Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Clean Energy Fuels Corp. (Nasdaq: CLNE) popped 14% in intraday trading today after fourth-quarter non-GAAP EPS spanked the consensus estimate.

So what: Non-GAAP EPS was $0.17, compared to $0.02 in the year-ago quarter and the consensus forecast of $0.06. GAAP EPS was $0.18, compared to -$0.03 a year earlier.

Now what: Revenue grew 97% year over year in the fourth quarter and 60% in 2010, primarily because of higher prices and secondarily on higher volume. No guidance was provided, but the CEO stated, "We expect to see improvements across all aspects of our operations in 2011." The company appears poised to turn profitable, although that likely depends heavily on the price of natural gas.

Interested in more info on Clean Energy Fuels? Add it to your watchlist by clicking here.

Fool contributor Cindy Johnson does not own shares of any company named above. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.