B+
Bull case
30%
Probability
Target price
$380.00
+25.5% vs current
SXI
Standex InternationalANYSE / Capital Goods
Last Price
At close
2026-07-18
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
45%
Probability
Target price
$330.00
+9.0% vs current
B-
Bear case
25%
Probability
Target price
$275.00
-9.2% vs current
AI sentiment snapshot
Latest data as of 2026-06-26
Recent news sentiment (30D)
+0.3
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+55.2
Score
AI commentary
Primary-company evidence is strong and supports a positive operating read, but the stock has moved well above the packet median target, so sentiment looks favorable yet increasingly valuation-sensitive. Recent coverage is light and mostly summary-style; there is no robust analyst-revision packet here, which keeps this as a cautious positive monitoring view rather than a high-conviction rerating call.
RankAlpha Sentiment Codex - 2026-06-26
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-09-24eventFederal Industries divestiture and leverage reduction support capital allocationMedium impact
Standex completed the Federal Industries divestiture on March 6, 2026 and said the move supports portfolio simplification; Q3 net leverage fell to 1.9x after about $62 million of debt paydown, which can improve flexibility for bolt-on M&A or repurchases if execution remains solid [#SEC-8K-2026-05-05].
2026-09-24catalystQ4 FY26 organic growth and order conversion testMedium impact
Management guided to slightly to moderately higher year-on-year Q4 revenue with mid-to-high single-digit organic growth, led by fast-growth end markets and new products, while Electronics exited Q3 with a 1.14 book-to-bill and roughly $136 million of orders [#SEC-8K-2026-05-05].
2027-06-26catalystFast-growth markets and new-product mix can keep SXI above peer growthHigh impact
Standex said fast-growth market sales should reach about $270 million in FY26, up about 45% year on year, and that more than fifteen new products are expected to contribute roughly 300 bps of incremental growth; Aerospace & Defense Q3 revenue rose 33.7% with 20.8% organic growth, helped by space commercialization activity [#SEC-8K-2026-05-05].
Recommendation
N/A
No formal recommendation provided.
As of 2026-06-26 • Updated nightlySource: Internal modelMethodology