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Added to YB: 2025-03-13

Pitch date: 2025-03-12

EVLV [bullish]

Evolv Technologies Holdings, Inc.

+90.82%

current return

Author Info

No bio for this author

Company Info

Evolv Technologies Holdings, Inc. develops, manufactures, markets, and sells security screening products and specific services in the United States and internationally.

Market Cap

$1.1B

Pitch Price

$3.16

Price Target

7.00 (+16%)

Dividend

N/A

EV/EBITDA

-120.60

P/E

-30.75

EV/Sales

7.25

Sector

Electronic Equipment, Instruments and Components

Category

special_situation

Show full summary:
Evolv – Channel Acceleration & Margin Inflection

EVLV: trading in info vacuum, restated financials due in 8 weeks. Post-restate: '26e <3x EV/sales, ~18x EV/EBITDA. ARR >30% 2025, >25% 2026. Gross margin to 65-70%, FCF breakeven 2025. New CEO/CRO from Motorola Solutions. Key catalysts: Expedite cross-sell, used unit sales, channel expansion.

Read full article (13 min)