View ValuationMultiSensor AI Holdings 향후 성장Future 기준 점검 2/6MultiSensor AI Holdings은 연간 수입과 매출이 각각 53.8%와 57.6% 증가할 것으로 예상되고 EPS는 연간 90.5%만큼 증가할 것으로 예상됩니다.핵심 정보53.8%이익 성장률90.54%EPS 성장률Electronic 이익 성장22.5%매출 성장률57.6%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트31 Mar 2026최근 향후 성장 업데이트Major Estimate Revision • Aug 27Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$12.1m to US$11.9m. Losses expected to increase from US$0.34 per share to US$0.42. Electronic industry in the US expected to see average net income growth of 31% next year. Consensus price target down from US$2.50 to US$2.00. Share price rose 6.5% to US$0.73 over the past week.모든 업데이트 보기Recent updates공지 • Apr 27MultiSensor AI Holdings, Inc., Annual General Meeting, Jun 12, 2026MultiSensor AI Holdings, Inc., Annual General Meeting, Jun 12, 2026. Location: at offices of haynes and boone llp, 1221 mckinney st. 4000, texas 77010., houston United StatesReported Earnings • Mar 21Full year 2025 earnings released: US$0.31 loss per share (vs US$1.07 loss in FY 2024)Full year 2025 results: US$0.31 loss per share (improved from US$1.07 loss in FY 2024). Revenue: US$5.55m (down 25% from FY 2024). Net loss: US$11.7m (loss narrowed 46% from FY 2024).공지 • Mar 14MultiSensor AI Holdings, Inc. has filed a Follow-on Equity Offering in the amount of $60 million.MultiSensor AI Holdings, Inc. has filed a Follow-on Equity Offering in the amount of $60 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market OfferingNew Risk • Mar 01New major risk - Revenue and earnings growthEarnings have declined by 28% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (16% average weekly change). Earnings have declined by 28% per year over the past 5 years. Shareholders have been substantially diluted in the past year (150% increase in shares outstanding). Minor Risk Market cap is less than US$100m (US$22.6m market cap).공지 • Nov 18MultiSensor AI Holdings, Inc. announced that it has received $13.999999 million in funding from 325 Capital, LLC and other investors.On November 17, 2025, the MultiSensor AI Holdings, Inc closed the transaction pursuant to Regulation D from 32 investors. Company paid a cash fee ($700,000) equal to 5.0% of the gross proceeds received.to Roth Capital Partners, LLCReported Earnings • Nov 15Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: US$0.049 loss per share (improved from US$0.34 loss in 3Q 2024). Revenue: US$1.57m (down 1.7% from 3Q 2024). Net loss: US$1.68m (loss narrowed 80% from 3Q 2024). Revenue missed analyst estimates by 7.4%. Earnings per share (EPS) exceeded analyst estimates by 44%. Revenue is forecast to grow 73% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 56% per year, which means it is significantly lagging earnings.New Risk • Nov 15New major risk - Revenue and earnings growthEarnings have declined by 37% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (37% average weekly change). Earnings have declined by 37% per year over the past 5 years. Shareholders have been substantially diluted in the past year (53% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$11m net loss next year). Market cap is less than US$100m (US$49.7m market cap).공지 • Nov 04MultiSensor AI Holdings, Inc. has completed a Follow-on Equity Offering in the amount of $14.43764 million.MultiSensor AI Holdings, Inc. has completed a Follow-on Equity Offering in the amount of $14.43764 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 4,595,000 Price\Range: $1.35 Security Name: Pre-funded warrants Security Type: Equity Warrant Securities Offered: 6,100,000 Price\Range: $1.3499 Transaction Features: Registered Direct OfferingMajor Estimate Revision • Aug 27Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$12.1m to US$11.9m. Losses expected to increase from US$0.34 per share to US$0.42. Electronic industry in the US expected to see average net income growth of 31% next year. Consensus price target down from US$2.50 to US$2.00. Share price rose 6.5% to US$0.73 over the past week.Reported Earnings • Aug 14Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$0.099 loss per share (improved from US$0.47 loss in 2Q 2024). Revenue: US$1.42m (down 33% from 2Q 2024). Net loss: US$3.32m (loss narrowed 48% from 2Q 2024). Revenue missed analyst estimates by 47%. Earnings per share (EPS) also missed analyst estimates by 25%. Revenue is forecast to grow 81% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Electronic industry in the US.Recent Insider Transactions • Jul 22Insider recently sold US$94k worth of stockOn the 21st of July, Gary Strahan sold around 125k shares on-market at roughly US$0.75 per share. This transaction amounted to 2.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$199k more than they bought in the last 12 months.Recent Insider Transactions • Jun 25Insider recently sold US$57k worth of stockOn the 23rd of June, Gary Strahan sold around 98k shares on-market at roughly US$0.58 per share. This transaction amounted to 1.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$87k more than they bought in the last 12 months.New Risk • Jun 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$22m free cash flow). Shareholders have been substantially diluted in the past year (143% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$10m net loss next year). Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (US$17.4m market cap).공지 • Jun 03+ 1 more updateMultiSensor AI Holdings, Inc. Appoints Asim Akram as President, Effective June 23, 2025MultiSensor AI Holdings, Inc. announced the appointment of Asim Akram as its new President to lead the Company's strategic growth objectives. Mr. Akram is expected to start with MSAI on June 23, 2025. Mr. Akram began his career in technology consulting at global firms including Accenture and KPMG. He later founded and scaled Orion, a SaaS platform company, where he successfully built a recurring-revenue model and led expansion across North America. Subsequently, Mr. Akram has held multiple executive roles at Honeywell, where he successfully led global businesses with a focus on revenue growth and margin expansion, operational discipline, and product innovation. He also played a key role in leading M&A integration efforts in Honeywell's fire and safety business. Most recently, Mr. Akram led the transportation business at ORBCOMM, where he successfully grew operations by forming strategic alliances with original equipment manufacturers, value-added resellers, and online marketplace platforms and expanding ORBCOMM's footprint globally. Mr. Akram holds a Masters in Business Administration from M.I.T. Sloan School of Management, a Masters in Information Management from Stevens Institute of Technology and a Bachelors in Engineering from Northeastern University.공지 • May 17MultiSensor AI Holdings Receives Letter from Nasdaq Due to Non-Compliance with the Bid Price Requirement for Continued Listing on The Nasdaq Capital MarketOn May 15, 2025, MultiSensor AI Holdings, Inc. (the ‘Company’) received a letter (the ‘Notice’) from the Listing Qualifications Department (the ‘Staff’) of The Nasdaq Stock Market (‘Nasdaq’) notifying the Company that, for the previous 30 consecutive business days, the closing bid price for the Company’s common stock, par value $0.0001 per share (the ‘Common Stock’), had been below the minimum $1.00 per share required for continued listing on The Nasdaq Capital Market under Nasdaq Listing Rule 5550(a)(2) (the ‘Bid Price Requirement’). In accordance with Nasdaq Listing Rule 5810(c)(3)(A), the Company has an initial period of 180 calendar days, or until November 11, 2025 (the ‘Compliance Date’), to regain compliance with the Bid Price Requirement. If, at any time before the Compliance Date, the bid price for the Common Stock closes at $1.00 or more for a minimum of 10 consecutive business days, the Staff will provide written notification to the Company that it has regained compliance with the Bid Price Requirement (unless the Staff exercises its discretion to extend the 10-day period). If the Company is not in compliance with the Bid Price Requirement by the Compliance Date, the Company may be eligible for an additional 180 calendar day period to regain compliance with the Bid Price Requirement. To qualify for an additional compliance period, the Company would be required to meet the continued listing requirement for market value of publicly held shares and all other initial listing standards for The Nasdaq Capital Market, with the exception of the Bid Price Requirement, and would need to provide written notice to the Staff of its intention to cure the deficiency during the second compliance period, by effecting a reverse stock split, if necessary. However, if it appears to the Nasdaq staff that the Company will not be able to cure the deficiency, or if the Company is otherwise not eligible, Nasdaq will provide notice to the Company that its Common Stock will be subject to delisting. The Company intends to monitor the closing bid price of its Common Stock and is evaluating available options, which may include seeking to effect a reverse stock split, to resolve the noncompliance matters described herein and intends to take appropriate steps to maintain its listing on Nasdaq. However, there can be no assurance that the Company will be able to regain compliance with the Bid Price Requirement.Reported Earnings • May 15First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.14 loss per share. Revenue: US$1.17m (down 49% from 1Q 2024). Net loss: US$4.44m (loss widened 13% from 1Q 2024). Revenue missed analyst estimates by 57%. Earnings per share (EPS) also missed analyst estimates by 180%. Revenue is forecast to grow 102% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Electronic industry in the US.공지 • Apr 28MultiSensor AI Holdings, Inc., Annual General Meeting, Jun 04, 2025MultiSensor AI Holdings, Inc., Annual General Meeting, Jun 04, 2025. Location: 1221 mckinney st 4000, texas 77010, houston United StatesReported Earnings • Mar 30Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: US$1.07 loss per share (improved from US$3.56 loss in FY 2023). Revenue: US$7.40m (up 36% from FY 2023). Net loss: US$21.5m (loss narrowed 3.5% from FY 2023). Revenue missed analyst estimates by 36%. Earnings per share (EPS) exceeded analyst estimates by 5.3%. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has fallen by 55% per year whereas the company’s share price has fallen by 52% per year.공지 • Mar 29MultiSensor AI Holdings, Inc. has filed a Follow-on Equity Offering in the amount of $8.625 million.MultiSensor AI Holdings, Inc. has filed a Follow-on Equity Offering in the amount of $8.625 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering분석 기사 • Mar 04We Think MultiSensor AI Holdings (NASDAQ:MSAI) Needs To Drive Business Growth CarefullyWe can readily understand why investors are attracted to unprofitable companies. For example, although...공지 • Jan 07+ 1 more updateMultiSensor AI Holdings, Inc. Announces Chief Financial Officer ChangesOn January 6, 2025, MultiSensor AI Holdings, Inc. announced additional changes to its management team to further align with the Company's strategic growth objectives. Peter Baird, the Company's Chief Financial Officer ("CFO"), has been appointed Chief Commercial Officer ("CCO") to focus on developing MSAI's commercial relationships while accelerating current sales initiatives. The Board has promoted Robert Nadolny, the Company's VP - Controller, to Chief Financial Officer. Since joining the MSAI team in August 2024 as the VP - Controller, Robert has seamlessly integrated into the organization, identifying key opportunities for improvement and driving impactful change. His ability to deliver measurable results and implement effective solutions in a short period has helped the Company address challenges and improve position for long-term success. Robert came to MSAI with 13 years of experience working in assurance services at Ernst & Young LLP, where he led audit teams to facilitate compliance, accuracy, and the delivery of high-quality financial reports for clients across various industries.New Risk • Dec 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$17m free cash flow). Shareholders have been substantially diluted in the past year (155% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (US$48.4m market cap).공지 • Nov 27MultiSensor AI Holdings, Inc. Announces Chief Executive Officer ChangesMultiSensor AI Holdings, Inc. announced a leadership transition as MultiSensor AI evolves into its goal of being a SaaS leader in Predictive Maintenance and to position the Company for its next phase of growth. The Board of Directors announced that, consistent with its succession plans, it has appointed fellow Board member Stuart Flavin, III ("Trip") to also serve as Interim Chief Executive Officer. Trip succeeds Gary Strahan who has stepped down as CEO to focus on the next phase of his professional career.분석 기사 • Nov 16Here's Why MultiSensor AI Holdings (NASDAQ:MSAI) Must Use Its Cash WiselyWe can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...New Risk • Nov 15New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$17m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$17m free cash flow). Shareholders have been substantially diluted in the past year (360% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (US$40.7m market cap).Reported Earnings • Nov 15Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: US$0.34 loss per share. Revenue: US$1.60m (up 6.9% from 3Q 2023). Net loss: US$8.20m (loss widened 336% from 3Q 2023). Revenue missed analyst estimates by 64%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 78% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in the US.공지 • Nov 13John Harnage Joins Multisensor AI as Director of Business Development for MSAI Inspection ServicesMSAI Inspection Services, a business unit of MultiSensor AI Holdings, Inc. announced that John Harnage, the founder of Kentucky Thermal Institute (KTI), has joined as Director of Business Development. MSAI Inspection Services was launched in April 2024 to provide a range of on-site inspections and predictive maintenance solutions for MSAI's industrial clients. Under the leadership of Carl Schultz, the business unit's Vice President, MSAI Inspection Services has experienced rapid organic growth. This growth has been fueled in part by the adoption of new annual inspection requirements by the National Fire Protection Association's Rule 70B, which requires annual inspections of the electrical infrastructure in many facilities. In addition to providing on-site inspections employing multiple sensor modalities, MSAI Inspection Services works with its clients to develop enterprise-level demand for MSAI's core predictive-maintenance business. Having founded KTI in Bowling Green, Kentucky in 2008, John Harnage is well established as a leader in the inspection services and training industries. He has experience and certifications in multiple sensor modalities (including as a Level II thermographer) and has focused primarily on providing services in the industrial, education, and construction sectors. Through KTI, Mr. Harnage is also a leader in technical training, having trained more than 800 thermographers over the last 7 years, and having developed accredited thermography courses through the University of Louisville, Western Kentucky University, and the Kentucky Fire Commission.Reported Earnings • Aug 16Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: US$0.47 loss per share. Revenue: US$2.13m (up 59% from 2Q 2023). Net loss: US$6.39m (loss widened US$5.74m from 2Q 2023). Revenue missed analyst estimates by 34%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 68% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Electronic industry in the US.공지 • Jun 08MultiSensor AI Holdings, Inc. has filed a Follow-on Equity Offering in the amount of $10 million.MultiSensor AI Holdings, Inc. has filed a Follow-on Equity Offering in the amount of $10 million. Security Name: Common Stock Security Type: Common StockNew Risk • May 19New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 165% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Shareholders have been substantially diluted in the past year (165% increase in shares outstanding). Minor Risk Market cap is less than US$100m (US$34.7m market cap).Reported Earnings • May 16First quarter 2024 earnings released: US$0.33 loss per share (vs US$5.65 loss in 1Q 2023)First quarter 2024 results: US$0.33 loss per share. Revenue: US$2.28m (up 132% from 1Q 2023). Net loss: US$3.92m (loss widened 35% from 1Q 2023). Revenue is forecast to grow 63% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in the US.공지 • May 01MultiSensor AI Holdings, Inc., Annual General Meeting, Jun 17, 2024MultiSensor AI Holdings, Inc., Annual General Meeting, Jun 17, 2024, at 10:00 Central Standard Time. Agenda: To elect Margaret Chu, Stuart V. Flavin III, David Gow, Petros Kitsos, Reid Ryan and Steven Winch as directors to hold office until the Company’s annual meeting of stockholders to be held in 2025 and until their respective successors have been duly elected and qualified; to ratify the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for 2024; to approve, for purposes of complying with Nasdaq listing Rule 5635(d), the issuance of the maximum number of shares of common stock issuable by the Company pursuant to its equity line of credit with B. Riley Principal Capital II, LLC; to approve an adjournment of the Annual Meeting, if necessary, to solicit additional proxies if there are not sufficient votes at the time of the Annual Meeting to approve Proposal No. 3; and to discuss other matters.공지 • Apr 17MultiSensor AI Holdings, Inc. announced that it expects to receive $25 million in funding from B. Riley Principal Capital II, LLCMultiSensor AI Holdings, Inc. entered into a common stock purchase agreement with returning investor B. Riley Principal Capital II, LLC for issuance of common shares, par value $0.0001 per share for gross proceeds of up to $25,000,000 on April 16, 2024.Reported Earnings • Apr 02Full year 2023 earnings released: US$3.56 loss per share (vs US$2.51 loss in FY 2022)Full year 2023 results: US$3.56 loss per share (further deteriorated from US$2.51 loss in FY 2022). Revenue: US$5.43m (down 25% from FY 2022). Net loss: US$22.3m (loss widened 68% from FY 2022).공지 • Feb 22MultiSensor AI Holdings Receives Non-Compliance Notice from Nasdaq Regarding Market Value of Listed SecuritiesOn February 13, 2024, MultiSensor AI Holdings, Inc. received a written notice from the Listing Qualifications Department of The Nasdaq Stock Market LLC (“Nasdaq”) stating that the Company is not in compliance with the requirement to maintain a minimum Market Value of Listed Securities (“MVLS”) of $50 million, as set forth in Nasdaq Listing Rule 5450(b)(2)(A) (the “MVLS Requirement”), because the MVLS of the Company was below $50 million for the 30 consecutive business days prior to the date of the Notice. Nasdaq further indicated that, as of the date of the Notice, the Company did not comply with certain requirements under the alternative standards set forth in Nasdaq Listing Rule 5450(b)(3)(A) for continued listing on the Nasdaq Global Market. The Notice is in addition to the previously disclosed letter received on December 20, 2023, indicating that the Company had not complied with all of the requirements of the Nasdaq Rule IM-5101-2 since it has not demonstrated compliance with the requirement to have a minimum of 1.1 million “unrestricted publicly held shares” and a minimum of 400 “round lot holders” as required by the Nasdaq Listing Rule 5405(a) for initial listing on the Nasdaq Global Market. The Notice does not impact the listing of the Common Stock on The Nasdaq Global Market at this time. The Notice provided that, in accordance with Nasdaq Listing Rule 5810(c)(3)(C), the Company has a period of 180 calendar days from the date of the Notice, or until August 12, 2024, to regain compliance with the MVLS Requirement. During this period, the Common Stock will continue to trade on The Nasdaq Global Market. If at any time before August 12, 2024 the MVLS closes at $50 million or more for a minimum of ten consecutive business days, Nasdaq will provide written notification that the Company has achieved compliance with the MVLS Requirement and the matter will be closed. In the event that the Company does not regain compliance by August 12, 2024, the Company will receive written notification that its securities are subject to delisting. At that time, the Company may appeal the delisting determination to a Hearings Panel. The Notice provides that the Company may be eligible to transfer the listing of its securities to The Nasdaq Capital Market (provided that it then satisfies the requirements for continued listing on that market). The Company intends to actively monitor its MVLS and will evaluate available options to regain compliance with the MVLS Requirement. However, there can be no assurance that the Company will be able to regain compliance with the MVLS Requirement or maintain compliance with any of the other Nasdaq continued listing requirements.공지 • Feb 16MultiSensor AI Holdings, Inc. Unveils SmartIR 2.0 Software PlatformMultiSensor AI Holdings, Inc. announced that it has released the next generation of its software, SmartIR. The release of SmartIR 2.0 marks a significant milestone in MultiSensor AI's mission: to empower industrial organizations with predictive, AI-powered solutions for advanced asset reliability, process control, and employee health and safety. SmartIR 2.0 offers enhanced capabilities and features designed to meet the evolving needs of organizations in MultiSensor AI's core industry verticals: warehouse & logistics, oil & gas, manufacturing and utilities. Key features of SmartIR 2.0 include: Expanded 'Single-Pane-of-Glass' Capabilities: SmartIR 2.0 boasts a 100% increase in integrated sensor modalities, providing users with a comprehensive view of their assets and infrastructure from a single interface. AI-Powered Analytics: Enhanced analytics capabilities empower users to derive deeper insights from sensor data, with new interactive charting tools for analyzing sensor and imaging patterns and trends. Live Multi-Region Temperature Monitoring: Real-time temperature monitoring across multiple regions provides users with invaluable insights into thermal conditions. Expanded Long-Term Sensor Data Capture: SmartIR 2.0 extends the duration of sensor data capture, enabling users to track asset performance over extended periods. Computer Vision Tools: SmartIR 2.0 includes expanded computer vision tools, including high-resolution thermal object detection and real-time thermal motion detection. Expanded Enterprise Asset Management (EAM) Integrations: SmartIR 2.0 seamlessly integrates with leading EAM systems, facilitating streamlined asset management workflows. New Asset and Area-of-Interest (AOI) Sensor Insight Integration: Users can now integrate asset and AOI-based sensor insights into their monitoring and analysis processes. Customizable View Settings: SmartIR 2.0 offers customizable view settings for the Workstation and Alerts dashboard, enabling users to tailor their experience to their specific needs. SmartIR 2.0 is available now.Board Change • Dec 31High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Stuart Flavin is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.이익 및 매출 성장 예측NasdaqCM:MSAI - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202719-3N/AN/A112/31/202611-8N/AN/A112/31/20256-12-10-8N/A9/30/20256-12-11-9N/A6/30/20256-19-22-20N/A3/31/20256-22-22-19N/A12/31/20247-21-18-16N/A9/30/20248-35-17-16N/A6/30/20248-29-6-4N/A3/31/20247-23-5-4N/A12/31/20235-22-6-5N/A9/30/20236-13-3-2N/A6/30/20237-13-3-1N/A3/31/20237-14-3-2N/A12/31/20227-13-5-3N/A12/31/202129234N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: MSAI 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 vs 시장: MSAI 향후 3년 동안 수익성이 없을 것으로 예상됩니다.고성장 수익: MSAI 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 대 시장: MSAI 의 수익(연간 57.6%)이 US 시장(연간 11.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: MSAI 의 수익(연간 57.6%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: MSAI의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/06 07:54종가2026/05/06 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스MultiSensor AI Holdings, Inc.는 1명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Gerard SweeneyRoth Capital Partners
Major Estimate Revision • Aug 27Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$12.1m to US$11.9m. Losses expected to increase from US$0.34 per share to US$0.42. Electronic industry in the US expected to see average net income growth of 31% next year. Consensus price target down from US$2.50 to US$2.00. Share price rose 6.5% to US$0.73 over the past week.
공지 • Apr 27MultiSensor AI Holdings, Inc., Annual General Meeting, Jun 12, 2026MultiSensor AI Holdings, Inc., Annual General Meeting, Jun 12, 2026. Location: at offices of haynes and boone llp, 1221 mckinney st. 4000, texas 77010., houston United States
Reported Earnings • Mar 21Full year 2025 earnings released: US$0.31 loss per share (vs US$1.07 loss in FY 2024)Full year 2025 results: US$0.31 loss per share (improved from US$1.07 loss in FY 2024). Revenue: US$5.55m (down 25% from FY 2024). Net loss: US$11.7m (loss narrowed 46% from FY 2024).
공지 • Mar 14MultiSensor AI Holdings, Inc. has filed a Follow-on Equity Offering in the amount of $60 million.MultiSensor AI Holdings, Inc. has filed a Follow-on Equity Offering in the amount of $60 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
New Risk • Mar 01New major risk - Revenue and earnings growthEarnings have declined by 28% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (16% average weekly change). Earnings have declined by 28% per year over the past 5 years. Shareholders have been substantially diluted in the past year (150% increase in shares outstanding). Minor Risk Market cap is less than US$100m (US$22.6m market cap).
공지 • Nov 18MultiSensor AI Holdings, Inc. announced that it has received $13.999999 million in funding from 325 Capital, LLC and other investors.On November 17, 2025, the MultiSensor AI Holdings, Inc closed the transaction pursuant to Regulation D from 32 investors. Company paid a cash fee ($700,000) equal to 5.0% of the gross proceeds received.to Roth Capital Partners, LLC
Reported Earnings • Nov 15Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: US$0.049 loss per share (improved from US$0.34 loss in 3Q 2024). Revenue: US$1.57m (down 1.7% from 3Q 2024). Net loss: US$1.68m (loss narrowed 80% from 3Q 2024). Revenue missed analyst estimates by 7.4%. Earnings per share (EPS) exceeded analyst estimates by 44%. Revenue is forecast to grow 73% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 56% per year, which means it is significantly lagging earnings.
New Risk • Nov 15New major risk - Revenue and earnings growthEarnings have declined by 37% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (37% average weekly change). Earnings have declined by 37% per year over the past 5 years. Shareholders have been substantially diluted in the past year (53% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$11m net loss next year). Market cap is less than US$100m (US$49.7m market cap).
공지 • Nov 04MultiSensor AI Holdings, Inc. has completed a Follow-on Equity Offering in the amount of $14.43764 million.MultiSensor AI Holdings, Inc. has completed a Follow-on Equity Offering in the amount of $14.43764 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 4,595,000 Price\Range: $1.35 Security Name: Pre-funded warrants Security Type: Equity Warrant Securities Offered: 6,100,000 Price\Range: $1.3499 Transaction Features: Registered Direct Offering
Major Estimate Revision • Aug 27Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$12.1m to US$11.9m. Losses expected to increase from US$0.34 per share to US$0.42. Electronic industry in the US expected to see average net income growth of 31% next year. Consensus price target down from US$2.50 to US$2.00. Share price rose 6.5% to US$0.73 over the past week.
Reported Earnings • Aug 14Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$0.099 loss per share (improved from US$0.47 loss in 2Q 2024). Revenue: US$1.42m (down 33% from 2Q 2024). Net loss: US$3.32m (loss narrowed 48% from 2Q 2024). Revenue missed analyst estimates by 47%. Earnings per share (EPS) also missed analyst estimates by 25%. Revenue is forecast to grow 81% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Electronic industry in the US.
Recent Insider Transactions • Jul 22Insider recently sold US$94k worth of stockOn the 21st of July, Gary Strahan sold around 125k shares on-market at roughly US$0.75 per share. This transaction amounted to 2.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$199k more than they bought in the last 12 months.
Recent Insider Transactions • Jun 25Insider recently sold US$57k worth of stockOn the 23rd of June, Gary Strahan sold around 98k shares on-market at roughly US$0.58 per share. This transaction amounted to 1.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$87k more than they bought in the last 12 months.
New Risk • Jun 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$22m free cash flow). Shareholders have been substantially diluted in the past year (143% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$10m net loss next year). Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (US$17.4m market cap).
공지 • Jun 03+ 1 more updateMultiSensor AI Holdings, Inc. Appoints Asim Akram as President, Effective June 23, 2025MultiSensor AI Holdings, Inc. announced the appointment of Asim Akram as its new President to lead the Company's strategic growth objectives. Mr. Akram is expected to start with MSAI on June 23, 2025. Mr. Akram began his career in technology consulting at global firms including Accenture and KPMG. He later founded and scaled Orion, a SaaS platform company, where he successfully built a recurring-revenue model and led expansion across North America. Subsequently, Mr. Akram has held multiple executive roles at Honeywell, where he successfully led global businesses with a focus on revenue growth and margin expansion, operational discipline, and product innovation. He also played a key role in leading M&A integration efforts in Honeywell's fire and safety business. Most recently, Mr. Akram led the transportation business at ORBCOMM, where he successfully grew operations by forming strategic alliances with original equipment manufacturers, value-added resellers, and online marketplace platforms and expanding ORBCOMM's footprint globally. Mr. Akram holds a Masters in Business Administration from M.I.T. Sloan School of Management, a Masters in Information Management from Stevens Institute of Technology and a Bachelors in Engineering from Northeastern University.
공지 • May 17MultiSensor AI Holdings Receives Letter from Nasdaq Due to Non-Compliance with the Bid Price Requirement for Continued Listing on The Nasdaq Capital MarketOn May 15, 2025, MultiSensor AI Holdings, Inc. (the ‘Company’) received a letter (the ‘Notice’) from the Listing Qualifications Department (the ‘Staff’) of The Nasdaq Stock Market (‘Nasdaq’) notifying the Company that, for the previous 30 consecutive business days, the closing bid price for the Company’s common stock, par value $0.0001 per share (the ‘Common Stock’), had been below the minimum $1.00 per share required for continued listing on The Nasdaq Capital Market under Nasdaq Listing Rule 5550(a)(2) (the ‘Bid Price Requirement’). In accordance with Nasdaq Listing Rule 5810(c)(3)(A), the Company has an initial period of 180 calendar days, or until November 11, 2025 (the ‘Compliance Date’), to regain compliance with the Bid Price Requirement. If, at any time before the Compliance Date, the bid price for the Common Stock closes at $1.00 or more for a minimum of 10 consecutive business days, the Staff will provide written notification to the Company that it has regained compliance with the Bid Price Requirement (unless the Staff exercises its discretion to extend the 10-day period). If the Company is not in compliance with the Bid Price Requirement by the Compliance Date, the Company may be eligible for an additional 180 calendar day period to regain compliance with the Bid Price Requirement. To qualify for an additional compliance period, the Company would be required to meet the continued listing requirement for market value of publicly held shares and all other initial listing standards for The Nasdaq Capital Market, with the exception of the Bid Price Requirement, and would need to provide written notice to the Staff of its intention to cure the deficiency during the second compliance period, by effecting a reverse stock split, if necessary. However, if it appears to the Nasdaq staff that the Company will not be able to cure the deficiency, or if the Company is otherwise not eligible, Nasdaq will provide notice to the Company that its Common Stock will be subject to delisting. The Company intends to monitor the closing bid price of its Common Stock and is evaluating available options, which may include seeking to effect a reverse stock split, to resolve the noncompliance matters described herein and intends to take appropriate steps to maintain its listing on Nasdaq. However, there can be no assurance that the Company will be able to regain compliance with the Bid Price Requirement.
Reported Earnings • May 15First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.14 loss per share. Revenue: US$1.17m (down 49% from 1Q 2024). Net loss: US$4.44m (loss widened 13% from 1Q 2024). Revenue missed analyst estimates by 57%. Earnings per share (EPS) also missed analyst estimates by 180%. Revenue is forecast to grow 102% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Electronic industry in the US.
공지 • Apr 28MultiSensor AI Holdings, Inc., Annual General Meeting, Jun 04, 2025MultiSensor AI Holdings, Inc., Annual General Meeting, Jun 04, 2025. Location: 1221 mckinney st 4000, texas 77010, houston United States
Reported Earnings • Mar 30Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: US$1.07 loss per share (improved from US$3.56 loss in FY 2023). Revenue: US$7.40m (up 36% from FY 2023). Net loss: US$21.5m (loss narrowed 3.5% from FY 2023). Revenue missed analyst estimates by 36%. Earnings per share (EPS) exceeded analyst estimates by 5.3%. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has fallen by 55% per year whereas the company’s share price has fallen by 52% per year.
공지 • Mar 29MultiSensor AI Holdings, Inc. has filed a Follow-on Equity Offering in the amount of $8.625 million.MultiSensor AI Holdings, Inc. has filed a Follow-on Equity Offering in the amount of $8.625 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
분석 기사 • Mar 04We Think MultiSensor AI Holdings (NASDAQ:MSAI) Needs To Drive Business Growth CarefullyWe can readily understand why investors are attracted to unprofitable companies. For example, although...
공지 • Jan 07+ 1 more updateMultiSensor AI Holdings, Inc. Announces Chief Financial Officer ChangesOn January 6, 2025, MultiSensor AI Holdings, Inc. announced additional changes to its management team to further align with the Company's strategic growth objectives. Peter Baird, the Company's Chief Financial Officer ("CFO"), has been appointed Chief Commercial Officer ("CCO") to focus on developing MSAI's commercial relationships while accelerating current sales initiatives. The Board has promoted Robert Nadolny, the Company's VP - Controller, to Chief Financial Officer. Since joining the MSAI team in August 2024 as the VP - Controller, Robert has seamlessly integrated into the organization, identifying key opportunities for improvement and driving impactful change. His ability to deliver measurable results and implement effective solutions in a short period has helped the Company address challenges and improve position for long-term success. Robert came to MSAI with 13 years of experience working in assurance services at Ernst & Young LLP, where he led audit teams to facilitate compliance, accuracy, and the delivery of high-quality financial reports for clients across various industries.
New Risk • Dec 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$17m free cash flow). Shareholders have been substantially diluted in the past year (155% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (US$48.4m market cap).
공지 • Nov 27MultiSensor AI Holdings, Inc. Announces Chief Executive Officer ChangesMultiSensor AI Holdings, Inc. announced a leadership transition as MultiSensor AI evolves into its goal of being a SaaS leader in Predictive Maintenance and to position the Company for its next phase of growth. The Board of Directors announced that, consistent with its succession plans, it has appointed fellow Board member Stuart Flavin, III ("Trip") to also serve as Interim Chief Executive Officer. Trip succeeds Gary Strahan who has stepped down as CEO to focus on the next phase of his professional career.
분석 기사 • Nov 16Here's Why MultiSensor AI Holdings (NASDAQ:MSAI) Must Use Its Cash WiselyWe can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
New Risk • Nov 15New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$17m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$17m free cash flow). Shareholders have been substantially diluted in the past year (360% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (US$40.7m market cap).
Reported Earnings • Nov 15Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: US$0.34 loss per share. Revenue: US$1.60m (up 6.9% from 3Q 2023). Net loss: US$8.20m (loss widened 336% from 3Q 2023). Revenue missed analyst estimates by 64%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 78% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in the US.
공지 • Nov 13John Harnage Joins Multisensor AI as Director of Business Development for MSAI Inspection ServicesMSAI Inspection Services, a business unit of MultiSensor AI Holdings, Inc. announced that John Harnage, the founder of Kentucky Thermal Institute (KTI), has joined as Director of Business Development. MSAI Inspection Services was launched in April 2024 to provide a range of on-site inspections and predictive maintenance solutions for MSAI's industrial clients. Under the leadership of Carl Schultz, the business unit's Vice President, MSAI Inspection Services has experienced rapid organic growth. This growth has been fueled in part by the adoption of new annual inspection requirements by the National Fire Protection Association's Rule 70B, which requires annual inspections of the electrical infrastructure in many facilities. In addition to providing on-site inspections employing multiple sensor modalities, MSAI Inspection Services works with its clients to develop enterprise-level demand for MSAI's core predictive-maintenance business. Having founded KTI in Bowling Green, Kentucky in 2008, John Harnage is well established as a leader in the inspection services and training industries. He has experience and certifications in multiple sensor modalities (including as a Level II thermographer) and has focused primarily on providing services in the industrial, education, and construction sectors. Through KTI, Mr. Harnage is also a leader in technical training, having trained more than 800 thermographers over the last 7 years, and having developed accredited thermography courses through the University of Louisville, Western Kentucky University, and the Kentucky Fire Commission.
Reported Earnings • Aug 16Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: US$0.47 loss per share. Revenue: US$2.13m (up 59% from 2Q 2023). Net loss: US$6.39m (loss widened US$5.74m from 2Q 2023). Revenue missed analyst estimates by 34%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 68% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Electronic industry in the US.
공지 • Jun 08MultiSensor AI Holdings, Inc. has filed a Follow-on Equity Offering in the amount of $10 million.MultiSensor AI Holdings, Inc. has filed a Follow-on Equity Offering in the amount of $10 million. Security Name: Common Stock Security Type: Common Stock
New Risk • May 19New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 165% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Shareholders have been substantially diluted in the past year (165% increase in shares outstanding). Minor Risk Market cap is less than US$100m (US$34.7m market cap).
Reported Earnings • May 16First quarter 2024 earnings released: US$0.33 loss per share (vs US$5.65 loss in 1Q 2023)First quarter 2024 results: US$0.33 loss per share. Revenue: US$2.28m (up 132% from 1Q 2023). Net loss: US$3.92m (loss widened 35% from 1Q 2023). Revenue is forecast to grow 63% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in the US.
공지 • May 01MultiSensor AI Holdings, Inc., Annual General Meeting, Jun 17, 2024MultiSensor AI Holdings, Inc., Annual General Meeting, Jun 17, 2024, at 10:00 Central Standard Time. Agenda: To elect Margaret Chu, Stuart V. Flavin III, David Gow, Petros Kitsos, Reid Ryan and Steven Winch as directors to hold office until the Company’s annual meeting of stockholders to be held in 2025 and until their respective successors have been duly elected and qualified; to ratify the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for 2024; to approve, for purposes of complying with Nasdaq listing Rule 5635(d), the issuance of the maximum number of shares of common stock issuable by the Company pursuant to its equity line of credit with B. Riley Principal Capital II, LLC; to approve an adjournment of the Annual Meeting, if necessary, to solicit additional proxies if there are not sufficient votes at the time of the Annual Meeting to approve Proposal No. 3; and to discuss other matters.
공지 • Apr 17MultiSensor AI Holdings, Inc. announced that it expects to receive $25 million in funding from B. Riley Principal Capital II, LLCMultiSensor AI Holdings, Inc. entered into a common stock purchase agreement with returning investor B. Riley Principal Capital II, LLC for issuance of common shares, par value $0.0001 per share for gross proceeds of up to $25,000,000 on April 16, 2024.
Reported Earnings • Apr 02Full year 2023 earnings released: US$3.56 loss per share (vs US$2.51 loss in FY 2022)Full year 2023 results: US$3.56 loss per share (further deteriorated from US$2.51 loss in FY 2022). Revenue: US$5.43m (down 25% from FY 2022). Net loss: US$22.3m (loss widened 68% from FY 2022).
공지 • Feb 22MultiSensor AI Holdings Receives Non-Compliance Notice from Nasdaq Regarding Market Value of Listed SecuritiesOn February 13, 2024, MultiSensor AI Holdings, Inc. received a written notice from the Listing Qualifications Department of The Nasdaq Stock Market LLC (“Nasdaq”) stating that the Company is not in compliance with the requirement to maintain a minimum Market Value of Listed Securities (“MVLS”) of $50 million, as set forth in Nasdaq Listing Rule 5450(b)(2)(A) (the “MVLS Requirement”), because the MVLS of the Company was below $50 million for the 30 consecutive business days prior to the date of the Notice. Nasdaq further indicated that, as of the date of the Notice, the Company did not comply with certain requirements under the alternative standards set forth in Nasdaq Listing Rule 5450(b)(3)(A) for continued listing on the Nasdaq Global Market. The Notice is in addition to the previously disclosed letter received on December 20, 2023, indicating that the Company had not complied with all of the requirements of the Nasdaq Rule IM-5101-2 since it has not demonstrated compliance with the requirement to have a minimum of 1.1 million “unrestricted publicly held shares” and a minimum of 400 “round lot holders” as required by the Nasdaq Listing Rule 5405(a) for initial listing on the Nasdaq Global Market. The Notice does not impact the listing of the Common Stock on The Nasdaq Global Market at this time. The Notice provided that, in accordance with Nasdaq Listing Rule 5810(c)(3)(C), the Company has a period of 180 calendar days from the date of the Notice, or until August 12, 2024, to regain compliance with the MVLS Requirement. During this period, the Common Stock will continue to trade on The Nasdaq Global Market. If at any time before August 12, 2024 the MVLS closes at $50 million or more for a minimum of ten consecutive business days, Nasdaq will provide written notification that the Company has achieved compliance with the MVLS Requirement and the matter will be closed. In the event that the Company does not regain compliance by August 12, 2024, the Company will receive written notification that its securities are subject to delisting. At that time, the Company may appeal the delisting determination to a Hearings Panel. The Notice provides that the Company may be eligible to transfer the listing of its securities to The Nasdaq Capital Market (provided that it then satisfies the requirements for continued listing on that market). The Company intends to actively monitor its MVLS and will evaluate available options to regain compliance with the MVLS Requirement. However, there can be no assurance that the Company will be able to regain compliance with the MVLS Requirement or maintain compliance with any of the other Nasdaq continued listing requirements.
공지 • Feb 16MultiSensor AI Holdings, Inc. Unveils SmartIR 2.0 Software PlatformMultiSensor AI Holdings, Inc. announced that it has released the next generation of its software, SmartIR. The release of SmartIR 2.0 marks a significant milestone in MultiSensor AI's mission: to empower industrial organizations with predictive, AI-powered solutions for advanced asset reliability, process control, and employee health and safety. SmartIR 2.0 offers enhanced capabilities and features designed to meet the evolving needs of organizations in MultiSensor AI's core industry verticals: warehouse & logistics, oil & gas, manufacturing and utilities. Key features of SmartIR 2.0 include: Expanded 'Single-Pane-of-Glass' Capabilities: SmartIR 2.0 boasts a 100% increase in integrated sensor modalities, providing users with a comprehensive view of their assets and infrastructure from a single interface. AI-Powered Analytics: Enhanced analytics capabilities empower users to derive deeper insights from sensor data, with new interactive charting tools for analyzing sensor and imaging patterns and trends. Live Multi-Region Temperature Monitoring: Real-time temperature monitoring across multiple regions provides users with invaluable insights into thermal conditions. Expanded Long-Term Sensor Data Capture: SmartIR 2.0 extends the duration of sensor data capture, enabling users to track asset performance over extended periods. Computer Vision Tools: SmartIR 2.0 includes expanded computer vision tools, including high-resolution thermal object detection and real-time thermal motion detection. Expanded Enterprise Asset Management (EAM) Integrations: SmartIR 2.0 seamlessly integrates with leading EAM systems, facilitating streamlined asset management workflows. New Asset and Area-of-Interest (AOI) Sensor Insight Integration: Users can now integrate asset and AOI-based sensor insights into their monitoring and analysis processes. Customizable View Settings: SmartIR 2.0 offers customizable view settings for the Workstation and Alerts dashboard, enabling users to tailor their experience to their specific needs. SmartIR 2.0 is available now.
Board Change • Dec 31High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Stuart Flavin is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.