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Perma-Fix Environmental Services (PESI)
NASDAQ:PESI
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Perma-Fix (PESI) AI Stock Analysis

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PESI

Perma-Fix

(NASDAQ:PESI)

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Neutral 50 (OpenAI - 5.2)
Rating:50Neutral
Price Target:
$12.00
▼(-6.98% Downside)
Action:Reiterated
Date:06/26/26
The score is held down primarily by weak financial performance, including deep losses and ongoing cash burn despite a low-debt balance sheet. Technical momentum is a notable offset with the stock trading above key moving averages and a positive MACD. Corporate events are mixed, with added funding for initiatives but heightened concern signaled by weak results and going-concern risk disclosure; valuation offers limited support due to negative earnings.
Positive Factors
Specialized regulated-waste services
Perma-Fix operates in a niche of complex hazardous and radiological waste handling where regulatory compliance creates durable demand. Its specialized service set (characterization, treatment, disposal coordination) supports recurring project work, premium pricing and long lead, contract-driven revenue from government and commercial clients.
Negative Factors
Negative operating cash flow
Persistent negative operating and free cash flow signals the company cannot internally fund operations or capital needs, increasing reliance on external financing. Ongoing cash burn erodes liquidity, constrains reinvestment in facilities and tech, and raises execution risk on multi-period projects and commercialization plans.
Read all positive and negative factors
Positive Factors
Negative Factors
Specialized regulated-waste services
Perma-Fix operates in a niche of complex hazardous and radiological waste handling where regulatory compliance creates durable demand. Its specialized service set (characterization, treatment, disposal coordination) supports recurring project work, premium pricing and long lead, contract-driven revenue from government and commercial clients.
Read all positive factors

Perma-Fix (PESI) vs. SPDR S&P 500 ETF (SPY)

Perma-Fix Business Overview & Revenue Model

Company Description
Perma-Fix Environmental Services, Inc., operating through its various subsidiaries, functions as a U.S.-based company offering specialized expertise in environmental solutions and technology. Its operations are divided into three core divisions: T...
How the Company Makes Money
Perma-Fix makes money primarily by providing fee-based services for handling complex regulated wastes, especially mixed (hazardous + radioactive) and other radiological wastes. Its revenue model is largely project- and service-contract driven: cus...

Perma-Fix Earnings Call Summary

Earnings Call Date:Mar 24, 2026
(Q4-2025)
|
% Change Since: |
Next Earnings Date:Aug 06, 2026
Earnings Call Sentiment Positive
The call presents a cautiously optimistic outlook driven by meaningful operational progress: stronger Treatment performance, a materially larger backlog (~+51%), a surge in international revenue (+163%), permit renewals expanding capacity, and an advancing PFAS offering that could scale materially. Management expects a Q2 inflection as multiple Hanford-related waste streams (DFLAW blowdown, brine/runoff, expanded TRU processing) and new Services projects ramp. Offsetting these positives are near-term headwinds including a significant cash decline, expected Q1 negative EBITDA (> $4M), a sizable Services revenue decline in 2025, supply chain delays for PFAS Gen 2, and execution/timing uncertainty tied to DOE and regulatory approvals. On balance, the strategic growth drivers, backlog expansion and operational investments appear to outweigh the near-term financial and execution risks, but the company remains dependent on government program execution and regulatory timing.
Positive Updates
Full-Year and Quarterly Revenue Growth
Full-year 2025 revenue of $61.7M, up $2.6M or +4.3% versus $59.1M in 2024. Q4 revenue of $15.7M, up $1.0M or +6.9% year-over-year.
Negative Updates
Near-Term Q1 Softness and Expected Losses
Management expects Q1 2026 to be soft: revenue around ~$13M and negative EBITDA likely exceeding $4M. About $2M of revenue timing was shifted from Q1 to Q2 due to revenue recognition/timing of stored waste processing.
Read all updates
Q4-2025 Updates
Negative
Full-Year and Quarterly Revenue Growth
Full-year 2025 revenue of $61.7M, up $2.6M or +4.3% versus $59.1M in 2024. Q4 revenue of $15.7M, up $1.0M or +6.9% year-over-year.
Read all positive updates
Company Guidance
The company guided that Q1 will be soft—anticipating revenue of about $13M and negative EBITDA likely exceeding $4M (with approximately $2M of revenue pushed from Q1 into Q2 due to revenue-recognition timing)—but expects a Q2 inflection as Hanford-related receipts ramp; initial DFLAW-related revenue is estimated at roughly $1M–$2M per month beginning in Q2, with DOE planning a progressive hot‑commissioning ramp (DFLAW began hot commissioning in Oct‑2025 and is projected to reach ~40% capacity within 12–18 months and move toward ~80% within three years), DFLAW had processed ~50,000 gallons through February, and DOE now targets up to 200 million gallons treated by 2040 (vs prior 56M). Key Perma‑Fix capacity and backlog metrics supporting the outlook include the Perma‑Fix Northwest permit that expands permitted liquid processing to ~1.2M gallons/year (tripling prior liquid capacity) and authorizes up to 175,000 tons/year macro‑encapsulation (the company is proposing a permit mod to raise liquid capacity by another ~3M gallons to ~4.2M gallons total with a 6–9 month review), an expected April brine stream at Northwest of about $1.5M/month, a 100% increase in TRU processing adding roughly $0.75M–$1M/month, a year‑end waste treatment backlog of $11.9M (up ~51% YoY), FY‑2025 revenue of $61.7M (up 4.3% YoY), treatment revenue up ~29% YoY, international revenue up ~163% to ~$6.4M, Q4 revenue $15.7M, FY EBITDA loss improving to $(9.7)M (from $(13.8)M), cash of $11.8M, and planned investments (including PFAS) such as a Gen‑2 PFAS unit to raise PFAS capacity to ~3,000 gallons/day (capex ~$4–5M) to drive higher throughput and margin recovery in H2 2026 and beyond.

Perma-Fix Financial Statement Overview

Summary
Operating results are weak: revenue is down TTM ($58.9M vs. $61.7M in 2025) with deeply negative profitability (TTM net margin ~-30%, operating margin ~-26%). Cash generation is also poor with negative operating cash flow (TTM ~-$12.4M) and negative free cash flow (TTM ~-$17.6M). The balance sheet has low leverage (debt/equity roughly 0.08–0.10), but equity is shrinking (about $62.4M in 2024 to $43.0M TTM), reflecting ongoing losses.
Income Statement
24
Negative
Balance Sheet
58
Neutral
Cash Flow
22
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Mar 2022
Income Statement
Total Revenue58.88M61.67M59.12M89.73M70.60M72.19M
Gross Profit2.41M5.92M2.00K16.37M9.61M6.82M
EBITDA-12.82M-8.59M-12.90M3.83M-1.30M-864.00K
Net Income-17.70M-13.78M-19.98M485.00K-3.82M835.00K
Balance Sheet
Total Assets81.69M88.03M97.25M78.75M70.90M77.30M
Cash, Cash Equivalents and Short-Term Investments6.66M11.77M28.98M7.50M1.87M4.44M
Total Debt4.11M4.32M4.86M5.87M3.51M4.64M
Total Liabilities38.71M37.90M34.86M39.37M33.37M36.72M
Stockholders Equity42.98M50.14M62.39M39.38M37.53M40.58M
Cash Flow
Free Cash Flow-17.62M-15.46M-18.82M4.43M-1.58M-8.41M
Operating Cash Flow-12.43M-10.75M-14.74M6.47M-553.00K-6.84M
Investing Cash Flow-5.33M-4.95M-4.13M-2.04M-997.00K-1.56M
Financing Cash Flow-812.00K-981.00K40.95M1.70M-921.00K4.94M

Perma-Fix Technical Analysis

Technical Analysis Sentiment
Positive
Last Price12.90
Price Trends
50DMA
10.90
Positive
100DMA
11.98
Positive
200DMA
12.29
Negative
Market Momentum
MACD
0.35
Negative
RSI
66.80
Neutral
STOCH
81.20
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For PESI, the sentiment is Positive. The current price of 12.9 is above the 20-day moving average (MA) of 10.48, above the 50-day MA of 10.90, and above the 200-day MA of 12.29, indicating a neutral trend. The MACD of 0.35 indicates Negative momentum. The RSI at 66.80 is Neutral, neither overbought nor oversold. The STOCH value of 81.20 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PESI.

Perma-Fix Risk Analysis

Perma-Fix disclosed 41 risk factors in its most recent earnings report. Perma-Fix reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Perma-Fix Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
69
Neutral
$15.94B40.6514.37%1.90%2.13%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
57
Neutral
$6.00B818.300.46%14.92%-48.77%
53
Neutral
$26.13M-3.58-17.78%-14.35%70.98%
50
Neutral
$259.74M-12.76-34.48%-0.91%23.41%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PESI
Perma-Fix
12.25
1.73
16.44%
CWST
Casella Waste
94.35
-21.03
-18.23%
CLH
Clean Harbors
301.65
70.47
30.48%
QRHC
Quest Resource
1.24
-0.78
-38.61%

Perma-Fix Corporate Events

Business Operations and StrategyPrivate Placements and Financing
Perma-Fix Announces Public Offering to Fund Growth Initiatives
Positive
May 18, 2026
On May 14, 2026, Perma-Fix Environmental Services, Inc. entered an underwriting agreement with Craig-Hallum Capital Group LLC for a firm commitment public offering of 2,285,714 common shares at $8.75 each, with a 30-day over-allotment of 342,857 s...
Business Operations and StrategyFinancial DisclosuresShareholder Meetings
Perma-Fix Faces Weak Q1 Results, Going-Concern Risks
Negative
May 11, 2026
Perma-Fix Environmental Services, Inc. operates in the environmental services industry, focusing on the treatment and disposal of hazardous and mixed radioactive waste, as well as nuclear services. The company’s operations include its Perma-...
Business Operations and Strategy
Perma-Fix Highlights Strategy at Gabelli Environmental Symposium
Positive
Apr 8, 2026
On April 9, 2026, Perma-Fix Environmental Services, Inc.’s CEO and CFO were scheduled to present at Gabelli Funds’ 12th Annual Waste Environmental Services Symposium, highlighting the company to a specialized audience of industry-focu...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jun 26, 2026