Added to YB: 2026-02-03
Pitch date: 2026-01-31
SPCB [bullish]
SuperCom Ltd.
+14.02%
current return
Author Info
Li'l Oaty is a Chicago based investor doing research for my personal account. Sign up for the newsletter.
Company Info
SuperCom Ltd. provides traditional and digital identity, Internet of Things (IoT) and connectivity, and cyber security products and solutions in Africa, Europe, South and center America, the United States, Israel, and Asia Pacific.
Market Cap
$60.8M
Pitch Price
$9.56
Price Target
34.00 (+212%)
Dividend
N/A
EV/EBITDA
16.25
P/E
15.09
EV/Sales
2.48
Sector
Electronic Equipment, Instruments and Components
Category
growth
Micro Cap with Underappreciated Revenue Catalysts Coming - SuperCom Ltd.
SPCB (new position): Microcap electronic monitoring co w/ history of dilution/losses now inflecting on revenue growth. 65% EU win rate, displacing 20+ yr incumbents. Germany contract likely $21M vs $7M disclosed. New Western EU national contract potentially $5M+ annually. US momentum w/ 23 contract wins in 2025 adding $2-4M/yr. FCF of $5-7M eliminates dilution risk by 2028 debt maturity. Trading 15x 2028 EPS = $34 PT, potential takeout target.
Read full article (21 min)