Professional
Added to YB: 2025-05-07
Pitch date: 2025-05-05
UFPT [bearish]
UFP Technologies, Inc.
+11.88%
current return
Author Info
Company Info
UFP Technologies, Inc., together with its subsidiaries, designs and manufactures solutions for medical devices, sterile packaging, and other engineered custom products in the United States.
Market Cap
$1.5B
Pitch Price
$217.88
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.77
P/E
22.13
EV/Sales
2.70
Sector
Health Care Equipment and Supplies
Category
N/A
UFPT’s Growth Story In Shambles As Largest Customer Responsible for 96.5% Of Growth Slashes Orders
UFPT short: Largest customer Intuitive Surgical (57% of robot systems, 29% of UFPT revenue, 96.5% of growth) insourcing & buying from competitor Microtek. Import volumes -38% Q2'24-Q1'25. First earnings call in 32yrs tomorrow as execs sold $48M stock since March. AJR acquisition (77% of new rev) has issues w/ Stryker offshoring.
Read full article (2 min)