ABAT

American Battery Technology remains a Buy, though with reduced conviction, as regulatory risks now outweigh valuation-driven margin of safety. Q4 FY26 results validate ABAT's operating thesis: $8.2M revenue (+5.1% QoQ), $1.3M gross profit (86% QoQ), and 15.9% gross margin exceed bullish KPIs. Federal black mass export ban introduces near-term risk, but ABAT is structurally positioned to benefit from U.S. industrial policy and $201M in grants.

U.S. Department of Energy Assistant Secretary Audrey Robertson joins federal and state leaders for a tour of DOE-supported technologies advancing battery recycling, domestic lithium production, and U.S. critical minerals supply chains U.S. Department of Energy Assistant Secretary Audrey Robertson joins federal and state leaders for a tour of DOE-supported technologies advancing battery recycling, domestic lithium production, and U.S. critical minerals supply chains

The U.S. government's latest $500 million investment in critical minerals wasn't directed at publicly traded companies — but public market investors shouldn't ignore it. By backing lithium processing, cobalt refining and battery recycling projects, the Donald Trump administration is signaling where it sees the next bottlenecks in the domestic battery supply chain may be.

Reno, Nev., Aug. 20, 2026 (GLOBE NEWSWIRE) -- American Battery Technology Company (NASDAQ: ABAT), an integrated domestic critical mineral manufacturing company that is commercializing its internally-developed technologies for both primary critical mineral manufacturing and secondary critical mineral recycling, released the unaudited financial results for its fourth quarter of fiscal year 2026 (FY26) ended on June 30, 2026. During the quarter, American Battery Technology Company (ABTC) continued to scale-up and implement operational efficiencies at its Nevada critical mineral recycling facility and achieved record breaking quarterly revenue of $8.2 million, while simultaneously decreasing cost of goods sold, resulting in a quarter-over-quarter increase in gross profit of 86% to $1.3 million.

American Battery Technology (ABAT) shares are ripping higher on Jun. 8 after the company won its formal appeal with the US Department of Energy (DOE) to fully reinstate its previously canceled $115 million grant. This five-year federal grant is a direct lifeline for ABAT's ambitious Tonopah Flats Lithium Project in Nevada.

American Battery Technology (ABAT) achieved its first positive gross margin, signaling operational progress and a milestone since its Reno recycling plant began operations. ABAT's valuation appears attractive, trading below the estimated $617M–$957M EV range, with a Buy rating supported by milestones and options market positioning. Significant near-term revenue is driven by the Moss Landing contract, but sustainability beyond this event remains a key risk unless new contracts are secured.

American Battery Technology Company (ABAT) Q3 2026 Earnings Call Prepared Remarks Transcript

Revenue growth of 64% quarter-over-quarter through ramp-up of critical mineral recycling facility, and significant advancements in development of critical mineral mine and refinery Revenue growth of 64% quarter-over-quarter through ramp-up of critical mineral recycling facility, and significant advancements in development of critical mineral mine and refinery