Added to YB: 2026-03-09
Pitch date: 2026-03-04
SPCB [bullish]
SuperCom Ltd.
-4.84%
current return
Author Info
No bio for this author
Company Info
SuperCom Ltd. provides traditional and digital identity, Internet of Things (IoT) and connectivity, and cyber security products and solutions to governments, and private and public organizations worldwide.
Market Cap
$38.8M
Pitch Price
$8.38
Price Target
34.00 (+317%)
Dividend
N/A
EV/EBITDA
8.70
P/E
9.85
EV/Sales
1.80
Sector
Electronic Equipment, Instruments and Components
Category
value
SuperCom (SPCB): The Electronic Ankle Bracelet Nobody Is Watching — And That’s Exactly the Opportunity
SPCB: Israeli e-monitoring leader w/ best-in-class GPS ankle bracelet (dynamic DV protection, 2-way voice, superior battery). 65% EU tender win rate; 30+ US contracts since mid-2024 (13 states). 9M'25: $2.17 non-GAAP EPS, 61% gross margin (+11pp YoY), 34.6% EBITDA margin. Trading ~4x P/E vs 23x fair value. $1.25 '26E EPS → $28.75 PT (+232%). $40.8M book value, $13M cash, $43M market cap. Structural tailwinds: $2.3B market, criminal justice reform, ICE demand. Risk: stale analyst estimates mask profitability, micro-cap invisibility, ugly chart history.
Read full article (9 min)