$AIRJ

D. Boral Capital initiated coverage on AirJoule Technologies (NASDAQ:AIRJ) with a Buy rating and $8.00 price target, citing its atmospheric water generation and computing infrastructure businesses. The stock trades at $3.96, with analysts noting undervaluation. AirJoule reported a wider-than-expected Q2 2026 loss of $0.12 per share and no revenue. Needham initiated coverage with a Hold rating, highlighting its energy-efficient technology but noting lack of disclosed orders.

AirJoule Technologies (AIRJ) acquired BitSink for $18M cash and $9M stock, with up to $40M more in stock tied to revenue targets. BitSink's tech complements AIRJ's data center solutions. AIRJ shares fell ~2.9% to $4.155.

AirJoule Technologies Corp. (AIRJ) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. AirJoule Technologies Acquires BitSink, Adding Profitable AI & HPC Infrastructure Cooling Business • Acquisition complements AirJoule Technologies' water technology with BitSink’s well-established cooling solutions to address the critical infrastructure requirements of next-gener

AirJoule Technologies (AIRJ) reported a $8.5M Q2 net loss, mostly noncash. The company sells water-from-air machines amid growing data center water use regulations in NY, TX, and CA. AirJoule signed a sales deal with Kubota and has validation projects with GE Vernova, Google, and Microsoft. It has $41.4M in cash and no debt.

AirJoule (AIRJ) reported Q2 2026 net loss of $8.5M, including $5.1M noncash losses. Cash position is $41.4M, with $27M-$28M cash spend guidance for 2026. The company is accelerating commercialization, targeting water-scarce markets with partnerships like Kubota. Revenue is expected to grow meaningfully in 2027. Liquidity is sufficient through 2028.

AirJoule Technologies (AIRJ) and the Net Zero Innovation Hub for Data Centers announced a collaboration to deploy AirJoule's heat-to-water technology in data centers. They plan to test an AirJoule Prime system at a Hub member site in 2026, aiming to convert waste heat into usable water. The initiative aligns with the Hub's work on heat reuse and Heat-to-X solutions, with both parties assessing the technology's potential for resource-efficient data center operations.

AirJoule Technologies (NASDAQ:AIRJ) said it expects to deploy two AirJoule Core systems in Q3 under a Kubota partnership, including sites near Corpus Christi, Texas and Irvine, California. The company reported Q2 net operating expenses of $4.1M and a net loss of $8.5M, with quarter-end cash of $41.4M, and raised 2026 cash-spend guidance to about $27M-$28M.

AirJoule Technologies Corp. (AIRJ) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 AirJoule Technologies Announces Second Quarter 2026 Results and Provides Business Update AIRJ Signs Exclusive Sales Agreement with Kubota Corporation, Commissions First Full-Scale AirJoule Prime System, and Extends Commercialization into the UAE Ronan, Mont., August

AirJoule Technologies (NASDAQ: AIRJ) said it will release Q2 2026 results after market close on Aug. 13, 2026, followed by a conference call on Aug. 14 at 8:30 AM ET. The company also reported a commercial partnership with Kubota, including an initial order for two AirJoule Core systems and exclusive sales rights in Texas and California for multi-unit residential projects starting Q3 2026.

AirJoule Technologies (NASDAQ: AIRJ) said it will release its Q2 2026 results after market close on Aug. 13, 2026. Management will hold a conference call and Q&A on Aug. 14, 2026 at 8:30 AM ET to discuss the results. An archived webcast will be available afterward, according to the company.