Professional
Added to YB: 2025-05-07
Pitch date: 2025-05-05
UFPT [bearish]
UFP Technologies, Inc.
-0.72%
current return
Author Info
Company Info
UFP Technologies, Inc. designs and manufactures solutions for medical devices, sterile packaging, and other engineered custom products in the United States.
Market Cap
$1.8B
Pitch Price
$217.88
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.10
P/E
26.91
EV/Sales
3.23
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.
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