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ELELMT

Elmet Group Co.

Rising onWhy it's trendingX chatter picking upPrice and volume picking upBullish-leaning chatter
$ELMT·$475M·Manufacturing - Metal Fabrication·Industrials
$14.41-0.3%1Y-19.3%
Mentions · last 7 days
2026-07-09: 2 posts2026-07-10: 0 posts2026-07-11: 3 posts2026-07-12: 2 posts2026-07-13: 3 posts2026-07-14: 0 posts2026-07-15: 3 posts13-23%
Price updated 13m ago·X counts updated 2d ago
ELELMT
$ELMTElmet Group Co.
$14.41-0.35%13 posts-23%
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 $ELMT, 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 eventAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

Domestic-tungsten pure-play with a US Department of War award, EQ Resources ownership build, and Russell inclusion pending.

Elmet Group is a specialty metals manufacturer whose current investment case runs off tungsten — a critical mineral where the US has explicit sanctions on Chinese-sourced material and a small US-based supply chain, giving the company outsized strategic relevance for the size of its balance sheet.

  • The 9 June $4.3M Department of War contract for additive manufacturing capacity, the 25 June ownership build in EQ Resources for upstream tungsten supply, and the Microwave Techniques ARC Sentry licence from Brookhaven National Laboratory triangulate the same thesis.
  • Consensus models $234M of calendar-26 revenue and $0.42 EPS, rising to $260M and $0.54 in 2027 across two and three analysts — the coverage will thicken with Russell 3000 and Microcap inclusion (announced 23 June).
  • Q1 EPS printed at $0.23 against a negative-$0.18 estimate — a 228% surprise driven by a swing to profitability rather than incremental margin.
  • Structural read is small-cap: 9.6M float, volume running at 26% of the 30-day average, and a TTM P/E that is not meaningful given trailing-twelve losses.

The setup into the 4 September Q2 print is a defence-critical-mineral name where the story has moved from thesis to contract-cadence; a Q2 print holding the margin swing plus another dated award is what would extend the accelerating trajectory into a mid-cap-scaling read.

Agrees with X sentimentX frames it as the only US tungsten player after the DoW award and pairs it with a titanium name as a domestic-critical-metals basket. That matches the news flow — the alignment holds even though the sample text once slipped and typed 'Element Materials Technology' (a different unrelated business) for the same thesis.

What to watch: The 4 September Q2 print — sustained profitability, EQ Resources integration commentary, and any follow-on DoW or DoD award. Russell 3000/Microcap inclusion mechanics will bring passive flow into a thinly-covered name.

On the calendar: Q2 earnings 4 September 2026

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-07-06

Element Materials Technology is being pitched as the only US tungsten player after a US government award to develop additive manufacturing capacity. Posters emphasize the US ban on sourcing Chinese tungsten leaves ELMT as effectively the only domestic supplier for a strategically critical metal, and pair it with IPX (titanium) as the two must-own domestic critical-metals plays. Sample is thin but uniformly long.

Read the AI verdict + X sentiment for $ELMT

  • 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.

Precision-engineered components manufacturer serving aerospace, defense, semiconductor, and medical sectors.

Industry overviewAI analysisGenerated by AI from underlying data

Where Manufacturing - Metal Fabrication sits in its cycle right now — and what that implies for $ELMT.

Manufacturing - Metal Fabrication · Industrials

No material change from last week — ATI's specialty titanium alloys and nickel superalloys for jet engines benefit from commercial aviation production ramp and military hypersonics procurement.

What this means for $ELMT

Neutral — Precision-engineered components manufacturer serving aerospace, defense, semiconductor, and medical sectors; limited exposure means the aerospace titanium and nickel superalloy jet engine demand is not a near-term catalyst or headwind.

Industry benchmark

4-name peer basket
+57.0%YTD
+81.9%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-2084.0How 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
-2.3%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
-1.4%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
3.7%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
2.5Same 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
-0.3%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
19.6%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
1.0Total 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 2026May 29, 2026$0.23$-0.18+227.8%
Next earningsFri, Sep 4·consensus EPS $0.07

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$56.0M—20.6%3.3%$-0.01$4.6M
Q4 FY25$55.0M—20.3%-18.3%$0.00$7.8M
Q1 FY25$46.4M—17.9%6.3%$0.04$2.6M
Q4 FY24$46.9M—19.3%5.0%$0.00$4.3M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$234.3M$230.8M – $236.9M$0.42$0.31 – $0.532
FY27$260.4M$256.4M – $263.3M$0.54$0.53 – $0.553
FY28$291.8M$291.8M – $291.8M$0.73$0.68 – $0.763
FY29$331.0M$326.0M – $334.7M$0.85$0.83 – $0.862
FY30$363.0M$357.5M – $367.1M$1.11$1.09 – $1.131

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.—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.-15.3%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.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 9.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.0% 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.β0.005-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

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.

+ 16 other (14 awards · 1 return · 1 exempt) in window

See when $ELMT 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
Free, forever. No credit card.

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

3New insider — initial holdingsJun 13
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of ELMT securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at ELMT.

8-KCharter amendmentMay 268-K — Item 5.03: Charter amendment
AI summary

ELMT (ELMT) disclosed an amendment to its articles of incorporation or bylaws under 8-K Item 5.03. Such amendments may involve changes to authorized share count, governance procedures, director election standards, or other structural corporate provisions. Bylaw and charter amendments require board approval and, depending on the nature of the change, may require shareholder approval. These filings are material because they modify the foundational legal documents governing the company's structure and shareholder rights.

3New insider — initial holdingsMay 43
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of ELMT securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at ELMT.

8-KMaterial agreementApr 248-K — Item 1.01: Material agreement · Item 5.03: Charter amendment · Item 8.01: Other event
AI summary

ELMT (ELMT) disclosed a material definitive agreement under Item 1.01, reporting a merger or acquisition transaction involving growth company as defined in Rule. The deal is valued at approximately $0. Details of the transaction terms, consideration structure, and closing conditions are set forth in the full 8-K filing. Definitive merger agreements are among the most material events a public company can disclose, triggering regulatory review and shareholder vote requirements.

424B4Prospectus supplement (offering)Apr 23424B4
AI summary

ELMT (ELMT) filed a 424B4 final prospectus for a firm-commitment underwritten public offering of common stock. The offering covers 8,571,428 Shares at $0.001 per share for gross proceeds of approximately $0. Unlike ATM programs, a firm-commitment offering involves underwriters who purchase all offered shares at a set price, providing immediate capital certainty. Net proceeds will be used for general corporate purposes, which may include expansion, acquisitions, or debt repayment.

3New insider — initial holdingsApr 223
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of ELMT securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at ELMT.

3New insider — initial holdingsApr 223
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of ELMT securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at ELMT.

3New insider — initial holdingsApr 223
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of ELMT securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at ELMT.

+ 26 other (11 3s · 5 13Gs · 1 earnings 8-K · 1 10-Q) in window

Recent news

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

The Elmet Group Co. Increases Ownership in EQ Resources Limited, Furthering its Investment in Critical Tungsten Supply Chainglobenewswire.com·22d agoThe Elmet Group Co. Set to Join Russell 3000® and Russell Microcap® Indexesglobenewswire.com·25d agoElmet Technologies Awarded $4.3 Million Contract from United States Department of Warglobenewswire.com·39d agoMicrowave Techniques, a Wholly Owned Subsidiary of The Elmet Group Co., Licenses ARC Sentry Detection Technology from Brookhaven National Laboratoryglobenewswire.com·46d agoElmet Group Q1 Earnings Call Highlightsmarketbeat.com·49d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & Drones

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Voices on X · last 7 days

No standout posts about $ELMT 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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