Airjoule Technologies Corp Stock Price, News & Analysis

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.

AirJoule Technologies (NASDAQ: AIRJ) has been selected as one of three winners in the Net Zero Innovation Hub for Data Centers competition, backed by industry giants including Google, Microsoft, Data4, Vertiv, Schneider Electric, and Danfoss. The company's AirJoule™ system was chosen from over 70 applicants for its innovative water harvesting technology.

As a winner, AirJoule will participate in the Net Zero Innovation Hub in early 2026 to demonstrate its technology's ability to harvest water from air using data center waste heat. The system can operate in humidity conditions as low as 20%, making it particularly valuable for data centers in arid regions. This is especially significant as over 40% of planned US data centers are in areas with high or extremely high water stress.

AirJoule Technologies (NASDAQ: AIRJ) has delivered its innovative AirJoule™ system to Hubbard, Texas, marking a significant milestone in sustainable water production technology. The system, mounted in a 24-ft mobile trailer, will utilize low-grade waste heat from a municipal geothermal well to generate pure distilled water from ambient air.

The company plans to pursue certification from the Texas Commission on Environmental Quality to verify compliance with drinking water standards. This certification will enable AirJoule to serve high-volume municipal and industrial customers. The technology leverages advanced sorbent materials and a proprietary dual vacuum chamber design, offering a scalable solution for water-scarce regions globally.

AirJoule Technologies (NASDAQ: AIRJ) reported its Q2 2025 results, highlighting significant progress in its water generation technology platform. The company announced the commercialization of two key products: the A250™ system for industrial dehumidification, offering up to 80% energy savings, and the A1000™ water generator for industrial-scale water production.

Strategic developments include a MOU with a hyperscale data center developer and a partnership with GE Vernova. The company completed a $15 million private placement financing led by GE Vernova and ended Q2 with $30.5 million in cash. AirJoule also expanded its manufacturing facility in Newark, DE, and appointed two new board directors with expertise in data centers and financial oversight.

AirJoule Technologies (NASDAQ: AIRJ) has announced a groundbreaking agreement to deploy its AirJoule® system in Hubbard, Texas, marking its first field deployment using geothermal low-grade waste heat to produce pure water from air. The project will utilize heat from a geothermal water well to demonstrate the system's capability to generate PFAS-free distilled water.

The initiative comes as Texas approves $2.5 billion in water infrastructure funding and proposes a $1 billion annual investment for twenty years. The project, scheduled to begin in Q4 2025 and complete by Q1 2026, aims to achieve potability certification for municipal and industrial applications. GE Vernova's Advanced Research Center has independently verified the system's ability to produce pure, PFAS-free water through a 50/50 joint venture.