Hudson Technologies Inc. (HDSN)
NASDAQ (CM) NASDAQ (CM) Primary 
Hudson Pacific Properties: Beware The Perceived Discount
Hudson Pacific Properties (HPP) appears heavily discounted at 30% of NAV, but high leverage changes the math. An 18% decline in asset value could wipe out common shares, highlighting the risk despite the apparent discount. Investment success hinges on a fundamental turnaround in HPP's office assets, not just the current low stock price.
RioCan REIT: Hudson's Bay Bankruptcy Is A Minor Hindrance
RioCan's financials converted us to a bullish stance, despite initial concerns about debt and residential focus over retail leasing. We recommended a buy due to attractive valuation and entered using covered calls, which paid off well. We look at the recent drop in light of the Hudson's Bay news, and tell you why it is a bit overblown.
Why Hudson Technologies Is A Buy Even After Bad Results
HDSN faces headwinds from declining refrigerant prices, impacting topline and margins, but has liquidated much high-priced inventory, positioning it for better margins ahead. Despite weak Q4 2024 results, HDSN's stock showed resilience, indicating selling pressure might be exhausted; future topline remains uncertain, but margins could improve. Strong balance sheet with $70 million cash and no debt allows for potential share repurchases, enhancing shareholder returns during market recovery.
Hudson Earnings Miss Estimates in Q4, Revenues Decrease 23% Y/Y
HDSN Q4 top line reflects the impacts of lower selling prices for certain refrigerants.
Hudson Technologies, Inc. (HDSN) Q4 2024 Earnings Call Transcript
Hudson Technologies, Inc. (NASDAQ:HDSN ) Q4 2024 Earnings Conference Call March 6, 2025 5:00 PM ET Company Participants Jen Belodeau - IMS Investor Relations Brian Coleman - Chairman, President and Chief Executive Officer Brian Bertaux - Chief Financial Officer Conference Call Participants Gerry Sweeney - ROTH Capital Partners Ryan Sigdahl - Craig-Hallum Capital Group Josh Nichols - B. Riley Securities Austin Moeller - Canaccord Genuity Operator Good afternoon and welcome to the Hudson Technologies Fourth Quarter and Full Year 2024 Earnings Call.
Hudson Technologies (HDSN) Reports Q4 Loss, Misses Revenue Estimates
Hudson Technologies (HDSN) came out with a quarterly loss of $0.06 per share versus the Zacks Consensus Estimate of a loss of $0.02. This compares to earnings of $0.08 per share a year ago.
Hudson Pacific Properties: Stick A Fork In It
Hudson Pacific Properties Inc. reported Q4-2024 results and showed a big drop in NOI for the year. Q4-2024 results show a drop in FFO to 11 cents and AFFO to 2 cents per share, with debt to EBITDA rising to 11.1X. Guidance for 2025 indicates another massive decline in same property NOI.
Hudson Pacific: Buying Opportunity After Stock Retraced
Hudson Pacific Properties has secured agreements with major corporations like Google and Amazon, indicating strong potential for future deals and positive cash flow growth. Despite recent earnings misses, HPP's diversified high-barrier market strategy and asset sales are expected to reduce debt and enhance stock value. The company's share repurchase program and significant asset sales could lead to higher stock valuations, making HPP an attractive buy.
Hudson Technologies: Still A Buy, But Inflection Delayed
Hudson Technologies benefits from long-term tailwinds and regulatory changes, but patience is required due to current market uncertainties and oversupply issues affecting refrigerant prices. Despite a challenging year with declining margins and revenues, Hudson's strong cash flow management and lack of long-term debt position it well for future growth. The AIM Act and state regulations support long-term demand for reclaimed refrigerants, making Hudson a strong candidate for future market leadership.
Hudson Technologies: Near-Term Pain But Solid Long-Term Prospects
Hudson Technologies is witnessing headwinds related to lower refrigerant prices, which should be short-lived. As soon as refrigerant prices stabilize, the company should witness a margin increase. Long-term prospects are strong, with expected demand growth from the AIM Act's phase-down of HFCs.
Is the Options Market Predicting a Spike in Hudson Technologies (HDSN) Stock?
Investors need to pay close attention to Hudson Technologies (HDSN) stock based on the movements in the options market lately.
Hudson Pacific: Ignore The Noise, Stay With The Trend
Our sell rating on Hudson Pacific Properties, Inc. in August has proven accurate due to significant issues plaguing this office properties REIT. Occupancy is below 80%, FFO has declined drastically, and debt to EBITDA has continued moving up. We look at the Q3-2024 numbers and tell you why the trend is still your friend.
