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PCPCT

PureCycle Technologies, Inc.

$PCT·$1.6B·Industrial - Pollution & Treatment Controls·Industrials
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Mentions · last 7 days
2026-06-07: 7 posts2026-06-08: 33 posts2026-06-09: 40 posts2026-06-10: 43 posts2026-06-11: 110 posts2026-06-12: 69 posts2026-06-13: 4 posts308+1%
X counts updated 13h ago
PCPCT
PureCycle Technologies, Inc.$PCT
——308 posts+1%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $PCT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storySelling offAI verdict · as of 2026-06-14

Falling on heavy selling — points lower unless it turns around.

PureCycle Technologies is the polypropylene-recycling pure-play with sub-$5M quarterly revenue — pre-commercial in name only.

PureCycle Technologies operates a polypropylene-recycling process that has been pre-commercial for years — Ironton, Ohio is the flagship plant, with expansion plans in Augusta, Georgia and Belgium. The 2026 reality: last quarter revenue was just $4.13M (essentially pre-commercial), operating margin was -1,013% (literally), and the stock sits at 32% of its 52-week range and 10% below the 200-day moving average. At 147x sales the multiple is signal-less; trailing P/E is -7x. The only insider activity is two routine F-InKind events (tax withholding) by Carpenter ($36K) and Olson ($25K) on May 20. No X chatter is in the bundle. The bull case requires the Ironton plant finally hitting nameplate plus the Augusta expansion converting to commercial revenue; the bear case is that PureCycle has been promising commercial scale for years without landing it. What flips the call: Q2 print showing revenue inflecting meaningfully above $10M plus operating margin compressing toward -100%.

What to watch: August 6 Q2 earnings — needs revenue inflecting meaningfully above $10M and Ironton-nameplate progress disclosed. Another quarter of sub-$5M revenue, or a dilutive raise, is the call-changer.

On the calendar: 2026-08-06 — Q2 2026 earnings

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What it does

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

PureCycle Technologies, Inc. focuses on manufacturing high-quality, recycled polypropylene (PP). The company employs a proprietary and licensed technology that converts discarded PP materials into an exceptionally pure, regenerated resin. Through an advanced purification process, they meticulously eliminate color, odor, and other unwanted substances from plastic waste feedstock, thereby producing a resin comparable to newly manufactured virgin plastic. Established in 2015, the company maintains its corporate headquarters in Orlando, Florida.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial - Pollution & Treatment Controls sits in its cycle right now — and what that implies for $PCT.

Industrial - Pollution & Treatment Controls · Industrials

Plastic-to-chemicals and hydrocracking technology for waste valorization is ADUR's structural value proposition — converting end-of-life plastics and heavy crude into specialty chemicals and renewable fuels serves circular economy demand. Industry conference participation signals early commercial pipeline development.

See how Industrial - Pollution & Treatment Controls shapes $PCT

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $PCT's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
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Top industry ETF

$XLIIndustrial Select Sector SPDR
+13.2%YTD
+22.5%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
-21.0%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
-15.6%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
-10.9%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
147.3Same 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
-408%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
-12.9%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
99.5Total 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 6, 2026$-0.21$-0.26+19.2%
Q4 2025Feb 26, 2026$-0.42$-0.25-68.0%
Q3 2025Nov 6, 2025$-0.44$-0.25-76.0%
Q2 2025Aug 7, 2025$-0.35$-0.23-52.2%
Next earningsThu, Aug 6·consensus EPS $-0.27

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$4.1M+161.2%-680%-1013%$-0.19$-46.1M
Q4 FY25$2.7M—-1832%-1637%$-0.07$-42.0M
Q3 FY25$2.4M—-1150%-1602%$-0.19$-42.4M
Q2 FY25$1.6M—-2158%-2764%$-0.81$-45.3M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$38.7M$27.9M – $46.8M-$0.96-$1.14 – -$0.795
FY27$116.5M$102.6M – $129.5M-$0.68-$0.90 – -$0.505
FY28$313.9M$313.9M – $313.9M-$0.52-$0.65 – -$0.373
FY29$514.7M$433.0M – $608.9M-$0.23-$0.29 – -$0.192
FY30$1.1B$945.8M – $1.3B$0.88$0.70 – $1.091

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.1.4×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.32%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.-3.6%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.-10.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 175.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.8% 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.β2.465-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Know if $PCT is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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Insider activity

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

Recent transactions

BuyMay 12Sylebra Capital LlcDirector16.6K sh—
+ 29 other (15 inkinds · 13 awards · 1 other) in window

See when $PCT 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

SC 13D/AActivist amendmentJun 12SC 13D/A
AI summary

Sylebra Capital (LLC, Ltd., and Management Ltd.) filed Amendment No. 4 to Schedule 13D for PureCycle Technologies (PCT), disclosing aggregate beneficial ownership of 34,077,574 shares representing 18.84% of the outstanding class, with all voting and dispositive power shared among the Sylebra entities. This amendment was triggered by Sylebra's participation in PureCycle's concurrent June 2026 equity and convertible notes offerings, including the repurchase by PCT of $50 million of Green Convertible Notes held by Sylebra affiliates. Sylebra simultaneously holds an 18.84% equity stake and is a secured lender to PCT — a significant dual-role conflict-of-interest context.

424B5Prospectus supplement (offering)Jun 12424B5
AI summary

PureCycle Technologies issued $250 million principal of 4.75% Convertible Senior Notes due July 1, 2032, at an initial conversion rate of 90.2242 shares per $1,000 principal (approximately $11.08 per share conversion price). The notes are not redeemable before July 6, 2029 and become redeemable thereafter if the stock trades at or above 130% of the conversion price for 20 of any 30 consecutive trading days. This convertible offering is one leg of a concurrent three-part capital raise alongside a 17.57 million share equity offering and the repurchase of approximately $216 million of existing Green Convertible Notes, restructuring PureCycle's balance sheet at a lower blended cost of debt.

424B5Prospectus supplement (offering)Jun 12424B5
AI summary

PureCycle Technologies (PCT) priced a secondary offering of 17,570,200 shares of common stock at $8.21 per share, for total gross proceeds of approximately $144.25 million. The offering runs concurrent with a separate $250 million convertible senior notes offering; combined proceeds are used primarily to repurchase approximately $216 million of existing 7.25% Green Convertible Notes, including $50 million held by Sylebra Capital affiliates. Underwriters hold a 30-day option for 2,283,800 additional shares; settlement was expected June 15, 2026. The dual-raise is dilutive but replaces high-cost legacy debt.

8-KMaterial agreementJun 118-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

PureCycle Technologies executed the Eleventh Amendment to its Credit Agreement on June 10, 2026 with lenders Sylebra Capital Partners, Parc, and Menlo funds acting as counterparties. The amendment permits PureCycle's concurrent equity and convertible notes offerings and removes the company's Series A Preferred Stock and warrant obligations owed to Sylebra affiliates as secured obligations under the $200 million revolving credit facility. Sylebra simultaneously serves as PureCycle's largest 5%+ shareholder (18.84%) and as a secured lender, a notable dual-role relationship material to assessing the arm's-length nature of these transactions.

424B5Prospectus supplement (offering)Jun 10424B5
AI summary

PureCycle Technologies filed a preliminary (Subject to Completion) prospectus supplement on June 10, 2026 for a $250 million convertible senior notes offering; the interest rate, conversion rate, and conversion price were all to be determined by the market bookbuild. This is the draft form of the offering finalized on June 12, 2026 at 4.75% coupon with a conversion rate of 90.2242 shares per $1,000 principal (approximately $11.08 per share conversion price). No economic terms are locked in this preliminary filing.

424B5Prospectus supplement (offering)Jun 10424B5
AI summary

PureCycle Technologies filed a preliminary (Subject to Completion) prospectus supplement on June 10, 2026 for a common stock offering of approximately $145 million (exact share count and price to be determined by bookbuild), concurrent with a $250 million convertible notes offering, with proceeds intended to repurchase Green Convertible Notes. This is the draft form of the offering finalized on June 12, 2026 at $8.21 per share for 17,570,200 shares. No economic terms are locked in this preliminary filing.

S-3ASRAuto-shelf registrationJun 10S-3ASR
AI summary

PureCycle Technologies (PCT) filed an automatic shelf registration statement (S-3ASR) on June 10, 2026, effective immediately upon filing as a large accelerated filer. The shelf registers common stock, preferred stock, warrants, rights, debt securities, units, and stock purchase contracts for future primary or secondary offerings by PureCycle or existing selling securityholders under Rule 415. This shelf registration enables the June 2026 concurrent equity and convertible notes offerings and provides a standing facility for future capital raises without additional SEC registration review.

8-KShareholder voteMay 118-K — Item 5.07: Shareholder vote
AI summary

PureCycle Technologies held its 2026 Annual Meeting on May 7, 2026. Shareholders elected all 9 director nominees — Steven Bouck, Tanya Burnell, Daniel Coombs, Daniel Gibson, Allen Jacoby, Siri Jirapongphan, Valerie Mars, Fernando Musa, and Dustin Olson — and ratified Grant Thornton LLP as independent auditor. Notably, Burnell, Musa, and Olson received materially lower 'For' votes (approximately 77-78 million versus approximately 87-88 million for other nominees), indicating some institutional shareholder dissatisfaction with specific board members.

+ 18 other (6 8-Ks · 3 proxys · 2 13Gs · 2 3s) in window

Recent news

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

PureCycle Shares Slide After Company Prices $250M Notes, $145M Stock Offeringfeeds.benzinga.com·3d agoPureCycle Announces Pricing of Concurrent Public Offerings of 4.75% Convertible Senior Notes Due 2032 and Common Stock with Aggregate Gross Proceeds of $395.0 Millionglobenewswire.com·3d agoPureCycle Announces Proposed Concurrent Public Offerings of Convertible Senior Notes and Common Stockglobenewswire.com·4d agoPureCycle, Innovia Films Partner to Successfully Produce White, Cavitated BOPP Film Using PureFive Choice™ Recycled Polypropyleneglobenewswire.com·5d agoPureCycle and StackTeck Successfully Produce Living Hinge Cap Using PureFive® Recycled Polypropyleneglobenewswire.com·11d ago

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