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Published
13 Oct 24
Updated
22 Aug 26
Views
129
Not Invested
Richardson ElectronicsRELL
RELL logo
Fair Value
US$20.5
Share price22 Aug
US$17.0416.9% undervalued intrinsic discount
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1Y71.95%
7D0.35%

Electrification, Automation And Renewables Will Unlock Future Value

AN
AnalystConsensusTarget
AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published
13 Oct 24
Updated
22 Aug 26
Views
129
Not Invested
Fair ValueUS$20.5
Share priceUS$17.04
16.9% undervalued intrinsic discount
Narrative
Updates12

Shared on 22 Aug 26

Fair value Increased 32%

RELL: Semi Fab Tailwinds And Backlog Strength Will Support Higher Earnings Multiple

Richardson Electronics is seeing a pickup in orders and a stronger pipeline, and some analysts think it marks a turning point after a long stretch of slower growth. The upside hinges on whether demand from chip factory projects and newer clean-energy work stays steady—or fades and leaves less room for mistakes.
Read more
3 viewsusers have viewed this narrative update

Shared on 24 Jul 26

Fair value Increased 15%

RELL: Future Clean Energy Partnerships Will Struggle To Justify Elevated Earnings Multiple

Richardson Electronics lines up new clean-energy partnerships, but most of the meaningful sales are still a few years away. Even as expectations for growth and profitability cool, the market still seems to assume a very optimistic future for the business.
Read more
13 viewsusers have viewed this narrative update

Shared on 12 Apr 26

Fair value Increased 17%

RELL: Fair Outlook Balances Higher Price View With Margin And Execution Risks

Analysts have adjusted their price target for Richardson Electronics to $13.50 from $11.50. This reflects updated views on fair value, growth expectations, margins, and future P/E assumptions cited in recent research.
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5 viewsusers have viewed this narrative update

Shared on 31 Jul 25

With both the discount rate and future P/E ratio remaining essentially unchanged, there is no meaningful shift in Richardson Electronics’ valuation, leaving the consensus analyst price target steady at $11.50. What's in the News Richardson Electronics partnered with KEBA Industrial Automation to launch advanced pitch systems for wind turbines in North America, integrating KEBA's Pitch Drive Technology with Richardson's Pitch Energy Modules.
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5 viewsusers have viewed this narrative update

Shared on 01 May 25

Fair value Increased 26%
Read more
3 viewsusers have viewed this narrative update

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
6 viewsusers have viewed this narrative update

Shared on 17 Apr 25

Fair value Decreased 34%
AnalystConsensusTarget has decreased revenue growth from 11.1% to 8.0%, decreased profit margin from 15.8% to 5.6% and increased future PE multiple from 5.7x to 11.5x.
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1 viewusers have viewed this narrative update

Shared on 09 Apr 25

Fair value Decreased 6.50%
AnalystConsensusTarget has decreased revenue growth from 12.5% to 11.1%.
Read more
3 viewsusers have viewed this narrative update

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
3 viewsusers have viewed this narrative update

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
1 viewusers have viewed this narrative update

Shared on 19 Mar 25

Fair value Increased 55%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
2 viewsusers have viewed this narrative update

Shared on 11 Mar 25

Read more
0 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$20.5
vs US$17.0416.9% undervalued intrinsic discount
PastFuture-8m289m2015201820212024202620272029Revenue US$289.1mEarnings US$13.9m
8.1%
Revenue growth
4.8%
Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Richardson Electronics

  • Fair value estimate changes
  • Narrative and analyst updates
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Company analysis

Flawless balance sheet with slight risk.

Market capUS$255.9m
PB1.5x
Estimated Growth7.9%
Dividend Yield1.4%
Full analysis

CEO & management

Edward Richardson
CEO
14.4yrs
CEO Tenure

Provides engineered solutions, power grid and microwave tube, and related consumables in North America, the Asia Pacific, Europe, and Latin America.

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