Added to YB: 2026-06-19
Pitch date: 2026-06-17
TRT [bullish]
Trio-Tech International
-37.62%
current return
Author Info
No bio for this author
Company Info
Trio-Tech International, together with its subsidiaries, offers manufacturing, testing, and distribution services to the semiconductor industry in the United States, Singapore, Malaysia, Thailand, and China.
Market Cap
$160.1M
Pitch Price
$16.00
Price Target
66.00 (+569%)
Dividend
N/A
EV/EBITDA
39.60
P/E
461.93
EV/Sales
2.50
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Trio-Tech($TRT): The Overlooked AI Burn-In Player
TRT: AI/EV burn-in tester, $AEHR competitor at deep discount. Q3'26 rev +124% YoY to $16.5M, near-breakeven EPS -$0.005, but GM fell 27%→16% on high-vol mix. ~$10M AI GPU/EV orders, Penang expansion, NXP supplier, CEO owns ~10-12.5%. Risks: insider selling $1.9M, dilution, ransomware. ~1.8x fwd EV/S vs peers 3-15x; 3-10x re-rate = $20-66/share if margins recover. Execution story.
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