Added to YB: 2026-05-04
Pitch date: 2026-04-29
SPCB [bullish]
SuperCom Ltd.
+7.3%
current return
Author Info
Li'l Oaty is a Chicago based investor doing research for my personal account. Sign up for the newsletter.
Company Info
SuperCom Ltd. provides traditional and digital identity, Internet of Things (IoT) and connectivity, and cyber security products and solutions to governments, and private and public organizations worldwide.
Market Cap
$39.9M
Pitch Price
$9.07
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.90
P/E
10.12
EV/Sales
1.84
Sector
Electronic Equipment, Instruments and Components
Category
growth
Supercom Q4 2025 Earnings Analysis: A Mixed Bag Obfuscates Underlying Strength
SPCB (earnings): Q4 rev +18% YoY; core biz +40% growth masked by Romania headwind (53% to 14% of rev). Israel rev $7M (expected $4M). IOT ex-Romania grew ~100%. Gross margin collapsed to 39% vs 60% (new deployment phase). $1.85M bad debt charges (E-Gov Africa). US IOT flat YoY (disappointing). Working capital build $11.4M pressured CFO. RPO jumped to $55.9M from $16.5M, implying 2026 growth locked in. Non-GAAP EPS $0.60; estimates $2+ for 2027. Trades 4.5x 2027/28 earnings power.
Read full article (8 min)