AIRJ
AirJoule Technologies Corporation

AirJoule Technologies CorporationAIRJ

Industrials · Building Products & Equipment
4.05USD
-2.17%
Sep 25, 2026
AIRJ overview ready
Onsite Water Generation and Waste Heat Utilization for Data Centers
AIRJ provides a potential onsite water-generation and waste-heat-utilization system for data-center campuses, rather than core server, electrical-distribution, or liquid-cooling hardware.
Narrative not measured
AI Compute Infrastructure BuildoutData Center Water Security and Heat ReuseEnabling supplier
No clear price read
Longer-term context reads damaged structure, with a near-term setup of pullback recovery.
Valuation not measured
Fundamentals under pressure
Free cash flow yield is weak.
Primary risk
Unproven commercial scale and adoption of proprietary technologies.
Market Sep 24Price action Sep 24Research Jul 29

Conviction Level

NarrativeHeat—ThemeHeat5.5PriceAction6.0Valuation3.5CompanyPosition7.3
Price
Loading price history…

Price Action

No clear price read
Longer-term context reads damaged structure, with a near-term setup of pullback recovery.
EntryConstructive

Structure is constructive on both timeframes without excessive extension — a reasonable entry location.

Key Financials

Market Cap
$313.5M
Avg Volume (60D)
1.4M
60 sessions
Gross Margin
+0.0%
Trailing twelve months
Operating Margin
+0.0%
Trailing twelve months
Free Cash Flow Yield
-1.3%
Distance from 200DMA
+3.0%
Next Earnings
2026-11-12
P/E
N/M
Market metrics as of Sep 24, 2026

Fundamentals & Valuation

Both valuation perspectives agree this company is cheap. The published stance is held at fair because no positive free cash flow behind the low multiple.
AirJoule Technologies Corporation has a Fair valuation stance because the price broadly reflects the strength of its balance sheet, with upside and risk reasonably balanced.

Company Research

Thesis
AIRJ provides a potential onsite water-generation and waste-heat-utilization system for data-center campuses, rather than core server, electrical-distribution, or liquid-cooling hardware. The exposure is adjacent rather than pure-play: the company sells into the same demand, alongside a broader business.
Opportunity
Moderate opportunity
Data-center operators' need to secure, recycle, reduce, or locally generate water and recover low-grade heat so high-density campuses can be developed and operated in water-constrained regions.
Key risk
Unproven commercial scale and adoption of proprietary technologies.

Narrative & Theme

AI Compute Infrastructure Buildout
Part of Data Center Water Security and Heat Reuse, with moderate fit.
AIRJ has a real but still early commercial connection to AI data-center buildout: its sorbent-based systems are designed to use low-grade waste heat to produce distilled water and dehumidified air, addressing a site-development and operating constraint for data centers in water-stressed areas.
Narrative HeatHot9.5 / 10
This reading is no longer current (last measured 2026-09-11). It is kept until the next scheduled measurement replaces it.
Theme HeatNeutral5.5 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Industrials · Building Products & Equipment
What they do

AirJoule Technologies Corporation develops and operates atmospheric renewable energy and water harvesting technologies, providing systems that generate energy and extract water from air for industrial and commercial use.

How it earns

The company generates revenue primarily through project-based sales of its energy and water harvesting systems and related equipment.

Products & services
Atmospheric water generation systems
Water harvesting and water recapture systems
Evaporative heat pump systems
Water heating systems
Dehumidification and low relative humidity drying systems
Pre- and mid-cool integration coils
Evaporative cooling systems
Advanced vacuum pump systems
Isothermal condenser design
Gate and seal systems
Customers & end markets
Industrial customers
Commercial facilities
Data centers
Market position

Niche player specializing in atmospheric renewable energy and water harvesting technologies.

Demand drivers
Medium cyclicality

Demand is influenced by industrial capital expenditure cycles and adoption of sustainable technologies.