Added to YB: 2026-05-29
Pitch date: 2026-05-27
EVS.BR [neutral]
EVS SA
Author Info
Value and Opportunity focuses on slow investing, special situations & the occasional wild punts Sign up for their newsletter.
Company Info
EVS SA provides live video technology for broadcast and media productions in the United States, Europe, Africa, Middle East, and Asia Pacific.
Market Cap
EUR 381.1M
Pitch Price
EUR 30.10
Price Target
N/A
Dividend
4.23%
EV/EBITDA
5.65
P/E
10.38
EV/Sales
1.55
Sector
Communications Equipment
Category
turnaround
Updates: EVS Broadcast
EVS.BR (trimmed position): Q1 trading statement spooked investors despite confirmed guidance. Middle East situation may push rev to lower end of range. 2026 'back loaded' again = low visibility until Q4. CFO departure w/o replacement signals board tension. Event year 2026 now looks similar to 2025 vs expected material improvement. Author reducing from larger position, staying cautious unless big buyback announced.
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