Added to YB: 2026-05-05
Pitch date: 2026-05-02
HAI.TO [bullish]
Haivision Systems Inc.
-4.51%
current return
Author Info
No bio for this author
Company Info
Haivision Systems Inc. provides mission-critical, real-time video networking, and visual collaboration solutions in Canada, the United States, and internationally.
Market Cap
CAD 181.9M
Pitch Price
CAD 6.65
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.63
P/E
203.30
EV/Sales
1.22
Sector
Communications Equipment
Category
growth
$HAI.TO Deep Dive
HAI.TO: Best-in-class video streaming for defence/entertainment (NASA, US Navy, CNN, META, JPM). <100ms latency encoders, 72.5% GM. Currently 9.3% EBITDA margin expanding to 20% as recurring rev grows to 33% (21% now). ShieldAI drone partnership, NATO tailwinds. 8.6x FY26 EBITDA, 7x FY27 at $165M rev/15% margin. Risks: defence contract delays, memory prices, competition. Mgmt owns 33%, strong M&A track record.
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