ASPIASP Isotopes Inc.
ASP Isotopes Inc. (ASPI) sells helium and nuclear isotopes, leveraging its stake in Renergen’s Virginia Gas Project. The next catalyst is Nov 13, 2026 — Q3 2026 Earnings Release, which will test the company’s ability to deliver on its high-revenue growth and margin improvement promises.
- Revenue surged 475.5% YoY to $15.39M, but net income remains -$129.16M, with a net margin of -839.2% TTM.
- Free cash flow is -$117.58M TTM, and debt-to-equity is 0.13x.
- The company is testing whether its high-revenue growth can translate into profitability or at least cash flow stability.
The Read
7% on accelerated drilling and a university collaboration, surged 30.
The schedule
- Fri13Nov
ASPI's Q3 earnings will test the company's ability to meet expectations amid a challenging macro environment and its progress in executing strategic offtake agreements.
- Sat15May
ASPI's Q1 2027 earnings will test the company's ability to sustain growth from recent offtake agreements and its progress in scaling isotope production.
- Fri13Aug
ASPI's Q2 2027 earnings will test the company's ability to sustain growth from recent offtake agreements and its progress in scaling isotope production.
Past
- Fri14Aug
Actual outcome: Bear · $4.00 at outcome
ASPI reported an EPS actual of -0.27, matching the estimate, but the stock fell 4.0% as price action reached below the bear floor. The earnings beat was overshadowed by concerns over the sustainability of ASPI’s high-revenue-growth yet loss-making profile, with no clear signs of margin improvement or revenue acceleration in the near term.
- Sat1Aug
Actual outcome: Bull · $4.30 at outcome
The stock rose 7.5% from the event date to the outcome date, driven by positive developments such as the announcement of a take-or-pay LNG contract and participation in key investor conferences. These actions signaled progress in commercial operations and enhanced investor confidence in the company's long-term prospects.
- Wed15Jul
Actual outcome: Bear · $4.08 at outcome
The stock fell 10.9% from the event date to the outcome date, reaching below the bear floor of $4.80. The price action was driven by negative sentiment surrounding the potential equity or debt financing, with investors reacting to the lack of clarity on terms and dilution concerns, which undermined the previously anticipated re-rating around $6.71.
- Wed20May
Actual outcome: Bull · $6.67 at outcome
ASP Isotopes reported Q1 EPS of -$0.84, exactly in line with analyst estimates, which helped alleviate immediate concerns over worsening cash burn or unexpected operating losses. The stock drifted higher toward the bull target by the run date, bolstered by the in-line earnings and positive momentum from a recently announced HALEU supply MOU with a European nuclear technology company.
- Wed25Mar
Actual outcome: Bull · $5.38 at outcome
ASP Isotopes shares rose 6.7% following the announcement that it completed well drilling for Phase 1 of the Renergen Helium Project four months ahead of schedule, significantly reducing execution risk. The company also announced a strategic collaboration with the University of Bristol to design an advanced laser research facility, and these positive operational milestones outweighed noise from an ongoing class-action lawsuit.
