Hudson Technologies, Inc. (HDSN) AI Stock Analysis

Hudson Technologies, Inc. is a provider of refrigerant services and products primarily serving commercial, industrial, and governmental entities across the United States. Its operations include the sale of refrigerants and industrial gases, refrigerant reclamation, reusable cylinder refurbishment, and hydrostatic testing. It offers RefrigerantSide services to decontaminate refrigeration systems by removing moisture, oils, and other contaminants. Hudson Technologies also delivers specialized monitoring and efficiency tools, including the web-based SmartEnergy OPS platform, Chiller Chemistry, and Chill Smart services. Additionally, the company participates in the development of carbon offset projects to support environmental stewardship.

Revenue increased from $192.7M in FY2021 to a peak of $325.2M in FY2022, before retreating to $237.1M in FY2024 and rebounding slightly by 4.0% to $246.6M in FY2025. Gross margin shrank from 50.1% in FY2022 to 25.2% in FY2025, while operating margin fell from 40.4% to 7.5% over the same timeframe. Net income decreased from $103.8M in FY2022 to $16.7M in FY2025, bringing annual diluted EPS to $0.43. For the trailing twelve months, revenue totaled $256.9M with a profit margin of 3.5%. In the latest quarter ended June 30, 2026, revenue rose 7.5% year-over-year, while quarterly earnings fell 48.9%.

As of June 30, 2026, Hudson Technologies held $25.6M in cash and short-term investments against $3.7M in total debt, yielding net cash of $21.9M. Total assets stood at $322.1M and shareholders' equity was $243.3M. The company maintains a current ratio of 3.23 and a debt-to-equity ratio of 0.02. In FY2025, operating cash flow was -$3.2M and free cash flow was -$8.2M after capital expenditures of $5.1M. Capital allocation in FY2025 included $20.0M dedicated to share buybacks, contributing to a 10.9% decrease in share count over 5 years.

Hudson Technologies trades at a trailing price-to-earnings multiple of 25.1x, higher than the 19.7x median of its US-listed Basic Materials peers. Its forward P/E ratio is 13.6x compared to the peer median of 13.4x, while its EV/EBITDA multiple is 10.9x versus the peer median of 10.5x. The stock's price-to-sales ratio of 0.8x sits below the peer median of 1.8x, and its price-to-book ratio is 0.9x. Over the past year, HDSN declined 44.3%, trailing the S&P 500 (SPY) gain of 16.8%.

Four analysts cover Hudson Technologies, with 2 Strong Buy and 2 Hold ratings. The mean price target is $7.31, representing a 46.0% premium over the last close of $5.01 on October 16, 2026. For the fiscal year ending December 31, 2026, analysts estimate EPS of $0.17 on revenue of $261.9M. For FY2027, 2 analysts project EPS of $0.28, representing 62.9% growth, on revenue of $271.8M. Over the last 4 quarters, the company beat EPS expectations 1 time. The next earnings date is October 28, 2026.

This page is an AI-written research summary of Hudson Technologies, Inc. (HDSN). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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