Added to YB: 2026-08-17
Pitch date: 2026-08-13
CVV [bullish]
CVD Equipment Corporation
+7.38%
current return
Author Info
No bio for this author
Company Info
CVD Equipment Corporation, together with its subsidiaries, engages in the design, development, manufacture, and sale of equipment to develop and manufacture materials and coatings in the United States, North America, Europe, the Middle East, Europe, Africa, and the Asia Pacific.
Market Cap
$49.6M
Pitch Price
$7.52
Price Target
N/A
Dividend
N/A
EV/EBITDA
-8.44
P/E
-14.25
EV/Sales
1.44
Sector
Semiconductors and Semiconductor Equipment
Category
value
New Priority Idea – CVD Equipment (CVV): The Unknown Capex Play On Aerospace/Defense and SiC/AI
CVV: Industrial furnace maker at ~$50M mkt cap, below ~$57-64M ($8-9/sh) cash+RE value post-SDC sale ($23M cash, no debt). Trough Q2 rev $2M but AEHR-like inflection: aerospace/defense CMC (78% orders, LEAP/hypersonic) & SiC boule growth (AI 800V, EV rebound) heating up. Ex-Apollo 19% holder + strategic review = likely buyout. At $75M rev/35% GM, ~$2.50/sh EBITDA; multi-bagger optionality vs asset-backed downside.
Read full article (33 min)