Maj Soueidan on X
Tomorrow’s @GeoInvesting Open Forum is going to be a good one … Topics include: $PPIH $SIF $FEIM $IEHC $OCC $LEAT $BUKS $PXHI https://t.co/9uSE1PY6Le https://t.co/2ufzLyHqXX
NASDAQ
Frequency Electronics INC
FEIM
5 stories
$902M Market cap · 2026-10-07
Maj Soueidan on X
$FEIM (defense) was a great example of this. Not only was backlog growing, it was replacing sub 30% gross margin backlog with over 40% GM. You had all day to buy the stock between $8 & $15 in 2024. Now it’s pushing $100. $SIF (defense) might be approaching that type of set-up. https://t.co/wZh0Jqi3dz
Edwin Dorsey on X
@Mike10947310 What do you think of Edenbrook selling off some of its $FEIM position in August? https://t.co/YOsXfjCnr4
Mike on X
Small cap defense names with quality products or unique assets have held up better than some of the primes. Not much discussion of it but $ITA down quite sharply this past month. $FEIM w/ strong earnings. $ESP just declared another special dividend. $SIF just bouncing around.
Golden Dome, Quantum, Next-Gen GPS, Oh My... ($FEIM)
Frequency Electronics ($FEIM) trades at its lowest EV/EBITDA multiple since 2016 despite satellite-timing exposure to Golden Dome spending…
Investor Letters
Letters that discuss FEIM.
- Merion Road Capital Q2 2026 Q2 2026 HONA $48B
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