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Added to YB: 2026-05-13

Pitch date: 2026-05-11

PEW [bullish]

GrabAGun Digital Holdings Inc.

+4.44%

current return

Author Info

everyonehatespoetry is an equities analyst sharing his best special situations / GARP ideas, mostly small and micro caps. Sign up for the newsletter.

Company Info

GrabAGun Digital Holdings Inc. operates as an e-commerce retailer of firearms and ammunition, related accessories, and other outdoor enthusiast products.

Market Cap

$86.1M

Pitch Price

$3.15

Price Target

8.46 (+157%)

Dividend

N/A

EV/EBITDA

3.99

P/E

-22.54

EV/Sales

-0.18

Sector

Specialty Retail

Category

value

Show full summary:
GrabAGun Digital (NYSE: PEW)

PEW: Online firearms retailer trading $2.95/share vs $3.51 cash/share (20% discount to cash alone). Core GrabAGun biz outgrows industry 15%/yr (FY25 +3.6% vs -10.6% industry), EBITDA breakeven moving to profitability, targeting $150M rev & $7-8M EBITDA in 3yrs. New PEW Logistics lets manufacturers go D2C at 70-80% margins; early traction w/ Keltec & Derya Arms. If 3-4% penetration of $9B US market = $15M+ incremental EBITDA. Insiders own 35%, CEO 9%. $20M buyback half executed.

Read full article (6 min)