AirJoule Technologies Corporation (AIRJ) Fair Value & Analysis
Industrials · US · Market cap $317M
AirJoule Technologies Corporation
AIRJ · US
Fair value as of: Jul 24, 2026
From 1 valuation models · updated 17 days ago
Share price +31.3% over the past month.
Below-average quality, and screening another 64% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($3.15). The favourable scenario is already priced in.
- Weak quality (29/100) and above fair value at the same time, the margin of safety is missing on both counts.
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
- A fairly wide model range ($1.57 to $3.15) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 24, 2026.
How to read this chart
54‑month range $2.51 – $29.27 · fair‑value band $1.57 – $3.15 · the $5.92 price screens above the $2.11 fair value. Dashed = 300-day average. As of Jul 24, 2026.
Analysis
AirJoule Technologies Corporation (AIRJ) currently trades at $5.92, while our model-based Fair Value estimate is $2.11, implying the stock looks roughly 64.4% overvalued today. The Quality Score stands at 29/100 (below-average quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: low).
It earns a return on equity of -28.8%. The balance sheet holds a net cash position of $21.7M. Fundamentals as of Jul 24, 2026
Our scenario range runs from $1.57 (bear case) to $3.15 (bull case); at $5.92, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 12% below its 52-week high and 167% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -33% fair-value upside, at -64%, AIRJ screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 1 models by family
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Key figures & financial health
Figures from reported company fundamentals · as of Jul 24, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 32 · Market factors (momentum, volatility) 71
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
AirJoule Technologies Corporation operates as an atmospheric renewable energy and water harvesting technology company. It provides energy and dehumidification, water harvesting systems, water recapture systems, evaporative heat pump systems, water heating systems, low relative humidity drying systems, pre- and mid-cool integration coils, evaporative …
Full company description
AirJoule Technologies Corporation operates as an atmospheric renewable energy and water harvesting technology company. It provides energy and dehumidification, water harvesting systems, water recapture systems, evaporative heat pump systems, water heating systems, low relative humidity drying systems, pre- and mid-cool integration coils, evaporative cooling, advanced vacuum pump systems, isothermal condenser design, gate and seal systems, and atmospheric water generation through its AirJoule technology. In addition, it offers solutions, such as water from air, water recovery, data centers, cooling systems, and moisture control. The company was founded in 2018 and is headquartered in Ronan, Montana.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
AirJoule Technologies Corporation reported revenue of $0 in FY2025 versus $0 in FY2021. Reported net income was −$9.0M in FY2025.
AIRJ screens 64% overvalued. Compare with Trane Technologies plc →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- AirJoule Technologies and Kubota Corporation Announce Deployments of Breakthrough Decentralized Water Infrastructure and Exclusive Sales Par
- AirJoule Unveils Prime System, Clearing Path to Commercialization
- Why AirJoule Technologies Corporation (AIRJ) Is a Speculative Bet on Data Center Cooling’s Water Constraint
- AirJoule Technologies (AIRJ) Inspires Confidence With Latest Direct Common Shares Issue
Peer Group
Building Products & Equipment · 247 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Building Products & Equipment median · lower = cheaper
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Building Products & Equipment stocks, each showing price versus our Fair Value estimate (as of Jul 24, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Trane Technologies plc TT | $469.98 | $212.34 | -55% |
| Johnson Controls International plc JCI | $142.81 | $45.65 | -68% |
| Carrier Global Corporation CARR | $68.61 | $17.35 | -75% |
| Compagnie de Saint-Gobain S.A SGO | €76.62 | €101.60 | +33% |
| Geberit AG GEBN | CHF 523.20 | CHF 307.66 | -41% |
| Lennox International Inc LII | $543.93 | $363.09 | -33% |
| Kingspan Group KRX | €87.30 | €70.76 | -19% |
| Masco Corporation MAS | $78.04 | $54.36 | -30% |
| PT Impack Pratama Industri Tbk, IMPC | 1,420 IDR | 179.76 IDR | -87% |
| NIBE Industrier AB NIBEB | kr 36.03 | kr 25.37 | -30% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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