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RELL logo

Richardson Electronics, Ltd. Stock Price

NasdaqGS:RELL Community·US$259.0m Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 21 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

RELL Share Price Performance

US$17.42
7.82 (81.46%)
​
US$20.50
Fair Value
US$17.42
7.82 (81.46%)
15.0% undervalued intrinsic discount
US$20.50
Fair Value
Price US$17.42
AnalystConsensusTarget US$20.50
AnalystHighTarget US$24.00
AnalystLowTarget US$17.00
Sat, 22 Aug 26
Fair ValueUS$20.50
Share Pricen/a

RELL Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$20.5 15.0% undervalued intrinsic discount

Electrification, Automation And Renewables Will Unlock Future Value

0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$24 27.4% undervalued intrinsic discount

Global Electrification And Renewables Will Transform Power Markets

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$17 2.5% overvalued intrinsic discount

Digital Obsolescence And Asian Competition Will Erode Prospects

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
RELL logo
Richardson Electronics
2.5% overvalued intrinsic discount
Updated

Digital Obsolescence And Asian Competition Will Erode Prospects

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 5 Sep
Read Narrative
RELL logo
Richardson Electronics
15.0% undervalued intrinsic discount

Electrification, Automation And Renewables Will Unlock Future Value

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 22 Aug
Read Narrative
RELL logo
Richardson Electronics
27.4% undervalued intrinsic discount

Global Electrification And Renewables Will Transform Power Markets

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 7 Aug
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
RELL logo

RELL: Future Returns Will Depend On Backlog Conversion And Margin Expansion

Fair Value: US$17 2.5% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
RELL logo

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

Fair Value: US$20.5 15.0% undervalued intrinsic discount
6 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
RELL logo

RELL: Green Energy And Power Backlog Will Drive Future Upside Potential

Fair Value: US$24 27.4% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet with slight risk.

4 Risks
2 Rewards
View Full Analysis

Richardson Electronics, Ltd. Key Details

US$228.6m

Revenue

US$157.2m

Cost of Revenue

US$71.3m

Gross Profit

US$65.0m

Other Expenses

US$6.4m

Earnings

Last Reported Earnings
May 30, 2026
Next Reporting Earnings
n/a
0.43
31.22%
2.79%
0%
View Full Analysis

About RELL

Founded
1947
Employees
411
CEO
Edward Richardson
WebsiteView website
www.rell.com

Richardson Electronics, Ltd. provides engineered solutions, power grid and microwave tube, and related consumables in North America, the Asia Pacific, Europe, and Latin America. Its Power and Microwave Technologies segment manufactures electron tubes and radio frequency (RF), microwave and power components used in semiconductor manufacturing equipment, RF, and wireless and industrial power applications, as well as various applications, including broadcast transmission, CO2 laser cutting, diagnostic imaging, dielectric and induction heating, energy transfer, high voltage switching, plasma, power conversion, radar, and radiation oncology. This segment also provides thyratrons and rectifiers, power tubes, ignitrons, magnetrons, phototubes, microwave generators, ultracapacitor modules, and liquid crystal display monitors under the Amperex, Cetron, and National brands. The Green Energy Solutions segment operates as a designer, manufacturer, technology partner, and distributor of products for green energy applications, such as wind, solar, hydrogen, and electric vehicles; and other power management applications that support green solutions comprising synthetic diamond manufacturing. Its Canvys segment provides custom display solutions consisting of touch screens, protective panels, custom enclosures, all-in-one computers, specialized cabinet finishes and application-specific software packages, and certification. The company serves energy, healthcare, aviation, broadcast, communications, industrial, marine, medical, military, scientific, and semiconductor markets. The company was founded in 1947 and is headquartered in LaFox, Illinois.

Recent RELL News & Updates

User avatar
Narrative Update • Sep 05

RELL: Future Returns Will Depend On Backlog Conversion And Margin Expansion

Analysts have raised their fair value estimate for Richardson Electronics from $14.00 to $17.00. They cite recent research that points to a potential growth inflection supported by a stronger backlog, faster sales growth, and expanding opportunities in Green Energy Solutions, along with a favorable upcycle in Power and Microwave Technologies.
Seeking Alpha • Sep 04

Richardson Electronics: The Turnaround Is Real, The Cash Flow Is Not

Summary Richardson Electronics is upgraded to a soft Buy (B-) at ~$16.56, following a strong Q4 beat and confirmation of its turnaround. Q4 FY26 saw revenue up 27.6% and non-GAAP EPS of $0.21, driven by semiconductor and RF/microwave demand, with management signaling continued growth into 2027. BESS shipments mark a new growth leg, with a pipeline of 50+ opportunities and a multi-million-dollar order expected in fiscal Q1 2027. Valuation is now full at ~43x trailing earnings; risk/reward is balanced, but I am accumulating shares via direct purchase and selling puts to target a sub-$16 average cost. Read the full article on Seeking Alpha

Recent updates

No updates

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