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ABABAT

American Battery Technology Company Common Stock

Strong FundamentalsStrong FundamentalsRevenue growing 697% YoY2 insiders buyingConsistent chatter on X (111/wk), no spike
$ABAT·$379M·Waste Management·Industrials
$2.56-4.5%YTD-25.1%1Y+15.0%
Price updated 53m ago·X counts updated 1d ago
ABABAT
$ABATAmerican Battery Technology Company Common Stock
$2.56-4.48%111 posts1.1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $ABAT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

111X posts · last 7 days
Aug 27Sep 9
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $ABAT's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-09-09

Bulls are getting active after BLM accepted the Tonopah Flats lithium mine's Plan of Operations — the crowd is calling it a real handoff to NEPA review, not just a press release. Chartists want a close above $2.90 for the next leg, and the name is riding sympathy with $EOSE.

Read what X is saying about $ABAT

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ABAT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-09

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

American Battery Technology has real insider open-market buying — CEO Melsert put down $625K in one day, plus $57M DOE grant reinstated and $500M critical-minerals push.

American Battery Technology Company is a US lithium and critical-minerals developer with mining plus battery-materials operations. The equity is at 8.5% of the 52-week range but the insider signal has flipped positive in a meaningful way.

  • The insider signal is unusually direct: CEO Ryan Melsert's Aug 25 P-Purchase of 631,375 shares for $625K plus fellow executive Steven Wu's $312K P-Purchase the same day is a real conviction-scale cluster — this pattern of CEO plus C-suite open-market buying at these levels does not happen unless leadership sees a specific catalyst.
  • The DOE $57M grant reinstatement following the successful appeal is a critical-minerals funding win, and the recent BLM Plan of Operations acceptance for the Tonopah Flats Lithium Project is real regulatory progress — combined with the Trump $500M critical-minerals policy push, the setup has multiple positive vectors.
  • The financials still show the pre-scale reality: Q1 revenue of $7.8M was up 697% YoY (against a tiny prior base) at a deeply negative operating margin — this is still a development-stage lithium name, but the trajectory is up and to the right.

If Q4 fiscal 2026 earnings on Sep 30 confirms continued revenue scaling and the DOE relationship keeps landing capital-support wins, the 8.5%-of-52-week-range setup becomes a real coiled recovery. Another dilutive raise, a Tonopah Flats permit slippage, or a lithium-price rollover is what would stall the recovery — this is still speculative even with the insider signal.

Agrees with X sentimentAgree with the bullish X read — the DOE leadership visit to the Nevada lithium-technologies site, the sympathy positioning alongside EOSE and LAR, and the Trump critical-minerals push are directionally correct anchors. Where I'd add substance: CEO Melsert's Aug 25 $625K P-Purchase plus Wu's $312K is a real conviction-scale insider cluster that the crowd isn't weighting.

What to watch: Q4 fiscal 2026 earnings on Sep 30 — revenue-scaling trajectory, Tonopah Flats permit progress, and any additional DOE or critical-minerals policy funding. Revenue scaling with permit progress extends the coil; another dilutive raise, permit slip, or lithium-price rollover stalls it.

On the calendar: 2026-09-30 — Q4 fiscal 2026 earnings

ceo open market buydoe grant reinstatedcritical minerals policy

Read the AI verdict on $ABAT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Develops lithium and critical battery metal extraction and recycling technologies to supply domestic US battery manufacturing.

Industry overviewAI analysisGenerated by AI from underlying data

Where Waste Management sits in its cycle right now — and what that implies for $ABAT.

Waste Management · Industrials

Waste management is a defensive infrastructure compounder; pricing power through CPI-linked contracts and environmental-services demand sustain margin. AI sorting and methane capture at landfills are incremental green-economy tailwinds.

What this means for $ABAT

Neutral — American Battery Technology; battery recycling, limited near-term scale.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+12.1%YTD
+12.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-7.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-55.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-382%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-10.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
22.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-63.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
-42.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 11, 2026$-0.26$-0.08-225.0%
Q4 2025Feb 5, 2026$-0.07$-0.05-40.0%
Q3 2025Nov 7, 2025$-0.09$-0.03-200.0%
Q2 2025Sep 18, 2025$-0.09$-0.08-12.5%
Next earningsWed, Sep 30·consensus EPS $-0.05

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$7.8M+697.1%9.4%-440%$-0.26$-10.7M
Q2 FY26$4.8M+1331.8%-33.6%-207%$-0.07$-11.3M
Q1 FY26$938K+364.2%-375%-1081%$-0.09$-7.8M
Q4 FY25$2.8M+708.1%-92.6%-280%$-0.11$-6.4M

Forward consensus

3-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$21.7M$21.7M – $21.7M-$0.47-$0.48 – -$0.462
FY27$31.7M$16.5M – $46.9M-$0.20-$0.31 – -$0.082
FY28$25.3M$16.6M – $34.0M-$0.29-$0.42 – -$0.161

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.7%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+7.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-19.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 131.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.255-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 25Melsert Ryan MitchellCEO631.4K sh$625KBuyAug 25Steven WuCOO291.5K sh$312KSellJun 15Steven WuCOO115.5K sh$411KBuyJun 5Melsert Ryan MitchellCEO2.4M sh$2.3MBuyJun 5Steven WuCOO1.1M sh$1.2M
+ 35 other (23 awards · 12 inkinds) in window

See when $ABAT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 108-K — Item 5.02: Officer or director change
AI summary

American Battery Technology Company renewed employment agreements for both its CEO/CTO Ryan Melsert and CFO Alejandro Flores Arteaga, effective July 1, 2026, each with two-year terms. Melsert's package includes a $475,000 annual salary, 75% annual cash bonus target, $1,000,000 in RSUs (priced on a 20-day VWAP), and options to purchase 3,000,000 shares at $2.76, vesting 1/16th quarterly starting July 1, 2026. Flores Arteaga's annual salary is $280,000 with performance-based bonuses tied to strategic milestones. The agreements lock in both key executives through mid-2028, signaling leadership stability at a capital-intensive early-stage battery company.

8-KMaterial agreementJun 88-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

American Battery Technology Company (ABAT) and the U.S. Department of Energy (DOE) entered into a Modification Agreement on June 2, 2026 reinstating and modifying a previously terminated $115.5 million grant (Award No. DE-MS0000010) for a commercial-scale battery cathode-grade lithium hydroxide manufacturing facility, with the DOE's share at $57.74 million and ABAT's matching cost share at $57.74 million; the grant had been originally awarded effective September 1, 2023 but was terminated by the DOE on October 9, 2025. The Modification Agreement revives this federal funding under new terms, with specific modifications not fully disclosed in the excerpt. Restoration of a ~$58 million federal grant is a highly material funding event for a small-cap battery materials company operating on limited resources.

8-KOfficer or director changeJun 38-K — Item 5.02: Officer or director change
AI summary

American Battery Technology Company's (ABAT) Board approved a Special Performance-Based Restricted Stock Unit Award Agreement with CEO/CTO Ryan Melsert on May 29, 2026, granting 2,200,000 RSUs convertible one-for-one into shares of common stock under the 2021 Equity Incentive Plan, subject to performance conditions not fully detailed in the excerpt. The 2.2 million RSU grant is significant relative to ABAT's small-cap share count and represents meaningful potential dilution to existing shareholders if performance milestones are met. This signals the board's intent to retain and incentivize top leadership through a performance-linked equity package, likely tied to the DOE grant milestones and commercial facility progress.

+ 5 other (2 earnings 8-Ks · 2 13Gs · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

American Battery Technology Company Achieves Major Milestone with U.S. BLM Acceptance of Plan of Operations for Tonopah Flats Lithium Projectglobenewswire.com·3d agoAmerican Battery Technology: Its Best Quarter Ever Comes With The Export Door Closedseekingalpha.com·9d agoAmerican Battery Technology Company Hosts DOE Leadership to Showcase Commercial Technologies Strengthening U.S. Critical Minerals Supply Chainsglobenewswire.com·11d agoTrump's $500 Million Critical Minerals Push: 5 Battery Stocks That Could Benefitbenzinga.com·22d agoAmerican Battery Technology Company Announces Highest Ever Gross Profit and Successful Appeal for Reinstatement of $57 Million US Department of Energy Grant in Fourth Quarter FY2026 Financial Resultsglobenewswire.com·22d ago

In themes

Explore the broader themes this ticker is being talked about under.

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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