Added to YB: 2026-02-11
Pitch date: 2026-02-09
RELL [bullish]
Richardson Electronics, Ltd.
+12.31%
current return
Author Info
No bio for this author
Company Info
Richardson Electronics, Ltd. provides engineered solutions, power grid and microwave tube, and related consumables in North America, the Asia Pacific, Europe, and Latin America.
Market Cap
$164.9M
Pitch Price
$12.19
Price Target
27.80 (+134%)
Dividend
2.11%
EV/EBITDA
16.46
P/E
204.50
EV/Sales
0.63
Sector
Electronic Equipment, Instruments and Components
Category
value
Richardson Electronics - $RELL
RELL: V-shaped recovery in high-margin semi wafer business projecting 100% revenue growth ($20M to $40M); GES driving double-digit growth in Grid Modernization/Energy Storage/Wind; healthcare divestiture removes margin drag Q4 FY26; trades <1x sales, 1x TBV, <8x normalized earnings vs peers at higher multiples; price targets $13.86-$27.80 (22%-145% upside by 2027-28)
Read full article (14 min)