HDSNHUDSON TECHNOLOGIES INC /NY(HDSN)Stock Analysis

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13F Pro Quality Score

43.8/100

Rank #1,799 of 2,879 stocks

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

5.4/100

Profitability

66.8/100

Balance Sheet

82.0/100

Earnings Quality

10.7/100

Free Cash Flow

48.9/100

Institutional Flow

24.8/100

Revenue Scale

27.6/100

Dilution Risk

76.5/100

HDSN Stock Analysis & AI Quality Score

AI stock analysis and institutional research for HUDSON TECHNOLOGIES INC /NY (HDSN), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores HDSN at 43.8/100 on a 32-signal composite quality model, placing it at rank #1,799 of 2,879 stocks — the bottom half of the AI-ranked universe. HDSN scores in the top quartile across balance sheet strength (82.0). Areas of concern include revenue growth (5.4) and earnings quality (10.7), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), HUDSON TECHNOLOGIES INC /NY reports quarterly revenue of $60.2M, net income of $330.0K, free cash flow of $-13.9M. Top institutional holders of HDSN by reported 13-F value include Hartree Partners,, WESTERLY CAPITAL MANAGEMENT,, BlackRock,, based on the most recent SEC filings. HDSN trades on the Nasdaq exchange and files with the SEC under CIK 925528. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate HDSN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for HUDSON TECHNOLOGIES INC /NY directly from SEC EDGAR. HUDSON TECHNOLOGIES INC /NY's 13F Pro composite quality score has ranged between 8 and 78 since 2021, currently 43.8 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.

Fun facts about HUDSON TECHNOLOGIES INC /NY

Quirks, history, and lore behind HDSN — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    A small-cap U.S. company operating in a highly regulated specialty market · listed on Nasdaq · headquartered in New York.
  • 2
    The Numbers
    Annual revenue in the low hundreds of millions of dollars — modest in size, but it dominates a niche industrial supply chain that most people never think about.
  • 3
    The History
    Founded in the late 1980s, it grew alongside tightening environmental regulations that turned its core product from a throwaway commodity into a tightly controlled substance.
  • 4
    The Secret
    Its business model depends on reclaiming, recycling, and reselling — it profits every time the world tries to be a little greener about a gas most consumers have never heard of.
  • 5
    The Lore
    Thanks to international phaseout treaties on ozone-depleting substances, the stuff it trades has become scarce — making it essentially a commodities trader with a green halo.
  • 6
    The Giveaway
    It is the largest refrigerant reclaimer in North America — if your air conditioner runs on reclaimed Freon, there's a good chance this company had a hand in it.
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Revenue

Q1 2026

$60.2M

Net Income

Q1 2026

$330.0K

Free Cash Flow

Q1 2026

$-13.9M

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+4.0% YoY
$246.6MFY 2025
FY22 $325.2MFY23 $289.0MFY24 $237.1MFY25 $246.6M

Net Income

-31.7% YoY
$16.7MFY 2025
FY22 $103.8MFY23 $52.2MFY24 $24.4MFY25 $16.7M

Operating Income

-36.7% YoY
$18.6MFY 2025
FY22 $131.5MFY23 $78.2MFY24 $29.3MFY25 $18.6M

EPS (Diluted)

-28.8% YoY
$0.37FY 2025
FY22 $2.20FY23 $1.10FY24 $0.52FY25 $0.37

Total Assets

+5.3% YoY
$318.6MFY 2025
FY22 $272.5MFY23 $296.7MFY24 $302.7MFY25 $318.6M

Total Debt

FY 2025
FY22 $43.2MFY23 FY24 FY25

Op. Cash Flow

-103.4% YoY
$-3.2MFY 2025
FY22 $62.8MFY23 $58.5MFY24 $91.8MFY25 $-3.2M

AI Insight: HDSN Financial Trends

Severe Q4 2025 deterioration—negative operating income, collapsing cash flow, and operating losses—reverses nine months of profitability gains.

Operating income swung from +$14M in Q3 2025 to −$11M in Q4 2025, then stabilized near breakeven (+$1M) in Q1 2026.

Operating cash flow collapsed from +$9M in Q3 2025 to −$33M in Q4 2025 and −$13M in Q1 2026.

Revenue volatility persists: Q3 2025 peaked at $74M, then fell 41% to $44M in Q4 2025, partially recovering to $60M in Q1 2026.

Net income turned negative (−$9M) in Q4 2025 after three consecutive profitable quarters; Q1 2026 breakeven raises recovery uncertainty.

Equity declined from $266M peak (Q3 2025) to $238M (Q1 2026)—driven by recent losses and operating stress.

AI Insight: HDSN Ratio Trends

Hudson Technologies collapsed to near-breakeven profitability in Q1 2026 after severe Q4 2025 losses, with margins and ROIC in free fall.

Operating margin plummeted from 18.9% in Q3 2025 to -25.2% in Q4 2025, then recovered slightly to 2.4% in Q1 2026.

ROIC collapsed from 21.0% in Q3 2025 to -18.4% in Q4 2025, remaining deeply depressed at 2.5% in Q1 2026.

TTM net profit margin of 5.7% masks severe recent deterioration; Q1 2026 NPM of 0.5% reflects ongoing operational strain.

Extreme quarterly volatility (Q3 2025 OpMargin +18.9% vs Q4 2025 -25.2%) suggests operational instability or significant one-time charges.

All profitability metrics near zero in Q1 2026; any further deterioration risks technical insolvency given capital structure.

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Available Research

13F Pro tracks comprehensive data for HUDSON TECHNOLOGIES INC /NY including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of HDSN

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Is HDSN a good stock to buy?

13F Pro's AI-powered analysis of HUDSON TECHNOLOGIES INC /NY (HDSN) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for HDSN are available on the HDSN stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own HDSN?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling HDSN. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of HUDSON TECHNOLOGIES INC /NY's investment landscape.