Added to YB: 2026-04-03
Pitch date: 2026-04-02
EVLV [neutral]
Evolv Technologies Holdings, Inc.
-4.83%
current return
Author Info
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
$1.0B
Pitch Price
$6.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
-216.43
P/E
N/A
EV/Sales
6.28
Sector
Electronic Equipment, Instruments and Components
Category
growth
Part 2: Q4 Earnings Update On High Conviction Investment - EVLV
EVLV (holding update): Q4 rev beat, 8K systems deployed screening 4M ppl/day, ARR $120.5M (+21% YoY), RPO $293.6M (+13% YoY), 5th consecutive Q+ adj EBITDA. FY26 guide: >10K systems (comfortably), $145-150M ARR appears conservative vs $15K/system math→$150.5M. Mgmt retired 10-15% LT margin guide, now sees 15-20%+ on SaaS leverage. Georgia bill (2.3K schools) potential catalyst. Est $172-178M FY26 rev, 19% FY27, 15% FY28 growth. Trading discount to historical multiple despite 30%+ EBITDA growth trajectory
Read full article (6 min)