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LanzaTech Global Inc. (LNZAW)

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Upturn Advisory Summary
12/26/2025: LNZAW (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit -69.83% | Avg. Invested days 22 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 0.01 - 0.40 | Updated Date 02/26/2025 |
52 Weeks Range 0.01 - 0.40 | Updated Date 02/26/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
LanzaTech Global Inc.
Company Overview
History and Background
LanzaTech Global Inc. was founded in 2005. It has pioneered a carbon recycling platform that captures carbon emissions from industrial sources and converts them into valuable products. Significant milestones include the development of its proprietary bioreactor technology and its transition to becoming a publicly traded company via a SPAC merger in February 2023.
Core Business Areas
- Carbon Recycling Technology: LanzaTech's core business is its biotechnology platform that uses proprietary microbes and bioreactors to convert waste gases, such as those from steel mills and other industrial processes, into valuable chemicals like ethanol, which can then be used to produce fuels, plastics, and other materials.
- Product Sales and Licensing: The company generates revenue through the sale of its synthesized products and by licensing its technology to industrial partners globally.
Leadership and Structure
LanzaTech Global Inc. is led by a management team including its co-founder and CEO, Jennifer Holmgren. The company operates through a centralized R&D and technology development structure, with strategic partnerships and joint ventures for deployment of its technology in various industrial sectors.
Top Products and Market Share
Key Offerings
- Ethanol from Industrial Waste Gases: LanzaTech produces low-carbon ethanol by fermenting waste carbon streams. This ethanol can be used as a sustainable aviation fuel (SAF), a gasoline blendstock, or as a precursor for other chemicals. While LanzaTech is a leader in this niche, the market share for ethanol produced via this specific method is still nascent. Competitors in the broader sustainable fuels market include companies producing biofuels from biomass or synthetic fuels from green hydrogen.
- Proprietary Carbon Recycling Platform: This includes the bioreactor technology and microbial strains that are licensed to partners. The market for carbon capture and utilization (CCU) technologies is growing, with LanzaTech positioning itself as a leader in biological CCU. Competitors in the broader CCU space include chemical and engineering firms offering physical and chemical capture methods, as well as other biotech companies developing alternative biological routes.
Market Dynamics
Industry Overview
LanzaTech operates in the rapidly growing carbon capture, utilization, and storage (CCUS) and sustainable fuels/materials industries. Driven by climate change concerns and regulatory pressures, there is increasing demand for technologies that can reduce industrial emissions and create circular economies. The market is characterized by innovation, significant investment, and a push for scalable solutions.
Positioning
LanzaTech is a pioneer in biological carbon recycling, offering a unique approach to converting industrial waste gases into valuable products. Its competitive advantages include its patented technology, strong partnerships with major industrial players, and its ability to produce a range of high-value chemicals and fuels from diverse carbon sources. It is well-positioned to capitalize on the shift towards a circular economy and decarbonization.
Total Addressable Market (TAM)
The TAM for LanzaTech's technology is substantial, encompassing global industrial emissions, sustainable fuels, and chemical feedstocks. The global market for CCUS technologies is projected to reach hundreds of billions of dollars in the coming decades. LanzaTech is positioned to capture a significant portion of this by offering a cost-effective and versatile solution for industrial decarbonization and the production of sustainable alternatives.
Upturn SWOT Analysis
Strengths
- Proprietary and patented carbon recycling technology
- Strong partnerships with major industrial players (e.g., steel manufacturers, airlines)
- Ability to convert diverse waste gas streams into multiple valuable products
- Focus on circular economy principles and sustainability
- Experienced leadership team with deep industry knowledge
Weaknesses
- Relatively early stage of commercialization for some applications
- Reliance on industrial partners for feedstock and deployment
- Capital-intensive nature of scaling up bioreactor facilities
- Potential challenges in regulatory approvals for new product applications
- Competition from established chemical and energy companies
Opportunities
- Growing global demand for sustainable fuels and materials
- Increasing regulatory incentives for decarbonization and CCUS
- Expansion into new industrial sectors and geographical markets
- Development of new high-value chemical products from carbon emissions
- Leveraging advancements in synthetic biology and microbial engineering
Threats
- Volatility in energy prices affecting the economics of sustainable alternatives
- Rapid technological advancements by competitors
- Potential challenges in scaling up production to meet demand
- Changes in government policies and subsidies
- Public perception and acceptance of carbon-based products
Competitors and Market Share
Key Competitors
- Gevo, Inc. (GEVO)
- Fulcrum BioEnergy, Inc. (Private)
- Velocys PLC (VLS.L - UK listed, but a competitor)
- Linde plc (LIN) - Though primarily industrial gases, they are involved in CCUS solutions
- Air Liquide S.A. (AI.PA - France listed, but a competitor)
Competitive Landscape
LanzaTech's advantage lies in its biological approach to carbon recycling, which can be more versatile and potentially more cost-effective than some traditional CCUS methods, especially for producing specific chemicals. However, it faces competition from established players in the chemical and energy sectors, as well as other innovative companies developing alternative biofuel and carbon capture technologies. LanzaTech's success hinges on its ability to scale its technology efficiently and secure long-term offtake agreements for its products.
Growth Trajectory and Initiatives
Historical Growth: LanzaTech has demonstrated significant growth in its technological development and the establishment of strategic partnerships over its history. Its transition to a public company marks a new phase of growth.
Future Projections: Future projections are largely dependent on the successful deployment of its bioreactor facilities with industrial partners and the growing market adoption of sustainable fuels and chemicals. Analysts typically forecast revenue growth driven by an increasing number of operational sites and expanded product offerings.
Recent Initiatives: Recent initiatives include securing new partnerships for commercial-scale facilities, advancing its technology to produce a wider range of chemicals, and expanding its global presence. The SPAC merger itself was a key initiative to provide capital for further growth.
Summary
LanzaTech Global Inc. is a pioneering company in the carbon recycling and sustainable materials sector with a strong proprietary technology. Its key strength lies in converting industrial waste gases into valuable products, supported by significant industry partnerships. The company's future growth is promising due to the increasing demand for sustainable solutions and supportive regulatory environments. However, it faces challenges related to scaling operations, capital intensity, and competition, requiring careful execution to maintain its leadership position.
Similar Stocks
Sources and Disclaimers
Data Sources:
- LanzaTech Global Inc. Investor Relations Filings (SEC)
- Industry reports on carbon capture, utilization, and storage (CCUS)
- Market research on sustainable fuels and chemicals
- Financial news and analysis platforms
Disclaimers:
This analysis is based on publicly available information and is intended for informational purposes only. It does not constitute financial advice. Investors should conduct their own due diligence before making any investment decisions. Market share data and competitor information are estimates and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About LanzaTech Global Inc.
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2023-02-10 | CEO - | ||
Sector Industrials | Industry Waste Management | Full time employees - | Website |
Full time employees - | Website | ||
LanzaTech Global, Inc. operates as a nature-based carbon refining company in North America, Europe, Asia, and Australia. It transforms waste carbon into the chemical building blocks for consumer goods, such as sustainable fuels, fabrics, and packaging. The company was founded in 2005 and is headquartered in Skokie, Illinois.

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