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Genie Energy Ltd. (GNE) Stock Fundamental Analysis & AI Rating 2026

GNE NYSE Electric & Other Services Combined DE CIK: 0001528356
Recently Updated • Analysis: Apr 10, 2026 • SEC Data: 2025-09-30
Combined AI Rating
BUY
71% Confidence
AGREEMENT
HOLD
72% Conf
BUY
70% Conf

📊 GNE Key Takeaways

Revenue: $380.4M
Net Margin: 5.3%
Free Cash Flow: $28.6M
Current Ratio: 1.91x
Debt/Equity: 0.03x
EPS: $0.76
AI Rating: HOLD with 72% confidence
Genie Energy Ltd. (GNE) receives a BUY rating with 71% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $380.4M, net profit margin of 5.3%, and return on equity (ROE) of 10.2%, Genie Energy Ltd. demonstrates strong fundamentals in the Utilities sector. Below is our complete GNE stock analysis for 2026.

Is Genie Energy Ltd. (GNE) a Good Investment?

Claude

Genie Energy demonstrates a fortress balance sheet with minimal leverage (0.03x D/E), strong liquidity, and solid free cash flow generation ($28.6M), indicating financial stability. However, complete revenue stagnation (0% YoY) and thin net margins (5.3%) with modest returns (ROE 10.2%) present significant headwinds that limit upside potential without evidence of operational turnaround or market growth initiatives.

ChatGPT

Genie Energy exhibits solid profitability and strong cash generation on a fortress balance sheet, with minimal leverage and ample liquidity. Although revenue and net income are flat YoY, margins and cash conversion indicate a capital-light model capable of sustaining cash flows and returns through cycles.

Why Buy Genie Energy Ltd. Stock? GNE Key Strengths

Claude
  • + Exceptional balance sheet strength with minimal debt ($6.7M), substantial cash reserves ($109.3M), and 1.91x current ratio providing substantial financial flexibility
  • + Strong interest coverage (115.2x) and debt-to-equity ratio (0.03x) indicating zero financial distress risk
  • + Reliable free cash flow conversion (7.5% FCF margin) with low capital intensity ($1.8M CapEx) enabling shareholder returns or debt reduction
ChatGPT
  • + Net cash, very low leverage (D/E 0.03x) and strong liquidity (current 1.91x)
  • + Consistent cash generation with healthy FCF margin (7.5%) and low capex
  • + Adequate profitability and returns (ROE 10.2%) with extremely high interest coverage (115x)

GNE Stock Risks: Genie Energy Ltd. Investment Risks

Claude
  • ! Completely stagnant revenue growth (0% YoY) signals inability to expand market share or customer base in competitive energy sector
  • ! Thin net profit margins (5.3%) and modest returns on equity (10.2%) suggest structural profitability constraints or competitive pressures limiting earnings expansion
  • ! Flat net income despite adequate cash generation raises concerns about capital allocation efficiency and future reinvestment opportunities
ChatGPT
  • ! Flat revenue and earnings growth signal limited organic momentum
  • ! Margin pressure from energy price volatility and competitive retail dynamics
  • ! Potential working capital and cash flow variability from seasonality and regulatory changes

Key Metrics to Watch

Claude
  • * Revenue growth rate acceleration - essential to determine if stagnation is cyclical or structural
  • * Operating margin expansion trends - critical indicator of operational leverage improvement potential
  • * Free cash flow sustainability and capital allocation decisions - monitor if strong FCF continues and how deployed
ChatGPT
  • * Revenue growth YoY
  • * Gross margin trend

Genie Energy Ltd. (GNE) Financial Metrics & Key Ratios

Revenue
$380.4M
Net Income
$20.2M
EPS (Diluted)
$0.76
Free Cash Flow
$28.6M
Total Assets
$394.1M
Cash Position
$109.3M

💡 AI Analyst Insight

Genie Energy Ltd. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

GNE Profit Margin, ROE & Profitability Analysis

Gross Margin 23.9%
Operating Margin 5.7%
Net Margin 5.3%
ROE 10.2%
ROA 5.1%
FCF Margin 7.5%

GNE vs Utilities Sector: How Genie Energy Ltd. Compares

How Genie Energy Ltd. compares to Utilities sector averages

Net Margin
GNE 5.3%
vs
Sector Avg 12.0%
GNE Sector
ROE
GNE 10.2%
vs
Sector Avg 10.0%
GNE Sector
Current Ratio
GNE 1.9x
vs
Sector Avg 0.8x
GNE Sector
Debt/Equity
GNE 0.0x
vs
Sector Avg 1.4x
GNE Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Genie Energy Ltd. Stock Overvalued? GNE Valuation Analysis 2026

Based on fundamental analysis, Genie Energy Ltd. has mixed fundamental signals relative to the Utilities sector in 2026.

Return on Equity
10.2%
Sector avg: 10%
Net Profit Margin
5.3%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.03x
Sector avg: 1.4x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Genie Energy Ltd. Balance Sheet: GNE Debt, Cash & Liquidity

Current Ratio
1.91x
Quick Ratio
1.74x
Debt/Equity
0.03x
Debt/Assets
52.1%
Interest Coverage
115.17x
Long-term Debt
$6.7M

GNE Revenue & Earnings Growth: 5-Year Financial Trend

GNE 5-year financial data: Year 2020: Revenue $379.3M, Net Income $4.2M, EPS $0.10. Year 2021: Revenue $363.7M, Net Income $13.2M, EPS $0.44. Year 2022: Revenue $323.3M, Net Income $29.2M, EPS $1.05. Year 2023: Revenue $428.7M, Net Income $87.8M, EPS $3.26. Year 2024: Revenue $428.7M, Net Income $87.8M, EPS $0.67.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Genie Energy Ltd.'s revenue has grown significantly by 13% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.67 reflects profitable operations.

GNE Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
7.5%
Free cash flow / Revenue

GNE Quarterly Earnings & Performance

Quarterly financial performance data for Genie Energy Ltd. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $111.9M $6.7M $0.26
Q2 2025 $90.7M $2.8M $0.11

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Genie Energy Ltd. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$30.4M
Cash generated from operations
Stock Buybacks
$1.9M
Shares repurchased (TTM)
Capital Expenditures
$1.8M
Investment in assets
Dividends Paid
$6.0M
Returned to shareholders

GNE SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Genie Energy Ltd. (CIK: 0001528356)

📋 Recent SEC Filings

Date Form Document Action
Apr 7, 2026 8-K gne20260407_8k.htm View →
Mar 26, 2026 8-K gne20260325_8k.htm View →
Mar 19, 2026 8-K gne20260319_8k.htm View →
Mar 12, 2026 8-K gne20260312_8k.htm View →
Feb 12, 2026 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about GNE

What is the AI rating for GNE?

Genie Energy Ltd. (GNE) has a Combined AI Rating of BUY from Claude (HOLD) and ChatGPT (BUY) with 71% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are GNE's key strengths?

Claude: Exceptional balance sheet strength with minimal debt ($6.7M), substantial cash reserves ($109.3M), and 1.91x current ratio providing substantial financial flexibility. Strong interest coverage (115.2x) and debt-to-equity ratio (0.03x) indicating zero financial distress risk. ChatGPT: Net cash, very low leverage (D/E 0.03x) and strong liquidity (current 1.91x). Consistent cash generation with healthy FCF margin (7.5%) and low capex.

What are the risks of investing in GNE?

Claude: Completely stagnant revenue growth (0% YoY) signals inability to expand market share or customer base in competitive energy sector. Thin net profit margins (5.3%) and modest returns on equity (10.2%) suggest structural profitability constraints or competitive pressures limiting earnings expansion. ChatGPT: Flat revenue and earnings growth signal limited organic momentum. Margin pressure from energy price volatility and competitive retail dynamics.

What is GNE's revenue and growth?

Genie Energy Ltd. reported revenue of $380.4M.

Does GNE pay dividends?

Genie Energy Ltd. pays dividends, with $6.0M distributed to shareholders in the trailing twelve months.

Where can I find GNE SEC filings?

Official SEC filings for Genie Energy Ltd. (CIK: 0001528356) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is GNE's EPS?

Genie Energy Ltd. has a diluted EPS of $0.76.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is GNE a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Genie Energy Ltd. has a BUY rating with 71% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is GNE stock overvalued or undervalued?

Valuation metrics for GNE: ROE of 10.2% (sector avg: 10%), net margin of 5.3% (sector avg: 12%). Higher ROE suggests strong returns relative to peers.

Should I buy GNE stock in 2026?

Our dual AI analysis gives Genie Energy Ltd. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is GNE's free cash flow?

Genie Energy Ltd.'s operating cash flow is $30.4M, with capital expenditures of $1.8M. FCF margin is 7.5%.

How does GNE compare to other Utilities stocks?

Vs Utilities sector averages: Net margin 5.3% (avg: 12%), ROE 10.2% (avg: 10%), current ratio 1.91 (avg: 0.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 10, 2026 | Data as of: 2025-09-30 | Powered by Claude AI