LanzaTech sells gas fermentation technology that converts carbon-rich waste gases, such as industrial off-gas from steel mills and ethanol plants, into ethanol and other fuels and chemicals, and licenses its process to plant owners. The moat is real but thin: the technology is proprietary and the company has several operating installations, yet revenue fell 0.8% and operating margin sits at -109.5%, so the business is still spending well ahead of what it earns. Gross margin of 44.6% and an ROE of 138.7% look strong, but they rest on a small, shrinking revenue base and a low equity figure, so they should not be read as evidence of durable profitability. The near-term catalysts are project commissioning and licensing wins that could turn the model from pilot scale to recurring royalty income, and the shares trade at a 0.3 trailing P/E with a $60M market cap, which signals a market that doubts those milestones will arrive. This is a name for a deep dive on balance sheet runway, cash burn and the timing of commercial plants, not a conclusion on valuation; its 31/100 score and absence from any index reflect that the case is unproven.
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 |
|---|---|---|---|---|
| 15 Oct 2026, 00:00 CEST | ACCE price target | $5.20 | first publication | $5.48 |
Answered from LanzaTech Global Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| LNZA LanzaTech Global Inc. Common Stock | $4.81 | - | - | 0.3x | 138.7% | 61 | 31 |
| YDDL One and One Green Technologies. Inc Class A Ordinary Shares | $1.20 | $2 | 30% below | 5.1x | 30.4% | 77 | 62 |
| AURE.PA Aurea SA | €4.94 | - | - | - | -4.5% | 32 | 33 |
| GRI.MC Griñó Ecologic, S.A. | €1.45 | - | - | 18.1x | 5.8% | 56 | 66 |
| AREC American Resources Corporation Class A Common Stock | $1.11 | - | - | - | -290.7% | 31 | 22 |
| ENGS Energys Group Limited Ordinary Shares | $4.21 | - | - | - | 0.0% | 20 | 26 |
| QRHC Quest Resource Holding Corporation Common Stock | $1.15 | - | - | - | -50.3% | 21 | 48 |
Where LNZA ranks against its sector peers on each metric.