Added to YB: 2026-06-15
Pitch date: 2026-06-10
KVHI [bullish]
KVH Industries, Inc.
Author Info
No bio for this author
Company Info
KVH Industries, Inc., together with its subsidiaries, designs, develops, manufactures, and markets mobile connectivity and managed services for the marine and land mobile markets.
Market Cap
$168.1M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
51.69
P/E
-32.81
EV/Sales
0.96
Sector
Communications Equipment
Category
turnaround
KVH Industries ($KVHI): Deep Value Meets Maritime Connectivity Transformation
KVHI: Maritime connectivity micro-cap at $7.60 (~16% above $6.55 BV), $59M cash, zero debt, $147M cap. Pivoting from VSAT to LEO (Starlink/OneWeb reseller, 45%+ airtime). Q1'26 rev +27%, EBITDA +178% YoY. Catalysts: managed IT launch, LEO flywheel, ~$7M legacy cost cuts, APAC M&A, $15M buyback, insider/activist buying. Risk: Starlink disintermediation, thin reseller margins.
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