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LanzaTech Global, Inc. (LNZAW) Stock Fundamental Analysis & AI Rating 2026

LNZAW Nasdaq Industrial Organic Chemicals DE CIK: 0001843724
Recently Updated • Analysis: Apr 12, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
84% Confidence
AGREEMENT
STRONG SELL
95% Conf
SELL
72% Conf

📊 LNZAW Key Takeaways

Revenue: $55.8M
Net Margin: -87.7%
Free Cash Flow: $-66.1M
Current Ratio: 1.43x
Debt/Equity: N/A
EPS: $-22.27
AI Rating: STRONG SELL with 95% confidence
LanzaTech Global, Inc. (LNZAW) receives a SELL rating with 84% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $55.8M, net profit margin of -87.7%, LanzaTech Global, Inc. demonstrates mixed fundamentals in the Materials sector. Below is our complete LNZAW stock analysis for 2026.

Is LanzaTech Global, Inc. (LNZAW) a Good Investment?

Claude

LanzaTech is technically insolvent with negative stockholders equity of -$3.9M, operating massive losses (-$79.2M on $55.8M revenue) and severe cash burn (-$66.1M quarterly free cash flow). With only $13.2M in cash reserves, the company faces critical solvency risk with approximately 2.4 months of runway at current burn rates, despite modest revenue growth.

ChatGPT

Revenue is growing double digits and losses are narrowing, but fundamentals remain weak with deeply negative operating and free cash flow. Negative stockholders’ equity and limited cash relative to burn signal elevated financing risk. Without a clear path to positive margins, growth quality is insufficient to offset balance-sheet and liquidity concerns.

Why Buy LanzaTech Global, Inc. Stock? LNZAW Key Strengths

Claude
  • + Revenue growing 12.6% YoY demonstrating demand for services
  • + Operating losses improving 64.5% YoY indicating potential trajectory toward profitability
  • + Adequate short-term liquidity ratios (1.43x current, 1.41x quick) providing near-term operational cushion
ChatGPT
  • + 12.6% YoY revenue growth
  • + Net loss and EPS improving YoY
  • + Low long-term debt and >1.4x liquidity ratios

LNZAW Stock Risks: LanzaTech Global, Inc. Investment Risks

Claude
  • ! Negative stockholders equity of -$3.9M indicates technical insolvency and financial distress
  • ! Severe cash burn of -$66.1M quarterly FCF with only $13.2M cash runway (~2.4 months)
  • ! Operating margin of -141.7% with net losses of -$49.0M on $55.8M revenue showing no profitability despite revenue growth
  • ! Heavy reliance on capital raising or debt financing to continue operations
  • ! Negative return on assets (-48.8%) indicates inefficient capital deployment
ChatGPT
  • ! Sustained large operating losses and -118% FCF margin
  • ! Negative stockholders’ equity indicating balance-sheet weakness
  • ! Cash balance appears insufficient relative to burn, implying dilution/financing risk

Key Metrics to Watch

Claude
  • * Stockholders equity trajectory toward positive territory
  • * Operating cash flow path to breakeven and quarterly burn rate reduction
  • * Cash balance and runway months given operating losses
  • * Revenue growth sustainability and gross margin emergence
  • * Capital raise announcements and debt covenant compliance
ChatGPT
  • * Operating cash flow (burn) vs cash runway
  • * Operating margin and FCF margin trajectory

LanzaTech Global, Inc. (LNZAW) Financial Metrics & Key Ratios

Revenue
$55.8M
Net Income
$-49.0M
EPS (Diluted)
$-22.27
Free Cash Flow
$-66.1M
Total Assets
$100.2M
Cash Position
$13.2M

💡 AI Analyst Insight

LanzaTech Global, Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

LNZAW Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -141.7%
Net Margin -87.7%
ROE N/A
ROA -48.8%
FCF Margin -118.4%

LNZAW vs Materials Sector: How LanzaTech Global, Inc. Compares

How LanzaTech Global, Inc. compares to Materials sector averages

Net Margin
LNZAW -87.7%
vs
Sector Avg 10.0%
LNZAW Sector
ROE
LNZAW 0.0%
vs
Sector Avg 14.0%
LNZAW Sector
Current Ratio
LNZAW 1.4x
vs
Sector Avg 1.6x
LNZAW Sector
Debt/Equity
LNZAW 0.0x
vs
Sector Avg 0.6x
LNZAW Sector

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

Is LanzaTech Global, Inc. Stock Overvalued? LNZAW Valuation Analysis 2026

Based on fundamental analysis, LanzaTech Global, Inc. has mixed fundamental signals relative to the Materials sector in 2026.

Return on Equity
N/A
Sector avg: 14%
Net Profit Margin
-87.7%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
Sector avg: 0.6x

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.

LanzaTech Global, Inc. Balance Sheet: LNZAW Debt, Cash & Liquidity

Current Ratio
1.43x
Quick Ratio
1.41x
Debt/Equity
N/A
Debt/Assets
90.7%
Interest Coverage
N/A
Long-term Debt
$9.3M

LNZAW Revenue & Earnings Growth: 5-Year Financial Trend

LNZAW 5-year financial data: Year 2023: Revenue $62.6M, Net Income -$76.4M, EPS $-12.37. Year 2024: Revenue $62.6M, Net Income -$134.1M, EPS $-0.79. Year 2025: Revenue $55.8M, Net Income -$137.7M, EPS $-69.71.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: LanzaTech Global, Inc.'s revenue has declined by 11% over the 5-year period, indicating business contraction. The most recent EPS of $-69.71 indicates the company is currently unprofitable.

LNZAW 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
-118.4%
Free cash flow / Revenue

LNZAW Quarterly Earnings & Performance

Quarterly financial performance data for LanzaTech Global, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $9.3M $2.9M $0.99
Q2 2025 $9.1M -$19.2M $-0.14
Q1 2025 $9.5M -$19.2M $-0.10
Q3 2024 $9.9M -$25.3M $-0.13
Q2 2024 $12.9M -$25.5M $-0.14
Q1 2024 $9.6M -$25.5M $-0.13
Q3 2023 $8.1M -$15.9M $-0.13
Q2 2023 $9.9M -$15.9M $-0.14

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

LanzaTech Global, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$64.9M
Cash generated from operations
Capital Expenditures
$1.3M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for LanzaTech Global, Inc. (CIK: 0001843724)

📋 Recent SEC Filings

Date Form Document Action
Apr 16, 2026 8-K amci-20260410.htm View →
Mar 31, 2026 10-K lnza-20251231.htm View →
Mar 31, 2026 8-K amci-20260331.htm View →
Feb 18, 2026 4 xslF345X05/tm264511-1_4seq1.xml View →
Feb 18, 2026 8-K amci-20260211.htm View →

Frequently Asked Questions about LNZAW

What is the AI rating for LNZAW?

LanzaTech Global, Inc. (LNZAW) has a Combined AI Rating of SELL from Claude (STRONG SELL) and ChatGPT (SELL) with 84% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are LNZAW's key strengths?

Claude: Revenue growing 12.6% YoY demonstrating demand for services. Operating losses improving 64.5% YoY indicating potential trajectory toward profitability. ChatGPT: 12.6% YoY revenue growth. Net loss and EPS improving YoY.

What are the risks of investing in LNZAW?

Claude: Negative stockholders equity of -$3.9M indicates technical insolvency and financial distress. Severe cash burn of -$66.1M quarterly FCF with only $13.2M cash runway (~2.4 months). ChatGPT: Sustained large operating losses and -118% FCF margin. Negative stockholders’ equity indicating balance-sheet weakness.

What is LNZAW's revenue and growth?

LanzaTech Global, Inc. reported revenue of $55.8M.

Does LNZAW pay dividends?

LanzaTech Global, Inc. does not currently pay dividends.

Where can I find LNZAW SEC filings?

Official SEC filings for LanzaTech Global, Inc. (CIK: 0001843724) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is LNZAW's EPS?

LanzaTech Global, Inc. has a diluted EPS of $-22.27.

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 LNZAW a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, LanzaTech Global, Inc. has a SELL rating with 84% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is LNZAW stock overvalued or undervalued?

Valuation metrics for LNZAW: ROE of N/A (sector avg: 14%), net margin of -87.7% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy LNZAW stock in 2026?

Our dual AI analysis gives LanzaTech Global, Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is LNZAW's free cash flow?

LanzaTech Global, Inc.'s operating cash flow is $-64.9M, with capital expenditures of $1.3M. FCF margin is -118.4%.

How does LNZAW compare to other Materials stocks?

Vs Materials sector averages: Net margin -87.7% (avg: 10%), ROE N/A (avg: 14%), current ratio 1.43 (avg: 1.6).

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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 12, 2026 | Data as of: 2025-12-31 | Powered by Claude AI