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FEFEIM

Frequency Electronics, Inc.

$FEIM·$872M·Communication Equipment·Technology
$83.72-1.6%YTD+58.9%1Y+203.6%
Price updated 4m ago·X counts updated 4d ago
FEFEIM
$FEIMFrequency Electronics, Inc.
$83.72-1.56%227 posts1.2×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $FEIM on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

227X posts · last 7 days
Sep 4Sep 12
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $FEIM's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 79% of tracked names.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $FEIM — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-15

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

A tiny precision-timing supplier for military-and-space keeps beating — up 60% YTD and 205% in a year.

Frequency Electronics is a small-cap supplier of ultra-precision timing and frequency-control products for satellites, missile-defense, submarines and space applications. It's an obscure component maker that has quietly become a big beneficiary of the defense-and-space capex cycle.

  • The Q1 FY27 print was extraordinary: revenue grew 70% YoY to $23.5M and EPS of $0.41 beat by 173% (from $0.15 estimate) — this is a small business showing a step-function inflection, and if the trend holds, 2027 EPS of $1.14 becomes conservative rather than aspirational.
  • The equity raise timing was smart: a July $58.75M equity offering at $57.50 raised meaningful growth capital before the current price, plus Edenbrook Capital holds 11.15% — an activist-flavor institutional owner with visible skin in the game.
  • Positioning is now stretched: 93rd percentile of the 52-week range with +29% above the 50-day and +50% above the 200-day — this is what a small-cap looks like after a full-year re-rating, and any Q2 miss will be treated harshly given how much the crowd is pricing in.

What sustains the acceleration is Dec 10 Q2 earnings beating $0.20 EPS with commentary on backlog growth from named military-and-space customers; a Q2 miss or backlog softness is what would break the run at 93rd-percentile positioning, particularly given that no sentiment analysis was available to gauge crowd concentration risk.

What to watch: Dec 10 earnings — the $0.20 EPS bar plus backlog and program-win commentary from military-and-space customers; a beat sustains the run, a miss with backlog softness is what would break the setup from 93rd-percentile positioning.

On the calendar: 2026-12-10 — Q2 FY27 earnings

no sentiment

Read the AI verdict on $FEIM

  • 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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Designs precision timing and frequency control components for defense, space, and telecommunications applications.

Industry overviewAI analysisGenerated by AI from underlying data

Where Communication Equipment sits in its cycle right now — and what that implies for $FEIM.

Communication Equipment · Technology

AI data-center optical interconnects are the dominant capex driver; Lumentum's Optical Circuit Switch business is guiding $40 EPS in FY2028 from a single hyperscaler customer scaling XPUs. Legacy 5G infrastructure spending has plateaued, keeping demand bifurcated between AI-optical and telco-equipment names.

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+24.0%YTD
+31.7%1Y

Fundamentals & catalyst

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

Key ratios

P/E
353.5How 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
-1.3%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
2.5%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
0.4%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
12.0Same 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
6.1%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
33.0%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
0.0Total 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
Q2 2026Sep 10, 2026$0.41$0.15+173.3%
Q2 2026Jul 15, 2026$-0.50$0.27-288.7%
Q4 2025Mar 11, 2026$0.16$0.30-47.5%
Q3 2025Dec 11, 2025$0.18$0.30-41.0%
Next earningsThu, Dec 10·consensus EPS $0.20

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$23.5M+69.8%45.8%22.2%$0.41—
Q4 FY26$15.4M-23.0%1.0%-41.2%$-0.50$6.6M
Q3 FY26$16.9M-10.8%39.2%7.5%$0.16$-2.3M
Q2 FY26$17.1M+8.3%38.2%10.0%$0.18$-1.1M

Forward consensus

4-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$66.3M$64.9M – $67.7M$0.69$0.63 – $0.752
FY27$82.3M$78.7M – $86.0M$1.14$1.07 – $1.201
FY28$104.0M$99.5M – $108.4M$1.92$1.81 – $2.032
FY29$131.7M$118.9M – $144.5M$2.53$2.30 – $2.762

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.1.3×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.93%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.+27.1%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.+48.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 8.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.3% 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.β0.655-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

SellJul 28Edenbrook Capital, LlcDirector652.2K sh$37.5M
+ 1 other (1 inkind) in window

See when $FEIM 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 30SC 13D/A
AI summary

Edenbrook Capital (Jonathan Brolin, managing member) filed an amended Schedule 13D on Frequency Electronics (FEIM), disclosing that Edenbrook Value Fund, LP holds 1,221,636 shares (11.15%) and Edenbrook Long Only Value Fund, LP holds 1,047,958 shares (9.56%), with Brolin maintaining shared voting and dispositive power over both. The filing was triggered by the partial monetization of Edenbrook's position through the July 30, 2026 secondary offering. Edenbrook remains a major, potentially activist-oriented shareholder in this precision electronics manufacturer.

8-KMaterial agreementJul 308-K — Item 1.01: Material agreement
AI summary

Frequency Electronics entered an underwriting agreement on July 30, 2026 with Morgan Stanley and Craig-Hallum for the public offering of 1,086,957 company shares and 652,174 selling stockholder shares (from Edenbrook funds) at $57.50 per share ($100 million gross), with a greenshoe option for up to 260,869 additional shares. Underwriting discounts were $3.45 per share (6%). Company proceeds fund capital expenditures and general corporate purposes; selling stockholder proceeds allow Edenbrook to partially reduce its concentrated FEIM position.

424B5Prospectus supplement (offering)Jul 30424B5
AI summary

Frequency Electronics filed its final 424B5 prospectus supplement for the July 30, 2026 equity offering at $57.50 per share, raising $100,000,032.50 in total gross proceeds ($58.75 million to the company, $35.25 million to selling stockholders) after $6 million in underwriting discounts. Morgan Stanley and Craig-Hallum were co-managers. The offering allowed Edenbrook Value Fund to partially monetize its concentrated FEIM stake while the company raised primary equity capital.

424B5Prospectus supplement (offering)Jul 28424B5
AI summary

Frequency Electronics filed a preliminary 424B5 prospectus supplement (preliminary pricing) for its follow-on common stock offering, with the public offering price and total amount not yet finalized. The offering includes company shares and selling stockholder shares (Edenbrook funds), with Morgan Stanley and Craig-Hallum as co-managers and a 30-day greenshoe option of up to $15 million additional shares. This is the preliminary prospectus filed before the July 30, 2026 final pricing at $57.50.

S-3Shelf registrationJul 17S-3
AI summary

Frequency Electronics filed a new Form S-3 shelf registration statement to register securities for potential future equity and debt offerings. This procedural filing establishes the legal framework for the July 2026 secondary offering and any future capital raises by FEIM. The S-3 is filed as a smaller reporting company / non-WKSI issuer given FEIM's market capitalization.

8-KMaterial agreementJun 128-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
+ 11 other (2 earnings 8-Ks · 2 13Gs · 1 ARS · 1 proxy) in window

Recent news

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

Frequency Electronics, ACV Auctions, HP And Other Big Stocks Moving Higher On Fridaybenzinga.com·5d agoFrequency Electronics, Inc. (FEIM) Q1 2027 Earnings Call Transcriptseekingalpha.com·6d agoFrequency Electronics Q1 Earnings Call Highlightsmarketbeat.com·6d agoFrequency Electronics, Inc. Announces First Quarter of Fiscal Year 2027 Financial Resultsglobenewswire.com·6d agoFrequency Electronics Announces First Quarter Fiscal 2027 Financial Results Conference Call: Thursday, September 10, 2026, at 4:30 PM ETglobenewswire.com·13d ago

In themes

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

Space EconomyDefense & Drones

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Voices on X · last 7 days

No standout posts about $FEIM 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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