Analysts expect Hudson Technologies to report Q3 2026 revenue of $77.96 million and EPS of $0.11, reflecting a slight revenue gain but a significant 59% decline in earnings year-over-year. The stock is currently trading at approximately $5.30, which is well below the average analyst price target of $8.62. investors are primarily focused on the company's gross margin performance as a test for whether hydrofluorocarbon (HFC) refrigerant pricing has reached a cyclical floor.
While Hudson has maintained double-digit sales volume growth, profitability has been severely pressured by HFC selling prices dropping from $8 to approximately $6 per pound. Consequently, management recently lowered its full-year gross margin guidance to the low-to-mid 20% range, making this quarter's margin stability the key metric for the stock's near-term recovery.