Professional
Added to YB: 2026-05-06
Pitch date: 2026-05-01
FEIM [bullish]
Frequency Electronics, Inc.
-7.98%
current return
Author Info
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Company Info
Frequency Electronics, Inc., together with its subsidiaries, engages in the design, development, manufacture, marketing, and sale of precision time and frequency control products and components for microwave integrated circuit applications.
Market Cap
$566.2M
Pitch Price
$57.53
Price Target
N/A
Dividend
N/A
EV/EBITDA
53.03
P/E
78.58
EV/Sales
8.47
Sector
Electronic Equipment, Instruments and Components
Category
growth
THE MICRO-CAPO — Portfolio Update - Re-entered $FEIM
FEIM (re-entered position): Re-entered at $50 (orig avg $9.80, sold ~$45). Backlog expanded: +$45M satellite contracts, +$7M lunar PNT, now $83M total. Mgmt set $150M min rev target by FY2029 (30%+ CAGR), backed by space/defense dominance, quantum sensing optionality. $4.75M airborne PNT orders through 2027. Debt-free, sufficient cash to fund growth.
Read full article (2 min)