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RERELL

Richardson Electronics, Ltd.

$RELL·$253M·Hardware, Equipment & Parts·Technology
$17.04-2.2%YTD+56.6%1Y+77.5%
Price updated 14h ago·X counts updated 14h ago
RERELL
$RELLRichardson Electronics, Ltd.
$17.04-2.18%29 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $RELL 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.

29X posts · last 7 days
Aug 28Sep 10
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $RELL's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-08-06

Richardson Electronics chatter is squarely bullish. LRCX is RELL's biggest customer and had a record up day driven by strong Richardson earnings. Technicians see 50 DMA holding well, calling for a $27 move. Bulls flag another incredible-looking chart with massive upside, and buy on slight pullbacks after a $23 to sold-off rebound. Cheap call options round out the tone. No visible bear voice.

Read what X is saying about $RELL

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

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

Driven by hypeAcceleratingAI verdict · as of 2026-09-10

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

Richardson Electronics +62% YTD — Q4 EPS beat 223% ($0.21 vs $0.065 est), LRCX customer catalyst, technicals call $27 move.

Semiconductor tube/component supplier riding the AI-semi tailwind through its major customer LRCX. Q4 (May 30) EPS $0.21 vs $0.07 est (+223% beat), Q1 (fiscal 2027, May-end) revenue $66M (+27.6% YoY). Substantive earnings acceleration.

  • X specifically flags LRCX as RELL's biggest customer and notes LRCX had a record up day driven by strong Richardson earnings. Technicians see 50 DMA holding and call for $27 (52% upside from $17.42). 'Massive upside chart.' Cheap call options attractive.
  • Fundamentals: 52.9x TTM PE, 1.4x sales, 3.3% ROIC, -1.1% FCF yield, 28.4x EV/EBITDA, 2.8% op margin, 31% gross margin, 0.008 D/E — the ROIC is thin but the debt-free balance sheet and the growth-inflection support the multiple.
  • Structural: 58% of 52-week range, +21% vs 200D MA, +62% YTD, +83% t12m, 1.24 beta.
  • Insider tape: Halverson sold 1,500 Aug 24 ($26K), Benham 3,020 Aug 21 ($54K) — both very small.
  • Aug 29 announcement: Fiscal 2027 growth on semiconductor + energy demand rises.
  • Sep 4 SA: 'Turnaround Is Real, The Cash Flow Is Not' — legitimate FCF-side caveat.
  • Oct 14 Q1 fiscal 2027 print is imminent.

Accelerating momentum backed by real Q4 beat + LRCX customer read-through + fiscal 2027 growth commentary. Oct 14 Q1 print is imminent tell.

Agrees with X sentimentX sentiment (LRCX-customer read-through, 50 DMA holding, $27 target, cheap call options, no visible bear voice) matches mine. Same direction — the SA piece caveat on cash flow is honest.

What to watch: Oct 14 Q1 fiscal 2027 print — revenue-growth trajectory, LRCX customer commentary; FCF conversion (SA's core caveat); any 8-K on additional AI-semi customer wins; whether the small insider selling accelerates.

On the calendar: Q1 fiscal 2027 earnings on 2026-10-14

Read the AI verdict on $RELL

  • 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.

Niche supplier of power grid tubes, microwave components, and electron devices for industrial and medical applications.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $RELL.

Hardware, Equipment & Parts · Technology

AI-server hardware refresh and defence-electronics investment drive hardware orders; optical interconnect demand surges as AI data-centre bandwidth requirements scale. Test-and-measurement upgrades follow each new silicon node, sustaining capital equipment revenue.

What this means for $RELL

Neutral — Richardson Electronics; niche power components, limited AI-hardware exposure.

Top industry ETF

$SOXXiShares Semiconductor ETF
+71.2%YTD
+104.2%1Y

Fundamentals & catalyst

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

Key ratios

P/E
52.9How 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
3.3%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
2.8%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
-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
1.4Same 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
4.0%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
31.2%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 2026Jul 22, 2026$0.21$0.07+223.1%
Q1 2026Apr 8, 2026$0.07$0.05+40.0%
Q4 2025Jan 7, 2026$-0.01$-0.010.0%
Q3 2025Oct 8, 2025$0.13$0.02+550.0%
Next earningsWed, Oct 14·consensus EPS $0.09

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$66.2M+27.6%31.2%4.6%$0.23$-4.8M
Q3 FY26$55.5M+3.1%31.9%2.7%$0.06$-3.4M
Q2 FY26$52.3M+5.7%30.7%0.3%$-0.01$-1.7M
Q1 FY26$54.6M+1.6%31.0%1.8%$0.13$342K

Forward consensus

3-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$217.8M$217.4M – $218.1M$0.26$0.25 – $0.262
FY27$245.4M$240.0M – $250.7M$0.51$0.39 – $0.612
FY28$267.9M$263.8M – $272.0M$0.74$0.61 – $0.872

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.0.5×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.56%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.-6.1%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.+18.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 12.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% 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.

Insider activity

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

Recent transactions

SellAug 20Kenneth HalversonDirector1.5K sh$26KSellAug 19James BenhamDirector3.0K sh$54KSellAug 4Jacques BelinDirector5.0K sh$107KSellAug 4Robert J BenCFO9.0K sh$194KSellAug 4Wendy DiddellCOO23.9K sh$478KSellAug 3Kenneth HalversonDirector5.0K sh$94KSellAug 3James BenhamDirector9.8K sh$182KSellJul 30Robert H KlugeDirector29.0K sh$519KSellJul 29James BenhamDirector164 sh$3KSellJul 28Paul J PlanteDirector17.0K sh$320K
1–10 of 14
+ 28 other (11 awards · 9 exempts · 8 inkinds) in window

See when $RELL 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.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 10 other (2 proxys · 2 earnings 8-Ks · 2 13Gs · 1 ARS) in window

Recent news

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

Richardson Electronics: The Turnaround Is Real, The Cash Flow Is Notseekingalpha.com·7d agoRichardson Electronics Sees Fiscal 2027 Growth as Semiconductor, Energy Demand Risesmarketbeat.com·13d agoRichardson Electronics Rides on Portfolio Strength: Worth a Buy?zacks.com·15d agoBest Income Stocks to Buy for August 26thzacks.com·16d agoBears are Losing Control Over Richardson Electronics (RELL), Here's Why It's a 'Buy' Nowzacks.com·17d ago

In themes

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

Defense & DronesEVs & Autonomous Vehicles

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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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