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FPFPLSF

5N Plus Inc.

$FPLSF·$2.0B·Chemicals - Specialty·Basic Materials
$19.39+11.2%YTD+61.3%1Y+70.5%
Price updated 42d ago·X counts updated 44d ago
FPFPLSF
$FPLSF5N Plus Inc.
$19.39+11.18%0 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $FPLSF 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.

0X posts · last 7 days
No mention history yet

AI verdictAI analysisGenerated by AI from underlying data

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

Driven by hypeWinding up for a moveAI verdict · as of 2026-09-04

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

5N Plus specialty-semiconductor-materials leader up 71% in a year with clean beats and space-second-age thesis.

5N Plus is a Canadian specialty-semiconductor-materials producer (space-solar-cells, medical imaging, industrial CIGS/CdTe) — a niche materials-science company at the intersection of space, defense, and healthcare.

  • Stock at $17.44, up ~61% year-to-date and ~71% over twelve months, sitting at just 21% of the 52-week range but ~26% below the 50-day moving average — a big YTD run followed by significant recent pullback.
  • EPS beats have been consistent — Q2 at $0.17 vs $0.16 expected (+6.5%), Q1 at $0.17 vs $0.14 (+24.2%), Q4 2025 at $0.09 vs $0.09 (+5.7%), Q3 at $0.19 vs $0.10 (+85.4%) — four consecutive beats.
  • Seeking Alpha's 'Key Supplier To The Second Space Age' captures the thematic thesis directly — 5N Plus supplies compound-semiconductor materials for satellites and space-hardware.
  • Fundamentals are strong: PE 32.7, gross margin 30%, operating margin 20%, ROIC 17%, ROE 30%, FCF yield 1.1%, debt/equity 0.69 (moderate), EV/EBITDA 19.6.
  • Revenue growing sequentially ($95M-$116M range) — real operational base.
  • Analyst forward estimates step meaningfully — 2026 EPS $0.68, 2027 $0.88, 2028 $0.98 — supportive multi-year growth.

Beta 2.12 is very high; the swing factor is space-and-defense-electronics demand and satellite-launch cadence.

What to watch: November 2 earnings ($0.15 EPS consensus), satellite-solar-cell customer commentary, space-launch-cadence indicators, and whether the stock reclaims the 50-day moving average.

On the calendar: 2026-11-02 earnings

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Read the AI verdict on $FPLSF

  • 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.

Specialty semiconductor materials company producing high-purity metals and compounds for solar cells, compound semiconductors, and medical imaging.

Industry overviewAI analysisGenerated by AI from underlying data

Where Chemicals - Specialty sits in its cycle right now — and what that implies for $FPLSF.

Chemicals - Specialty · Basic Materials

No material change from last week — PFAS litigation resolution at Chemours remains the balance-sheet de-risking event.

What this means for $FPLSF

Partial — semiconductor exposure exists but product mix may not fully align with the AI capex driver; 5N Plus Inc.

Industry benchmark

16-name peer basket
+28.6%YTD
+11.0%1Y

Fundamentals & catalyst

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

Key ratios

P/E
32.7How 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
16.8%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
20.1%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
1.1%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
4.6Same 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
30.0%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
30.0%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
0.7Total 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 2026Aug 3, 2026$0.17$0.16+6.4%
Q1 2026May 6, 2026$0.17$0.14+24.2%
Q4 2025Feb 24, 2026$0.09$0.09+5.7%
Q3 2025Nov 3, 2025$0.19$0.10+85.4%
Next earningsMon, Nov 2·consensus EPS $0.15

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$116.3M+30.8%32.0%24.0%$0.20$-24.0M
Q4 FY25$103.5M+46.1%24.3%11.6%$0.09$14.7M
Q3 FY25$103.7M+31.6%32.7%24.0%$0.20$12.1M
Q2 FY25$95.3M+27.8%30.9%20.4%$0.17$18.3M

Forward consensus

4-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$475.0M$460.4M – $485.4M$0.68$0.64 – $0.708
FY27$550.3M$523.7M – $572.6M$0.88$0.83 – $0.918
FY28$604.8M$580.5M – $624.1M$0.98$0.93 – $1.026
FY29$676.2M$649.0M – $697.8M$1.14$1.08 – $1.197

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.0.1×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.21%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.-25.6%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.-19.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 86.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% 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.β2.125-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.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

Recent news

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

5N Plus: Key Supplier To The Second Space Ageseekingalpha.com·58d ago5N Plus Q2 Earnings Call Highlightsmarketbeat.com·68d ago

In themes

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

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Voices on X · last 7 days

No standout posts about $FPLSF 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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