Positioning no disclosures inside 60 days, left as found
Options put/call open interest 0.17, read 2026-10-25
Ethical does not pass the values gate
Price16.71 USD
Fair value10.48
Ethical score10.0/100
RatingAVOID
Our investment reviews on this name
2026-08-31Read Accumulation13.96+19.7% to today ✓Markup gives way to Accumulation
2026-07-02Read Markup13.96+19.7% to today ✓First review on file: Markup
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
Genie Energy Ltd. holds its Accumulation at $16.71. The statistical read favours the buyers, held for 250 days.
As held on the ledger · 2026-10-23
Phase
Accumulation
Quantitative state
The statistical read favours the buyers, held for 250 days
Price at the screen
$16.71
Valuation
16.19 trailing · 34.85 forward price to earnings
Values screen
FAIL· score 10.0
The Workings
Five Screens, Shown in Full
Does not pass. Cash ratio
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
1.98%
Below 33%
Interest-bearing debt is just 2.0% of its assets, well under the one-third ceiling: it does not run on borrowed money.
Pass
Interest-bearing cash
55.47%
Below 33%
Interest-bearing cash and securities are 55.5% of assets, above the one-third limit.
Fail
Receivables
0.00%
Below 49%
Money owed to the company is 0.0% of assets, under the 49% limit.
Pass
Revenue purity
1.54%
Below 5%
Only 1.5% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical Read
Why It Falls Short, in Plain English
Genie Energy's business is fine, but its cash and interest-bearing securities are about 55% of its assets, well over the ~33% line, so it does not pass on the financial screens.
Read as at 2026-10-28. It updates when the underlying figures move, and past reads are kept below.
Follow this verdict
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What the Numbers Say It Is Worth
The Fair Value Range
Our analysis reads AVOID: it trades above our $10.48 fair value estimate, weak competitive moat, 4.00% revenue growth.
Fair value range in USD, drawn from the 2026-10-23 screen. The gold marker is the market price at the same screen. The price runs 37.3% above the base estimate.
Reading the gap · Both our model and the Street see limited upside at this price.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-10-23 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Why it gives us pause
At 34.9x forward earnings, the price already runs ahead of the business. It trades 37% above our $10.48 fair value, so you would be buying at a premium, not a discount. The weak moat is real, but quality alone does not make an expensive price cheap.
The risks · The things to watch: it's a small-cap, so the share price can swing harder than the market.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
GNE trades on the NYSE. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-10-25Accumulation$16.87+0.0%Entry 8
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading bullish. Over the past year the shares are down 36%. Our forward projection puts the odds of a 10% gain over the next month near 19%. The street (1 analysts) rates it strong buy, with a mean price target of $16.
2026-10-18Accumulation$16.87+5.2%Entry 7
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 5.2% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are down 36%. Our forward projection puts the odds of a 10% gain over the next month near 19%. The street (1 analysts) rates it strong buy, with a mean price target of $16.
2026-10-02Accumulation$16.03+14.8%Entry 6
Our analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 14.8% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are down 36%. Our forward projection puts the odds of a 10% gain over the next month near 19%. The street (1 analysts) rates it strong buy, with a mean price target of $16. Since the last review it its composite score eased.
The framework has shifted from markup to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are down 36%. Our forward projection puts the odds of a 10% gain over the next month near 19%. The street (1 analysts) rates it strong buy, with a mean price target of $16.
2026-07-31Markup$13.96+0.0%Entry 4
Our analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are down 36%. Our forward projection puts the odds of a 10% gain over the next month near 19%. The street (1 analysts) rates it strong buy, with a mean price target of $16.
2026-07-18Markup$13.96+0.0%Entry 3
Our analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are down 36%. Our forward projection puts the odds of a 10% gain over the next month near 19%. The street (1 analysts) rates it strong buy, with a mean price target of $16.
2026-07-03Markup$13.96+0.0%Entry 2
Our analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns.
2026-07-02Markup$13.96Entry 1
Our analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
The Insider Ledger · Form 4 Filings, As Filed
Most recent filings · GNE
Date
Insider
Title
Type
Shares
Value
2026-01-05
PERRY WILLIAM WESLEY
Director
6,579
$89,902
2026-01-05
SASS ALLAN
Director
2,920
$39,902
2026-01-05
ROSENTHAL ALAN B
Director
2,920
$39,902
2025-11-18
GOLDIN AVRAHAM E
Chief Financial Officer
12,000
$175,355
2025-05-29
GOLDIN AVRAHAM E
Chief Financial Officer
1,200
·
2025-05-29
STEIN MICHAEL M
Chief Executive Officer
4,000
·
2025-05-15
SASS ALLAN
Director
2,920
$51,750
2025-03-20
JONAS HOWARD S
Director and Beneficial Owner of more than 10% of a Class of Security