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Upturn AI Summary - About
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
10/12/2026: SOTK (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Sono-Tek Corp is a specialized industrial company known for its proprietary ultrasonic spray technology used in high-precision coating applications. The company leverages its niche technical expertise to serve electronics, medical, and energy markets, often generating higher margins through specialized precision solutions. A key investment story is the adoption of its systems in emerging green energy sectors like battery manufacturing. Risks include the cyclical nature of industrial spending, concentration in electronics, and competition from much larger, well-capitalized firms. It is generally suited for investors seeking exposure to advanced manufacturing niches, though the lack of a dividend and potential stock volatility may make it less suitable for income-focused or risk-averse portfolios.
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 growth potential through niche technology adoption but operates in a cyclical capital equipment market. |
| Momentum investor | Mixed fit | The stock can exhibit momentum during strong industrial cycle upswings, contingent on positive revenue catalysts. |
| Value investor | Mixed fit | Valuation is often tied to cyclical expectations, making entry timing critical for value-oriented investors. |
| Dividend investor | Weak fit | Sono-Tek does not prioritize dividend payments, focusing instead on capital reinvestment. |
| Low-risk investor | Weak fit | As a small-cap industrial firm, the stock is subject to price volatility and sector-specific risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Small-cap stocks often experience higher price swings compared to larger industrial equities. |
| Valuation risk | Medium | Investors must weigh the potential for growth against the cyclical valuation multiples typical of this sector. |
| Competition risk (Industrial Automation) | Medium / high | Larger, better-capitalized competitors can outspend SOTK in R&D and distribution. |
| Business quality | Medium | While the technology is proprietary, the company's scale and concentration create inherent business risks. |
| Dividend income | Low / none | Investors should not rely on this stock for consistent income generation. |
| Execution risk | Medium | Success depends on accurately navigating specialized end-markets and managing project-based revenue streams. |
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 -16.72% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/12/2026 |
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 112.53M USD | Price to earnings Ratio 55.08 | 1Y Target Price 8.5 |
Price to earnings Ratio 55.08 | 1Y Target Price 8.5 | ||
Volume (30-day avg) 111.8K shares | Beta 0.07 | 52 Weeks Range 3.40 - 7.48 | Updated Date 10/12/2026 |
52 Weeks Range 3.40 - 7.48 | Updated Date 10/12/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.13 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Equipment Sales | Custom-engineered ultrasonic spray systems for industrial, medical, and electronic applications. | This is the primary driver of top-line revenue, dependent on capital spending by industrial clients. |
| Aftermarket | Replacement nozzles, components, and maintenance services for installed base equipment. | This segment provides recurring revenue and typically carries higher margins than equipment sales. |
Earnings Date
Report Date 2026-10-14 | When Before Market | Estimate 0.05 | Actual - |
Profitability
Profit Margin 9.62% | Operating Margin (TTM) 15.85% |
Management Effectiveness
Return on Assets (TTM) 5.68% | Return on Equity (TTM) 10.6% |
Valuation
Trailing PE 55.08 | Forward PE - | Enterprise Value 59.26M | Price to Sales(TTM) 5.25 |
Enterprise Value 59.26M | Price to Sales(TTM) 5.25 | ||
Enterprise Value to Revenue 2.76 | Enterprise Value to EBITDA 20.63 | Shares Outstanding 15.72M | Shares Floating 7.72M |
Shares Outstanding 15.72M | Shares Floating 7.72M | ||
Percent Insiders 15.86 | 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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