AleAnna is a small Italian-focused natural gas producer, with its operations concentrated in the Po Valley, where it sells gas into the domestic market and has been building out production. The stock trades on a trailing P/E of 13.5 and a 21.6% return on equity, and revenue grew 153.5% over the period, a rate that reflects the company scaling up from a small base rather than a mature business compounding. The thesis rests on whether that growth converts into durable cash flow: the 18.7% operating margin is respectable for an E&P at this size, but the 79.8% gross margin mostly reflects how the figure is defined for a producer and should not be read as pricing power. The near-term question for a PM is execution on the development drilling schedule and how much of the Italian gas price exposure is hedged, since both will determine whether the earnings base holds up. At a market capitalization of about $105M and no index membership, liquidity and coverage are thin, so this is a name that merits a deeper look only if the team is comfortable with small-cap E&P risk and the volatility that comes with it.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
Trades are only made public after a delay. We show the delay so you know how old the news is.
Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 21 Oct 2026, 12:04 CEST | Rating | Overvalued | first publication | $2.38 |
| 21 Oct 2026, 12:04 CEST | Fair value | $0.83 | $1.07 | $2.38 |
| 16 Oct 2026, 00:00 CEST | Fair value | $1.07 | $1.11 | $2.65 |
| 15 Oct 2026, 00:00 CEST | ACCE price target | $2.70 | first publication | $2.66 |
| 12 Oct 2026, 00:00 CEST | Fair value | $1.11 | $1.13 | $2.57 |
| 28 Sept 2026, 00:00 CEST | Fair value | $1.13 | $1.15 | $2.71 |
| 26 Sept 2026, 00:00 CEST | Fair value | $1.15 | $1.10 | $2.76 |
| 24 Sept 2026, 00:00 CEST | Fair value | $1.10 | $1.15 | $2.74 |
| 14 Sept 2026, 00:00 CEST | Fair value | $1.15 | $1.21 | $3.50 |
| 11 Sept 2026, 00:00 CEST | Fair value | $1.21 | $1.17 | $3.29 |
Answered from AleAnna Inc. Class A Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| ANNA AleAnna Inc. Class A Common Stock | $2.51 | $1 | 202% above | 13.2x | 21.6% | 91 | 67 |
| CAPX.BA Capex S.A | ARS 3060.00 | - | - | 6.2x | 14.1% | 66 | 64 |
| VIST.BA Vista Energy S.A.B. de C.V. | ARS 40760.00 | - | - | 482.0x | 29.8% | 91 | 65 |
| TVE.TO Tamarack Valley Energy Ltd. | C$14.65 | C$14 | 3% above | 301.2x | 1.2% | 63 | 79 |
| PSK.TO PrairieSky Royalty Ltd. | C$36.31 | C$15 | 135% above | 35.3x | 9.3% | 85 | 79 |
| LB LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests | $76.96 | $23 | 240% above | 70.0x | 11.5% | 68 | 70 |
| MUR Murphy Oil Corporation Common Stock | $42.37 | $27 | 57% above | 22.0x | 6.5% | 75 | 84 |
Where ANNA ranks against its sector peers on each metric.