Added to YB: 2026-10-16
Pitch date: 2026-10-14
SODI [bullish]
Solitron Devices, Inc.
-1.76%
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
$37.70
Price Target
50.00 (+35%)
Dividend
N/A
EV/EBITDA
10.99
P/E
19.82
EV/Sales
3.25
Sector
Semiconductors and Semiconductor Equipment
Category
growth
On the Ramp - Solitron Devices, Inc.
SODI (hold): Solitron’s thesis has shifted from strategic alternatives to revenue and earnings acceleration as RTX’s AMRAAM, SM-3 and SM-6 programs ramp, subject to congressional funding. Quarterly adjusted EBIT reached $1.96M at a 33% margin; if margins hold, $35M of sales could yield $10-12M of EBIT at roughly 6-7x EV/EBIT, with ~60% upside toward $50 if rerated to ~11x. The position remains held, with estimated downside around 20% if program funding is not approved and replenishment stays at its current pace.
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