<- Go home

Added to YB: 2026-05-21

Pitch date: 2026-05-18

INV [bullish]

Innventure, Inc.

+0.65%

current return

Author Info

EAA Partners shares insights and investment theses on global companies, driven by in-depth research and long-term conviction. Sign up for the newsletter.

Company Info

Innventure, Inc. identifies, funds, and operates companies with a focus on sustainable technology solutions acquired or licensed from multinational corporations.

Market Cap

$527.8M

Pitch Price

$6.16

Price Target

50.00

Dividend

N/A

EV/EBITDA

-7.57

P/E

-2.29

EV/Sales

236.29

Sector

Capital Markets

Category

turnaround

Show full summary:
Innventure, Inc. - $INV

INV: Industrial conglomerate licensing MNC tech to build $1B+ cos. 1 exit: PureCycle 26.8x return. 3 active: Accelsius (2-phase cooling, $665M Series B, $50M Q1'26 bookings vs $1.6M FY25 rev, targets $100M run-rate & CFP by YE26), AeroFlexx (sustainable packaging, 6qtrs rev, Aveda deal), Refinity (chem recycling, pilot stage). Bear: bookings conversion delays, going-concern, dilution via SEPA. Bull: Accelsius ramp, ops self-fund, G&A cut, FY28 $380-460M rev justifies re-rating.

Read full article (32 min)