AirJoule Technologies Corp.
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See all $AIRJ insider activity →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.
Over the past 7 days, alphai's AI scored 1 news story mentioning AIRJ (AirJoule Technologies Corp.). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.
Recent AIRJ coverage spans earnings, technology and financial news.
The earnings miss and higher cash‑spend guidance increase short‑term risk, while the Kubota deal offers upside potential if commercial rollout accelerates.
Earnings miss and higher cash burn suggest short‑term pressure on the stock, but increased liquidity and new contracts may support longer‑term upside.
The collaboration is a deployment-validation milestone that could improve commercialization odds, but it is not yet a revenue or contract-size disclosure.
Q3 deployment plans plus 2027 revenue ramp guidance are the key near-to-medium term catalysts for AIRJ risk and valuation.
New commercialization milestones (Kubota channel, Prime system commissioning, Europe shipment timing) and a higher 2026 spend framework can shift near-term execution expectations and liquidity risk perception.
alphai scores every news story that mentions AIRJ with an AI model for sentiment and relevance, and aggregates insider trades from AirJoule Technologies Corp.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
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.
2 min readAirJoule (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.
2 min readAirJoule 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.
4 min readAirJoule 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.
6 min readAirJoule 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
6 min readAirJoule 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.
4 min readAirJoule 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.
2 min readSimply Wall St reports AirJoule Technologies (AIRJ) installed an AirJoule Core atmospheric water system at GE Vernova’s new Advanced Research Center Frontier Campus in New York, creating a live showcase. The article cites AIRJ shares up 14.96% (1 day) and 45.27% (7 days), at $5.84, with $12.00 fair value and 35m cash and no debt.
7 min readAirJoule Technologies (AIRJ) said its AirJoule Core atmospheric water system is deployed at GE Vernova’s Advanced Research Center Frontier Campus in Niskayuna, New York, operating as a live showcase for partners. The company links the site to its 50/50 JV with GE Vernova and cites forecasts of $13.6M revenue and $1.4M earnings by 2029.
4 min readAirJoule Technologies said Kubota will exclusively market and sell its atmospheric water generation systems for multi-unit residential developments in Texas and California. Kubota bought two AirJoule Core systems for deployments near Corpus Christi and Irvine, expected to start in Q3 2026. AirJoule shares rose about 23.6% to $4.67; analysts cite a $9.50 average target.
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