XCF Global’s Reno Restart Test: June SAF Launch Carries a $120 Million Revenue Goal

XCF Global on Monday said it’s planning to bring its New Rise Renewables Reno plant back online in June, outlining ambitious 2027 goals that would shift the Nasdaq-listed SAF producer from initial ramp-up into true commercial territory. Management is targeting net revenue between $110 million and $120 million and sees renewable fuel output ranging from 40 million to 43 million gallons for the year ending Dec. 31, 2027.

4 May 2026

NASDAQ:XCFG · Technology

#1 STRONG BUY

Kodiak Gas Services

NYSE:KGS • Energy infrastructure 88/100 • ★★★★☆

#2 STRONG BUY

Neurocrine Biosciences

NASDAQ:NBIX • Healthcare 87/100 • ★★★★☆

#3 STRONG BUY

Alphabet Class A

NASDAQ:GOOGL • Communication services 85/100 • ★★★★☆

#4 BUY ON WEAKNESS

Applied Materials

NASDAQ:AMAT • Semiconductor equipment 84/100 • ★★★★☆

#5 ACCUMULATE

JPMorgan Chase

NYSE:JPM • Financials 80/100 • ★★★★☆

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#1

Consumer Confidence • 10:00 ET

A large surprise can reset expectations for household spending and near-term growth, with read-through to Treasuries, USD and cyclical stocks.

#2

New Home Sales • 10:00 ET

Housing remains highly rate-sensitive; the print can move homebuilders, mortgage-sensitive names and the long end of the Treasury curve.

#3

Intuit earnings • After close

Guidance can influence software multiples and sentiment around U.S. small-business activity.

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