Investment Agreement Update: LanzaTech's affiliate, LanzaJet, has amended its investment and stockholders' agreements, enhancing collaboration for the commercial rollout of sustainable aviation fuel (SAF) and adjusting investment dynamics and share distributions.
Ownership Stake Increase: If LanzaJet goes public or is sold before LanzaTech receives its two tranches of shares, LanzaTech's ownership stake will automatically rise to 50% without additional investment.
Intellectual Property Agreement Modifications: The 2020 Intellectual Property and Technology License Agreement has been extended to December 31, 2031, removing LanzaTech's termination rights and obligating it to transfer the license directly to LanzaJet.
Commitment to Decarbonization: LanzaTech's CEO emphasized the importance of the amended agreements in reinforcing LanzaTech's role as a technology provider and strategic shareholder, aiming to decarbonize aviation and drive innovation in sustainable fuel solutions.
Wall Street analysts forecast LNZA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LNZA is 14.00 USD with a low forecast of 14.00 USD and a high forecast of 14.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Analyst Rating
Wall Street analysts forecast LNZA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LNZA is 14.00 USD with a low forecast of 14.00 USD and a high forecast of 14.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Buy
1 Hold
0 Sell
Hold
Current: 13.540
Low
14.00
Averages
14.00
High
14.00
Current: 13.540
Low
14.00
Averages
14.00
High
14.00
Roth Capital
Neutral
downgrade
$20 -> $14
2025-11-19
Reason
Roth Capital
Price Target
$20 -> $14
AI Analysis
2025-11-19
downgrade
Neutral
Reason
Roth Capital lowered the firm's price target on LanzaTech to $14 from $20 and keeps a Neutral rating on the shares after its Q3 results, with revenue coming in light of estimates. The firm remains cautious on the stock due to the company's near-term funding challenges, its inability to execute on financial targets, and its capital structure, which contemplates "very dilutive future funding", the analyst tells investors in a research note.
Roth Capital
Buy -> Neutral
downgrade
$0.20
2025-05-19
Reason
Roth Capital
Price Target
$0.20
2025-05-19
downgrade
Buy -> Neutral
Reason
Roth Capital downgraded LanzaTech to Neutral from Buy with a 20c price target.
Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for LNZA
Unlock Now
Roth Capital
Leo Mariani
Buy
to
Neutral
downgrade
2025-05-19
Reason
Roth Capital
Leo Mariani
Price Target
2025-05-19
downgrade
Buy
to
Neutral
Reason
As previously reported, Roth Capital analyst Leo Mariani downgraded LanzaTech to Neutral from Buy with a price target of 20c, down from 50c, after cutting the firm's 2025 revenue estimate by 17% to $58M and cutting its 2025 EBITDA view by $7.5M to ($92M) following the company's Q1 report. LanzaTech burned $35M of cash during Q1, did not provide any guidance for 2025, and still has a going concern issue as more funding is needed to stay afloat, the analyst tells investors.
Janney Montgomery Scott
Thomas Meric
Strong Buy
to
Hold
Downgrades
n/a
2025-03-13
Reason
Janney Montgomery Scott
Thomas Meric
Price Target
n/a
2025-03-13
Downgrades
Strong Buy
to
Hold
Reason
Janney Montgomery Scott downgraded LanzaTech to Neutral from Buy with a $2.50 fair value estimate.
About LNZA
LanzaTech Global, Inc. is a carbon recycling company transforming waste carbon into sustainable fuels, chemicals, materials, and protein. Using its bio-recycling technology, the Company captures carbon generated by energy-intensive industries at the source, preventing it from being emitted into the air. It then gives that captured carbon a new life as a clean replacement for virgin fossil carbon in everything from household cleaners and clothing fibers to packaging and fuels. It has developed and deployed a proprietary technology platform that integrates gas fermentation with upstream gasification and downstream product processing. Its platform utilizes feedstocks containing carbon dioxide, hydrogen, and carbon monoxide, including industrial emissions, gasified municipal and agricultural waste, and reformed biogas. Its technology produces ethanol, which serves as a chemical building block for various consumer goods, including sustainable fuels, packaging materials, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
