HDSN HUDSON TECHNOLOGIES INC /NY
Price Chart
Executive Summary
CEO Kenneth Gaglione and Director Jeffrey Feeler made open-market purchases totaling $50K (0.025% of market cap) over two days following the Q1 2026 earnings release. Revenue grew 9% YoY to $60.2M, but net income collapsed 89% to $0.3M ($0.01 EPS) from $2.8M ($0.06 EPS) due to margin compression and ERP-related SG&A costs. The insider buys are trivial relative to market cap and likely reflect confidence in the HFC pricing outlook and Q2 guidance of $73-76M, not a material signal.
Key Financial Metrics
Actionable Insight
The insider buys are too small to be a meaningful signal — $50K at a $204M market cap is noise. The Q1 earnings deterioration (net income -89%) is the dominant story, but Q2 guidance suggests a seasonal rebound. Monitor Q2 results for confirmation of margin recovery and HFC pricing trends; the insider cluster alone does not warrant action.
Key Facts
- CEO Gaglione bought 5,000 shares at $4.895 ($24,475) on 2026-05-13
- Director Feeler bought 5,100 shares at $4.92 ($25,092) on 2026-05-14
- Total insider purchases: $49,567, representing 0.024% of $204M market cap
- Q1 2026 revenue up 9% YoY to $60.2M, but net income fell 89% to $0.3M ($0.01 EPS)
- Gross margin declined to 20% from 22% due to unfavorable mix; operating income halved to $1.5M
- Q2 2026 revenue guidance of $73-76M implies sequential growth of 21-26%
- Company repurchased $2.5M of stock in Q1 2026
- HFC prices firming above $6/lb; new HFO licensing agreement signed with Solstice Advanced Materials
Financial Impact
Insider purchases of $50K are trivial (0.025% of market cap). Q1 net income fell $2.5M YoY to $0.3M; Q2 guidance of $73-76M implies ~$14-17M sequential revenue growth.
Risk Factors
- Net income collapsed 89% YoY despite 9% revenue growth, indicating structural margin pressure
- ERP implementation costs and SG&A inflation may persist, further compressing earnings
- HFC pricing firmness is seasonal and may not sustain; regulatory transition to HFOs creates long-term demand uncertainty
- Stock has underperformed significantly — historical reports show -11% average T+20 alpha
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-HDSN-1778863015563 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 21, 2026
24d ago
|
Insider Cluster
| $5.17 $5.37 | ▲ +3.87% | ▲ +2.27% | $5.78 (+11.80%) |
|
May 21, 2026
24d ago
|
Insider Cluster
| $5.17 $5.37 | ▲ +3.87% | ▲ +2.27% | $5.78 (+11.80%) |
|
May 18, 2026
27d ago
|
8-K
| $4.95 $5.13 | ▲ +3.64% | ▲ +2.02% | $5.78 (+16.77%) |
|
May 15, 2026
4w ago
|
Insider Cluster
| $4.92 $5.06 | ▲ +2.85% | ▲ +1.88% | $5.78 (+17.48%) |
|
May 15, 2026
4w ago
|
Insider Cluster
| $4.92 $5.06 | ▲ +2.85% | ▲ +1.88% | $5.78 (+17.48%) |
|
Apr 24, 2026
7w ago
|
DEFA14A
| $6.30 $6.26 | ▼ −0.63% | ▼ −1.54% | $5.78 (−8.25%) |
|
Apr 22, 2026
7w ago
|
Press Release
| $6.20 $6.19 | ▲ +0.16% | ▲ +0.22% | $5.78 (+6.77%) |
|
Apr 13, 2026
8w ago
|
8-K
| $6.17 $6.39 | ▲ +3.57% | ▲ +0.27% | $5.78 (−6.32%) |
|
Mar 4, 2026
14w ago
|
8-K
| $6.35 $5.80 | ▼ −8.66% | ▼ −6.42% | $5.78 (−8.98%) |
|
Mar 4, 2026
14w ago
|
Press Release
| $6.35 $5.80 | ▼ −8.66% | ▼ −6.42% | $5.78 (−8.98%) |
US Market Status
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