Added to YB: 2026-01-13
Pitch date: 2026-01-11
GSI.V [neutral]
Novanta Inc.
-1.22%
current return
Author Info
Company Info
Novanta Inc., together with its subsidiaries, provides precision medicine, precision manufacturing, medical solutions, robotics and automation solutions, and advanced surgery solutions in the United States and internationally.
Market Cap
$4.7B
Pitch Price
$130.55
Price Target
N/A
Dividend
N/A
EV/EBITDA
26.43
P/E
89.68
EV/Sales
5.31
Sector
Electronic Equipment, Instruments and Components
Category
growth
A Primer on Gatekeeper
GSI.V (overview): Video surveillance systems for transit/school buses. $43.8M new contracts post-FY25, including record $27M LIRR rail deal driven by FRA mandate compliance by Oct 2027. Raymond James forecasts revenue growth from $31.8M (F2025) to $67M (F2027). Transitioning to PaaS model w/ 4K MDCs under subscription vs 300 at year start. Strong balance sheet w/ $14.8M cash, no debt after $25M raises. Risks: supplier concentration, project delays, regulatory changes.
Read full article (4 min)