# AirJoule Technologies (AIRJ.US)

Canonical: https://gigainvestors.com/s/AIRJ

Analysis as of: 2026-10-16T07:26:19.927Z. 

Listing currency: USD. Reporting currency: USD.

## Verdict

Not enough history yet

Quality tests for Buy: not passed (profit record: fail; earnings resilience is evidence only). Published buy qualification: no.

Share price: $3.20 per share; close as of 2026-10-15.

## Checklist

### understandable: na

### moat: na

### economics: na

### management: na

### accounting: na

## Holders

- [Dan Davidowitz](https://gigainvestors.com/pcm): tracked 13F investor; follow the investor page for holding quarter and amounts.

## Price story

Down 76% since May 2024

Story as of 2026-10-16T10:01:29.673Z; price observation 2026-10-15.

## Owner memo

Memo as of 2026-10-16T08:06:05.509Z.

### Where the cash goes

Paid no dividends in 5 years.

- Source: https://eodhd.com/financial-apis/stock-etfs-fundamental-data-feeds/ (filed 2026-03-31); FY2024: growth capex 0; upkeep 19058; cash acquisitions 10000000; owner earnings 215712303. Growth capex plus acquisitions / owner earnings = 0.04635804198891706.

- Source: https://eodhd.com/financial-apis/stock-etfs-fundamental-data-feeds/ (filed 2026-03-31); Dividend observations: [[2021,0],[2022,0],[2023,0],[2024,0],[2025,0]]. Zero only counted when supported by a complete cash-flow statement.

### Are managers owners

Insiders own 47.9% of the company.

- Source: https://eodhd.com/financial-apis/stock-etfs-fundamental-data-feeds/ (filed 2026-10-05); AIRJ.US SharesStats.PercentInsiders = 47.916 percentage points; cache date 2026-10-05.

### What the price says

The price is 0.7 times net assets; cash earnings are negative.

- Source: https://eodhd.com/financial-apis/stock-etfs-fundamental-data-feeds/ (filed 2026-03-31); Closing price 3.2 USD; reporting-to-trading FX 1; FY2025 net assets per share 4.530317150094288; price multiple 0.7063523135313825. FY2025 cash earnings/share -0.15245125862967718. Closing-price date 2026-10-15.

## Monthly share-price history (USD per share)

- 2022-02: $9.77 per share

- 2022-03: $9.80 per share

- 2022-04: $9.83 per share

- 2022-05: $9.77 per share

- 2022-06: $9.82 per share

- 2022-07: $9.84 per share

- 2022-08: $9.84 per share

- 2022-09: $9.92 per share

- 2022-10: $9.92 per share

- 2022-11: $9.96 per share

- 2022-12: $10.07 per share

- 2023-01: $10.15 per share

- 2023-02: $10.22 per share

- 2023-03: $10.25 per share

- 2023-04: $10.31 per share

- 2023-05: $10.36 per share

- 2023-06: $10.40 per share

- 2023-07: $10.47 per share

- 2023-08: $10.57 per share

- 2023-09: $10.60 per share

- 2023-10: $10.67 per share

- 2023-11: $10.70 per share

- 2023-12: $10.74 per share

- 2024-01: $10.90 per share

- 2024-02: $10.83 per share

- 2024-03: $11.29 per share

- 2024-04: $11.03 per share

- 2024-05: $13.39 per share

- 2024-06: $10.31 per share

- 2024-07: $9.70 per share

- 2024-08: $5.58 per share

- 2024-09: $5.80 per share

- 2024-10: $5.48 per share

- 2024-11: $7.63 per share

- 2024-12: $7.97 per share

- 2025-01: $8.18 per share

- 2025-02: $8.01 per share

- 2025-03: $4.61 per share

- 2025-04: $5.00 per share

- 2025-05: $3.84 per share

- 2025-06: $4.63 per share

- 2025-07: $4.12 per share

- 2025-08: $4.60 per share

- 2025-09: $4.69 per share

- 2025-10: $5.16 per share

- 2025-11: $3.26 per share

- 2025-12: $3.94 per share

- 2026-01: $3.22 per share

- 2026-02: $3.23 per share

- 2026-03: $2.51 per share

- 2026-04: $3.08 per share

- 2026-05: $4.49 per share

- 2026-06: $5.54 per share

- 2026-07: $4.23 per share

- 2026-08: $4.53 per share

- 2026-09: $3.90 per share

- 2026-10: $3.20 per share

## Annual estimated value (USD per share)

Historical values use today's bond yield for every fiscal year

Historical values use today's FX rate into trading currency for every fiscal year

Historical values use current restated fundamentals and current commodity classification; they are not point-in-time estimates

## Sources

[Original 10-K filing](https://www.sec.gov/Archives/edgar/data/1855474/000119312526133335/airj-20251231.htm); period 2025-12-31, filed 2026-03-31.

Estimates depend on assumptions and are not guarantees or investment advice. Underlying data remains subject to its source licenses; public reading does not grant bulk redistribution rights.

## Reported holder observations

- [Dan Davidowitz](https://gigainvestors.com/pcm): 243,378 AIRJ shares; USD 1,348,000 reported position value; 0.01% of portfolio; new; quarter 2026 Q2.

# AIRJ — Airjoule Technologies Corp

Held by 1 investor · USD 1,348,000 total · 2026 Q2 · reported price USD 5.54 (split-adjusted).
Page: https://gigainvestors.com/s/AIRJ

## Holders (2026 Q2)

| Investor | Value | % of their portfolio | This quarter |
|---|---:|---:|---|
| Dan Davidowitz (https://gigainvestors.com/pcm) | USD 1,348,000 | <0.1% | new |

## Total held by quarter

- 2026 Q2: USD 1,348,000 · 1 holder · USD 5.54