SOTK 8-K SEC Filing Analysis

Latest settled — T+5d

SOTK ▲ +15.23% at T+5d

NEUTRAL call ✓ call won +15.23% · α vs SPY +14.91% · entry $4.86 → $5.60

Next anchor: T+20d in 16d

Last close $5.34 (close Jun 8) · +9.88% from $4.86 entry

Entry anchored
May 28, 2026
via day open

T+1d

+1.65%

call +1.65% · α +1.41%

$4.94

settled 12d ago

T+5d

+15.23%

call +15.23% · α +14.91%

$5.60

settled 6d ago

T+20d

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T+60d

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Executive Summary

Sono-Tek reported fiscal Q4 and FY 2026 results with moderate revenue growth and strong profitability expansion. FY 2026 revenue rose 2% YoY to $20.9M, operating income surged 81% to $1.82M, and net income increased 42% to ~$1.8M, driven by a 51% gross margin (up from 47.5%). Q4 revenue grew 10% YoY to $5.6M with net income up 70%. The company guided for continued growth in H1 FY2027 but sees FY2027 full-year revenue as relatively flat to modestly higher due to clean-energy sector uncertainty and order timing — tempering the positive headline with cautious forward visibility.

Key Financial Metrics

Guidance

relatively flat to modestly higher ($20.9M baseline)

maintained

Gross Margin

51%

Actionable Insight

The Q4 beat and strong margin expansion are positive for near-term sentiment, but the cautious FY2027 full-year guidance of 'flat to modestly higher' revenue tempers the growth narrative. Watch H1 2027 execution in medical and high-ASP systems — if order momentum sustains, the stock could re-rate. If clean-energy headwinds persist and high-ASP timing slips, multiple compression is possible.

Key Facts

FY 2026 revenue $20.9M, up 2% YoY from $20.5M
FY 2026 operating income $1.82M, up 81% YoY
FY 2026 net income ~$1.8M, up 42% YoY
FY 2026 gross margin expanded to 51% from 47.5%
Q4 FY 2026 revenue $5.6M, up 10% YoY; net income $557K, up 70% YoY
Cash & marketable securities of $14.8M with zero debt
Backlog $9.12M at year-end, up 5% YoY
Medical segment sales grew 54% YoY; clean energy fell 19%
FY 2027 full-year guidance: relatively flat to modestly higher revenue
EPS of $0.11 for FY 2026 vs $0.08 prior year (GAAP, diluted)

Financial Impact

Revenue growth modest at +2% (FY) / +10% (Q4); profitability metrics up 42-81% on favorable mix. Flat-to-modest FY2027 guide limits near-term upside.

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Risk Factors

Clean energy segment declined 19% and near-term orders weak due to policy shifts
FY2027 full-year guidance of flat-to-modest revenue limits growth expectations
Multi-Axis Coating Systems revenue fell 25% YoY, reflecting electrolysis demand decline
Small-cap ($83M market cap) with limited analyst coverage — low liquidity risk

Market Snapshot

Exchange

Nasdaq

Sector

Special Industry Machinery, NEC

Analyst Consensus

75% bullish (8 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0001171520-26-000111
Document: eps12624.htm	0001171520-26-000111
Document: 0001171520-26-000111-index.html	0001171520-26-000111
Document: 0001171520-26-000111.txt	0001171520-26-000111
8-K Data (Synthetic)	0001171520-26-000111

3 reports for SOTK

T+1T+5T+20T+60

Filters

Reports for SOTK — sortable, filterable
	Type				Now
May 28, 2026 12d ago	8-K MIXED ★ 5/10	$4.86 $5.60	▲ +15.23%	▲ +14.91%	$5.34 (+9.88%)
Mar 17, 2026 12w ago	Press Release NEUTRAL ★ 4/10	$4.18 $3.98	▼ −4.78%	▼ −2.13%	$5.34 (+27.75%)
Mar 11, 2026 12w ago	Press Release NEUTRAL ★ 4/10	$4.26 $4.11	▼ −3.52%	▼ −1.33%	$5.34 (+25.35%)

US Market Status

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