Airjoule Technologies Corp Stock Price, News & Analysis

AirJoule Technologies (NASDAQ: AIRJ) priced an underwritten public offering of 6,153,847 shares of Class A common stock at $3.25 per share, implying gross proceeds of approximately $20.0 million. The offering included participation by directors and executive officers who bought shares at the public price on the same terms.

The company granted the underwriter a 45-day option to purchase up to an additional 923,077 shares. Net proceeds are intended to fund growth capital, working capital and capital-efficient manufacturing readiness with strategic partners. The offering is expected to close on or about January 15, 2026, subject to customary closing conditions.

AirJoule Technologies (NASDAQ: AIRJ) announced the commencement of an underwritten public offering of its Class A common stock under an existing Form S-3 shelf (File No. 333-291527).

The offering is subject to market and other conditions and may not be completed. Executive Chairman Patrick C. Eilers, CEO Matthew B. Jore and director Stuart D. Porter indicated interest in purchasing shares on the same terms as other purchasers. Net proceeds are intended for growth capital, working capital, manufacturing readiness and phased deployment with strategic partners. Lucid Capital Markets is sole book-running manager. The registration was filed Nov 14, 2025 and declared effective Nov 21, 2025; a preliminary prospectus supplement will be filed.

AirJoule Technologies (NASDAQ: AIRJ) announced it has begun participation in the Net Zero Innovation Hub for Data Centers acceleration program after being selected in September 2025 as one of three winners from more than 70 applicants. AirJoule will collaborate with a consortium including Microsoft, Google, Data4, Vertiv, Schneider Electric, and Danfoss to advance commercial deployment of its AirJoule water-from-air systems that use low-grade waste heat to produce distilled water.

On-site installation at an Innovation Hub testbed in Fredericia, Denmark is expected in summer 2026. AirJoule systems are already operational in Texas, Arizona, and Dubai, and the technology can harvest water at relative humidity levels as low as 20%.

AirJoule Technologies (NASDAQ: AIRJ) announced a collaboration with Red Dot Ranch to pilot off-grid residential water systems in Pescadero, California, with evaluation and testing beginning in early 2026. The project will test the AirJoule™ platform and A250 system, which can produce up to 250 liters per day and is modular for higher output. Pescadero's coastal fog and ~60% year-round humidity are cited as favorable conditions. AirJoule says successful tests could lead to system sales for Red Dot Ranch's climate-positive housing and broader commercial expansion, building on existing operations in Texas, Arizona, and Dubai and partnerships with GE Vernova and Carrier Global Corporation.

AirJoule Technologies (NASDAQ: AIRJ) identified Nexus Data Centers as the AI hyperscale developer named in its June 2025 MOU and said it is advancing toward a first industrial-scale Water Purchase Agreement (WPA). AirJoule expects initial system deployments at Nexus’ Hubbard, Texas mega campus in H2 2026, subject to campus phasing.

AirJoule converts data-center waste heat into high-purity distilled water using metal-organic frameworks; a Hubbard field demonstration has produced performance data supporting the Nexus deployment. AirJoule was also named a Net Zero Innovation Hub winner in September 2025.

AirJoule Technologies (NASDAQ: AIRJ) reported Q3 2025 results and a business update on Nov 13, 2025, highlighting near-term commercialization steps.

Key developments include a $2.75M capital contribution to a 50/50 joint venture with GE Vernova, a field demo operating 24/7 in Hubbard, TX, selection by the Net Zero Innovation Hub for Data Centers, delivery of an A250 system to Arizona State University, expanded defense collaborations (ERDC and a U.S. defense contractor), and a $26.0M cash balance at Sept 30, 2025.

AirJoule Technologies (NASDAQ: AIRJ) will report Q3 2025 results after market close on Thursday, November 13, 2025. Management will host a conference call and Q&A on Friday, November 14, 2025 at 8:30 AM ET to discuss the results.

Investors can access a live audio webcast at https://airjouletech.com/investors or join by phone at 877-407-6184 (domestic) or +1-201-389-0877 (international). An archived webcast will be available after the call.

AirJoule Technologies (NASDAQ: AIRJ) congratulated the 2025 Nobel Prize in Chemistry winners for work on metal-organic frameworks (MOFs) and framed the award as validation of MOF commercial potential. The company highlights partnerships with BASF to lower MOF production costs and a joint venture with GE Vernova to scale commercial deployments for atmospheric water harvesting.

AirJoule says its proprietary AirJoule™ platform uses cost-reduced MOFs and a dual vacuum chamber to produce distilled water from air; systems are operating in Texas and the UAE, with additional deployments planned for Q4 2025 and early 2026. Target markets include data centers, manufacturing, and the US military.

AirJoule Technologies (NASDAQ: AIRJ) announced a three-year Cooperative Research and Development Agreement (CRADA) with the U.S. Army Engineer Research and Development Center (ERDC) to pair ERDC tactical generator waste-heat recovery systems with AirJoule’s atmospheric water generation platform. The collaboration aims to develop a resilient, fuel-efficient potable water supply for military use across diverse environments by using waste heat to extract moisture from ambient air.

The CRADA focuses on applied research and field-relevant testing to accelerate heat-driven atmospheric water generation and inform future sustainment and resiliency capabilities for the Army.