Added to YB: 2026-04-13
Pitch date: 2026-04-10
BYRN [bearish]
Byrna Technologies Inc.
Author Info
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Company Info
Byrna Technologies Inc., a less-lethal self-defense technology company, develops, manufactures, and sells less-lethal personal security solutions in the United States, South Africa, Europe, South America, Asia, and Canada.
Market Cap
$208.6M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.17
P/E
25.50
EV/Sales
1.67
Sector
Aerospace and Defense
Category
turnaround
Byrna Technologies Inc. - $BYRN
BYRN (short): CEO 'retired' Mar 3 (forced out?), replaced w/ Conn Davis + TJ Kennedy as chair (WRAP CEO - red flag). Q1 rev ~$29M (+11% YoY vs +57% prior yr, -20% QoQ). New CEO flags weak Q2 below expectations, declining conversion, falling AOV, margin pressure as online sales -10% YoY. Opex outpacing rev growth. Likely 'kitchen sink' quarter ahead w/ potential CFO exit. Retail expansion into gun-owning demo may be tapped out after conservative podcast ad blitz.
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