HUDSON TECHNOLOGIES INC /NY(HDSN)Stock Analysis
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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
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
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.
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% YoYNet Income
-31.7% YoYOperating Income
-36.7% YoYEPS (Diluted)
-28.8% YoYTotal Assets
+5.3% YoYTotal Debt
Op. Cash Flow
-103.4% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $246.6M +4.0% | $237.1M -18.0% | $289.0M -11.1% | $325.2M +68.7% | $192.7M +30.6% | $147.6M |
| Net Income | $16.7M -31.7% | $24.4M -53.3% | $52.2M -49.7% | $103.8M +221.8% | $32.3M +719.4% | $-5.2M |
| Operating Income | $18.6M -36.7% | $29.3M -62.5% | $78.2M -40.6% | $131.5M +210.9% | $42.3M +616.5% | $5.9M |
| EPS (Diluted) | $0.37 -28.8% | $0.52 -52.7% | $1.10 -50.0% | $2.20 +218.8% | $0.69 +675.0% | $-0.12 |
| Total Assets | $318.6M +5.3% | $302.7M +2.0% | $296.7M +8.9% | $272.5M +26.3% | $215.7M +33.4% | $161.6M |
| Total Debt | — | — | — | $43.2M -53.7% | $93.4M +7.0% | $87.3M |
| Operating Cash Flow | $-3.2M -103.4% | $91.8M +56.8% | $58.5M -6.8% | $62.8M +5215.2% | $-1.2M -110.5% | $11.7M |
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:
Top Institutional Holders of HDSN
Hartree Partners, LP
$22.3M3,800,000 shWESTERLY CAPITAL MANAGEMENT, LLC
$18.7M3,175,000 shBlackRock, Inc.
$16.8M2,862,539 shDIMENSIONAL FUND ADVISORS LP
$12.6M2,148,311 shVANGUARD CAPITAL MANAGEMENT LLC
$9.8M1,660,146 shRENAISSANCE TECHNOLOGIES LLC
$8.8M1,504,250 shAMERICAN CENTURY COMPANIES INC
$8.7M1,487,774 shNEW SOUTH CAPITAL MANAGEMENT INC
$7.3M1,241,223 shGEODE CAPITAL MANAGEMENT, LLC
$5.6M948,546 shSTATE STREET CORP
$5.3M897,873 sh
| Fund | Value | Shares |
|---|---|---|
| Hartree Partners, LP | $22.3M | 3,800,000 |
| WESTERLY CAPITAL MANAGEMENT, LLC | $18.7M | 3,175,000 |
| BlackRock, Inc. | $16.8M | 2,862,539 |
| DIMENSIONAL FUND ADVISORS LP | $12.6M | 2,148,311 |
| VANGUARD CAPITAL MANAGEMENT LLC | $9.8M | 1,660,146 |
| RENAISSANCE TECHNOLOGIES LLC | $8.8M | 1,504,250 |
| AMERICAN CENTURY COMPANIES INC | $8.7M | 1,487,774 |
| NEW SOUTH CAPITAL MANAGEMENT INC | $7.3M | 1,241,223 |
| GEODE CAPITAL MANAGEMENT, LLC | $5.6M | 948,546 |
| STATE STREET CORP | $5.3M | 897,873 |
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Popular Research
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.