Stardust Power Inc (SDST)
NASDAQIndustrialsChemicals - SpecialtySnapshot 2026-10-29
NASDAQIndustrialsChemicals - SpecialtySnapshot 2026-10-29
Research Workspace
Put SDST beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Electrical Components & Equipment is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Maintain Nasdaq listing by meeting market value standards: Direct metric needs a verified mapping.
View ThesisThis stock is highly volatile — it swings about 6% on a typical day and fell roughly 100% in its worst 12-month stretch.
View RiskSDST's bet is building its Oklahoma lithium refinery, backed by advancing electrical infrastructure. Revenue growth and the latest earnings result are not available in the desk. The desk records no earnings release, so it cannot establish a recent beat. No valuation multiples or priced-in expectations are available to define the price. Our model puts the next-quarter miss probability near 54%. The thesis is on watch because its Nasdaq listing pillar needs verified mapping. The read is provisional.
Trailing returns as of 2026-10-30. SDST is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 2 analysts currently covering SDST (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare SDST with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| SDST Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Electrical Components & Equipment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put SDST next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Develop Lithium Refinery Project in Oklahoma
Advancement in infrastructure supports lithium refinery project.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.

Advances: Develop Lithium Refinery Project in Oklahoma
Advancing refinery project aligns with capital allocation goals.

CEO stock sale raises concerns about leadership commitment.