Added to YB: 2026-02-20
Pitch date: 2026-02-18
RPI.L [bullish]
Raspberry Pi Holdings plc
-9.1%
current return
Author Info
No bio for this author
Company Info
Raspberry Pi Holdings plc designs and develops single-board computers, compute module, and semiconductors in the United Kingdom, Europe, the United States, Asia Pacific, and internationally.
Market Cap
GBP 1.1B
Pitch Price
GBP 4.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
39.51
P/E
118.26
EV/Sales
4.22
Sector
Technology Hardware, Storage and Peripherals
Category
special_situation
Fun Trade Idea: Long $RPI (Raspberry Pi)
RPI.L: £543M UK micro-computer maker down 56% YoY to all-time low. Thesis: AI agent deployment (OpenClaw/Picoclaw) driving bulk purchases vs prior 1-2 unit hobbyist sales. £280-300M revenue, 25% gross margin, £10-15M net income. Analysts project 14-17% growth but hoarding could push 48-55%. Risk: foundation ownership may limit pricing power; LPDDR4 component costs.
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