Added to YB: 2026-10-05
Pitch date: 2026-10-01
SODI [bullish]
Solitron Devices, Inc.
+12.24%
current return
Author Info
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Company Info
Solitron Devices, Inc. designs, develops, manufactures, and markets solid-state semiconductor components and related devices primarily for the military and aerospace markets in the United States, Canada, Latin America, Europe, and Australia.
Market Cap
$73.2M
Pitch Price
$33.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.99
P/E
19.82
EV/Sales
3.25
Sector
Semiconductors and Semiconductor Equipment
Category
special_situation
Portfolioupdate Q3 - 2026 - +40,4% YTD - Solitron Devices, Inc.
SODI (hold): CEO Tim Eriksen and an active strategic review create a compelling sale setup, with a sale viewed as highly probable and the defense procurement environment supporting prospects for an attractive premium. Strong operating leverage and Source Control Drawings covering over half its components support barriers to entry. However, backlog fell significantly quarter over quarter, defense bookings may remain muted and ConMed exceeds 27% of revenue; the position remains restrained to avoid downside volatility and limit aggregate missile exposure.
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