Traders should monitor the company's progress toward commercial shipments in 2026 and helium production milestones, as well as its ability to achieve the long-term EBITDA target. The significant cash position provides runway but the increasing net loss warrants caution.
Price Chart
Executive Summary
ASP Isotopes provided a business update highlighting progress across its nuclear medicine, electronics, and nuclear energy platforms, including expected commercial shipments in 2026, helium production milestones, and a long-term EBITDA target of over $300 million by 2031. The company has $333 million in cash as of December 2025.
Key Facts
- First commercial shipments expected for Ytterbium-176, Carbon-14, and Silicon-28 in 2026
- Helium Phase 1 nameplate capacity expected in Q3 2026
- EBITDA target of greater than $300 million in 2031
- Cash, cash equivalents, and short-term marketable securities of $333 million as of December 31, 2025
- Product revenue for 2025 was $5.7 million, up 46% from $3.9 million in 2024
- Net loss was $175.1 million in 2025, compared to $32.3 million in 2024
Financial Impact
EBITDA target of greater than $300 million by 2031, with $333 million in cash as of December 2025
Risk Factors
- Increasing net loss from $32.3 million in 2024 to $175.1 million in 2025
- Dependence on successful commercialization of new products in 2026
- Execution risk in achieving helium production milestones
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001477932-26-002140 |
| Document: aspi_8k.htm | 0001477932-26-002140 |
| Document: 0001477932-26-002140-index-headers.html | 0001477932-26-002140 |
| Document: 0001477932-26-002140-index.html | 0001477932-26-002140 |
| Document: 0001477932-26-002140.txt | 0001477932-26-002140 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 8-K | $2.07 | awaiting T+5 | — | $2.03 (−2.18%) |
Oct 15, 2026 11d ago | 8-K | $2.21 $2.09 | ▼ −5.43% | ▼ −4.42% | $2.03 (−8.34%) |
Oct 2, 2026 24d ago | 8-K | $2.91 $2.65 | ▼ −8.93% | ▼ −10.10% | $2.03 (−30.39%) |
Sep 25, 2026 4w ago | 144 | $2.60 $2.93 | ▲ +12.69% | ▲ +11.49% | $2.03 (−22.09%) |
Sep 9, 2026 6w ago | 425 | $3.82 $3.15 | ▼ −17.54% | ▼ −16.44% | $2.03 (−46.97%) |
Sep 2, 2026 7w ago | 144 | $3.90 $3.31 | ▼ −15.13% | ▼ −13.98% | $2.03 (−48.06%) |
Aug 20, 2026 9w ago | 425 / 8-K | $3.95 $4.04 | ▲ +2.41% | ▲ +1.29% | $2.03 (−48.65%) |
Aug 18, 2026 9w ago | 8-K | $3.86 $4.00 | ▲ +3.63% | ▲ +3.83% | $2.03 (−47.52%) |
Aug 16, 2026 10w ago | Institutional Cluster | $4.02 $3.89 | ▼ −3.23% | ▼ −2.04% | $2.03 (−49.61%) |
Aug 5, 2026 11w ago | 425 | $4.10 $4.28 | ▲ +4.39% | ▲ +3.18% | $2.03 (−50.60%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers