ASPI ASP Isotopes Inc.

MIXED Impact: 5/10 8-K
Horizon months Filed Apr 13, 2026 Processed 2mo ago SEC 0001477932-26-002140
8-K context-dependent: Items 7.01
Latest settled — T+20d
ASPI ▲ +22.92% at T+20d
NEUTRAL call ✓ call won +22.92% · α vs SPY +15.20% · entry $5.06 → $6.22
Next anchor: T+60d in 23d
Last close $6.55 (close Jun 12) · +29.45% from $5.06 entry
Entry anchored
Apr 10, 03:59 PM ET
via Databento tick
T+1d
-1.19%
call -1.19% · α -2.40%
$5.00
settled 2mo ago
T+5d
+8.10%
call +8.10% · α +4.81%
$5.47
settled 8w ago
T+20d
+22.92%
call +22.92% · α +15.20%
$6.22
settled 5w ago
T+60d
call — · α —
in 23d

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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.

Actionable Insight

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.

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

revenueebitdacashnet loss

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

Exchange
Nasdaq
Sector
Miscellaneous Chemical Products

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001477932-26-002140
Document: aspi_8k.htm0001477932-26-002140
Document: 0001477932-26-002140-index-headers.html0001477932-26-002140
Document: 0001477932-26-002140-index.html0001477932-26-002140
Document: 0001477932-26-002140.txt0001477932-26-002140
12 reports for ASPI
Performance horizon

Track record builds as more directional reports settle.

Filters
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Reports for ASPI — sortable, filterable
Type Now
Jun 12, 2026
3d ago
Institutional Cluster
BULLISH ★ 4/10
$6.22 awaiting T+1awaiting T+1$6.55 (+5.31%)
Jun 2, 2026
13d ago
144
NEUTRAL ★ 3/10
$8.33 $7.55▼ −9.36%▼ −8.64%$6.55 (−21.37%)
May 26, 2026
19d ago
8-K
BULLISH ★ 6/10
$6.93 $6.67▼ −3.75%▼ −3.77%$6.55 (−5.48%)
May 20, 2026
25d ago
8-K
NEUTRAL ★ 3/10
$5.17 $5.55▲ +7.35%▲ +6.90%$6.55 (+26.69%)
May 11, 2026
4w ago
8-K
NEUTRAL ★ 4/10
$6.22 $5.97▼ −4.02%▼ −3.88%$6.55 (+5.31%)
Apr 18, 2026
8w ago
144
NEUTRAL ★ 2/10
$5.47 $5.06▼ −7.50%▼ −6.84%$6.55 (+19.74%)
Apr 13, 2026
8w ago
8-K
MIXED ★ 5/10
$5.06 $5.00▼ −1.19%▼ −2.40%$6.55 (+29.45%)
Apr 10, 2026
9w ago
8-K
NEUTRAL ★ 3/10
$4.48 $5.06▲ +12.95%▲ +11.97%$6.55 (+46.21%)
Mar 24, 2026
11w ago
Press Release
NEUTRAL ★ 4/10
$4.98 $5.04▲ +1.20%▲ +0.64%$6.55 (+31.53%)
Mar 6, 2026
14w ago
Press Release
NEUTRAL ★ 4/10
$5.55 $5.81▲ +4.68%▲ +3.84%$6.55 (+18.02%)
Showing 10 of 12

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