Oct. 24 at 6:55 PM
$KRNT $BX $TROW $BEN $BLK
Don’t sleep on Kornit Digital
Kornit Digital is one of the most underfollowed, high-conviction setups on the board right now.
Trading at just
$14 with a
$660M market cap, this digital textile printing leader is virtually unknown outside niche industrial circles, yet it sits on a
$10B+ TAM with a near-monopoly in sustainable on-demand apparel production. The risk/reward here is asymmetric in the extreme: fortress balance sheet, recurring ink margins, and now
BlackRock sniffing out what smells like a Q3 earnings beat that’s just days away