Added to YB: 2026-04-02
Pitch date: 2026-04-01
SODI [bullish]
Solitron Devices, Inc.
Author Info
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Company Info
Solitron Devices, Inc. designs, develops, manufactures, and markets solid-state semiconductor components and related devices primarily for the military and aerospace markets in the United States, Canada, Latin America, Europe, and Australia.
Market Cap
$49.5M
Pitch Price
N/A
Price Target
34.00
Dividend
N/A
EV/EBITDA
56.72
P/E
1.8K
EV/Sales
3.33
Sector
Semiconductors and Semiconductor Equipment
Category
special_situation
Final Catalyst in an Already Great Story
SODI: Defense supplier to AMRAAM/HIMARS programs w/ ATH $28.3M backlog (2x sales). Exploring sale after PE exclusivity expired. Raytheon ramping AMRAAM production to 1,900/yr (+280% vs historical), HIMARS capacity doubled. New pricing kicks in post multi-year agreement expiry, expect 42% gross margin vs historical. Estimate $2.5 EPS normalized (~10x P/E), fair value $33-35 (+32-40% upside). CEO Tim owns 11.2%+3% family, strong track record. 16% downside to pre-announcement $21. Defense supercycle tailwinds, PE actively targeting <$500M defense cos. AGM pushed back signals imminent deal.
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