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Solitron Devices Inc (SODI)
OTHER OTC:SODI
US Market
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Solitron Devices (SODI) AI Stock Analysis

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SODI

Solitron Devices

(OTC:SODI)

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Outperform 75 (OpenAI - Gpt-5.6Sol)
Rating:75Outperform
Price Target:
$38.00
▲(17.72% Upside)
Action:Reiterated
Date:07/14/26
SODI scores well primarily due to strong financial stability (debt-free balance sheet) and improving operating momentum, reinforced by constructive technicals (above key moving averages with positive MACD). The biggest offset is valuation (P/E ~28.2 with no dividend yield provided), while recent corporate updates—surging sales/profitability and growing backlog alongside a strategic review—add supportive upside optionality.
Positive Factors
Debt-free balance sheet
A debt-free balance sheet reduces financial risk, interest burden, and refinancing needs. The sizable equity base gives Solitron flexibility to fund capacity, working capital, and high-reliability semiconductor programs through cyclical demand.
Negative Factors
Modest net margin
A modest net margin leaves limited room to absorb higher labor, materials, or manufacturing costs. It also suggests that strong revenue growth may not translate proportionally into earnings unless Solitron improves pricing, mix, or operating efficiency.
Read all positive and negative factors
Positive Factors
Negative Factors
Debt-free balance sheet
A debt-free balance sheet reduces financial risk, interest burden, and refinancing needs. The sizable equity base gives Solitron flexibility to fund capacity, working capital, and high-reliability semiconductor programs through cyclical demand.
Read all positive factors

Solitron Devices (SODI) vs. SPDR S&P 500 ETF (SPY)

Solitron Devices Business Overview & Revenue Model

Company Description
Solitron Devices, Inc. creates, produces, and sells semiconductor components primarily for the defense and aerospace sectors. Their product range includes various transistors (bipolar, MOS, and field effect), power and control hybrids, diodes, and...
How the Company Makes Money
Solitron Devices makes money primarily by selling its semiconductor components to customers that require high-reliability parts. Revenue is generated from (1) product sales of discrete and power semiconductor devices manufactured and delivered to ...

Solitron Devices Financial Statement Overview

Summary
Fundamentals are solid overall, led by a very strong balance sheet (debt-free TTM, sizable equity base) and improving revenue momentum (TTM revenue up 16.1%). Profitability is positive but modest (net margin ~4.8%) and both margins and free cash flow have shown meaningful year-to-year volatility, which tempers the score.
Income Statement
68
Positive
Balance Sheet
82
Very Positive
Cash Flow
70
Positive
BreakdownTTMFeb 2026Feb 2025May 2024May 2023Feb 2022
Income Statement
Total Revenue19.71M16.97M14.05M12.76M6.41M12.28M
Gross Profit7.19M5.12M3.99M3.81M1.40M4.80M
EBITDA4.34M2.15M2.03M3.70M1.30M4.21M
Net Income2.13M807.00K815.00K5.80M2.41M3.51M
Balance Sheet
Total Assets27.58M25.94M24.44M24.74M15.10M14.36M
Cash, Cash Equivalents and Short-Term Investments6.04M3.92M5.02M3.12M4.33M4.77M
Total Debt3.72M3.77M3.92M4.40M2.76M2.87M
Total Liabilities6.68M6.14M6.55M7.67M3.84M3.92M
Stockholders Equity20.90M19.80M17.88M17.07M11.27M10.44M
Cash Flow
Free Cash Flow2.73M1.02M560.00K1.56M-1.24M-2.17M
Operating Cash Flow3.13M1.35M2.40M1.92M953.00K3.33M
Investing Cash Flow-366.00K-2.13M-1.75M-1.04M-3.49M-5.89M
Financing Cash Flow702.00K600.00K1.23M-110.00K-103.00K2.86M

Solitron Devices Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price32.28
Price Trends
50DMA
31.05
Positive
100DMA
27.74
Positive
200DMA
25.11
Positive
Market Momentum
MACD
0.24
Positive
RSI
48.10
Neutral
STOCH
45.24
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SODI, the sentiment is Neutral. The current price of 32.28 is below the 20-day moving average (MA) of 33.65, above the 50-day MA of 31.05, and above the 200-day MA of 25.11, indicating a neutral trend. The MACD of 0.24 indicates Positive momentum. The RSI at 48.10 is Neutral, neither overbought nor oversold. The STOCH value of 45.24 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SODI.

Solitron Devices Risk Analysis

Solitron Devices disclosed 34 risk factors in its most recent earnings report. Solitron Devices reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Solitron Devices Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
75
Outperform
$69.49M32.2811.04%5.48%54.17%
61
Neutral
$37.18B12.37-10.20%1.83%8.50%-7.62%
59
Neutral
$43.07M0.66434.73%-38.72%16.01%
51
Neutral
$108.24M260.151.02%64.13%1224.00%
49
Neutral
$42.55M-0.25-135.06%-33.68%
47
Neutral
$16.30M-15.15-43.09%-16.64%-79.86%
43
Neutral
$8.05M-0.78-161.43%-38.47%61.35%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SODI
Solitron Devices
32.28
15.06
87.46%
PRSO
Peraso
0.53
-0.76
-58.68%
PXLW
Pixelworks
7.12
-2.63
-26.97%
LEDS
SemiLEDs
1.97
0.17
9.44%
SQNS
Sequans Communications S A
2.79
-5.76
-67.37%
TRT
Trio-Tech International
10.51
7.83
292.16%

Solitron Devices Corporate Events

Business Operations and StrategyFinancial Disclosures
Solitron Devices Reports Surge in Sales and Profitability
Positive
Jul 13, 2026
For the fiscal 2027 first quarter ended May 31, 2026, Solitron Devices reported net sales of approximately $5.44 million, up 101% from the prior-year period, turning a net loss of $0.34 million into net income of $0.99 million, or $0.46 per share....
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 14, 2026