Added to YB: 2026-07-16
Pitch date: 2026-07-16
BUKS [bullish]
Butler National Corporation
-15.98%
current return
Author Info
CEO Watcher tracks insider trades (and calculates the track record of every insider) to find the highest signal trades. Looking for dip buys, reversals, cluster buys, insider with a strong track record, etc. Sign up for the newsletter.
Company Info
Butler National Corporation designs, engineers, manufactures, sells, integrates, installs, repairs, modifies, overhauls, services, and distributes a portfolio of aerostructures, aircraft components, avionics, accessories, subassemblies, and systems.
Market Cap
$262.1M
Pitch Price
$4.88
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.37
P/E
12.14
EV/Sales
2.66
Sector
Aerospace and Defense
Category
special_situation
A rare cluster buy at a stock up 180%
BUKS: Cluster insider buy (director $131K at $4.38; 1 other insider in 30d) in a name up 191% 1y. Bull case: aerospace (60% of rev) grew 33% YoY with op margins doubling to ~34% and backlog +40%, while low-margin casino (40%) declines through FY2027. Trades ~8x EV/EBITDA (vs 6x 5y median); author calls it fairly valued today. Upside = casino divestiture (aerospace ~10x vs casino ~6x), uplisting/Russell add, and new CEO post-sudden resignation—none yet in public plans. Key risk: lumpy aerospace margins (17% FY25 → 33% FY26), ~25% normalized base case.
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