View ValuationHudson Technologies 향후 성장Future 기준 점검 2/6Hudson Technologies은 연간 수입과 매출이 각각 17.4%와 1.6% 증가할 것으로 예상되고 EPS는 연간 16.4%만큼 증가할 것으로 예상됩니다.핵심 정보17.4%이익 성장률16.38%EPS 성장률Trade Distributors 이익 성장14.4%매출 성장률1.6%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트14 May 2026최근 향후 성장 업데이트Major Estimate Revision • May 13Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$0.453 to US$0.393 per share. Revenue forecast steady at US$250.3m. Net income forecast to grow 23% next year vs 22% growth forecast for Trade Distributors industry in the US. Consensus price target down from US$9.00 to US$8.50. Share price fell 21% to US$4.96 over the past week.Price Target Changed • Mar 05Price target decreased by 9.8% to US$9.25Down from US$10.25, the current price target is an average from 4 analysts. New target price is 46% above last closing price of US$6.35. Stock is up 13% over the past year. The company is forecast to post earnings per share of US$0.52 for next year compared to US$0.52 last year.Price Target Changed • Jul 29Price target increased by 12% to US$8.19Up from US$7.31, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$8.58. Stock is down 3.1% over the past year. The company is forecast to post earnings per share of US$0.40 for next year compared to US$0.54 last year.Price Target Changed • May 09Price target increased by 11% to US$7.31Up from US$6.56, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$7.46. Stock is down 18% over the past year. The company is forecast to post earnings per share of US$0.41 for next year compared to US$0.54 last year.분석 기사 • Nov 07Earnings Beat: Hudson Technologies, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsThere's been a major selloff in Hudson Technologies, Inc. ( NASDAQ:HDSN ) shares in the week since it released its...공시 • Nov 05Hudson Technologies, Inc. Updates Earnings Guidance for the Year 2024Hudson Technologies, Inc. updated earnings guidance for the year 2024. For the year, the company is adjusting expectation for full year 2024 revenue, which The company anticipates will be at the low end of the guidance range the company previously provided, with full year gross margin of approximately 28%.모든 업데이트 보기Recent updatesMajor Estimate Revision • May 13Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$0.453 to US$0.393 per share. Revenue forecast steady at US$250.3m. Net income forecast to grow 23% next year vs 22% growth forecast for Trade Distributors industry in the US. Consensus price target down from US$9.00 to US$8.50. Share price fell 21% to US$4.96 over the past week.New Risk • May 08New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 26% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.Reported Earnings • May 08First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.008 (down from US$0.063 in 1Q 2025). Revenue: US$60.2m (up 8.7% from 1Q 2025). Net income: US$330.0k (down 88% from 1Q 2025). Profit margin: 0.5% (down from 5.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) missed analyst estimates by 84%. Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.공시 • Apr 27Hudson Technologies, Inc., Annual General Meeting, Jun 10, 2026Hudson Technologies, Inc., Annual General Meeting, Jun 10, 2026. Location: marriott park ridge, 300 brae boulevard, park ridge, new jersey 07656, United States내러티브 업데이트 • Apr 24HDSN: Reclamation Volumes And Buybacks Will Support Future Upside PotentialAnalysts have trimmed their average price target for Hudson Technologies to about $9.50, compared with prior targets around $10.00 to $10.50. They cited updated models that reflect solid topline performance, healthy reclamation volume growth and evolving management plans, while also acknowledging concerns around limited near term pricing appreciation.공시 • Apr 14Hudson Technologies, Inc. Announces Board ChangesHudson Technologies, Inc. announced the appointment of Alan Sheriff and Jeffrey Feeler to the Company’s board of directors. Alan brings 40 years of buyside and sell-side financial experience spanning investment banking, capital raising, private and public equities, M&A and venture capital investing. He is currently Chief Executive Officer of Catalyst Capital Markets, a firm specializing in capital markets advisory and transaction management. Previously he was Vice Chairman of the Corporate & Institutional Bank of PNC Financial Services Group, the sixth largest bank in the U.S. In 2005, Alan founded Solebury Capital, an independent equity capital markets advisory firm, where he served as Co-Chief Executive Officer until his retirement in 2020. Prior to founding Solebury Capital, Alan held several senior-level positions at Credit Suisse First Boston, including as Co-Head of Equity Capital Markets for the Americas. He also chaired Credit Suisse’s Equity Valuation Committee from 1999 to 2005 and sat on the firm’s Investment Banking Committee from 2001-2005. He began his career at Salomon Brothers. Mr. Sheriff is a board director at Tailwind 2.0 Acquisition Corp., a Nasdaq-listed company. Jeff has more than 30 years’ experience in senior operational and financial roles, including 20 years in the recycling, waste treatment and disposal industries. Most recently he served as Chairman and Chief Executive Officer of Nasdaq-listed US Ecology Inc. He joined US Ecology in 2006 and progressed through senior roles of increasing responsibility culminating in his appointment as Chairman and CEO, a position he held from 2013 through the company’s sale in 2022. Earlier in his career he worked in financial management roles at MWI Veterinary Supply, Inc., Albertsons Companies, Inc., and Hewlett Packard Enterprise Company. Mr. Feeler serves on the board of Tetra Tech, a Nasdaq-listed company, as well as on the boards of two privately held entities in the environmental sector. In addition, on April 10, 2026, the board accepted the resignation from Vincent Abbatecola, effective April 13, 2026.내러티브 업데이트 • Apr 07HDSN: Reclamation Volumes And Buybacks Will Drive Future Upside PotentialNarrative Update on Hudson Technologies Analysts have trimmed their average price target on Hudson Technologies by $0.50 to $9.50, citing updated models that reflect strong recent topline results, healthy reclamation volume growth, evolving management plans, and concerns about limited near term pricing appreciation. Analyst Commentary Recent research updates show analysts fine tuning their views on Hudson Technologies, balancing healthy operating trends with a more cautious stance on valuation and near term pricing.내러티브 업데이트 • Mar 22HDSN: Reclamation Volume And Buybacks Will Support Future Upside PotentialAnalysts have adjusted Hudson Technologies' price target to $9.50, reduced from the previous range of $10 to $10.50. Updated models reflect solid topline execution and healthy reclamation volumes, while incorporating a more cautious view on near term pricing.공시 • Mar 19Hudson Technologies, Inc. Announces Board ChangesHudson Technologies, Inc. announced that Meredith Baskies joins Hudson as Director of Marketing, where she will drive the marketing strategy and identify and implement opportunities and initiatives to expand the Company’s go-to-market approach for both existing customers and potential partners. She brings 15 years of experience as a marketing professional for multi-billion-dollar global organizations. Most recently, Meredith served as Director of Global Strategic Marketing for Gelest, a consumer care, life sciences and semiconductor subsidiary of Mitsubishi Chemical, where she built the division’s first marketing group and developed and implemented omni-channel growth initiatives by identifying new revenue opportunities and elevating the brand’s market presence. Earlier in her career she served as Head of Marketing, Home Care & Industrial and Institutional Cleaning, North America at BASF Corporation, where she developed the division’s 10-year strategy to drive revenue, volume and margin growth. Meredith will report directly to Kirk Reimer, Vice President, Sales and Marketing. The Company also announced that Kate Houghton has exited her roles as Senior Vice President Sales & Marketing and member of the Hudson Board of Directors, to pursue other endeavors.Valuation Update With 7 Day Price Move • Mar 11Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$5.93, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 18x in the Trade Distributors industry in the US. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$8.74 per share.내러티브 업데이트 • Mar 07HDSN: Reclamation Volume Momentum Will Support Future Upside PotentialNarrative Update on Hudson Technologies Analysts have trimmed the Hudson Technologies price target from $10.25 to $9.00, reflecting updated assumptions for growth, margins, and a higher future P/E multiple following recent research that cites healthy core volumes but more cautious views on near term pricing and business evolution. Analyst Commentary Recent Street research on Hudson Technologies points to a mixed but generally constructive view, with analysts adjusting price targets while highlighting both execution strengths and areas that could pressure the valuation in the near term.Reported Earnings • Mar 06Full year 2025 earnings releasedFull year 2025 results: Net income: (down US$24.4m from profit in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.Price Target Changed • Mar 05Price target decreased by 9.8% to US$9.25Down from US$10.25, the current price target is an average from 4 analysts. New target price is 46% above last closing price of US$6.35. Stock is up 13% over the past year. The company is forecast to post earnings per share of US$0.52 for next year compared to US$0.52 last year.Buy Or Sell Opportunity • Mar 05Now 28% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to US$6.35. The fair value is estimated to be US$8.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 63%.공시 • Feb 03Hudson Technologies Inc. Appoints Robert A. Stoody as the Senior Vice President - OperationsOn January 30, 2026, the Board of Directors of Hudson Technologies, Inc. appointed Robert A. Stoody as the Company’s Senior Vice President - Operations. Mr. Stoody, age 42, has served in various executive roles with the Company since January 2015. Prior to his appointment as Senior Vice President - Operations in January 2026, he served as Vice President of Supply Chain from August 2025 through December 2025, and as Vice President, Military and Gases Division from January 2015 through November 2025. Mr. Stoody’s previous roles included serving as President of Compressed Cylinder Services, Inc. from 2012 until its acquisition by the Company in 2015, and as Executive Vice President of Stoody Industrial & Welding Supply, Inc. from 2002 until 2012. Mr. Stoody holds an A.A. degree from San Diego Mesa College.Recent Insider Transactions Derivative • Jan 13Board Member exercised options and sold US$518k worth of stockOn the 8th of January, Kathleen Houghton exercised 218.51k options at around US$0.75, then sold 101k of the shares acquired at an average of US$5.88 per share and kept the remainder. Since June 2025, Kathleen has owned 41.16k shares directly. Company insiders have collectively sold US$3.9m more than they bought, via options and on-market transactions in the last 12 months.공시 • Dec 19Hudson Technologies, Inc. (NasdaqCM:HDSN) acquired Refrigerants Inc. for $2.5 million.Hudson Technologies, Inc. (NasdaqCM:HDSN) acquired Refrigerants Inc. for $2.5 million on December 17, 2025. The initial purchase price is subject to customary post-closing adjustments. Hudson Technologies, Inc. (NasdaqCM:HDSN) completed the acquisition of Refrigerants Inc. for $2.5 million on December 17, 2025.Recent Insider Transactions • Dec 10Insider recently sold US$3.6m worth of stockOn the 5th of December, Brian Coleman sold around 485k shares on-market at roughly US$7.40 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.6m more than they bought in the last 12 months.New Risk • Nov 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.분석 기사 • Nov 15Positive Sentiment Still Eludes Hudson Technologies, Inc. (NASDAQ:HDSN) Following 26% Share Price SlumpThe Hudson Technologies, Inc. ( NASDAQ:HDSN ) share price has fared very poorly over the last month, falling by a...분석 기사 • Nov 14Hudson Technologies' (NASDAQ:HDSN) Problems Go Beyond Weak ProfitInvestors weren't pleased with the recent soft earnings report from Hudson Technologies, Inc. ( NASDAQ:HDSN ). We did...공시 • Nov 14+ 1 more updateHudson Technologies, Inc. Appoints Kenneth Gaglione as Member of the Board of Directors, Chairman of the Board and President, Effective November 24, 2025Hudson Technologies, Inc. announced that its Board of Directors has appointed Kenneth Gaglione as Chairman of the Board and President, effective November 24, 2025.Mr. Gaglione was also appointed to the Company’s Board of Directors with a term of office to expire at the 2027 annual meeting of shareholders. He has not been appointed to serve on any committees of the Board of Directors. All such appointments are effective November 24, 2025. Mr. Gaglione, age 64, brings a wealth of experience in the refrigerants and specialty chemicals industries, along with a proven track record of operational excellence and strategic growth leadership. He previously served as Vice President of Operations at Hudson Technologies from 2020 through 2023 and subsequently acted as a consultant to the Company. During his employment at the Company, he successfully led multiple strategic production initiatives and advanced the Company’s supply chain and planning capabilities to enhance Hudson’s competitive positioning. Mr. Gaglione also oversaw the Company’s external services group, positioning that segment for sustained growth. Following his departure from Hudson, Mr. Gaglione also served as a consultant to a leading European private equity firm, evaluating opportunities in the refrigerant and HVAC industry. Prior to joining Hudson in 2020, Mr. Gaglione served as Global Marketing Director within Honeywell International’s Advanced Materials Division, Fluorine Products business unit. In that role, he had oversight responsibility for the division’s aftermarket distribution, sales, business development, and the strategic planning for Honeywell’s HFO and legacy HFC refrigerant product lines for non-automotive, aftermarket applications. He was also a member of Honeywell’s Intellectual Property Strategy Team, contributing to IP portfolio development, opportunity identification, and acquisition integration. Earlier in his career, Mr. Gaglione held business development positions and technical marketing roles in the specialty chemicals sector serving the semiconductor and related markets with companies including Rohm and Haas and Ciba-Geigy. Mr. Gaglione previously served as Global Marketing Director for aftermarket refrigerants at Honeywell International, Fluorine Products Division from 2018 to 2020. He served in a number of other capacities at Honeywell International from 2011, including Global Business Director – Aerosol & Solvents from 2015-2017, Senior Marketing Manager, Refrigerants from 2013-2014 and Global Product Manager/Senior Marketing Manager, Structural Enclosures from 2011-2013. Before joining Honeywell Mr. Gaglione had extensive experience marketing and developing advanced electronic packaging materials with Rohm and Haas’ Electronic Materials division and Ciba-Geigy’s Photopolymers division. Mr. Gaglione received a B.S. in Chemistry from the State University of New York and an MBA in Marketing from the University of California, Irvine.Seeking Alpha • Nov 10Hudson Technologies: Weak Stock, But Strong Business Remains A BuySummary Hudson Technologies (HDSN) delivered 20% Q3 revenue growth, driven mainly by volume, but faces delayed tailwinds from the AIM Act and A2L transition. A sudden CEO transition introduces operational risk and signals a strategic pivot, with HDSN aiming to expand beyond refrigerant reclamation into broader HVAC services. HDSN secured a $210 million, 5-year Defense Logistics Agency contract, providing revenue stability and supporting its long-term growth outlook despite near-term pricing headwinds. Despite HFC pricing growth stalling and regulatory catalysts being delayed, HDSN is riding a long-term uptrend; long-term holders could benefit from a buy-the-dip opportunity before the 2029 phasedown. Read the full article on Seeking AlphaReported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.28 (up from US$0.17 in 3Q 2024). Revenue: US$74.0m (up 20% from 3Q 2024). Net income: US$12.4m (up 59% from 3Q 2024). Profit margin: 17% (up from 13% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 40%. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.공시 • Nov 04+ 3 more updatesHudson Technologies, Inc. Announces Step Down of Brian Coleman as Chairman, Effective November 3, 2025Hudson Technologies, Inc. announced that Chairman and Chief Executive Officer Brian Coleman has stepped down effective November 3, 2025. Brian Coleman has led Hudson Technologies as Chairman, President and Chief Executive Officer since June 2020. He joined Hudson Technologies as Chief Financial Officer in 1997 and was later appointed President and Chief Operating Officer in August 2001.Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Senior VP of Sales & Marketing and Director Kate Houghton was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.분석 기사 • Aug 01Hudson Technologies, Inc.'s (NASDAQ:HDSN) Business Is Yet to Catch Up With Its Share PriceHudson Technologies, Inc.'s ( NASDAQ:HDSN ) price-to-earnings (or "P/E") ratio of 22.6x might make it look like a sell...Reported Earnings • Jul 31Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.23 (up from US$0.21 in 2Q 2024). Revenue: US$72.8m (down 3.2% from 2Q 2024). Net income: US$10.2m (up 6.1% from 2Q 2024). Profit margin: 14% (up from 13% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to grow 9.6% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Price Target Changed • Jul 29Price target increased by 12% to US$8.19Up from US$7.31, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$8.58. Stock is down 3.1% over the past year. The company is forecast to post earnings per share of US$0.40 for next year compared to US$0.54 last year.공시 • Jun 30+ 6 more updatesHudson Technologies, Inc.(NasdaqCM:HDSN) dropped from Russell Small Cap Comp Growth IndexHudson Technologies, Inc.(NasdaqCM:HDSN) dropped from Russell Small Cap Comp Growth IndexPrice Target Changed • May 09Price target increased by 11% to US$7.31Up from US$6.56, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$7.46. Stock is down 18% over the past year. The company is forecast to post earnings per share of US$0.41 for next year compared to US$0.54 last year.Reported Earnings • May 09First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.063 (down from US$0.21 in 1Q 2024). Revenue: US$55.3m (down 15% from 1Q 2024). Net income: US$2.76m (down 71% from 1Q 2024). Profit margin: 5.0% (down from 15% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.공시 • Apr 28Hudson Technologies, Inc., Annual General Meeting, Jun 11, 2025Hudson Technologies, Inc., Annual General Meeting, Jun 11, 2025. Location: marriott park ridge, 300 brae boulevard, new jersey 07656, park ridge United StatesValuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$6.23, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Trade Distributors industry in the US. Total loss to shareholders of 7.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$5.78 per share.분석 기사 • Apr 26Hudson Technologies, Inc. (NASDAQ:HDSN) Looks Inexpensive But Perhaps Not Attractive EnoughHudson Technologies, Inc.'s ( NASDAQ:HDSN ) price-to-earnings (or "P/E") ratio of 11.2x might make it look like a buy...분석 기사 • Apr 04Hudson Technologies (NASDAQ:HDSN) Is Looking To Continue Growing Its Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...Reported Earnings • Mar 07Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: US$0.54 (down from US$1.15 in FY 2023). Revenue: US$237.1m (down 18% from FY 2023). Net income: US$24.4m (down 53% from FY 2023). Profit margin: 10% (down from 18% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 4.6%. Revenue is forecast to grow 3.7% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Seeking Alpha • Jan 26Hudson Technologies: Still A Buy, But Inflection DelayedSummary Hudson Technologies benefits from long-term tailwinds and regulatory changes, but patience is required due to current market uncertainties and oversupply issues affecting refrigerant prices. Despite a challenging year with declining margins and revenues, Hudson's strong cash flow management and lack of long-term debt position it well for future growth. The AIM Act and state regulations support long-term demand for reclaimed refrigerants, making Hudson a strong candidate for future market leadership. I maintain a buy rating for HDSN stock, emphasizing a patient approach as the market adjusts and the company capitalizes on regulatory tailwinds. Read the full article on Seeking Alpha분석 기사 • Nov 15Hudson Technologies' (NASDAQ:HDSN) Conservative Accounting Might Explain Soft EarningsShareholders appeared unconcerned with Hudson Technologies, Inc.'s ( NASDAQ:HDSN ) lackluster earnings report last...분석 기사 • Nov 10Hudson Technologies, Inc. (NASDAQ:HDSN) Not Doing Enough For Some Investors As Its Shares Slump 25%The Hudson Technologies, Inc. ( NASDAQ:HDSN ) share price has fared very poorly over the last month, falling by a...분석 기사 • Nov 07Earnings Beat: Hudson Technologies, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsThere's been a major selloff in Hudson Technologies, Inc. ( NASDAQ:HDSN ) shares in the week since it released its...New Risk • Nov 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.5% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (12% net profit margin).공시 • Nov 05Hudson Technologies, Inc. Updates Earnings Guidance for the Year 2024Hudson Technologies, Inc. updated earnings guidance for the year 2024. For the year, the company is adjusting expectation for full year 2024 revenue, which The company anticipates will be at the low end of the guidance range the company previously provided, with full year gross margin of approximately 28%.새로운 내러티브 • Sep 24Expanding Recovery And Reclamation Capabilities To Spur Growth And Boost Shareholder Value The acquisition of USA Refrigerants and proprietary technology strengthen Hudson's recovery and reclamation capabilities, potentially enhancing profitability and market positioning.Reported Earnings • Aug 07Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: US$0.21 (down from US$0.42 in 2Q 2023). Revenue: US$75.3m (down 17% from 2Q 2023). Net income: US$9.59m (down 50% from 2Q 2023). Profit margin: 13% (down from 21% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) also missed analyst estimates by 21%. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.공시 • Aug 07Hudson Technologies, Inc. (NasdaqCM:HDSN) announces an Equity Buyback for $10 million worth of its shares.Hudson Technologies, Inc. (NasdaqCM:HDSN) announces an share repurchase program. Under the program, the company will repurchase up to $10 million worth of its common stock. The program will be funded from the available cash and cash flow. The company will repurchase common stock during 2024 and 2025.분석 기사 • Aug 05Hudson Technologies (NASDAQ:HDSN) Is Investing Its Capital With Increasing EfficiencyIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...공시 • Jul 31Hudson Technologies, Inc. Announces Chief Financial Officer ChangesHudson Technologies, Inc. announced the appointment of Brian J. Bertaux to the role of Chief Financial Officer, effective immediately. Mr. Bertaux replaces Nat Krishnamurti who is leaving the Company to pursue other endeavors. Brian Bertaux is a seasoned finance executive and previously spent 20 years at Trex, an NYSE-traded company that is the world’s manufacturer of high performance, low maintenance composite decking and railing. During Mr. Bertaux’s tenure at Trex, the company grew annual revenue from $100 million to $900 million, and achieved a market cap of $10 billion. At Trex he served in roles of increasing responsibility, eventually serving as interim President, Trex Commercial Products. Earlier in his time at Trex, he served as Senior Director, Finance and Strategy with oversight of the finance, accounting and IT functions. More recently, Mr. Bertaux served as Vice President, Finance for vonDrehle Corporation, a provider of premium paper products, which was acquired by Marcal Paper in December 2022. He joins Hudson from Brown Haven Homes, a designer and builder of custom homes in the southeast, where he served as Chief Financial Officer. Brian earned a B.S., Finance and Accounting from Frostburg State University and an MBA from the University of Maryland. He is a Certified Public Accountant (CPA) and a Certified Treasury Professional (CTP).Recent Insider Transactions • Jun 19Lead Independent Director recently sold US$92k worth of stockOn the 14th of June, Vincent Abbatecola sold around 10k shares on-market at roughly US$9.20 per share. This transaction amounted to 5.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.0m more than they bought in the last 12 months.Major Estimate Revision • May 08Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$287.8m to US$258.0m. EPS estimate fell from US$0.973 to US$0.745 per share. Net income forecast to shrink 16% next year vs 7.8% growth forecast for Trade Distributors industry in the US . Consensus price target down from US$14.69 to US$12.00. Share price fell 5.0% to US$9.42 over the past week.분석 기사 • May 06Analysts Are More Bearish On Hudson Technologies, Inc. (NASDAQ:HDSN) Than They Used To BeMarket forces rained on the parade of Hudson Technologies, Inc. ( NASDAQ:HDSN ) shareholders today, when the analysts...공시 • May 03Hudson Technologies, Inc. Provides Earnings Guidance for the Year 2024Hudson Technologies, Inc. provided earnings guidance for the year 2024. The company anticipated full year revenue in the range of $250 million to $265 million.Reported Earnings • May 02First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: US$0.21 (down from US$0.34 in 1Q 2023). Revenue: US$65.3m (down 16% from 1Q 2023). Net income: US$9.56m (down 38% from 1Q 2023). Profit margin: 15% (down from 20% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 7.5%. Earnings per share (EPS) also surpassed analyst estimates by 13%. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • May 02Price target decreased by 18% to US$12.00Down from US$14.69, the current price target is an average from 4 analysts. New target price is 32% above last closing price of US$9.10. Stock is up 19% over the past year. The company is forecast to post earnings per share of US$0.80 for next year compared to US$1.15 last year.Buy Or Sell Opportunity • Apr 29Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to US$10.33. The fair value is estimated to be US$12.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 7.0% in the next 2 years.공시 • Apr 28Hudson Technologies, Inc., Annual General Meeting, Jun 12, 2024Hudson Technologies, Inc., Annual General Meeting, Jun 12, 2024, at 10:00 US Eastern Standard Time. Location: at the Marriott Park Ridge, 300 Brae Boulevard, Park Ridge, New Jersey 07656 New Jersey United States Agenda: To elect a class of four directors who shall serve until the Annual Meeting of Shareholders to be held in 2026 or until their successors have been elected and qualified; To approve the Company’s 2024 Stock Incentive Plan; To approve, by non-binding advisory vote, the resolution approving named executive officer compensation; To ratify the appointment of BDO USA, P.C. as the Company’s independent registered public accountants for the fiscal year ending December 31, 2024; and To transact such other business as may properly come before the meeting or any adjournment or adjournments thereof.Buy Or Sell Opportunity • Apr 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to US$10.27. The fair value is estimated to be US$12.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 7.0% in the next 2 years.Major Estimate Revision • Mar 13Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$322.2m to US$296.3m. EPS estimate also fell from US$1.31 per share to US$1.04 per share. Net income forecast to shrink 4.6% next year vs 6.4% growth forecast for Trade Distributors industry in the US . Consensus price target broadly unchanged at US$15.25. Share price fell 21% to US$11.26 over the past week.분석 기사 • Mar 08Hudson Technologies (NASDAQ:HDSN) Knows How To Allocate Capital EffectivelyWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Reported Earnings • Mar 07Full year 2023 earnings: EPS in line with analyst expectations despite revenue beatFull year 2023 results: EPS: US$1.15 (down from US$2.31 in FY 2022). Revenue: US$289.0m (down 11% from FY 2022). Net income: US$52.2m (down 50% from FY 2022). Profit margin: 18% (down from 32% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has increased by 96% per year, which means it is tracking significantly ahead of earnings growth.Seeking Alpha • Feb 29Hudson Technologies: Q4 Results Are Around The CornerSummary Hudson Technologies fell short of consensus estimates in Q3 FY2023 due to lower selling prices for refrigerants. It reports again on March 6 - what to expect? Read on. Now that Hudson is close to being debt-free, the company can continue to grow and develop while maintaining its relatively high level of profitability. Today's regulatory environment in the US and around the world provides more and more opportunities for business expansion in a market where Hudson remains the undisputed leader. I expect the company to reach $400 million in revenue in FY2025 - the low end of the management's target. If I'm right, the stock is 18% undervalued at least. I therefore reiterate my previous 'Buy' rating and look forward to Hudson's seasonally weak fourth quarter results. Read the full article on Seeking AlphaSeeking Alpha • Jan 30Hudson Technologies: A Hot Stock To Play In The Cooling IndustrySummary Hudson Technologies is the largest player in the U.S. refrigerant reclamation market and is well-positioned to benefit from the transformative changes driven by the AIM Act. The AIM Act will lead to a significant increase in the demand for recycled and alternative refrigerants, creating a growth opportunity for Hudson. Hudson's strong market position, technology advantage, and solid balance sheet make it a potential investment for market-beating returns. HDSN may be significantly undervalued for long-term investors. Read the full article on Seeking AlphaRecent Insider Transactions • Dec 15Independent Director recently sold US$944k worth of stockOn the 14th of December, Richard Parrillo sold around 73k shares on-market at roughly US$13.00 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.1m more than they bought in the last 12 months.분석 기사 • Nov 16Calculating The Intrinsic Value Of Hudson Technologies, Inc. (NASDAQ:HDSN)Key Insights The projected fair value for Hudson Technologies is US$15.10 based on 2 Stage Free Cash Flow to Equity...Price Target Changed • Nov 07Price target increased by 15% to US$15.00Up from US$13.00, the current price target is an average from 3 analysts. New target price is 25% above last closing price of US$11.96. Stock is up 12% over the past year. The company is forecast to post earnings per share of US$1.11 for next year compared to US$2.31 last year.New Risk • Nov 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 18% Last year net profit margin: 33% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.공시 • Oct 13Hudson Technologies, Inc. Announces Board ChangesHudson Technologies, Inc. announced the appointment of Kathleen L. Houghton to the Company’s Board of Directors. Ms. Houghton currently serves as Hudson’s Vice President – Sales and Marketing and will fill the vacancy resulting from the concurrent resignation of Stephen P. Mandracchia from the Board. Kate Houghton joined Hudson Technologies in 2014 as Director of Marketing, was appointed to her current role in 2019, and was named an executive officer of the Company in 2020. She has 30 years of marketing experience within industrial manufacturing companies. Her previous roles include 16 years with Kidde-Fenwal/United Technologies, including Director of Marketing Global Suppression. Other prior positions include Vice President, Marketing at C&M Corporation and Vice President, Sales & Marketing at Safety Hi-Tech USA. Kate holds an MBA from Boston University as well as a Bachelor of Mechanical Engineering (Hons) and a Bachelor of Commerce (Marketing) from Monash University in Australia. Since joining Hudson, Kate has played a critical role in the development and implementation of Hudson’s sales and marketing strategies, while also serving as a key voice for the Company on sustainable cooling and refrigerant management practices. She has built and continues to develop a high performing nationwide sales organization, which under her leadership, has significantly contributed to Hudson’s ability to more than double its annual revenue from $162.1 million in 2019 to $325.2 million in 2022. During 2023, thanks in large part to efforts implemented by Kate and her team, Hudson’s refrigerant recovery services and technology were recognized as a Top 10 product for 2023 by BuildingGreen. Additionally, under Kate’s stewardship, earlier this year the Company joined the EPA’s GreenChill Advanced Refrigeration Partnership and recently Hudson’s EMERALD Refrigerants™ were named a Top Product of 2023 by Environment + Energy Leader. Kate has also been instrumental in establishing Hudson as a thought leader and educational resource in the HVACR industry, regularly addressing industry conferences and conducting training sessions to highlight the important role of recovery and the use of reclaimed refrigerants. To date, Kate has presented to HVAC Excellence, ACCA, PHCC, Circular City and ACHR among others.Recent Insider Transactions Derivative • Sep 15Vice President of Operations exercised options and sold US$798k worth of stockOn the 12th of September, Kenneth Gaglione exercised 171.23k options at around US$1.23, then sold 101k of the shares acquired at an average of US$9.10 per share and kept the remainder. Since December 2022, Kenneth has owned 12.60k shares directly. Company insiders have collectively sold US$2.9m more than they bought, via options and on-market transactions in the last 12 months.Valuation Update With 7 Day Price Move • Aug 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$11.57, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Trade Distributors industry in the US. Total returns to shareholders of 915% over the past three years.분석 기사 • Aug 23Shareholders Would Enjoy A Repeat Of Hudson Technologies' (NASDAQ:HDSN) Recent Growth In ReturnsTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...Valuation Update With 7 Day Price Move • Aug 09Investor sentiment improves as stock rises 22%After last week's 22% share price gain to US$10.56, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Trade Distributors industry in the US. Total returns to shareholders of 731% over the past three years.분석 기사 • Aug 04Here's Why Hudson Technologies (NASDAQ:HDSN) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Aug 03Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: US$0.42 (down from US$0.89 in 2Q 2022). Revenue: US$90.5m (down 13% from 2Q 2022). Net income: US$19.2m (down 52% from 2Q 2022). Profit margin: 21% (down from 38% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 8.5% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has increased by 112% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Jun 16Independent Director recently sold US$191k worth of stockOn the 14th of June, Eric Prouty sold around 20k shares on-market at roughly US$9.56 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$402k more than they bought in the last 12 months.분석 기사 • May 11Is It Time To Consider Buying Hudson Technologies, Inc. (NASDAQ:HDSN)?Hudson Technologies, Inc. ( NASDAQ:HDSN ), might not be a large cap stock, but it saw a double-digit share price rise...Reported Earnings • May 05First quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2023 results: EPS: US$0.34 (down from US$0.66 in 1Q 2022). Revenue: US$77.2m (down 8.5% from 1Q 2022). Net income: US$15.5m (down 48% from 1Q 2022). Profit margin: 20% (down from 35% in 1Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 7.3%. Earnings per share (EPS) exceeded analyst estimates by 24%. Revenue is forecast to grow 8.2% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 109% per year whereas the company’s share price has increased by 110% per year.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$7.96, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Trade Distributors industry in the US. Total returns to shareholders of 1,135% over the past three years.분석 기사 • Mar 10Does Hudson Technologies (NASDAQ:HDSN) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Mar 10Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: US$2.31 (up from US$0.74 in FY 2021). Revenue: US$325.2m (up 69% from FY 2021). Net income: US$103.8m (up 222% from FY 2021). Profit margin: 32% (up from 17% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) also surpassed analyst estimates by 1.4%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 122% per year whereas the company’s share price has increased by 126% per year.분석 기사 • Feb 04Is Now The Time To Look At Buying Hudson Technologies, Inc. (NASDAQ:HDSN)?Hudson Technologies, Inc. ( NASDAQ:HDSN ), might not be a large cap stock, but it received a lot of attention from a...이익 및 매출 성장 예측NasdaqCM:HDSN - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20272591918N/A312/31/20262531615N/A43/31/202625114-35-30N/A12/31/202524717-8-3N/A9/30/2025237234550N/A6/30/2025225186672N/A3/31/202522718101107N/A12/31/2024237248792N/A9/30/2024247318186N/A6/30/2024262377378N/A3/31/2024277464347N/A12/31/2023289525559N/A9/30/2023292534246N/A6/30/2023305694750N/A3/31/2023318906468N/A12/31/20223251045963N/A9/30/20223161054851N/A6/30/2022287913941N/A3/31/20222436379N/A12/31/202119332-3-1N/A9/30/202117721-10N/A6/30/20211585-11N/A3/31/2021145-3910N/A12/31/2020148-51012N/A9/30/2020151-112324N/A6/30/2020155-93839N/A3/31/2020164-253132N/A12/31/2019162-26N/A34N/A9/30/2019162-23N/A30N/A6/30/2019157-40N/A25N/A3/31/2019159-57N/A25N/A12/31/2018167-56N/A36N/A9/30/2018165-53N/A42N/A6/30/2018150-37N/A26N/A3/31/20181442N/A21N/A12/31/201714011N/A18N/A9/30/201712414N/A14N/A6/30/201713417N/A14N/A3/31/201711613N/A22N/A12/31/201610511N/A9N/A9/30/201610512N/A2N/A6/30/2016928N/A-14N/A3/31/2016866N/A-15N/A12/31/2015805N/A-11N/A9/30/2015805N/A-8N/A6/30/2015744N/A-4N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: HDSN 의 연간 예상 수익 증가율(17.4%)이 saving rate(3.5%)보다 높습니다.수익 vs 시장: HDSN 의 연간 수익(17.4%)이 US 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: HDSN 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: HDSN 의 수익(연간 1.6%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: HDSN 의 수익(연간 1.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: HDSN의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/20 08:41종가2026/05/20 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Hudson Technologies, Inc.는 7명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Michael NicholsB. Riley Securities, Inc.Austin MoellerCanaccord GenuityJason Ross TilchenCanaccord Genuity4명의 분석가 더 보기
Major Estimate Revision • May 13Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$0.453 to US$0.393 per share. Revenue forecast steady at US$250.3m. Net income forecast to grow 23% next year vs 22% growth forecast for Trade Distributors industry in the US. Consensus price target down from US$9.00 to US$8.50. Share price fell 21% to US$4.96 over the past week.
Price Target Changed • Mar 05Price target decreased by 9.8% to US$9.25Down from US$10.25, the current price target is an average from 4 analysts. New target price is 46% above last closing price of US$6.35. Stock is up 13% over the past year. The company is forecast to post earnings per share of US$0.52 for next year compared to US$0.52 last year.
Price Target Changed • Jul 29Price target increased by 12% to US$8.19Up from US$7.31, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$8.58. Stock is down 3.1% over the past year. The company is forecast to post earnings per share of US$0.40 for next year compared to US$0.54 last year.
Price Target Changed • May 09Price target increased by 11% to US$7.31Up from US$6.56, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$7.46. Stock is down 18% over the past year. The company is forecast to post earnings per share of US$0.41 for next year compared to US$0.54 last year.
분석 기사 • Nov 07Earnings Beat: Hudson Technologies, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsThere's been a major selloff in Hudson Technologies, Inc. ( NASDAQ:HDSN ) shares in the week since it released its...
공시 • Nov 05Hudson Technologies, Inc. Updates Earnings Guidance for the Year 2024Hudson Technologies, Inc. updated earnings guidance for the year 2024. For the year, the company is adjusting expectation for full year 2024 revenue, which The company anticipates will be at the low end of the guidance range the company previously provided, with full year gross margin of approximately 28%.
Major Estimate Revision • May 13Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$0.453 to US$0.393 per share. Revenue forecast steady at US$250.3m. Net income forecast to grow 23% next year vs 22% growth forecast for Trade Distributors industry in the US. Consensus price target down from US$9.00 to US$8.50. Share price fell 21% to US$4.96 over the past week.
New Risk • May 08New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 26% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.
Reported Earnings • May 08First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.008 (down from US$0.063 in 1Q 2025). Revenue: US$60.2m (up 8.7% from 1Q 2025). Net income: US$330.0k (down 88% from 1Q 2025). Profit margin: 0.5% (down from 5.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) missed analyst estimates by 84%. Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
공시 • Apr 27Hudson Technologies, Inc., Annual General Meeting, Jun 10, 2026Hudson Technologies, Inc., Annual General Meeting, Jun 10, 2026. Location: marriott park ridge, 300 brae boulevard, park ridge, new jersey 07656, United States
내러티브 업데이트 • Apr 24HDSN: Reclamation Volumes And Buybacks Will Support Future Upside PotentialAnalysts have trimmed their average price target for Hudson Technologies to about $9.50, compared with prior targets around $10.00 to $10.50. They cited updated models that reflect solid topline performance, healthy reclamation volume growth and evolving management plans, while also acknowledging concerns around limited near term pricing appreciation.
공시 • Apr 14Hudson Technologies, Inc. Announces Board ChangesHudson Technologies, Inc. announced the appointment of Alan Sheriff and Jeffrey Feeler to the Company’s board of directors. Alan brings 40 years of buyside and sell-side financial experience spanning investment banking, capital raising, private and public equities, M&A and venture capital investing. He is currently Chief Executive Officer of Catalyst Capital Markets, a firm specializing in capital markets advisory and transaction management. Previously he was Vice Chairman of the Corporate & Institutional Bank of PNC Financial Services Group, the sixth largest bank in the U.S. In 2005, Alan founded Solebury Capital, an independent equity capital markets advisory firm, where he served as Co-Chief Executive Officer until his retirement in 2020. Prior to founding Solebury Capital, Alan held several senior-level positions at Credit Suisse First Boston, including as Co-Head of Equity Capital Markets for the Americas. He also chaired Credit Suisse’s Equity Valuation Committee from 1999 to 2005 and sat on the firm’s Investment Banking Committee from 2001-2005. He began his career at Salomon Brothers. Mr. Sheriff is a board director at Tailwind 2.0 Acquisition Corp., a Nasdaq-listed company. Jeff has more than 30 years’ experience in senior operational and financial roles, including 20 years in the recycling, waste treatment and disposal industries. Most recently he served as Chairman and Chief Executive Officer of Nasdaq-listed US Ecology Inc. He joined US Ecology in 2006 and progressed through senior roles of increasing responsibility culminating in his appointment as Chairman and CEO, a position he held from 2013 through the company’s sale in 2022. Earlier in his career he worked in financial management roles at MWI Veterinary Supply, Inc., Albertsons Companies, Inc., and Hewlett Packard Enterprise Company. Mr. Feeler serves on the board of Tetra Tech, a Nasdaq-listed company, as well as on the boards of two privately held entities in the environmental sector. In addition, on April 10, 2026, the board accepted the resignation from Vincent Abbatecola, effective April 13, 2026.
내러티브 업데이트 • Apr 07HDSN: Reclamation Volumes And Buybacks Will Drive Future Upside PotentialNarrative Update on Hudson Technologies Analysts have trimmed their average price target on Hudson Technologies by $0.50 to $9.50, citing updated models that reflect strong recent topline results, healthy reclamation volume growth, evolving management plans, and concerns about limited near term pricing appreciation. Analyst Commentary Recent research updates show analysts fine tuning their views on Hudson Technologies, balancing healthy operating trends with a more cautious stance on valuation and near term pricing.
내러티브 업데이트 • Mar 22HDSN: Reclamation Volume And Buybacks Will Support Future Upside PotentialAnalysts have adjusted Hudson Technologies' price target to $9.50, reduced from the previous range of $10 to $10.50. Updated models reflect solid topline execution and healthy reclamation volumes, while incorporating a more cautious view on near term pricing.
공시 • Mar 19Hudson Technologies, Inc. Announces Board ChangesHudson Technologies, Inc. announced that Meredith Baskies joins Hudson as Director of Marketing, where she will drive the marketing strategy and identify and implement opportunities and initiatives to expand the Company’s go-to-market approach for both existing customers and potential partners. She brings 15 years of experience as a marketing professional for multi-billion-dollar global organizations. Most recently, Meredith served as Director of Global Strategic Marketing for Gelest, a consumer care, life sciences and semiconductor subsidiary of Mitsubishi Chemical, where she built the division’s first marketing group and developed and implemented omni-channel growth initiatives by identifying new revenue opportunities and elevating the brand’s market presence. Earlier in her career she served as Head of Marketing, Home Care & Industrial and Institutional Cleaning, North America at BASF Corporation, where she developed the division’s 10-year strategy to drive revenue, volume and margin growth. Meredith will report directly to Kirk Reimer, Vice President, Sales and Marketing. The Company also announced that Kate Houghton has exited her roles as Senior Vice President Sales & Marketing and member of the Hudson Board of Directors, to pursue other endeavors.
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$5.93, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 18x in the Trade Distributors industry in the US. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$8.74 per share.
내러티브 업데이트 • Mar 07HDSN: Reclamation Volume Momentum Will Support Future Upside PotentialNarrative Update on Hudson Technologies Analysts have trimmed the Hudson Technologies price target from $10.25 to $9.00, reflecting updated assumptions for growth, margins, and a higher future P/E multiple following recent research that cites healthy core volumes but more cautious views on near term pricing and business evolution. Analyst Commentary Recent Street research on Hudson Technologies points to a mixed but generally constructive view, with analysts adjusting price targets while highlighting both execution strengths and areas that could pressure the valuation in the near term.
Reported Earnings • Mar 06Full year 2025 earnings releasedFull year 2025 results: Net income: (down US$24.4m from profit in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.
Price Target Changed • Mar 05Price target decreased by 9.8% to US$9.25Down from US$10.25, the current price target is an average from 4 analysts. New target price is 46% above last closing price of US$6.35. Stock is up 13% over the past year. The company is forecast to post earnings per share of US$0.52 for next year compared to US$0.52 last year.
Buy Or Sell Opportunity • Mar 05Now 28% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to US$6.35. The fair value is estimated to be US$8.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 63%.
공시 • Feb 03Hudson Technologies Inc. Appoints Robert A. Stoody as the Senior Vice President - OperationsOn January 30, 2026, the Board of Directors of Hudson Technologies, Inc. appointed Robert A. Stoody as the Company’s Senior Vice President - Operations. Mr. Stoody, age 42, has served in various executive roles with the Company since January 2015. Prior to his appointment as Senior Vice President - Operations in January 2026, he served as Vice President of Supply Chain from August 2025 through December 2025, and as Vice President, Military and Gases Division from January 2015 through November 2025. Mr. Stoody’s previous roles included serving as President of Compressed Cylinder Services, Inc. from 2012 until its acquisition by the Company in 2015, and as Executive Vice President of Stoody Industrial & Welding Supply, Inc. from 2002 until 2012. Mr. Stoody holds an A.A. degree from San Diego Mesa College.
Recent Insider Transactions Derivative • Jan 13Board Member exercised options and sold US$518k worth of stockOn the 8th of January, Kathleen Houghton exercised 218.51k options at around US$0.75, then sold 101k of the shares acquired at an average of US$5.88 per share and kept the remainder. Since June 2025, Kathleen has owned 41.16k shares directly. Company insiders have collectively sold US$3.9m more than they bought, via options and on-market transactions in the last 12 months.
공시 • Dec 19Hudson Technologies, Inc. (NasdaqCM:HDSN) acquired Refrigerants Inc. for $2.5 million.Hudson Technologies, Inc. (NasdaqCM:HDSN) acquired Refrigerants Inc. for $2.5 million on December 17, 2025. The initial purchase price is subject to customary post-closing adjustments. Hudson Technologies, Inc. (NasdaqCM:HDSN) completed the acquisition of Refrigerants Inc. for $2.5 million on December 17, 2025.
Recent Insider Transactions • Dec 10Insider recently sold US$3.6m worth of stockOn the 5th of December, Brian Coleman sold around 485k shares on-market at roughly US$7.40 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.6m more than they bought in the last 12 months.
New Risk • Nov 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
분석 기사 • Nov 15Positive Sentiment Still Eludes Hudson Technologies, Inc. (NASDAQ:HDSN) Following 26% Share Price SlumpThe Hudson Technologies, Inc. ( NASDAQ:HDSN ) share price has fared very poorly over the last month, falling by a...
분석 기사 • Nov 14Hudson Technologies' (NASDAQ:HDSN) Problems Go Beyond Weak ProfitInvestors weren't pleased with the recent soft earnings report from Hudson Technologies, Inc. ( NASDAQ:HDSN ). We did...
공시 • Nov 14+ 1 more updateHudson Technologies, Inc. Appoints Kenneth Gaglione as Member of the Board of Directors, Chairman of the Board and President, Effective November 24, 2025Hudson Technologies, Inc. announced that its Board of Directors has appointed Kenneth Gaglione as Chairman of the Board and President, effective November 24, 2025.Mr. Gaglione was also appointed to the Company’s Board of Directors with a term of office to expire at the 2027 annual meeting of shareholders. He has not been appointed to serve on any committees of the Board of Directors. All such appointments are effective November 24, 2025. Mr. Gaglione, age 64, brings a wealth of experience in the refrigerants and specialty chemicals industries, along with a proven track record of operational excellence and strategic growth leadership. He previously served as Vice President of Operations at Hudson Technologies from 2020 through 2023 and subsequently acted as a consultant to the Company. During his employment at the Company, he successfully led multiple strategic production initiatives and advanced the Company’s supply chain and planning capabilities to enhance Hudson’s competitive positioning. Mr. Gaglione also oversaw the Company’s external services group, positioning that segment for sustained growth. Following his departure from Hudson, Mr. Gaglione also served as a consultant to a leading European private equity firm, evaluating opportunities in the refrigerant and HVAC industry. Prior to joining Hudson in 2020, Mr. Gaglione served as Global Marketing Director within Honeywell International’s Advanced Materials Division, Fluorine Products business unit. In that role, he had oversight responsibility for the division’s aftermarket distribution, sales, business development, and the strategic planning for Honeywell’s HFO and legacy HFC refrigerant product lines for non-automotive, aftermarket applications. He was also a member of Honeywell’s Intellectual Property Strategy Team, contributing to IP portfolio development, opportunity identification, and acquisition integration. Earlier in his career, Mr. Gaglione held business development positions and technical marketing roles in the specialty chemicals sector serving the semiconductor and related markets with companies including Rohm and Haas and Ciba-Geigy. Mr. Gaglione previously served as Global Marketing Director for aftermarket refrigerants at Honeywell International, Fluorine Products Division from 2018 to 2020. He served in a number of other capacities at Honeywell International from 2011, including Global Business Director – Aerosol & Solvents from 2015-2017, Senior Marketing Manager, Refrigerants from 2013-2014 and Global Product Manager/Senior Marketing Manager, Structural Enclosures from 2011-2013. Before joining Honeywell Mr. Gaglione had extensive experience marketing and developing advanced electronic packaging materials with Rohm and Haas’ Electronic Materials division and Ciba-Geigy’s Photopolymers division. Mr. Gaglione received a B.S. in Chemistry from the State University of New York and an MBA in Marketing from the University of California, Irvine.
Seeking Alpha • Nov 10Hudson Technologies: Weak Stock, But Strong Business Remains A BuySummary Hudson Technologies (HDSN) delivered 20% Q3 revenue growth, driven mainly by volume, but faces delayed tailwinds from the AIM Act and A2L transition. A sudden CEO transition introduces operational risk and signals a strategic pivot, with HDSN aiming to expand beyond refrigerant reclamation into broader HVAC services. HDSN secured a $210 million, 5-year Defense Logistics Agency contract, providing revenue stability and supporting its long-term growth outlook despite near-term pricing headwinds. Despite HFC pricing growth stalling and regulatory catalysts being delayed, HDSN is riding a long-term uptrend; long-term holders could benefit from a buy-the-dip opportunity before the 2029 phasedown. Read the full article on Seeking Alpha
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.28 (up from US$0.17 in 3Q 2024). Revenue: US$74.0m (up 20% from 3Q 2024). Net income: US$12.4m (up 59% from 3Q 2024). Profit margin: 17% (up from 13% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 40%. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
공시 • Nov 04+ 3 more updatesHudson Technologies, Inc. Announces Step Down of Brian Coleman as Chairman, Effective November 3, 2025Hudson Technologies, Inc. announced that Chairman and Chief Executive Officer Brian Coleman has stepped down effective November 3, 2025. Brian Coleman has led Hudson Technologies as Chairman, President and Chief Executive Officer since June 2020. He joined Hudson Technologies as Chief Financial Officer in 1997 and was later appointed President and Chief Operating Officer in August 2001.
Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Senior VP of Sales & Marketing and Director Kate Houghton was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
분석 기사 • Aug 01Hudson Technologies, Inc.'s (NASDAQ:HDSN) Business Is Yet to Catch Up With Its Share PriceHudson Technologies, Inc.'s ( NASDAQ:HDSN ) price-to-earnings (or "P/E") ratio of 22.6x might make it look like a sell...
Reported Earnings • Jul 31Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.23 (up from US$0.21 in 2Q 2024). Revenue: US$72.8m (down 3.2% from 2Q 2024). Net income: US$10.2m (up 6.1% from 2Q 2024). Profit margin: 14% (up from 13% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to grow 9.6% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Price Target Changed • Jul 29Price target increased by 12% to US$8.19Up from US$7.31, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$8.58. Stock is down 3.1% over the past year. The company is forecast to post earnings per share of US$0.40 for next year compared to US$0.54 last year.
공시 • Jun 30+ 6 more updatesHudson Technologies, Inc.(NasdaqCM:HDSN) dropped from Russell Small Cap Comp Growth IndexHudson Technologies, Inc.(NasdaqCM:HDSN) dropped from Russell Small Cap Comp Growth Index
Price Target Changed • May 09Price target increased by 11% to US$7.31Up from US$6.56, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$7.46. Stock is down 18% over the past year. The company is forecast to post earnings per share of US$0.41 for next year compared to US$0.54 last year.
Reported Earnings • May 09First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.063 (down from US$0.21 in 1Q 2024). Revenue: US$55.3m (down 15% from 1Q 2024). Net income: US$2.76m (down 71% from 1Q 2024). Profit margin: 5.0% (down from 15% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
공시 • Apr 28Hudson Technologies, Inc., Annual General Meeting, Jun 11, 2025Hudson Technologies, Inc., Annual General Meeting, Jun 11, 2025. Location: marriott park ridge, 300 brae boulevard, new jersey 07656, park ridge United States
Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$6.23, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Trade Distributors industry in the US. Total loss to shareholders of 7.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$5.78 per share.
분석 기사 • Apr 26Hudson Technologies, Inc. (NASDAQ:HDSN) Looks Inexpensive But Perhaps Not Attractive EnoughHudson Technologies, Inc.'s ( NASDAQ:HDSN ) price-to-earnings (or "P/E") ratio of 11.2x might make it look like a buy...
분석 기사 • Apr 04Hudson Technologies (NASDAQ:HDSN) Is Looking To Continue Growing Its Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Reported Earnings • Mar 07Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: US$0.54 (down from US$1.15 in FY 2023). Revenue: US$237.1m (down 18% from FY 2023). Net income: US$24.4m (down 53% from FY 2023). Profit margin: 10% (down from 18% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 4.6%. Revenue is forecast to grow 3.7% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Seeking Alpha • Jan 26Hudson Technologies: Still A Buy, But Inflection DelayedSummary Hudson Technologies benefits from long-term tailwinds and regulatory changes, but patience is required due to current market uncertainties and oversupply issues affecting refrigerant prices. Despite a challenging year with declining margins and revenues, Hudson's strong cash flow management and lack of long-term debt position it well for future growth. The AIM Act and state regulations support long-term demand for reclaimed refrigerants, making Hudson a strong candidate for future market leadership. I maintain a buy rating for HDSN stock, emphasizing a patient approach as the market adjusts and the company capitalizes on regulatory tailwinds. Read the full article on Seeking Alpha
분석 기사 • Nov 15Hudson Technologies' (NASDAQ:HDSN) Conservative Accounting Might Explain Soft EarningsShareholders appeared unconcerned with Hudson Technologies, Inc.'s ( NASDAQ:HDSN ) lackluster earnings report last...
분석 기사 • Nov 10Hudson Technologies, Inc. (NASDAQ:HDSN) Not Doing Enough For Some Investors As Its Shares Slump 25%The Hudson Technologies, Inc. ( NASDAQ:HDSN ) share price has fared very poorly over the last month, falling by a...
분석 기사 • Nov 07Earnings Beat: Hudson Technologies, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsThere's been a major selloff in Hudson Technologies, Inc. ( NASDAQ:HDSN ) shares in the week since it released its...
New Risk • Nov 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.5% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (12% net profit margin).
공시 • Nov 05Hudson Technologies, Inc. Updates Earnings Guidance for the Year 2024Hudson Technologies, Inc. updated earnings guidance for the year 2024. For the year, the company is adjusting expectation for full year 2024 revenue, which The company anticipates will be at the low end of the guidance range the company previously provided, with full year gross margin of approximately 28%.
새로운 내러티브 • Sep 24Expanding Recovery And Reclamation Capabilities To Spur Growth And Boost Shareholder Value The acquisition of USA Refrigerants and proprietary technology strengthen Hudson's recovery and reclamation capabilities, potentially enhancing profitability and market positioning.
Reported Earnings • Aug 07Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: US$0.21 (down from US$0.42 in 2Q 2023). Revenue: US$75.3m (down 17% from 2Q 2023). Net income: US$9.59m (down 50% from 2Q 2023). Profit margin: 13% (down from 21% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) also missed analyst estimates by 21%. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Aug 07Hudson Technologies, Inc. (NasdaqCM:HDSN) announces an Equity Buyback for $10 million worth of its shares.Hudson Technologies, Inc. (NasdaqCM:HDSN) announces an share repurchase program. Under the program, the company will repurchase up to $10 million worth of its common stock. The program will be funded from the available cash and cash flow. The company will repurchase common stock during 2024 and 2025.
분석 기사 • Aug 05Hudson Technologies (NASDAQ:HDSN) Is Investing Its Capital With Increasing EfficiencyIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
공시 • Jul 31Hudson Technologies, Inc. Announces Chief Financial Officer ChangesHudson Technologies, Inc. announced the appointment of Brian J. Bertaux to the role of Chief Financial Officer, effective immediately. Mr. Bertaux replaces Nat Krishnamurti who is leaving the Company to pursue other endeavors. Brian Bertaux is a seasoned finance executive and previously spent 20 years at Trex, an NYSE-traded company that is the world’s manufacturer of high performance, low maintenance composite decking and railing. During Mr. Bertaux’s tenure at Trex, the company grew annual revenue from $100 million to $900 million, and achieved a market cap of $10 billion. At Trex he served in roles of increasing responsibility, eventually serving as interim President, Trex Commercial Products. Earlier in his time at Trex, he served as Senior Director, Finance and Strategy with oversight of the finance, accounting and IT functions. More recently, Mr. Bertaux served as Vice President, Finance for vonDrehle Corporation, a provider of premium paper products, which was acquired by Marcal Paper in December 2022. He joins Hudson from Brown Haven Homes, a designer and builder of custom homes in the southeast, where he served as Chief Financial Officer. Brian earned a B.S., Finance and Accounting from Frostburg State University and an MBA from the University of Maryland. He is a Certified Public Accountant (CPA) and a Certified Treasury Professional (CTP).
Recent Insider Transactions • Jun 19Lead Independent Director recently sold US$92k worth of stockOn the 14th of June, Vincent Abbatecola sold around 10k shares on-market at roughly US$9.20 per share. This transaction amounted to 5.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.0m more than they bought in the last 12 months.
Major Estimate Revision • May 08Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$287.8m to US$258.0m. EPS estimate fell from US$0.973 to US$0.745 per share. Net income forecast to shrink 16% next year vs 7.8% growth forecast for Trade Distributors industry in the US . Consensus price target down from US$14.69 to US$12.00. Share price fell 5.0% to US$9.42 over the past week.
분석 기사 • May 06Analysts Are More Bearish On Hudson Technologies, Inc. (NASDAQ:HDSN) Than They Used To BeMarket forces rained on the parade of Hudson Technologies, Inc. ( NASDAQ:HDSN ) shareholders today, when the analysts...
공시 • May 03Hudson Technologies, Inc. Provides Earnings Guidance for the Year 2024Hudson Technologies, Inc. provided earnings guidance for the year 2024. The company anticipated full year revenue in the range of $250 million to $265 million.
Reported Earnings • May 02First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: US$0.21 (down from US$0.34 in 1Q 2023). Revenue: US$65.3m (down 16% from 1Q 2023). Net income: US$9.56m (down 38% from 1Q 2023). Profit margin: 15% (down from 20% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 7.5%. Earnings per share (EPS) also surpassed analyst estimates by 13%. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • May 02Price target decreased by 18% to US$12.00Down from US$14.69, the current price target is an average from 4 analysts. New target price is 32% above last closing price of US$9.10. Stock is up 19% over the past year. The company is forecast to post earnings per share of US$0.80 for next year compared to US$1.15 last year.
Buy Or Sell Opportunity • Apr 29Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to US$10.33. The fair value is estimated to be US$12.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 7.0% in the next 2 years.
공시 • Apr 28Hudson Technologies, Inc., Annual General Meeting, Jun 12, 2024Hudson Technologies, Inc., Annual General Meeting, Jun 12, 2024, at 10:00 US Eastern Standard Time. Location: at the Marriott Park Ridge, 300 Brae Boulevard, Park Ridge, New Jersey 07656 New Jersey United States Agenda: To elect a class of four directors who shall serve until the Annual Meeting of Shareholders to be held in 2026 or until their successors have been elected and qualified; To approve the Company’s 2024 Stock Incentive Plan; To approve, by non-binding advisory vote, the resolution approving named executive officer compensation; To ratify the appointment of BDO USA, P.C. as the Company’s independent registered public accountants for the fiscal year ending December 31, 2024; and To transact such other business as may properly come before the meeting or any adjournment or adjournments thereof.
Buy Or Sell Opportunity • Apr 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to US$10.27. The fair value is estimated to be US$12.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 7.0% in the next 2 years.
Major Estimate Revision • Mar 13Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$322.2m to US$296.3m. EPS estimate also fell from US$1.31 per share to US$1.04 per share. Net income forecast to shrink 4.6% next year vs 6.4% growth forecast for Trade Distributors industry in the US . Consensus price target broadly unchanged at US$15.25. Share price fell 21% to US$11.26 over the past week.
분석 기사 • Mar 08Hudson Technologies (NASDAQ:HDSN) Knows How To Allocate Capital EffectivelyWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Reported Earnings • Mar 07Full year 2023 earnings: EPS in line with analyst expectations despite revenue beatFull year 2023 results: EPS: US$1.15 (down from US$2.31 in FY 2022). Revenue: US$289.0m (down 11% from FY 2022). Net income: US$52.2m (down 50% from FY 2022). Profit margin: 18% (down from 32% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has increased by 96% per year, which means it is tracking significantly ahead of earnings growth.
Seeking Alpha • Feb 29Hudson Technologies: Q4 Results Are Around The CornerSummary Hudson Technologies fell short of consensus estimates in Q3 FY2023 due to lower selling prices for refrigerants. It reports again on March 6 - what to expect? Read on. Now that Hudson is close to being debt-free, the company can continue to grow and develop while maintaining its relatively high level of profitability. Today's regulatory environment in the US and around the world provides more and more opportunities for business expansion in a market where Hudson remains the undisputed leader. I expect the company to reach $400 million in revenue in FY2025 - the low end of the management's target. If I'm right, the stock is 18% undervalued at least. I therefore reiterate my previous 'Buy' rating and look forward to Hudson's seasonally weak fourth quarter results. Read the full article on Seeking Alpha
Seeking Alpha • Jan 30Hudson Technologies: A Hot Stock To Play In The Cooling IndustrySummary Hudson Technologies is the largest player in the U.S. refrigerant reclamation market and is well-positioned to benefit from the transformative changes driven by the AIM Act. The AIM Act will lead to a significant increase in the demand for recycled and alternative refrigerants, creating a growth opportunity for Hudson. Hudson's strong market position, technology advantage, and solid balance sheet make it a potential investment for market-beating returns. HDSN may be significantly undervalued for long-term investors. Read the full article on Seeking Alpha
Recent Insider Transactions • Dec 15Independent Director recently sold US$944k worth of stockOn the 14th of December, Richard Parrillo sold around 73k shares on-market at roughly US$13.00 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.1m more than they bought in the last 12 months.
분석 기사 • Nov 16Calculating The Intrinsic Value Of Hudson Technologies, Inc. (NASDAQ:HDSN)Key Insights The projected fair value for Hudson Technologies is US$15.10 based on 2 Stage Free Cash Flow to Equity...
Price Target Changed • Nov 07Price target increased by 15% to US$15.00Up from US$13.00, the current price target is an average from 3 analysts. New target price is 25% above last closing price of US$11.96. Stock is up 12% over the past year. The company is forecast to post earnings per share of US$1.11 for next year compared to US$2.31 last year.
New Risk • Nov 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 18% Last year net profit margin: 33% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
공시 • Oct 13Hudson Technologies, Inc. Announces Board ChangesHudson Technologies, Inc. announced the appointment of Kathleen L. Houghton to the Company’s Board of Directors. Ms. Houghton currently serves as Hudson’s Vice President – Sales and Marketing and will fill the vacancy resulting from the concurrent resignation of Stephen P. Mandracchia from the Board. Kate Houghton joined Hudson Technologies in 2014 as Director of Marketing, was appointed to her current role in 2019, and was named an executive officer of the Company in 2020. She has 30 years of marketing experience within industrial manufacturing companies. Her previous roles include 16 years with Kidde-Fenwal/United Technologies, including Director of Marketing Global Suppression. Other prior positions include Vice President, Marketing at C&M Corporation and Vice President, Sales & Marketing at Safety Hi-Tech USA. Kate holds an MBA from Boston University as well as a Bachelor of Mechanical Engineering (Hons) and a Bachelor of Commerce (Marketing) from Monash University in Australia. Since joining Hudson, Kate has played a critical role in the development and implementation of Hudson’s sales and marketing strategies, while also serving as a key voice for the Company on sustainable cooling and refrigerant management practices. She has built and continues to develop a high performing nationwide sales organization, which under her leadership, has significantly contributed to Hudson’s ability to more than double its annual revenue from $162.1 million in 2019 to $325.2 million in 2022. During 2023, thanks in large part to efforts implemented by Kate and her team, Hudson’s refrigerant recovery services and technology were recognized as a Top 10 product for 2023 by BuildingGreen. Additionally, under Kate’s stewardship, earlier this year the Company joined the EPA’s GreenChill Advanced Refrigeration Partnership and recently Hudson’s EMERALD Refrigerants™ were named a Top Product of 2023 by Environment + Energy Leader. Kate has also been instrumental in establishing Hudson as a thought leader and educational resource in the HVACR industry, regularly addressing industry conferences and conducting training sessions to highlight the important role of recovery and the use of reclaimed refrigerants. To date, Kate has presented to HVAC Excellence, ACCA, PHCC, Circular City and ACHR among others.
Recent Insider Transactions Derivative • Sep 15Vice President of Operations exercised options and sold US$798k worth of stockOn the 12th of September, Kenneth Gaglione exercised 171.23k options at around US$1.23, then sold 101k of the shares acquired at an average of US$9.10 per share and kept the remainder. Since December 2022, Kenneth has owned 12.60k shares directly. Company insiders have collectively sold US$2.9m more than they bought, via options and on-market transactions in the last 12 months.
Valuation Update With 7 Day Price Move • Aug 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$11.57, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Trade Distributors industry in the US. Total returns to shareholders of 915% over the past three years.
분석 기사 • Aug 23Shareholders Would Enjoy A Repeat Of Hudson Technologies' (NASDAQ:HDSN) Recent Growth In ReturnsTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
Valuation Update With 7 Day Price Move • Aug 09Investor sentiment improves as stock rises 22%After last week's 22% share price gain to US$10.56, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Trade Distributors industry in the US. Total returns to shareholders of 731% over the past three years.
분석 기사 • Aug 04Here's Why Hudson Technologies (NASDAQ:HDSN) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Aug 03Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: US$0.42 (down from US$0.89 in 2Q 2022). Revenue: US$90.5m (down 13% from 2Q 2022). Net income: US$19.2m (down 52% from 2Q 2022). Profit margin: 21% (down from 38% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 8.5% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has increased by 112% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Jun 16Independent Director recently sold US$191k worth of stockOn the 14th of June, Eric Prouty sold around 20k shares on-market at roughly US$9.56 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$402k more than they bought in the last 12 months.
분석 기사 • May 11Is It Time To Consider Buying Hudson Technologies, Inc. (NASDAQ:HDSN)?Hudson Technologies, Inc. ( NASDAQ:HDSN ), might not be a large cap stock, but it saw a double-digit share price rise...
Reported Earnings • May 05First quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2023 results: EPS: US$0.34 (down from US$0.66 in 1Q 2022). Revenue: US$77.2m (down 8.5% from 1Q 2022). Net income: US$15.5m (down 48% from 1Q 2022). Profit margin: 20% (down from 35% in 1Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 7.3%. Earnings per share (EPS) exceeded analyst estimates by 24%. Revenue is forecast to grow 8.2% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 109% per year whereas the company’s share price has increased by 110% per year.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$7.96, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Trade Distributors industry in the US. Total returns to shareholders of 1,135% over the past three years.
분석 기사 • Mar 10Does Hudson Technologies (NASDAQ:HDSN) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Mar 10Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: US$2.31 (up from US$0.74 in FY 2021). Revenue: US$325.2m (up 69% from FY 2021). Net income: US$103.8m (up 222% from FY 2021). Profit margin: 32% (up from 17% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) also surpassed analyst estimates by 1.4%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 122% per year whereas the company’s share price has increased by 126% per year.
분석 기사 • Feb 04Is Now The Time To Look At Buying Hudson Technologies, Inc. (NASDAQ:HDSN)?Hudson Technologies, Inc. ( NASDAQ:HDSN ), might not be a large cap stock, but it received a lot of attention from a...
