Hudson Technologies (HDSN)
Sells and reclaims refrigerants for commercial, industrial, and refrigeration systems.
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Sells refrigerants and industrial gases, then recovers, reclaims and reuses refrigerants through management services. Its single operating model also includes on-site RefrigerantSide® decontamination and carbon-offset projects.
Serving commercial air-conditioning, industrial-processing and refrigeration systems, the company sells refrigerants and industrial gases and provides refrigerant-management services. Its circular model centers on recovering, reclaiming and reusing refrigerants, supported by proprietary equipment and separation technology.
Operations sit in one reportable segment and include RefrigerantSide® on-site decontamination, which removes moisture, oil and other contaminants from customer systems, alongside carbon-offset projects.
The operating model depends on recovery, reclamation and reuse pathways that reduce atmospheric releases and avoid additional refrigerant manufacturing or destruction. Related patents cover RefrigerantSide® systems and recycling and reclamation technologies.
Company facts
Categories
Target rangeAs of Sep 2, 2026
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 6, 2026 | Canaccord Genuity | Reiterate | Buy | $9 | $8 | |
| May 7, 2026 | Canaccord Genuity | Reiterate | Buy | $10.50 | $9 | |
| Jul 31, 2025 | Canaccord Genuity | Upgrade | Hold | Buy | $10 | $10.50 |
| Jun 16, 2025 | B. Riley Securities | Upgrade | Neutral | Buy | ||
| Nov 5, 2024 | Craig-Hallum | Downgrade | Buy | Hold |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $25.6M · Total debt $3.7M · Total assets $322.1M · Shareholders' equity $243.3M
- Revenue
- $78.3M
- Operating income
- $7.4M
- Net income
- $4.9M
No dividends on record.
| Institutions155 holders · as of Jun 30, 2026 | 75.39% | 31.72M shares | |
| Insiders13 holders · as of Jun 22, 2026 | 15.93% | 6.70M shares | |
| Strategic holders1 holder · as of Feb 14, 2022 | 9.72% | 4.09M shares | |
| Adds to | 101.04% |
42.07M company shares as of Sep 3, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 101.04%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
Hartree Partners, LPInstitution | 10.49% | 4.41M | 13Fas of Jun 30, 2026 |
Cooper Creek Partners Management LLCStrategic | 9.72% | 4.09M | 13Gfiled Feb 14, 2022 ↗ |
ArrowMark Colorado Holdings LLCInstitution | 9.27% | 3.90M | 13D/Gfiled Feb 14, 2019 ↗ |
(a) Name of IssuerInsider | 8.97% | 3.77M | 13Gfiled May 4, 2021 ↗ |
Westerly Capital Management, LLCInstitution | 8.03% | 3.38M | 13Fas of Jun 30, 2026 |
| See all 25 → | |||
13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 25, 2026 | Hartree Partners, LP | 10 percent owner | +91,166 | $5.50 |
| Aug 24, 2026 | Hartree Partners, LP | 10 percent owner | +9,446 | $5.50 |
| Aug 12, 2026 | Hartree Partners, LP | 10 percent owner | +5,198 | $5.50 |
| Jul 29, 2026 | Hartree Partners, LP | 10 percent owner | +52,104 | $5.99 |
| Jul 20, 2026 | Hartree Partners, LP | 10 percent owner | +17,842 | $5.99 |
- Chemours
Freon and Opteon supply alternatives in HVAC/R refrigerants
- Solstice Advanced Materials
Solstice and Genetron refrigerants address stationary HVAC/R
- Watsco
North American HVAC/R distribution overlaps in refrigerant channels
ComparePre-market
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Hudson Technologies | $5.17 | +0.88% | $215.4M | 25.9 | 18.8 | 0.8 | +7.5% |
| Chemours | $15.03 | −4.14% | $2.36B | — | 10.3 | 0.4 | −1.5% |
| Solstice Advanced Materials | $61.01 | +0.03% | $9.69B | 46.2 | 19.5 | 2.4 | — |
| Watsco | $309.25 | +0.06% | $12.72B | 26.7 | 24.8 | 1.7 | +2.1% |
| Median | 36.4 | 19.5 | 1.7 | +0.3% |