Richardson Electronics, Ltd.

Richardson Electronics, Ltd.

RELLยทNASDAQ

$16.49

-7.3%
TechnologyHardware, Equipment & Parts

Richardson Electronics, Ltd. engages in the power and microwave technologies, customized display solutions, and healthcare businesses in North America, the Asia Pacific, Europe, and Latin America. Its Power and Microwave Technologies Group segment provides engineered solutions, power grid and microwave tubes, and related consumables; technical services for microwave and industrial equipment; and power conversion and RF and microwave component for broadcast transmission, CO2 laser cutting, diagnostic imaging, dielectric and induction heating, high energy transfer, high voltage switching, plasma, power conversion, radar, and radiation oncology applications. The company's Canvys segment provides custom display solutions, such as touch screens, protective panels, all-in-one computers, custom enclosures, specialized cabinet finishes, application specific software packages, and certification services to corporate enterprise, financial, healthcare, industrial, and medical original equipment manufacturer markets. Its Healthcare segment manufactures and distributes diagnostic imaging replacement parts for CT and MRI systems; replacement CT and MRI tubes; MRI coils, cold heads, and RF amplifiers; hydrogen thyratrons, klystrons, and magnetrons; flat panel detector upgrades; pre-owned CT systems; and additional replacement solutions, as well as offers CT service training. It serves hospitals, medical centers, asset management companies, independent service organizations, and multi-vendor service providers. The company's products are used to control, switch, or amplify electrical power signals, as well as used as display devices in alternative energy, healthcare, aviation, communications, industrial, marine, medical, military, scientific, and semiconductor markets. The company was founded in 1947 and is headquartered in LaFox, Illinois.

At a Glance

Live Snapshot
Market Cap$238.64M
EPS-0.0929
P/E Ratio-177.50
Earnings Date07/22/2026
rell

Richardson Electronics, Ltd. Street Expectations Map

RELL ยท NASDAQ

Wall Street analysts project that RELL stock may decline over the coming 12 months. The consensus 1-year price target stands at 14.00, with estimates ranging from a low of 14.00 to a high of 14.00.

Lowest Target
14.00
-15.10%
Consensus Target
14.00
-15.10%
Highest Target
14.00
-15.10%

The consensus 1-year price target stands at 14.00, with estimates ranging from a low of 14.00 to a high of 14.00.

Analyst Consensus Analysis

Upside Potential

-15.1%

Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

1.00x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Consensus overvaluation: Analysts agree the stock is richly valued with limited upside. Consider booking profits or defensive positioning unless you have contrarian conviction in unrecognized catalysts.

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Richardson Electronics, Ltd. Forward Estimates of Revenue

RELL ยท NASDAQ
Latest Revenue
208.91M
FY 2025
Avg Estimate
217.75M
FY 2026
Estimate Range
217.40M - 218.10M
Analyst Spread

Forward Growth Analysis

Projected Growth+4.2%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Richardson Electronics, Ltd. Forward Estimates of Net Income

RELL ยท NASDAQ
Latest Net Income
-1.14M
FY 2025
Avg Estimate
3.08M
FY 2026
Estimate Range
3.02M - 3.14M
Analyst Spread

Forward Growth Analysis

Projected Growth+369.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Richardson Electronics, Ltd. Forward Estimates of EPS

RELL ยท NASDAQ
Latest EPS
-0.09
FY 2025
Avg Estimate
$0.26
FY 2026
Estimate Range
$0.25 - $0.26
Analyst Spread

Forward Growth Analysis

Projected Growth+374.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Richardson Electronics, Ltd. Forward Estimates of EBIT

RELL ยท NASDAQ
Latest EBIT
2.63M
FY 2025
Avg Estimate
8.36M
FY 2026
Estimate Range
8.34M - 8.37M
Analyst Spread

Forward Growth Analysis

Projected Growth+218.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Richardson Electronics, Ltd. Forward Estimates of EBITDA

RELL ยท NASDAQ
Latest EBITDA
6.63M
FY 2025
Avg Estimate
12.26M
FY 2026
Estimate Range
12.24M - 12.28M
Analyst Spread

Forward Growth Analysis

Projected Growth+84.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Richardson Electronics, Ltd. Forward Estimates of SG&A Expense

RELL ยท NASDAQ
Latest SG&A Expense
62.17M
FY 2025
Avg Estimate
59.51M
FY 2026
Estimate Range
59.41M - 59.61M
Analyst Spread

Forward Growth Analysis

Projected Growth-4.3%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Richardson Electronics, Ltd. Insider Positioning

RELL ยท NASDAQ

During the last 12 months, insiders have purchased $754K and sold $775K worth of RELL shares, resulting in $21K of net selling activity.

3 Months

Bought

0

0.00

Sold

16.6K

258.77K

Net Activity

-259K

-$259K

3-6 Months

Bought

0

0.00

Sold

27.0K

339.42K

Net Activity

-339K

-$339K

6-9 Months

Bought

0

0.00

Sold

6.2K

58.82K

Net Activity

-59K

-$59K

9-12 Months

Bought

77.5K

754.08K

Sold

13.8K

118.48K

Net Activity

+636K

+$636K

Top Buyers

1
DW

Diddell Wendy

Director, Officer: Coo

20.0K sharesโ€ข1 transactions

$195K

2
REJ

Richardson Edward J

Director, 10 Percent Owner, Officer: Chairman & Ceo

20.0K sharesโ€ข1 transactions

$195K

3
BRJ

Ben Robert J

Officer: Cfo, Cao, Corporate Secretary

10.0K sharesโ€ข1 transactions

$97K

4
PGJ

Peloquin Gregory J

Officer: Evp Pmt

10.0K sharesโ€ข1 transactions

$97K

5
RJF

Ruppert Jens Frank

Officer: Evp Canvys

10.0K sharesโ€ข1 transactions

$97K

Top Sellers

1
HK

Halverson Kenneth

Director

24.2K sharesโ€ข3 transactions

$325K

2
MK

Mcnally Kathleen

Officer: Evp Global Supply Chain

11.6K sharesโ€ข5 transactions

$145K

3
BRJ

Ben Robert J

Officer: Cfo, Cao, Corporate Secretary

12.0K sharesโ€ข5 transactions

$132K

4
RJF

Ruppert Jens Frank

Officer: Evp Canvys

8.0K sharesโ€ข1 transactions

$97K

5
DW

Diddell Wendy

Director, Officer: Coo

7.8K sharesโ€ข3 transactions

$76K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Slightly bearish with $21K net selling. Selling modestly exceeds buying, which could be routine diversification rather than concern.

Buy/Sell Ratio

0.97:1

Moderately negative ratio. Selling is roughly double the buying, which may be routine or signal caution.

Recent Trend (3 Months)

$259K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

Balanced

5 insider buyers and 5 sellers. Equal participation suggests mixed or neutral insider views.

Insider Activity Insight

Balanced insider activity: Roughly equal buying and selling suggests normal portfolio management rather than strong directional signals. Look to other metrics for clearer investment insights.