LanzaTech Global, Inc.(LNZA)Stock Analysis
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Rank #2,828 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
LNZA Stock Analysis & AI Quality Score
AI stock analysis and institutional research for LanzaTech Global, Inc. (LNZA), a Materials sector company. 13F Pro's AI-powered ranking engine scores LNZA at 8.0/100 on a 32-signal composite quality model, placing it at rank #2,828 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include institutional flow (0.2) and balance sheet strength (2.1), which score below median versus the broader universe. Shareholder dilution risk is elevated at 14.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), LanzaTech Global, Inc. reports quarterly revenue of $12.0M, net income of $-14.7M, free cash flow of $-9.3M. Top institutional holders of LNZA by reported 13-F value include Novo Holdings A/S, VANGUARD CAPITAL MANAGEMENT, GEODE CAPITAL MANAGEMENT,, based on the most recent SEC filings. LNZA trades on the Nasdaq exchange and files with the SEC under CIK 1843724. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate LNZA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for LanzaTech Global, Inc. directly from SEC EDGAR. LanzaTech Global, Inc.'s 13F Pro composite quality score has ranged between 7 and 28 since 2024, currently 8.0 — a declining long-term trajectory across 16 quarterly and live scoring snapshots.
Revenue
Q1 2026
$12.0M
Net Income
Q1 2026
$-14.7M
Free Cash Flow
Q1 2026
$-9.3M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+12.6% YoYNet Income
+64.5% YoYOperating Income
+27.3% YoYEPS (Diluted)
+68.1% YoYTotal Assets
-42.6% YoYOp. Cash Flow
+27.2% YoY| Metric | FY 2025 | FY 2024 |
|---|---|---|
| Revenue | $55.8M +12.6% | $49.6M |
| Net Income | $-49.0M +64.5% | $-137.7M |
| Operating Income | $-79.2M +27.3% | $-108.9M |
| EPS (Diluted) | $-22.27 +68.1% | $-69.71 |
| Total Assets | $100.2M -42.6% | $174.7M |
| Operating Cash Flow | $-64.9M +27.2% | $-89.1M |
AI Insight: LNZA Financial Trends
Revenue volatility persists with Q4 2025 spike to $28M offset by Q1 2026 collapse to $12M; cash burn narrowing but profitability remains elusive.
• Operating cash burn improved from $26M in Q3 2024 to $6M in Q4 2025, then $9M in Q1 2026—best performance in dataset.
• Net income near breakeven in Q3 2025 ($3M) and Q4 2025 ($0M), but Q1 2026 returned to $15M loss—no sustained profitability.
• Equity collapsed from $68M (Q2 2024) to negative $25M (Q2 2025), recovered to $48M (Q1 2026)—extreme volatility signals structural stress.
⚠ Revenue dropped 57% from Q4 2025 ($28M) to Q1 2026 ($12M)—Q4 spike may not indicate sustained commercial traction.
⚠ Operating margin near zero in Q4 2025 ($0M loss on $28M revenue) but worsened in Q1 2026 to $10M loss on $12M revenue.
AI Insight: LNZA Ratio Trends
LanzaTech swung to near-breakeven profitability in Q4 2025 before deteriorating sharply in Q1 2026, signaling operational instability.
• Operating margin improved to -0.7% in Q4 2025 from -168.7% in Q3 2025, nearly breakeven; collapsed to -81.6% in Q1 2026.
• Net profit margin turned positive (30.8%) in Q3 2025, then swung to -122.1% in Q1 2026—extreme volatility in bottom line.
• Return on assets ranged from -61.8% (Q4 2024) to 11.5% (Q3 2025) to -55.8% (Q1 2026)—no consistent asset productivity.
⚠ Q1 2026 shows deterioration across all available metrics (OpMargin, NPM, ROA, ROIC all negative), reversing Q4 2025 near-breakeven trend.
⚠ Leverage data absent from recent quarters; D/E was 0.14 in Q2 2024—balance sheet visibility needed to assess solvency risk.
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Available Research
13F Pro tracks comprehensive data for LanzaTech Global, Inc. including:
Top Institutional Holders of LNZA
Novo Holdings A/S
$2.5M158,148 shVANGUARD CAPITAL MANAGEMENT LLC
$1.3M82,473 shGEODE CAPITAL MANAGEMENT, LLC
$718.1K44,832 shVANGUARD FIDUCIARY TRUST CO
$324.3K20,257 shBlackRock, Inc.
$171.7K10,722 shSTATE STREET CORP
$168.1K10,502 shEverSource Wealth Advisors, LLC
$63.3K291 shSBI Securities Co., Ltd.
$47.8K2,984 shUBS Group AG
$17.1K1,065 shTower Research Capital LLC (TRC)
$5.6K351 sh
| Fund | Value | Shares |
|---|---|---|
| Novo Holdings A/S | $2.5M | 158,148 |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.3M | 82,473 |
| GEODE CAPITAL MANAGEMENT, LLC | $718.1K | 44,832 |
| VANGUARD FIDUCIARY TRUST CO | $324.3K | 20,257 |
| BlackRock, Inc. | $171.7K | 10,722 |
| STATE STREET CORP | $168.1K | 10,502 |
| EverSource Wealth Advisors, LLC | $63.3K | 291 |
| SBI Securities Co., Ltd. | $47.8K | 2,984 |
| UBS Group AG | $17.1K | 1,065 |
| Tower Research Capital LLC (TRC) | $5.6K | 351 |
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Popular Research
Is LNZA a good stock to buy?
13F Pro's AI-powered analysis of LanzaTech Global, Inc. (LNZA) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Materials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for LNZA are available on the LNZA stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own LNZA?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling LNZA. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of LanzaTech Global, Inc.'s investment landscape.