Added to YB: 2026-06-11
Pitch date: 2026-06-09
BWEN [bullish]
Broadwind, Inc.
-2.46%
current return
Author Info
No bio for this author
Company Info
Broadwind, Inc. manufactures and sells structures, equipment, and components power generation, critical infrastructure, and other specialized applications in the United States.
Market Cap
$96.2M
Pitch Price
$4.06
Price Target
23.15 (+463%)
Dividend
N/A
EV/EBITDA
11.94
P/E
18.57
EV/Sales
0.79
Sector
Electrical Equipment
Category
turnaround
$BWEN: GEV Is Sold Out Through 2030. This Is Theirs and Siemens Machining Partner.
BWEN: ~$86M micro-cap precision mfr embedded in GE Vernova/Siemens gas turbine supply chain (sold out to 2030, AI power demand). Exited low-margin wind to focus on Gearing (irreplaceable Gleason machines, 45% utilization) & Industrial Solutions (6 record quarters, 90% YoY orders). $73M backlog growing, 1.5x+ book-to-bill, 14% insider stake, $300M NOLs (~$1.10-1.75/shr). FY27 base ~$12/shr (14x EBITDA, 3.4x), bull ~$23 (6.2x). Risks: customer concentration, liquidity, guidance pulled.
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