LanzaTech Global, Inc. (LNZA) AI Stock Analysis

LanzaTech Global, Inc. is a nature-based carbon refining company operating in the United States and international markets. Established in 2005 and based in Skokie, Illinois, the company develops sustainable technologies to convert industrial waste carbon into chemical components used in eco-friendly consumer products, sustainable fuels, packaging, and textiles. Additionally, LanzaTech advances biocatalyst and process development to manufacture products including acetone, isopropanol (IPA), and industrial solvents used in the sustainable production of polymers and other critical materials.

LanzaTech grew revenue at a 5-year CAGR of 24.9% from FY2020 to FY2025. Annual revenue expanded from $25.5M in FY2021 to $62.6M in FY2023, fell 20.8% to $49.6M in FY2024, and rebounded 12.6% to $55.8M in FY2025. Net income was -$46.7M in FY2021, -$76.4M in FY2022, -$134.1M in FY2023, -$137.7M in FY2024, and -$49.0M in FY2025. Gross margin was 45.3% in FY2025, compared to 40.2% in FY2021. For the trailing twelve months ending June 30, 2026, revenue stood at $58.3M, quarterly revenue fell 0.8% year-over-year, and operating margin was -109.5%.

As of June 30, 2026, LanzaTech held $45.0M in cash and short-term investments alongside total debt of $28.8M, yielding net cash of $16.2M. The company maintains a current ratio of 2.48 and a debt-to-equity ratio of 0.11 on shareholders' equity of $260.6M. Total assets stood at $322.7M. In FY2025, operating cash flow was -$64.9M and capital expenditures were $1.3M, resulting in free cash flow of -$66.1M. Over a 5-year span, the company's share count increased 1137.4%.

LNZA trades at a market cap of $60.5M and an enterprise value of $61.2M. Its price-to-sales ratio of 1.0x and trailing P/E of 0.3x compare to the median of its US-listed Industrials peers of 1.5x and 24.8x, respectively. The company's EV-to-revenue multiple is 1.0x. Over the past year, the stock fell 82.8% and is down 66.4% year-to-date, closing at $4.62 on October 16, 2026, which is 58.5% below its 200-day average. In comparison, the S&P 500 gained 16.8% over the past year and 83.0% over five years.

Wall Street analysts have a mean price target of $15.00 for LNZA, representing a 224.7% premium over the last close of $4.62. For the fiscal year ending December 31, 2026, the consensus EPS estimate is -$3.73, which represents an EPS growth estimate of 89.5%, with a revenue estimate of $0. LanzaTech has surpassed consensus EPS estimates in 3 of the last 4 quarters. The company's next earnings report is scheduled for November 18, 2026.

This page is an AI-written research summary of LanzaTech Global, Inc. (LNZA). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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