Aemetis shares rise 10.23% intraday as operational expansion, MVR contract, and RNG growth drive optimism.

Aemetis surged 10.23% intraday following the announcement of $57 million in non-dilutive equipment contracts, including a $30 million MVR system projected to add $32 million in annual cash flow. The company also outlined $20 million+ in 2025 tax credit monetization under 45Z/48 programs and expanded RNG capacity to 550,000 MMBtu. Sequential revenue growth to $59.2 million in Q3 2025, driven by India biodiesel ($14.5 million) and dairy biogas ($4 million), underscored operational momentum. Despite a $23.7 million net loss, the focus on cash-flow enhancing projects, tax incentives, and an anticipated India subsidiary IPO in 2026 positioned the company to transition from capital-intensive growth to profitability. These developments signaled progress in leveraging policy-driven incentives and operational scalability, outweighing short-term earnings misses.