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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 57 (OpenAI - 5.2)
Rating:57Neutral
Price Target:
$18.00
▼(-6.74% Downside)
Action:Reiterated
Date:08/17/26
PESI’s score is held back primarily by weak TTM fundamentals—sharp profitability deterioration and meaningful cash burn—despite a low-debt balance sheet. Offsetting this, technical momentum is moderately positive (price above major moving averages with a positive MACD), and the latest earnings call provided some support via improving backlog/visibility and strengthened liquidity, though execution and ramp/permit risks remain.
Positive Factors
DOE Hanford strategic positioning
Perma-Fix’s role in DOE’s Hanford waste program supports a durable competitive position in a highly regulated market. Near-site capabilities and existing infrastructure may improve access to recurring, multi-year government waste-treatment demand.
Negative Factors
Severe profitability deterioration
Negative gross profit and deeply widening losses indicate that current pricing, waste mix, volumes, or cost structure are not supporting sustainable returns. Persistent losses could constrain reinvestment and increase dependence on future contract execution.
Read all positive and negative factors
Positive Factors
Negative Factors
DOE Hanford strategic positioning
Perma-Fix’s role in DOE’s Hanford waste program supports a durable competitive position in a highly regulated market. Near-site capabilities and existing infrastructure may improve access to recurring, multi-year government waste-treatment demand.
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:Aug 12, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Oct 29, 2026
Earnings Call Sentiment Neutral
The call presents a mixed but cautiously constructive outlook. Short-term financial results were disappointing (Q2 revenue decline, widened net loss and margin compression) driven primarily by timing mismatches, delayed processing directives from a customer, and slower-than-targeted DFLAW throughput. Offsetting these near-term negatives are significant strategic and operational milestones: Perma-Fix is explicitly positioned in DOE public plans, has begun receiving DFLAW effluent post-quarter, achieved meaningful backlog growth (treatment backlog +29% QoQ), strong Services growth (+44% YoY), strengthened liquidity through a ~$21M equity raise, and is investing in permit and capacity upgrades to pursue a multi-year Hanford grouting program (company-level plans to scale from current 1.2M gal/year permit toward DOE targets up to ~9M gal/year by 2030). Given the material strategic progress alongside tangible near-term financial headwinds, the overall tone of the call is balanced with cautious optimism for the second half of 2026 and beyond.
Positive Updates
Strategic Positioning on Major DOE IDIQ
H2C awarded a master IDIQ for Hanford tank waste operations with a contract ceiling reported at approximately $4.3–$4.4 billion and potential cumulative volumes referenced (public materials show up to 50 million gallons). Perma-Fix Northwest is named in DOE presentations as the grouting provider for EMF secondary waste effluent and is positioned as a near-site grouting option (no new on-site facility required).
Negative Updates
Quarter Below Expectations — Revenue Decline
Second quarter revenue was $12.9M vs $14.6M in prior-year quarter, a decline of approximately 11.6% year-over-year.
Read all updates
Q2-2026 Updates
Negative
Strategic Positioning on Major DOE IDIQ
H2C awarded a master IDIQ for Hanford tank waste operations with a contract ceiling reported at approximately $4.3–$4.4 billion and potential cumulative volumes referenced (public materials show up to 50 million gallons). Perma-Fix Northwest is named in DOE presentations as the grouting provider for EMF secondary waste effluent and is positioned as a near-site grouting option (no new on-site facility required).
Read all positive updates
Company Guidance
Management acknowledged a disappointing Q2 (revenue $12.9M; net loss $6.2M; loss per share $0.32 vs. prior-year revenue $14.6M and loss per share $0.15) but provided constructive guidance: treatment backlog grew 29% to $15.7M (from $12.2M) and services backlog exceeds $17M over 18 months, with management saying on-site delayed processing will be caught up by end of Q3 and DFLAW-related receipts will build through year‑end (DFLAW averaging ~10,000 gal/month with 35,000 gal in July), task orders under the new H2C master subcontract become eligible in Jan 2027, DOE expects ~60,000 gal/month available for grouting beginning Q4 ’26 rising to ~130,000 gal/month by 2028 and AMPS to reach ~300,000 gal/month in 2028, Perma‑Fix Northwest is currently permitted for 1.2M gal/year (storage ~650k gal, planned permit increase to ~800k and facility upgrades in final design to be ready by Q3 2027 to support DOE’s 9M gal/year target by 2030 and a DOE requirement to treat 100,800 gal/week over seven weeks (~5.24M gal/yr equivalent)), and liquidity was strengthened with ~ $21M net equity proceeds in May, $20.5M cash at quarter end, $18.4M working capital, ~$2.1M total debt (credit extended to May 2030), with management expecting existing liquidity, anticipated operating cash flows and borrowing availability to fund operations for the next 12 months.

Perma-Fix Financial Statement Overview

Summary
Financial performance is the primary weakness: TTM profitability deteriorated sharply (negative gross profit and deep operating losses), and cash generation is very weak (negative operating cash flow and free cash flow). The main offset is a relatively healthy balance sheet with low leverage, which provides some resilience, but returns are poor due to ongoing losses.
Income Statement
22
Negative
Balance Sheet
66
Positive
Cash Flow
28
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Mar 2022
Income Statement
Total Revenue57.18M61.67M59.12M89.73M70.60M72.19M
Gross Profit-1.64M5.92M2.00K16.37M9.61M6.82M
EBITDA-16.07M-8.59M-12.90M3.83M-1.30M-864.00K
Net Income-21.18M-13.78M-19.98M485.00K-3.82M835.00K
Balance Sheet
Total Assets101.84M88.03M97.25M78.75M70.90M77.30M
Cash, Cash Equivalents and Short-Term Investments20.50M11.77M28.98M7.50M1.87M4.44M
Total Debt5.22M4.32M4.86M5.87M3.51M4.64M
Total Liabilities43.51M37.90M34.86M39.37M33.37M36.72M
Stockholders Equity58.33M50.14M62.39M39.38M37.53M40.58M
Cash Flow
Free Cash Flow-21.81M-15.46M-18.82M4.43M-1.58M-8.41M
Operating Cash Flow-15.72M-10.75M-14.74M6.47M-553.00K-6.84M
Investing Cash Flow-6.46M-4.95M-4.13M-2.04M-997.00K-1.56M
Financing Cash Flow20.57M-981.00K40.95M1.70M-921.00K4.94M

Perma-Fix Technical Analysis

Technical Analysis Sentiment
Positive
Last Price19.30
Price Trends
50DMA
16.48
Positive
100DMA
13.69
Positive
200DMA
13.52
Positive
Market Momentum
MACD
0.56
Positive
RSI
58.69
Neutral
STOCH
67.28
Neutral
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 19.3 is above the 20-day moving average (MA) of 17.85, above the 50-day MA of 16.48, and above the 200-day MA of 13.52, indicating a bullish trend. The MACD of 0.56 indicates Positive momentum. The RSI at 58.69 is Neutral, neither overbought nor oversold. The STOCH value of 67.28 is Neutral, 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 40 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
74
Outperform
$68.20B31.5518.27%1.12%3.21%4.30%
72
Outperform
$16.74B38.3415.64%5.07%15.63%
71
Outperform
$87.53B30.8928.92%1.62%7.17%4.68%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
59
Neutral
$5.95B1,003.540.36%13.59%-50.47%
57
Neutral
$396.78M-16.55-40.97%-4.73%0.30%
57
Neutral
$644.71M-1.53208.72%65.59%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PESI
Perma-Fix
18.70
8.67
86.44%
CWST
Casella Waste
93.53
0.76
0.82%
CLH
Clean Harbors
317.10
80.60
34.08%
RSG
Republic Services
222.71
-3.75
-1.66%
WM
Waste Management
218.99
3.29
1.52%
NVRI
Enviri Corporation
22.87
6.70
41.43%

Perma-Fix Corporate Events

Executive/Board ChangesShareholder Meetings
Perma-Fix Shareholders Reelect Board, Approve Governance Measures
Positive
Jul 28, 2026
Perma-Fix stockholders met on July 22, 2026, with about 64% of eligible shares represented, and re-elected all nine directors to serve until the next annual meeting, preserving continuity on the company’s board. Investors also ratified Grant...
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: Aug 17, 2026