Oct. 26 at 9:10 PM
$KRNT $SPY $QQQ
Don’t sleep on KRNT, Blackrock isnt = recent 5% stake
KORNIT: turning blank tees into tendies 🚀
Think “just print” → think again. Kornit’s industrial DTG rigs + ink/subscription model are quietly rewriting how brands make apparel — on demand, on margin, and at scale. Atlas-level throughput, subscription ink revenue, fewer returns, real sustainability flex ♻️ If you sell apparel or run fulfillment, this isn’t a gadget — it’s the core of your entire business.
Kornit Digital builds high-end digital textile printing systems (direct-to-garment and roll-to-roll fabric), and pairs them with consumables (inks), software and production services/subscriptions. Shifts from one-time printer sales toward recurring revenue from ink, parts, service & subscription.
• Printer system cost: typically mid-six-figures (e.g., ~
$600K+ for top-tier industrial rigs)
• Recurring revenue: growing ink/consumables + subscriptions
