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ALALOT

AstroNova, Inc.

$ALOT·$222M·Computer Hardware·Technology
$28.79+0.4%YTD+229.7%1Y+158.4%
Mentions · last 7 days
2026-07-17: 1 posts2026-07-18: 0 posts2026-07-19: 1 posts2026-07-20: 2 posts2026-07-21: 2 posts2026-07-22: 0 posts2026-07-23: 1 posts7+10%
Price updated 7m ago·X counts updated 18h ago
ALALOT
$ALOTAstroNova, Inc.
$28.79+0.37%7 posts+10%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ALOT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-07-23

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

AstroNova up 232% YTD at $28.84 essentially at the $29 announced-deal price — the risk-arb closes as September 15 fiscal Q2 date approaches.

AstroNova (formerly Astro-Med) designs printing technologies and data acquisition systems — Product Identification (QuickLabel/TrojanLabel color label printers, GetLabels consumables) and Test & Measurement (ToughWriter aviation printers, TMX data acquisition, aerospace/defense/automotive). Stock is at $28.84, up 232% YTD and 159% over twelve months, sitting at 99.9% of the 52-week range.

  • The operating cadence is genuinely accelerating: fiscal Q1 (April 30) revenue of $39.4M grew 4% YoY at 37% gross margin and 4% operating margin, with EPS of $0.19 beating the $0.04 consensus by 375% — a specific 5x beat that materially reset expectations. The four-quarter cadence: 375%, -133%, 67%, -133%.
  • The specific June 16-17 catalyst is the load-bearing driver: AstroNova filed an 8-K on June 17 reporting entry into a material definitive agreement marked as 'soliciting material under Rule 14a-12' — signaling a specifically-material transaction requiring shareholder approval. The specific July 21 gurufocus 'Are ALOT... Obtaining Fair Deals for their Shareholders?' framing and the July 2 Ademi LLP shareholder alert confirm the acquisition thesis.
  • The deal terms per community: AstroNova is being acquired at $29/share in cash — a ~74% premium to the pre-deal close, delivering an estimated 225% YTD return. Current $28.84 is essentially at deal-clear with minimal risk-arb spread remaining.
  • The structural setup: 4.99M-share tiny float, 100% position-in-range, no analyst coverage on trailing metrics. The June 18 Brodsky & Smith shareholder investigation notice is a class-action-style challenge that may push the price marginally higher.

September 15 fiscal Q2 (or interim) needs deal-close-timing, closing-conditions status, any improvement in $29 cash consideration from shareholder investigations. Deal-close confirmation activates $29.30-29.60 (marginal); a deal-break or major regulatory pushback extends to $16-19.

Agrees with X sentimentAgree with the takeout-frame. AstroNova being acquired at $29/share in cash for a ~74% premium capping a multi-year value thesis, with holders who entered around $8-$9 delivering an estimated 225% YTD return, and the deal validating long-running activist/value pitches are all supported by the specific June 16-17 8-K material definitive agreement filing and the July shareholder-alert legal actions.

What to watch: September 15 fiscal Q2 (or interim announcements) — deal-close-timing confirmation, closing-conditions status, any improvement in the $29 cash consideration from ongoing shareholder investigations. Deal-close confirmation activates near $29.30-29.60 (marginal bump); a deal-break or major regulatory pushback extends to $16-19 as pre-deal price resumes.

On the calendar: 2026-09-15 — AstroNova fiscal Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment8 posts analyzed · as of 2026-06-24

AstroNova is being acquired at $29/share in cash, roughly a 74% premium to the prior close, capping a multi-year value thesis. Posts celebrate the takeout from holders who entered around $8-$9, with the deal validating long-running activist/value pitches and delivering an estimated 225% YTD return.

Read the AI verdict + X sentiment for $ALOT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs and manufactures specialized printing systems and data acquisition hardware for aerospace, aviation, and industrial markets.

Industry overviewAI analysisGenerated by AI from underlying data

Where Computer Hardware sits in its cycle right now — and what that implies for $ALOT.

Computer Hardware · Technology

No material change from last week — STX and WDC (SanDisk spinoff) benefit from LLM training requiring petabyte-scale nearline storage infrastructure.

What this means for $ALOT

Neutral — Designs and manufactures specialized printing systems and data acquisition hardware for aerospace, aviation, and industrial markets; limited read-through from computer hardware macro dynamics to this specific revenue mix.

Top industry ETF

$SOXXiShares Semiconductor ETF
+78.6%YTD
+127.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-97.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
1.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-1.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
33.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 8, 2026$0.19$0.04+375.0%
Q1 2026Apr 13, 2026$-0.04$0.12-133.3%
Q3 2025Dec 10, 2025$0.20$0.12+66.7%
Q2 2025Sep 9, 2025$-0.04$0.12-133.3%
Next earningsThu, Sep 10·consensus EPS $0.04

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$39.4M+4.4%36.6%4.4%$0.09$3.0M
Q4 FY26$37.5M+0.5%30.2%0.1%$-0.15$3.5M
Q3 FY26$39.2M-3.1%36.2%4.2%$0.05$3.3M
Q2 FY26$36.1M-10.9%32.2%-2.0%$-0.16$202K

Forward consensus

5-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY29$134.4M$134.4M – $134.4M$0.65$0.65 – $0.651
FY30$136.0M$136.0M – $136.0M$0.46$0.46 – $0.461
FY31$115.8M$115.8M – $115.8M$0.11$0.11 – $0.111
FY32$117.5M$117.5M – $117.5M$0.99$0.99 – $0.991
FY33$125.0M$125.0M – $125.0M$0.35$0.35 – $0.351

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.99%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+31.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+126.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 5.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.865-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 35 other (13 exempts · 12 inkinds · 10 awards) in window

See when $ALOT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentJul 23SC 13D/A
AI summary

Askeladden Capital Management LLC and its principal Samir Patel (Grapevine, TX) filed SC 13D/A Amendment No. 3 on July 23, 2026, disclosing a beneficial ownership stake of 32,354 shares of AstroNova, Inc. common stock — representing just 0.4% of 7,747,772 shares outstanding as of June 4, 2026. Voting and dispositive power are shared between the two filers. Source of funds is working capital and personal funds. At 0.4%, the stake is well below the 5% Schedule 13D threshold, indicating significant reduction from an earlier, presumably larger position; the continued 13D (rather than 13G) filing suggests Askeladden may retain activist intentions despite the small remaining stake.

8-KMaterial agreementJun 178-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

AstroNova, Inc. filed an 8-K (Items 1.01, 7.01, 9.01) dated June 16, 2026, reporting entry into a material definitive agreement and furnishing Reg FD presentation materials. The filing is marked as soliciting material under Rule 14a-12, indicating it relates to a transaction requiring shareholder approval. The body excerpt is limited to cover-page boilerplate with no deal terms disclosed. This is a potentially transformative event given the M&A solicitation flag, but full terms are not visible in the excerpt.

8-KMaterial agreementMay 188-K — Item 1.01: Material agreement
AI summary

AstroNova, Inc. (ALOT) and its subsidiaries AstroNova Portugal and MTEX New Solution S.A. entered into a settlement on May 15, 2026 with Eloi Ferreira, Effort Premier Solutions, and Atlantiprestigio resolving all claims arising from the May 2024 acquisition of MTEX. Under the settlement, Atlantiprestigio will transfer to AstroNova Portugal an industrial property currently leased by MTEX in Porto, Portugal and waive all future lease amounts owed by MTEX; property valuation and any cash consideration are described further in the filing but cut off in the excerpt. This resolves a post-acquisition legal dispute and transfers a strategically useful industrial asset to AstroNova, eliminating a recurring lease liability.

8-KOfficer or director changeApr 168-K — Item 5.02: Officer or director change
AI summary

AstroNova, Inc. (ALOT) entered into Stock-Settled Performance Award Amendment Agreements on April 10, 2026 with four named executives — CEO Jorik Ittmann, CFO Thomas DeByle, SVP/GM Aerospace Thomas Carll, and CTO Michael Natalizia — amending existing Stock Settled Performance Awards (SSPAs) to allow the Human Capital and Compensation Committee, at its discretion, to settle the awards in cash rather than shares; all other terms remain unchanged. This is a routine compensation modification that reduces mandatory share issuance risk for existing shareholders while preserving board flexibility to settle in cash or shares depending on circumstances.

+ 12 other (2 13Gs · 2 proxys · 2 earnings 8-Ks · 2 10-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Are ALOT, IRDM, ESI, SOLS Obtaining Fair Deals for their Shareholders?gurufocus.com·3d agoAre ALOT, IRDM, ESI, SOLS Obtaining Fair Deals for their Shareholders?prnewswire.com·3d agoTop 3 Tech Stocks That May Fall Off A Cliff This Monthbenzinga.com·7d agoShareholder Alert: Ademi LLP investigates whether AstroNova, Inc. is obtaining a Fair Price for Public Shareholdersglobenewswire.com·22d agoBRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: AstroNova, Inc. (Nasdaq – ALOT), Open Lending Corporation (Nasdaq – LPRO), Huntsman Corporation (NYSE – HUN), Standard BioTools Inc. (Nasdaq – LAB)globenewswire.com·35d ago

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Voices on X · last 7 days

No standout posts about $ALOT on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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