flexible warrant framework intended to support ongoing operations, production optimization and commercial expansion overtime Closing on initial $1 million investment from warrant strategy expected July 31st; agreement provides for investment of up to $100 million in XCF through end of 2026 New Rise Renewables Reno continues production of renewable diesel as XCF works to advance its long-term SAF strategy Β HOUSTON, TX / ACCESS Newswire / July 22, 2026 / XCF Global Inc. ("XCF") (Nasdaq:SAFX), an emerging U.S.-based producer of renewable diesel and sustainable aviation fuel ("SAF"), today announced the launch of a novel warrant capital strategy intended to support its ongoing operations, production optimization and commercial expansion. As part of the strategy, the Company has entered into a warrant purchase agreement with existing investor GL PART SPV II, LLC ("GL"), under which GL may purchase warrants to acquire common stock in the future at an exercise price of $2.50 per share, demonstrating GL's belief in the company's potential future growth in shareholder value.
Reported 20% Surge in U.S. Diesel Futures Highlights Potential Role of Domestic Renewable Fuel Supply
Recent reporting on tightening U.S. diesel supplies may underscore the potential value of additional domestic renewable fuel production Market figures reported by The Wall Street Journal on July 16, 2026: 20%: Rise in U.S. diesel futures since the prior week began More than 85%: Rise in U.S. diesel futures since the start of 2026 $5.01 a gallon: National average retail diesel price HOUSTON, TX / ACCESS Newswire / July 21, 2026 / XCF Global Inc. ("XCF") (Nasdaq:SAFX), an emerging U.S.-based producer of renewable diesel and sustainable aviation fuel ("SAF"), today highlighted the role domestic renewable fuel production may play as U.S. diesel supplies tighten, diesel futures rapidly increase and fuel markets remain volatile. A July 16, 2026, report by The Wall Street Journal described tightening U.S. diesel supplies and the potential implications for fuel prices and inflation.
XCF Global, Inc. to Participate in Water Tower Research Fireside Chat on Tuesday, July 21, 2026
HOUSTON, TX / ACCESS Newswire / July 20, 2026 / XCF Global, Inc. ("XCF") (NASDAQ:SAFX), an emerging U.S.-based producer of renewable diesel and sustainable aviation fuel ("SAF"), today announced that Chris Cooper, Chief Executive Officer will participate in the upcoming Water Tower Research Fireside Chat Series, taking place on Tuesday, July 21, 2026, at 11:00 AM ET. The Fireside Chat will be hosted by Peter Gastreich, Managing Director, Energy Transition & Sustainable Investing at Water Tower Research, and will cover the following topics: New Rise Renewables Reno production milestone.
XCF Global Begins Producing Renewable Fuels at New Rise Renewables Reno
Initial renewable diesel production marks commissioning and restart milestone as facility advances toward planned sustainable aviation fuel configuration Marks transition to expected revenue-generating operations following completion of commissioning and startup HOUSTON, TX / ACCESS Newswire / July 9, 2026 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), an emerging U.S.-based producer of renewable diesel and sustainable aviation fuel ("SAF"), today announced that its New Rise Renewables Reno facility has begun producing renewable fuels, with initial production consisting of renewable diesel as the Company advances standard commissioning and restart sequencing. The facility is operating consistently as systems are brought online and optimized, with throughput expected to increase in a measured manner under real-world operating conditions.
XCF Global Executes Definitive Commercial Agreements with BGN as New Rise Renewables Reno Advances Through Production Startup Sequence
Agreements establish framework for feedstock supply, production, logistics and commercialization as Reno advances through startup activities HOUSTON, TX / ACCESS Newswire / July 7, 2026 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), an emerging U.S.-based producer of renewable diesel and sustainable aviation fuel ("SAF"), today announced the execution of definitive agreements with BGN INT US LLC ("BGN"), establishing a long-term framework intended to support feedstock supply, renewable fuel production, logistics, and commercialization at the Company's New Rise Renewables Reno facility. The agreements, build upon the binding term sheet announced earlier this year and represent the next step in formalizing the commercial relationship between the parties.
XCF Global Advances Toward Initial Renewable Diesel Production with Planned Transition to SAF Amid Global Fuel Market Volatility
Jet fuel and diesel prices up sharply in 2026, with jet fuel ~70% higher year-over-year and U.S. diesel prices rising ~50%+, reflecting global supply disruptions HOUSTON, TX / ACCESS Newswire / June 24, 2026 / XCF Global, Inc. ("XCF") (NASDAQ:SAFX), an emerging U.S.-based producer of renewable diesel and sustainable aviation fuel ("SAF"), today provided an update on the advancement of its New Rise Renewables Reno facility as it progresses toward initial production during a period of heightened volatility across global fuel markets. XCF expects the facility to initially produce renewable diesel during its startup and optimization phase, with the capability to transition into sustainable aviation fuel ("SAF") production as part of its planned operating configuration.
XCF Global Terminates Equity Purchase Agreement, Reducing Potential Dilution and Market Overhang
Approximately 55 million shares previously reserved for issuance are no longer reserved Reduced related potential dilution and associated market overhang Company retains flexibility to pursue financing alternatives as it deems appropriate Reinforces disciplined capital management and shareholder-aligned financing strategy HOUSTON, TX / ACCESS Newswire / June 19, 2026 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), an emerging U.S.-based producer of renewable diesel and sustainable aviation fuel ("SAF") XCF Global, Inc. today announced it has terminated its previously disclosed equity purchase agreement, dated May 30, 2025, with Helena Global Investment Opportunities I Ltd. Upon termination of the agreement, approximately 55 million shares of common stock previously reserved for issuance to the investor thereunder are no longer reserved.
XCF Global Advances New Rise Reno Production-Start Sequence with Catalyst Activation Underway
Final commissioning activities progressing as facility advances toward initial renewable fuel production HOUSTON, TX / ACCESS Newswire / June 16, 2026 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), an emerging U.S.-based producer of renewable diesel and sustainable aviation fuel ("SAF") XCF Global, Inc. today announced that its New Rise Renewables Reno facility has advanced its production-start sequence, following the previously announced successful receipt and loading of process catalyst announced earlier this month. The facility is currently progressing through reformer startup activities, which are required to begin catalyst activation.
XCF Global Granted Additional Period to Regain Listing Compliance by Nasdaq
HOUSTON, TX / ACCESS Newswire / June 9, 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 the Nasdaq Listing Qualifications Staff (the "Staff") has granted the Company's request for an additional 180-day period to regain compliance with Nasdaq's minimum bid price requirement, allowing XCF to maintain its listing on The Nasdaq Stock Market. Following a review of XCF's plans to become compliant with applicable Nasdaq listing requirements, the Staff granted an extension period of up to 180 calendar days, or until December 7, 2026, for the company to achieve compliance.
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 SiβYeon 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) (Γ’ΒΒDevvStreamΓ’ΒΒ or the Γ’ΒΒCompanyΓ’ΒΒ) 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
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π AI Financial Analysis
Powered by StockMarketInfo"SAFXβs 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 werenβt 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
π Official Regulatory 10-K / 10-Q SEC Filings
Direct authenticated documentation links to audited SEC database reports for SAFX.