Perma-fix growth on track despite 'challenging' Q4, says Craig-Hallum
Analyst Rating: Craig-Hallum maintains a Buy rating on Perma-fix Environmental with an $18 price target, despite the company facing a challenging Q4 due to delays in waste procurements and project starts.
Future Outlook: The firm is optimistic about Perma-fix's transformation and believes that significant growth and sustainable profitability are achievable in the coming years, viewing the current stock pullback as an attractive investment opportunity.
Trade with 70% Backtested Accuracy
Analyst Views on PESI
About PESI
About the author
Perma-Fix Receives Dangerous Mixed Waste Permit Renewal, Tripling Capacity to 1.2 Million Gallons
- Permit Renewal: Perma-Fix has received a Dangerous Mixed Waste Permit Renewal from the Washington Department of Ecology, marking a significant milestone since 1999 and ensuring compliance and safety for the PFNW facility.
- Capacity Expansion: The new permit triples PFNW's liquid mixed waste processing capacity from 400,000 gallons to 1.2 million gallons annually, significantly enhancing its competitive position in the nuclear waste management market.
- Increased Flexibility: The permit also authorizes PFNW to process up to 175,000 tons of waste annually through macroencapsulation, providing additional capacity and operational flexibility to meet more complex waste treatment requirements.
- Strategic Positioning: This permit renewal lays the groundwork for future technological upgrades and expansion initiatives at PFNW, particularly in supporting cleanup efforts at the Hanford site, thereby enhancing its competitive advantage in the market.
Waste Management Stocks Decline, Led by Perma-Fix Down 3%
- Market Underperformance: On Wednesday, waste management stocks collectively fell by approximately 1.1%, indicating pressure on the sector, particularly with Perma-Fix Environmental Services experiencing a 3% decline, which may undermine investor confidence in the industry.
- Sector Leaders in Decline: Montrose Environmental Group also faced challenges, with a 2.2% drop in stock price, reflecting a broader pessimistic sentiment towards the waste management sector that could lead to capital outflows from this segment.
- Investor Attention: As waste management stocks decline, investors may reassess their portfolios in the environmental sector, especially amid increasing economic uncertainty, potentially impacting future capital flows.
- Market Trends: This trend may signal short-term challenges for the waste management industry, prompting investors to closely monitor the financial health of related companies and their strategies for navigating market volatility.
What’s Driving the Surge in Perma-Fix (PESI) Stock Today?
Perma-Fix Stock Movement: Shares of Perma-Fix (NASDAQ:PESI) rose 7.4% following positive developments in the nuclear energy sector, particularly a government initiative to support small modular reactors, which boosted sentiment for companies in nuclear services and waste management.
Market Volatility Context: Perma-Fix's stock has shown significant volatility, with 31 moves greater than 5% in the past year, indicating that while the recent news is seen as meaningful, it may not fundamentally alter market perceptions of the company.
Broader Market Trends: The trading day saw initial gains in major indices, but enthusiasm waned due to a stronger-than-expected jobs report, which diminished expectations for a December interest rate cut, leading investors to shift focus from growth sectors to defensive stocks.
Long-term Performance: Despite recent fluctuations, Perma-Fix's shares are up 24.2% year-to-date, though they remain 13.3% below their 52-week high, and a $1,000 investment five years ago would have grown to $2,090.
Perma-Fix Environmental Services (PESI) Anticipates $2 Million in Monthly Revenue by 2026
Investment Performance: Long Cast Advisers reported a 4% improvement in cumulative net returns for Q3 2025, with a total return of 266% net of fees since its inception in November 2015.
Focus on Perma-Fix Environmental Services: The firm highlighted Perma-Fix Environmental Services, Inc. (NASDAQ:PESI), noting its potential revenue growth from a new vitrification plant at the Hanford nuclear site, expected to generate up to $2 million monthly starting in 2026.
Stock Performance: Perma-Fix's stock has seen a one-month decline of 4.36% and a 52-week loss of 10.31%, with a market capitalization of approximately $227 million as of November 28, 2025.
Comparative Investment Outlook: While acknowledging Perma-Fix's potential, Long Cast Advisers suggested that certain AI stocks may offer better upside potential and lower downside risk, indicating a shift in investment focus.
Perma-Fix Plans Conference Call for Third Quarter 2025 Business Update
Conference Call Announcement: Perma-Fix Environmental Services, Inc. will host a conference call on November 10, 2025, at 10:00 AM ET, accessible via webcast and telephone.
Leadership Participation: The call will feature CEO Mark J. Duff, Executive VP Dr. Louis F. Centofanti, and CFO Ben Naccarato.
Company Overview: Perma-Fix is a leading provider of nuclear and mixed waste management services, catering to hospitals, research labs, federal agencies, and the commercial nuclear industry.
Access Information: A replay of the call will be available for a week after the event, with specific dialing instructions for U.S. and international callers.
Dr. Louis Centofanti, Founder of Perma-Fix, Receives Industry Innovation Award at EI Digest Event 2025
Award Recognition: Dr. Louis Centofanti, founder of Perma-Fix Environmental Services, received the Industry Innovation Award at the 2025 EI Digest Gathering for his nearly 50 years of contributions to hazardous and nuclear waste treatment.
Innovative Contributions: Dr. Centofanti has developed groundbreaking technologies, including a method for destroying PCBs and the recent Perma-FAS™ technology for treating PFAS contaminants, significantly impacting environmental management practices.
Perma-Fix Receives Dangerous Mixed Waste Permit Renewal, Tripling Capacity to 1.2 Million Gallons
- Permit Renewal: Perma-Fix has received a Dangerous Mixed Waste Permit Renewal from the Washington Department of Ecology, marking a significant milestone since 1999 and ensuring compliance and safety for the PFNW facility.
- Capacity Expansion: The new permit triples PFNW's liquid mixed waste processing capacity from 400,000 gallons to 1.2 million gallons annually, significantly enhancing its competitive position in the nuclear waste management market.
- Increased Flexibility: The permit also authorizes PFNW to process up to 175,000 tons of waste annually through macroencapsulation, providing additional capacity and operational flexibility to meet more complex waste treatment requirements.
- Strategic Positioning: This permit renewal lays the groundwork for future technological upgrades and expansion initiatives at PFNW, particularly in supporting cleanup efforts at the Hanford site, thereby enhancing its competitive advantage in the market.
Waste Management Stocks Decline, Led by Perma-Fix Down 3%
- Market Underperformance: On Wednesday, waste management stocks collectively fell by approximately 1.1%, indicating pressure on the sector, particularly with Perma-Fix Environmental Services experiencing a 3% decline, which may undermine investor confidence in the industry.
- Sector Leaders in Decline: Montrose Environmental Group also faced challenges, with a 2.2% drop in stock price, reflecting a broader pessimistic sentiment towards the waste management sector that could lead to capital outflows from this segment.
- Investor Attention: As waste management stocks decline, investors may reassess their portfolios in the environmental sector, especially amid increasing economic uncertainty, potentially impacting future capital flows.
- Market Trends: This trend may signal short-term challenges for the waste management industry, prompting investors to closely monitor the financial health of related companies and their strategies for navigating market volatility.
What’s Driving the Surge in Perma-Fix (PESI) Stock Today?
Perma-Fix Stock Movement: Shares of Perma-Fix (NASDAQ:PESI) rose 7.4% following positive developments in the nuclear energy sector, particularly a government initiative to support small modular reactors, which boosted sentiment for companies in nuclear services and waste management.
Market Volatility Context: Perma-Fix's stock has shown significant volatility, with 31 moves greater than 5% in the past year, indicating that while the recent news is seen as meaningful, it may not fundamentally alter market perceptions of the company.
Broader Market Trends: The trading day saw initial gains in major indices, but enthusiasm waned due to a stronger-than-expected jobs report, which diminished expectations for a December interest rate cut, leading investors to shift focus from growth sectors to defensive stocks.
Long-term Performance: Despite recent fluctuations, Perma-Fix's shares are up 24.2% year-to-date, though they remain 13.3% below their 52-week high, and a $1,000 investment five years ago would have grown to $2,090.
Perma-Fix Environmental Services (PESI) Anticipates $2 Million in Monthly Revenue by 2026
Investment Performance: Long Cast Advisers reported a 4% improvement in cumulative net returns for Q3 2025, with a total return of 266% net of fees since its inception in November 2015.
Focus on Perma-Fix Environmental Services: The firm highlighted Perma-Fix Environmental Services, Inc. (NASDAQ:PESI), noting its potential revenue growth from a new vitrification plant at the Hanford nuclear site, expected to generate up to $2 million monthly starting in 2026.
Stock Performance: Perma-Fix's stock has seen a one-month decline of 4.36% and a 52-week loss of 10.31%, with a market capitalization of approximately $227 million as of November 28, 2025.
Comparative Investment Outlook: While acknowledging Perma-Fix's potential, Long Cast Advisers suggested that certain AI stocks may offer better upside potential and lower downside risk, indicating a shift in investment focus.
Perma-Fix Plans Conference Call for Third Quarter 2025 Business Update
Conference Call Announcement: Perma-Fix Environmental Services, Inc. will host a conference call on November 10, 2025, at 10:00 AM ET, accessible via webcast and telephone.
Leadership Participation: The call will feature CEO Mark J. Duff, Executive VP Dr. Louis F. Centofanti, and CFO Ben Naccarato.
Company Overview: Perma-Fix is a leading provider of nuclear and mixed waste management services, catering to hospitals, research labs, federal agencies, and the commercial nuclear industry.
Access Information: A replay of the call will be available for a week after the event, with specific dialing instructions for U.S. and international callers.
Dr. Louis Centofanti, Founder of Perma-Fix, Receives Industry Innovation Award at EI Digest Event 2025
Award Recognition: Dr. Louis Centofanti, founder of Perma-Fix Environmental Services, received the Industry Innovation Award at the 2025 EI Digest Gathering for his nearly 50 years of contributions to hazardous and nuclear waste treatment.
Innovative Contributions: Dr. Centofanti has developed groundbreaking technologies, including a method for destroying PCBs and the recent Perma-FAS™ technology for treating PFAS contaminants, significantly impacting environmental management practices.
