Intelligence Terminal — Critical Materials
ASP Isotopes Inc.
Aerodynamic Separation · Quantum Enrichment · HALEU · Helium · Radiopharmaceuticals
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52-Wk High
$14.49
52-Wk Low
$3.92
Market Cap
$563M
Analyst Target
$12.00
Avg Volume
3.94M
Analyst Rating
Strong Buy
⚠ Disclaimer This content is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. ASP Isotopes Inc. (ASPI) is a pre-commercial stage company with significant development-stage risks. Always do your own research before making investment decisions. Consult a licensed financial advisor before acting on any information presented here.
ASPI · Today
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18 items
Crystal Ball
AI Synthesized
Current Price (Delayed)
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AI Synthesized 12-Month Price Outlook
Floor ~$3.92
Current —
Target $10–$14
🎓 Experts · analysts + fundamentals
62%
2 Analysts: Strong Buy
$12 Consensus Target
TAM $5.4–9.8B
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📣 The Street · social + news sentiment
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AI Synthesis · Not Financial Advice
ASPI sits at a critical inflection point. The company is transitioning from development to early commercialization, with Yb-176 and Si-28 samples shipped, a $50–$70M near-term demand pipeline, the Renergen helium acquisition closed ($750M committed debt), and Quantum Leap Energy advancing HALEU toward the nuclear renaissance. The 2 covering analysts carry a Strong Buy / $12 consensus target — representing ~168% upside from current levels. Key risk: the stock has fallen ~69% from its 52-week high of $14.49, and remains deeply pre-revenue at scale.
Coverage2 Analysts
ConsensusStrong Buy
12M Target$12.00
Upside (vs. current)+168%
Key Catalyst Factors
HALEU Nuclear Renaissance — Quantum Leap Energy advancing HALEU production via proprietary laser enrichment. $2.72B Congressional funding, Russian uranium ban, 50+ MT/yr DOE demand by 2035.
Si-28 Quantum Computing Demand — 80+ kg/yr Pretoria facility capacity. Largest Si-28 contract signed Oct 2025 for Q1 2026 delivery. Market ~$230M by 2031 at $10K–$50K/kg.
Renergen Helium Asset — Virginia Gas Project closed Jan 7, 2026. $750M committed DFC/Standard Bank financing. Global helium market $4.1B growing to $6.06B by 2030.
Medical Isotope Pipeline — Yb-176 (Lu-177 precursor) samples shipping. Gd-160 4-year Isotopia contract ($1M+/yr from 2026). PET labs expansion with Florida radiopharmacy acquisition.
Key Risk — Pre-commercial; $96.5M net loss 9mo ended Sep 2025. Securities class action filings (Feb 2025 deadline). Morningstar flags 687% premium to quantitative fair value. Execution risk remains high.
Total Addressable Market
$5.4B – $9.8B/yr
Nuclear Fuel (HALEU)
$1.5B–$4.0B
Helium — Renergen
$3.0B–$4.1B
Medical Isotopes
$350M–$750M
Semiconductor Isotopes
$200M–$500M
Other Stable Isotopes
$350M–$460M
All figures are addressable global markets for ASPI's product verticals. TAM ≠ projected revenue. Source: DOE, Precedence Research, Grand View Research, Mordor Intelligence — compiled March 2026 by Dart Marketing.
Macro Catalysts
Nuclear Renaissance: 94 U.S. operating reactors; SMR buildout underway; $2.72B Congressional HALEU funding
AI/Quantum: Si-28 enables error-resistant qubits; 10,000× purer than natural silicon; quantum computing market ~$8.6B by 2030
Cancer Therapeutics Boom: Lu-177 (Pluvicto) market $1.5B+ by 2030; global medical isotope market ~$9.69B by 2034
Helium Crisis: 5th global shortage in 20 years; ASPI/Renergen Virginia Gas Project offers strategic supply
Russian Ban: U.S. prohibition on Russian enriched uranium imports (2024) creates domestic enrichment vacuum
Company Snapshot
FoundedSep 13, 2021
HQDallas, TX / Washington DC
CEOPaul Mann
Shares Outstanding~125.1M
Revenue (9mo 2025)$7.2M
Net Loss (9mo 2025)($96.5M)
Facilities3 Pretoria, SA + expansion
Products ShippingSi-28, Yb-176, C-14, C-12
StageEarly Commercialization
📣 Social Sentiment
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📊 Trading Activity
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Where Day Traders Watch ASPI
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