Jun. 16 at 1:47 AM
The 5 analysts that provide 10-year
$MLYS revenue estimates all project MLYS to generate more product related revenues over the next 10 years than
$ACLX , not 1 or 2 analysts but all 5. Of course we have no idea the gross margin profiles for either but if sales are a barometer of potential value then...
ACLX was acquired for an enterprise value of
$7.3B while MLYS's market cap was
$2.1B as of 6/15/26, which does not consider the
$650MM MLYS had on their balance sheet at the end of Q1 26
As important, MLYS just closed a meaningful equity raise 2 weeks where accredited investors opted to invest
$150MM in MLYS at
$26.50. MLYS closed at just under
$24.00 today.
This is not investment advice but if all 5 analysts believe MLYS' product portfolio will generate meaningfully more sales than ACLX, and ACLX's enterprise value is 4X higher then...
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