$SAFXOct 16, 2026, 6:45 PM ETAI processed

XCF CEO says Reno plant is ramping to commercial ops, reports Aug revenue and Sept sales; closes business combination

AI Summary

XCF Global (SAFX) CEO addressed recent share-price volatility and said the New Rise Reno facility is transitioning to commercial operations, reporting >$10M revenue in August, >$12M in gross product sales in September and ~85,000 gallons/day production by end-September; the company also closed its business combination with Southern Energy Renewables and DevvStream. Management says these milestones support a ramp toward the plant's 38–40M gallon/year nameplate capacity but notes the sales figures are non‑GAAP, profitability is not yet established, and the company flagged risks including Nasdaq compliance, lease and lender disputes, integration and financing challenges.

Positives

Reported >$10M revenue in August and >$12M gross product sales in September (management non‑GAAP metric)
Daily production reached ~85,000 gallons by end-September and Reno facility moving from commissioning to commercial operations
Closed business combination with Southern Energy Renewables and DevvStream to advance a diversified energy platform

Negatives

Recent volatility and decline in the company's share price
Company flagged material risks including potential Nasdaq listing compliance issues and active lease and lender disputes related to the Reno facility
Key commercial metrics are non‑GAAP and management has not provided GAAP reconciliations or shown sustainable profitability

Company Info

Company:: XCF Global Inc
Exchange:: Nasdaq
Industry:: Energy
Country:: US
Website:: https://xcf.global
Market cap:: 58.27M
Shares outstanding:: 332.56M

Support and Resistance

$SAFX

Resistance: 0.1800 / 0.2330 / 0.2860 / 0.2996

Support: 0.1610 / 0.1387 / 0.1190

Data generated during POSTMARKET session at $0.1700 on Oct 16, 2026, 6:45 PM EDT

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