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Upturn AI Summary - About
Aeries Technology Inc.(AERT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AERT
11/09/2026: AERT (1-star) is currently NOT-A-BUY. Pass it for now.
Aeries Technology Inc. is a professional services firm focused on providing IT consulting, managed services, and business process solutions to enterprise clients. The company has a growing presence in the IT services sector, leveraging an agile delivery model to assist with digital transformation and operational scaling. Its primary investment story centers on capturing increased demand for automation and efficiency services among mid-to-large enterprises. However, it faces significant risks, including intense competition from global industry leaders and potential sensitivity to corporate IT budget fluctuations. The stock may suit growth-oriented investors, though potential participants should monitor contract wins and the ability to maintain margins against larger, more established peers.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company targets growth but faces significant competition from much larger, well-capitalized incumbents. |
| Momentum investor | Mixed fit | Momentum may be inconsistent; investors should watch for positive price breakouts or volume trends. |
| Value investor | Weak fit | Valuation may be difficult to assess given the company's early stage and industry volatility. |
| Dividend investor | Weak fit | The company does not pay dividends, focusing instead on growth capital. |
| Low-risk investor | Weak fit | The IT services sector and small-cap status introduce higher volatility than typical for low-risk portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Small-cap stocks in the IT sector are prone to significant price fluctuations based on market sentiment. |
| Valuation risk | Medium / high | Determining fair value is challenging for growth-oriented service providers with variable earnings. |
| Competition risk (IT Services) | High | Competing against global giants like Infosys and Accenture creates constant pricing and service pressure. |
| Business quality | Medium | While the service model is scalable, establishing a durable competitive moat is difficult. |
| Dividend income | Low / none | No dividend income is provided to shareholders. |
| Execution risk | Medium / high | Scaling service operations requires effective talent management and consistent project delivery. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type Stock | Historic Profit -24.09% | Avg. Invested days 30 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 28.50M USD | Price to earnings Ratio 12.63 | 1Y Target Price - |
Price to earnings Ratio 12.63 | 1Y Target Price - | ||
Volume (30-day avg) 20.1K shares | Beta 0.68 | 52 Weeks Range 2.08 - 7.96 | Updated Date 11/08/2026 |
52 Weeks Range 2.08 - 7.96 | Updated Date 11/08/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.43 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Managed Services | Recurring revenue from long-term IT and operational support contracts. | Steady, predictable income based on ongoing service relationships. |
| Professional Consulting | Project-based revenue for digital transformation and strategy. | Higher-margin project work that can fluctuate with corporate spending. |
| Geography (Global) | Service delivery across key markets including North America and India. | Exposure to global demand for cost-effective technical labor. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 12.63 | Forward PE - | Enterprise Value 34.39M | Price to Sales(TTM) 0.37 |
Enterprise Value 34.39M | Price to Sales(TTM) 0.37 | ||
Enterprise Value to Revenue 0.45 | Enterprise Value to EBITDA 4.4 | Shares Outstanding 5.25M | Shares Floating 662.38K |
Shares Outstanding 5.25M | Shares Floating 662.38K | ||
Percent Insiders 86.67 | Percent Institutions 4.66 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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