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Sono-Tek Corp(SOTK)
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 SOTK
10/26/2026: SOTK (2-star) is a SELL. SELL for 5 days. Simulated Profits (-14.84%). Updated daily EoD!
Sono-Tek Corp is a specialized manufacturer known for its precision ultrasonic coating technology used across electronics, medical, and industrial sectors. The company's main strength lies in its proprietary technology, which provides superior application efficiency compared to traditional methods. Its primary growth opportunity stems from the increasing adoption of these systems in semiconductor and green energy manufacturing. However, investors face risks related to the company's small size, cyclical industrial demand, and intense competition from larger equipment manufacturers. The stock may suit growth-oriented investors with an interest in niche industrial technology, but they should monitor revenue consistency and the company's success in penetrating high-growth emerging tech markets.
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 offers niche technical growth but lacks the rapid scaling of a high-growth tech firm. |
| Momentum investor | Weak fit | Low liquidity and smaller market capitalization make it less suitable for high-frequency momentum strategies. |
| Value investor | Mixed fit | Valuation is often tied to cyclical growth prospects rather than deep discount metrics. |
| Dividend investor | Weak fit | The company does not pay a dividend. |
| Low-risk investor | Weak fit | Small-cap volatility and cyclical business exposure create higher risk than typical conservative portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock's small-cap nature can lead to significant price swings. |
| Valuation risk | Medium | Growth expectations are often priced into the shares, leaving little margin for error. |
| Competition risk (Industrial Spray) | Medium / high | Large competitors could leverage scale to undercut pricing in specific segments. |
| Business quality | Medium | The firm has a strong niche technology but limited competitive moat compared to global giants. |
| Dividend income | Low / none | No income is provided to shareholders. |
| Execution risk | Medium | Reliant on successful R&D and timely execution of industrial contracts. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit -38.36% | Avg. Invested days 33 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/26/2026 |
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 80.78M USD | Price to earnings Ratio 42.83 | 1Y Target Price 8.5 |
Price to earnings Ratio 42.83 | 1Y Target Price 8.5 | ||
Volume (30-day avg) 150.1K shares | Beta 0.07 | 52 Weeks Range 3.40 - 7.48 | Updated Date 10/26/2026 |
52 Weeks Range 3.40 - 7.48 | Updated Date 10/26/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.12 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Ultrasonic Coating Systems | Sale of high-precision machines, proprietary nozzles, and ultrasonic generators. | Revenue comes from selling specialized, high-margin machinery used by manufacturers. |
| Aftermarket Service & Parts | Ongoing sales of replacement nozzles, parts, and technical support services. | This provides a steady, albeit smaller, stream of recurring maintenance revenue. |
Earnings Date
Report Date 2026-10-14 | When Before Market | Estimate 0.05 | Actual 0.02 |
Profitability
Profit Margin 9.32% | Operating Margin (TTM) 7.29% |
Management Effectiveness
Return on Assets (TTM) 5.54% | Return on Equity (TTM) 10.08% |
Valuation
Trailing PE 42.83 | Forward PE - | Enterprise Value 64.76M | Price to Sales(TTM) 3.76 |
Enterprise Value 64.76M | Price to Sales(TTM) 3.76 | ||
Enterprise Value to Revenue 3.01 | Enterprise Value to EBITDA 23.15 | Shares Outstanding 15.72M | Shares Floating 7.73M |
Shares Outstanding 15.72M | Shares Floating 7.73M | ||
Percent Insiders 15.97 | Percent Institutions 42.89 |
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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