Stardust Power Inc (SDST)
NASDAQIndustrialsChemicals - SpecialtySnapshot 2026-09-04
$0.17-10.33%
Close 2026-09-04 · 1-day change
NASDAQIndustrialsChemicals - SpecialtySnapshot 2026-09-04
QuarterlyIQ Insights · SDST
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
A comparable price-assumption read is not available for this company.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Worth watching into the next print: this name is a smaller-cap name (higher miss base rate) and has erratic recent earnings surprises. A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 40 industry peers · Company calendar date is not available
SDST — officer change
Dated 2026-07-24
Director — Ms. Charlotte Nangolo: Ms. Charlotte Nangolo resigned from the Board and as a member of the Audit and Compensation Committees for personal reasons.
Why it matters: Meeting listing rules is important. It helps keep market access and trust.
Supportive ifStardust Power Inc. receives confirmation from Nasdaq that it is in compliance with listing requirements.
Worry ifStardust Power Inc. fails to meet Nasdaq's compliance deadlines, risking delisting.
Why it matters: Getting feedstock is key for the refinery and meeting production goals. It shows supply chain progress.
Supportive ifNew feedstock agreements were announced, adding to the current LOI for 15,000 metric tons yearly.
Worry ifNo new feedstock agreements were announced. This may mean supply chain problems.
Why it matters: Getting feedstock is key for the refinery's readiness. It helps meet future demand.
Supportive ifAn announcement of a deal for lithium chloride supply with a partner.
Worry ifIf no new agreements are announced, it shows challenges in getting feedstock.
Why it matters: If Stardust gets delisted, it will struggle to raise money. This will hurt investor trust.
Worry ifNasdaq confirms Stardust Power Inc. has met the minimum market value requirement of $35 million.
Less concerning ifNasdaq officially delists Stardust Power Inc. from the exchange.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$460 on $10,000 · ±4.6% | How much price usually moves either way. |
| Bad day | $1,349 loss on $10,000 · 13.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $9,760 loss on $10,000 · 97.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: This project is key to the company's growth strategy. State support shows readiness and potential.
Supportive ifLook for news about a big milestone or funding for the Lithium Refinery Project.
Worry ifNo updates or delays in the project timeline over the next quarter.
Why it matters: Getting feedstock is key for the refinery to be ready and to produce in the future.
Supportive ifAnnouncement of new feedstock agreements beyond the current LOI for 15,000 metric tons per year.
Worry ifNo new feedstock agreements are announced, or current ones are delayed.
Why it matters: Meeting Nasdaq rules is key to keeping the public listing and investor trust. It affects market views.
Worry ifThey said they met Nasdaq's $35 million market value rule.
Less concerning ifThey continue to fail to meet Nasdaq listing rules. This could lead to delisting.
Why it matters: This investment is key for building the lithium refinery. It shows trust in the project.
Supportive ifThe investor confirms the investment and signs the agreement.
Worry ifThe investor loses interest or the deal does not get completed.
Why it matters: Sales from this deal could give needed money for operations and projects.
Supportive ifStardust Power Inc. reports sales of shares totaling at least $1 million under the Sales Agreement.
Worry ifNo sales under the At Market Issuance Sales Agreement in the next quarter.
Why it matters: Finalizing this agreement would show demand for Stardust's lithium carbonate. It would help revenue growth.
Supportive ifA signed agreement with Charge CCCV LLC for lithium carbonate supply.
Worry ifNo agreement is reached or the deal terms significantly change.