Added to YB: 2026-08-25
Pitch date: 2026-08-21
CVV [neutral]
CVD Equipment Corporation
-3.97%
current return
Author Info
No bio for this author
Company Info
CVD Equipment Corporation, together with its subsidiaries, engages in the design, development, manufacture, and sale of equipment to develop and manufacture materials and coatings in the United States, North America, Europe, the Middle East, Europe, Africa, and the Asia Pacific.
Market Cap
$52.9M
Pitch Price
$7.55
Price Target
9.00 (+18%)
Dividend
N/A
EV/EBITDA
-10.29
P/E
-16.62
EV/Sales
1.48
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
CVD Equipment (CVV) Update
CVV (update): Semi-cap play w/ dual catalysts firming. Aerospace CMC order cycle now imminent (not 2027) via GE LEAP HPT durability kit + XA102 defense engine driving CVI3500 reorders. NVIDIA 800V HVDC reconfirmed Q1 2027 w/ expanded SiC vendor set (add STM, WOLF) needing PVT furnaces. WOLF AI datacenter rev 2x YoY, 200mm boule bottleneck. Trades near cash+RE value ($9); trough bookings ramp = re-rate catalyst (AEHR 5-bagger analog). Mgmt bullish on CMC orders.
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