XCF Global (SAFX) Highlights A Growing Aviation Fuel Shift But The Timing Question Remains

With an upside potential of 200%, XCF Global, Inc. (NASDAQ:SAFX) is among the 11 Most Promising Renewable Energy Stocks Right Now.

XCF Global, Inc. (NASDAQ:SAFX) stated on May 7 that elevated jet fuel prices continue to reinforce the strategic importance of domestic Sustainable Aviation Fuel, or SAF, production capacity. The company cited the Argus U.S. Jet Fuel Index, which stood at $4.26 per gallon as of May 4, 2026, and emphasized that airlines and fuel purchasers are increasingly seeking lower-emission fuel solutions with stronger supply-chain resilience and greater domestic sourcing visibility. CEO Chris Cooper noted that fuel availability and pricing remain major concerns for the aviation industry, positioning domestic waste-based SAF production as an increasingly valuable component of future aviation fuel infrastructure.

Earlier, on April 14, Roth Capital analyst Craig Irwin raised the firm’s price target on XCF Global, Inc. (NASDAQ:SAFX) to $1.20 from $0.40 while maintaining a Neutral rating on the shares. The analyst cited tangible operational progress, including continued advancement of the New Rise restart project and a collaboration and licensing agreement with Axens related to SAF technology. Roth Capital described the Axens partnership as a strong endorsement of XCF Global’s sustainable aviation fuel platform and commercialization strategy.

XCF Global, Inc. (NASDAQ:SAFX) is a renewable fuels company focused on producing Sustainable Aviation Fuel and renewable diesel products intended to help the aviation industry reduce carbon emissions and progress toward net-zero targets. Founded in 2023 and headquartered in Houston, the company emphasizes domestic feedstock sourcing, waste-based fuel production, and scalable clean energy infrastructure for the transportation sector.

While we acknowledge the risk and potential of SAFX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than SAFX and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 10 Best Industrial Stocks to Buy for the 2026 Infrastructure Boom and 10 Best Gold Mining Stocks to Buy as Central Banks Buy Bullion.

Disclosure: None.  Follow Insider Monkey on Google News.

1281292 - 1759070 - 1