Added to YB: 2026-04-07
Pitch date: 2026-04-02
OPXS [neutral]
Optex Systems Holdings, Inc
-4.4%
current return
Author Info
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Company Info
Optex Systems Holdings, Inc manufactures and sells optical sighting systems and assemblies primarily for the U.
Market Cap
$93.9M
Pitch Price
$13.63
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.50
P/E
20.99
EV/Sales
2.12
Sector
Aerospace and Defense
Category
turnaround
Portfolio Update March 2026 - $OPXS — Optex Systems
OPXS (holding update): $3.42M NVG orders in 6 weeks ($1.23M + $2.19M) under 5-yr IDIQ contract. Backlog now >$36.8M. Consistent delivery cadence validates quality. Stock range-bound ~$13.30 awaiting margin recovery & CEO transition clarity. Thesis intact, building blocks accumulating.
Read full article (1 min)