Added to YB: 2026-02-05
Pitch date: 2026-02-05
ALOT [bullish]
AstroNova, Inc.
+206.15%
current return
Author Info
Company Info
AstroNova, Inc. designs, develops, manufactures, and distributes specialty printers, and data acquisition and analysis systems in the United States, Europe, Canada, Asia, Central and South America, and internationally.
Market Cap
$223.6M
Pitch Price
$9.43
Price Target
N/A
Dividend
N/A
EV/EBITDA
22.57
P/E
-162.15
EV/Sales
1.69
Sector
Technology Hardware, Storage and Peripherals
Category
turnaround
My Biggest Position: A Monopoly Priced for Failure
ALOT: Author's biggest position. Aerospace monopoly (cockpit printers, Airbus/Boeing) + PI razor-blade (70% recurring rev). Down 50% on disastrous MTEX Portugal acquisition; new CEO/CFO + Askeladden activist post-cleanup. Bear: 65% upside/18% IRR via debt paydown alone. Bull: 130%+ if margins normalize to 14% & re-rate to 12x EV/EBITDA. Aerospace tailwinds: ToughWriter mix, $2.2M royalty savings FY27, rising Boeing/Airbus build rates. CEO incentivized to sell segment (comp Servotronics bought ~20x EBITDA=$280M vs $100M EV). Risks: lower deliveries, Portugal losses, debt.
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