ASPI · ASP Isotopes Inc.
Nuclear — enrichment/fuel (isotope enrichment + HALEU fuel-cycle developer)
ASPI·Nuclear — enrichment/fuel (isotope enrichment + HALEU fuel-cycle developer)
ASP Isotopes Inc.

ASP Isotopes Inc.

ConvictionWeak

Pre/early-commercial deep-tech: builds proprietary enrichment plants (ASP aerodynamic separation + Quantum Enrichment laser), sells enriched isotopes under take-or-pay/multi-year supply contracts; QLE arm develops HALEU fuel for advanced/SMR reactors funded by partner loans + planned government/bank financing; also a new helium/LNG segment via Renergen. Capital-intensive, funded by equity + convertibles.

Revenue
$23.8M FY202510-K); $4.2M Q1 FY26
Rev growth
+480% FY25 vs $4.1M FY2410-K); +280% Q1 FY26 YoY ($4.2M vs $1.1M
Gross margin
~39.9%Q1 FY26 product gross profit $1.67M / $4.18M rev
Op margin
deeply negative — Q1 FY26 opex $26.6M vs $4.2M revnet loss from continuing ops $26.7M
Capex intensity
high — multi-plant buildPretoria/Pelindaba enrichment, Renergen Phase 2 up to $750M conditional
Market cap
~$0.89B≈$6.10 × 125.9M sh, Jun 26 2026

Price · 1-year trend

real · weekly
$6.17-17% 1yUSD
52-week range
$4 – $11
52w lowas of 2026-06-28 · Yahoo Finance52w high
The read

Where our coverage leans

Coverage leans bullish

Sign in free to read the bull & bear take — Pro unlocks the full dossier.

Members only

Full financial intelligence for ASP Isotopes Inc.

Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.

  • Income statement & margin structure
  • SWOT, moats & dependency map
  • Supplier–customer ecosystem graph
  • Signals, trends & valuation range
See plans
Not investment advice — analyst work product for a qualified professional.· intel vintage Q2 2026· sign in (free) for the analyst summary; Pro unlocks full intelligence
QAIFinance
ExploreBoardsFunds