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Aqua Metals, Inc. (AQMS) Stock Fundamental Analysis & AI Rating 2026

AQMS Nasdaq Secondary Smelting & Refining of Nonferrous Metals DE CIK: 0001621832
Updated This Month • Analysis: Mar 20, 2026 • SEC Data: 2025-09-30
Combined AI Rating
STRONG SELL
94% Confidence
STRONG AGREEMENT
STRONG SELL
95% Conf
STRONG SELL
93% Conf

📊 AQMS Key Takeaways

Revenue: $0.0
Net Margin: N/A
Free Cash Flow: $-8.1M
Current Ratio: 1.15x
Debt/Equity: 0.05x
EPS: $0.00
AI Rating: STRONG SELL with 95% confidence
Aqua Metals, Inc. (AQMS) receives a STRONG SELL rating with 94% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $0, and return on equity (ROE) of -279.1%, Aqua Metals, Inc. demonstrates mixed fundamentals in the Materials sector. Below is our complete AQMS stock analysis for 2026.

Is Aqua Metals, Inc. (AQMS) a Good Investment?

Claude

Aqua Metals is in critical financial distress with zero revenue, massive operating losses of $18.8M, and negative free cash flow of $8.1M, indicating the company's core recycling business has completely ceased operations. With only $3.6M in cash reserves and persistent negative returns on assets (-173.3%) and equity (-279.1%), the company faces imminent liquidity challenges and potential viability concerns without significant operational restructuring or capital infusion.

ChatGPT

Aqua Metals' fundamentals are extremely weak: revenue fell to zero, losses remain large, and the business is consuming cash without evidence of an operating turnaround. While leverage is low and liabilities are modest, the current balance sheet and cash position appear thin relative to ongoing cash burn, making execution and financing risk the central fundamental issues.

Why Buy Aqua Metals, Inc. Stock? AQMS Key Strengths

Claude
  • + Moderate balance sheet leverage with debt-to-equity of only 0.05x provides some financial flexibility
  • + Positive stockholders' equity of $6.5M provides some liquidation value cushion
  • + 11 insider Form 4 filings suggest ongoing corporate activity and potential restructuring efforts
ChatGPT
  • + Low balance-sheet leverage with debt/equity of 0.05x
  • + Positive stockholders' equity of $6.52M despite prolonged losses
  • + Current and quick ratios above 1.0x, indicating limited near-term liquidity coverage

AQMS Stock Risks: Aqua Metals, Inc. Investment Risks

Claude
  • ! Complete revenue collapse to $0.00 indicates business operations have ceased or been suspended indefinitely
  • ! Negative free cash flow of $8.1M with only $3.6M cash reserves suggests cash runway of less than 5 months at current burn rate
  • ! Severely negative profitability metrics (ROE: -279.1%, ROA: -173.3%) with operating losses of $18.8M demonstrate fundamental operational failure
  • ! Interest coverage ratio of -177.2x indicates inability to service debt from operations
  • ! No gross profit data available, suggesting potential accounting or operational discontinuation
ChatGPT
  • ! Revenue collapsed to $0.00, raising major concerns about commercial viability and growth quality
  • ! Persistent negative operating income, net income, and free cash flow indicate an unsustainable operating model
  • ! Cash of $3.59M is modest relative to annual operating cash burn of $7.65M, increasing dilution or funding risk

Key Metrics to Watch

Claude
  • * Revenue recovery or return to operational status
  • * Cash burn rate and remaining liquidity runway
  • * Resolution of operational shutdown and path to profitability
ChatGPT
  • * Quarterly revenue recovery and evidence of repeatable commercial sales
  • * Cash burn trend versus cash balance, especially operating cash flow and liquidity runway

Aqua Metals, Inc. (AQMS) Financial Metrics & Key Ratios

Revenue
$0.0
Net Income
$-18.2M
EPS (Diluted)
$0.00
Free Cash Flow
$-8.1M
Total Assets
$10.5M
Cash Position
$3.6M

💡 AI Analyst Insight

Aqua Metals, Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

AQMS Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin N/A
Net Margin N/A
ROE -279.1%
ROA -173.3%
FCF Margin N/A

AQMS vs Materials Sector: How Aqua Metals, Inc. Compares

How Aqua Metals, Inc. compares to Materials sector averages

Net Margin
AQMS 0.0%
vs
Sector Avg 10.0%
AQMS Sector
ROE
AQMS -279.1%
vs
Sector Avg 14.0%
AQMS Sector
Current Ratio
AQMS 1.1x
vs
Sector Avg 1.6x
AQMS Sector
Debt/Equity
AQMS 0.1x
vs
Sector Avg 0.6x
AQMS Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Aqua Metals, Inc. Stock Overvalued? AQMS Valuation Analysis 2026

Based on fundamental analysis, Aqua Metals, Inc. has mixed fundamental signals relative to the Materials sector in 2026.

Return on Equity
-279.1%
Sector avg: 14%
Net Profit Margin
N/A
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.05x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Aqua Metals, Inc. Balance Sheet: AQMS Debt, Cash & Liquidity

Current Ratio
1.15x
Quick Ratio
1.08x
Debt/Equity
0.05x
Debt/Assets
37.9%
Interest Coverage
-177.17x
Long-term Debt
$332.0K

AQMS Revenue & Earnings Growth: 5-Year Financial Trend

AQMS 5-year financial data: Year 2020: Revenue $4.9M, Net Income N/A, EPS N/A. Year 2021: Revenue $173.0K, Net Income -$25.8M, EPS N/A. Year 2022: Revenue $173.0K, Net Income -$18.2M, EPS $-0.26. Year 2023: Revenue $25.0K, Net Income -$15.4M, EPS $-0.20. Year 2024: Revenue $25.0K, Net Income -$23.9M, EPS $-5.10.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Aqua Metals, Inc.'s revenue has declined by 99% over the 5-year period, indicating business contraction. The most recent EPS of $-38.25 indicates the company is currently unprofitable.

AQMS Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
N/A
Free cash flow / Revenue

AQMS Quarterly Earnings & Performance

Quarterly financial performance data for Aqua Metals, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 N/A -$3.1M $-2.19
Q2 2025 N/A -$6.2M $-7.44
Q1 2025 N/A -$5.8M $-1.03
Q3 2024 N/A -$4.5M $-0.76
Q3 2023 N/A -$3.9M $-0.04
Q2 2023 N/A -$3.2M $-0.04
Q3 2022 N/A -$1.4M $-0.02
Q2 2022 N/A -$3.2M $-0.04

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Aqua Metals, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$7.6M
Cash generated from operations
Capital Expenditures
$421.0K
Investment in assets
Dividends
None
No dividend program

AQMS SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Aqua Metals, Inc. (CIK: 0001621832)

📋 Recent SEC Filings

Date Form Document Action
Apr 15, 2026 4 xslF345X06/rdgdoc.xml View →
Apr 15, 2026 4 xslF345X06/rdgdoc.xml View →
Apr 15, 2026 4 xslF345X06/rdgdoc.xml View →
Mar 31, 2026 8-K aqms20250930_8k.htm View →
Mar 31, 2026 10-K aqms20251231_10k.htm View →

Frequently Asked Questions about AQMS

What is the AI rating for AQMS?

Aqua Metals, Inc. (AQMS) has a Combined AI Rating of STRONG SELL from Claude (STRONG SELL) and ChatGPT (STRONG SELL) with 94% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are AQMS's key strengths?

Claude: Moderate balance sheet leverage with debt-to-equity of only 0.05x provides some financial flexibility. Positive stockholders' equity of $6.5M provides some liquidation value cushion. ChatGPT: Low balance-sheet leverage with debt/equity of 0.05x. Positive stockholders' equity of $6.52M despite prolonged losses.

What are the risks of investing in AQMS?

Claude: Complete revenue collapse to $0.00 indicates business operations have ceased or been suspended indefinitely. Negative free cash flow of $8.1M with only $3.6M cash reserves suggests cash runway of less than 5 months at current burn rate. ChatGPT: Revenue collapsed to $0.00, raising major concerns about commercial viability and growth quality. Persistent negative operating income, net income, and free cash flow indicate an unsustainable operating model.

What is AQMS's revenue and growth?

Aqua Metals, Inc. reported revenue of $0.0.

Does AQMS pay dividends?

Aqua Metals, Inc. does not currently pay dividends.

Where can I find AQMS SEC filings?

Official SEC filings for Aqua Metals, Inc. (CIK: 0001621832) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is AQMS's EPS?

Aqua Metals, Inc. has a diluted EPS of $0.00.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is AQMS a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Aqua Metals, Inc. has a STRONG SELL rating with 94% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is AQMS stock overvalued or undervalued?

Valuation metrics for AQMS: ROE of -279.1% (sector avg: 14%), net margin of N/A (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy AQMS stock in 2026?

Our dual AI analysis gives Aqua Metals, Inc. a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is AQMS's free cash flow?

Aqua Metals, Inc.'s operating cash flow is $-7.6M, with capital expenditures of $421.0K.

How does AQMS compare to other Materials stocks?

Vs Materials sector averages: Net margin N/A (avg: 10%), ROE -279.1% (avg: 14%), current ratio 1.15 (avg: 1.6).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 20, 2026 | Data as of: 2025-09-30 | Powered by Claude AI