Added to YB: 2026-04-03
Pitch date: 2026-04-02
EVLV [neutral]
Evolv Technologies Holdings, Inc.
Author Info
Company Info
Evolv Technologies Holdings, Inc. develops, manufactures, markets, and sells security screening products and specific services in the United States and internationally.
Market Cap
$1.1B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-120.60
P/E
-30.75
EV/Sales
7.25
Sector
Electronic Equipment, Instruments and Components
Category
growth
Part 2: Q4 Earnings Update On High Conviction Investment - EVLV
EVLV (holding update): Q4 rev beat, 8K systems deployed screening 4M ppl/day, ARR $120.5M (+21% YoY), RPO $293.6M (+13% YoY), 5th consecutive Q+ adj EBITDA. FY26 guide: >10K systems (comfortably), $145-150M ARR appears conservative vs $15K/system math→$150.5M. Mgmt retired 10-15% LT margin guide, now sees 15-20%+ on SaaS leverage. Georgia bill (2.3K schools) potential catalyst. Est $172-178M FY26 rev, 19% FY27, 15% FY28 growth. Trading discount to historical multiple despite 30%+ EBITDA growth trajectory
Read full article (6 min)