Jun. 14 at 11:52 PM
$ADV — undervalued, underwatched, and possibly about to turn a major corner.
Q2 earnings are expected around August 6. Market consensus is aiming for EPS +
$0.11 and
$900–950M in revenue — a sharp rebound from the Q1 slump. If this materializes, ADV could re-rate quickly, especially given its current valuation (EV/EBITDA ~5.7×) and strong insider alignment (over 70% insider/institutional ownership).
The recent operational reshuffle (8-K) and internal modernization efforts signal a push toward efficiency. With improved margins, cash flow stabilization, and an extremely tight float, any upside surprise could trigger a rapid repricing.
Price targets still sit in the
$3.5–4.5 range. At current levels near
$1.50, the risk/reward is compelling — especially with short interest building quietly in the background.
I’m watching this setup closely. If fundamentals show signs of life, this one could move hard.
