Kyle Adams
@KyleAdamsStocks
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29 | Investing to $1,000,000 in my taxable brokerage | Crazy enough to jump out of planes for fun | not financial advice
Joined January 2019
Great $GILT quarter.
Gilat Satellite Networks, $GILT, Q3-25. Results: 📊 Adj. EPS: $0.19 🟢 💰 Revenue: $117.7M 🟢 📈 Net Income: $8.1M 🔎 Gilat raised full-year guidance amid strong order momentum, including major wins in defense, commercial, and digital inclusion programs.
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Great results from $CRMD. Well beyond expectations.
CorMedix Inc., $CRMD, Q3-25. Results: 📊 Adj. EPS: $1.26 🟢 💰 Revenue: $104.3M 🟢 📈 Net Income: $108.6M 🔎 Strong DefenCath demand and Melinta acquisition drove revenue surge; raised FY25 guidance amid accelerated integration.
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Took some much needed time off to visit some good friends in Austin this past weekend. Looking at the first picture I am reminded of just how far I’ve come. A few years ago, I was battling severe pancreatitis, relying on a feeding tube for 18 months and taking a full year of
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$TMDX now averaging over 25 flights/day for November. With overall transplant numbers also trending up YoY, $TMDX is exactly where they need to be in order to crush Q4. Not only margins are expanding benefiting the bottom line, growth is solid leading to over 35% top line
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$PPIH hiring only increasing more and more the past few weeks. Demand must be strong 🤔
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$PPIH hiring only increasing more and more the past few weeks. Demand must be strong 🤔
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Monster quarter out of $BKTI. Top line growing over 20%+ and the margins are nearly 50% now.
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Monster quarter out of $BKTI. Top line growing over 20%+ and the margins are nearly 50% now.
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Been super busy, but had the chance to listen to $CXDO earnings call right now. Lot to like: 1) Double digit YoY growth, software growing 28% YoY. Slowly becoming the majority of the total revenue. 2) New AI features coming out such as the AI receptionist, and they expect the
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Nice new win for $BOSC. Double digit growth and still a low teen multiple.
NEWS: $BOSC BOS Secures a $1.5 Million Order from a Leading Aerospace Customer https://t.co/d1CETzQscF Follow for daily #StockNews! @grok please provide the finance card for $BOSC
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$PPIH looks to be posting a lot of open jobs on LinkedIn. Manufacturing small caps surely don’t post so many jobs without seeing higher demand.
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$PPIH looks to be posting a lot of open jobs on LinkedIn. Manufacturing small caps surely don’t post so many jobs without seeing higher demand.
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Big congrats to $CXDO for surpassing 7 million users on their NetSapiens platform. The software division is absolutely on 🔥 with 30%+ top line growth, and slowly becoming the majority of the business total revenue.
🎉 Huge milestone — we’ve surpassed 7 million users on the NetSapiens platform! A big thank you to our partners + customers who make this growth possible. Champagne was popped & our CEO Jeff Korn wore it.🥂💦 https://t.co/E0FrRyO8C6
#Crexendo $CXDO #PoweredByNetSapiens #UGM2025
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*October End of Month Update* || Oct +26.65% || 📈 || YTD +159.53|| 📈 $ACFN $BKTI $BOF $CLPT $FEIM $FTEK $HYDTF $GKPRF $IESC $ITMSF $LEU $MUEL $PPIH $PSIX $SNWV $TGEN $URLOF $VSQTF $WSTL $ZMDTF Best month in over a decade. Mostly driven by trade in/out of $BYND on a whim 🧵
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Wrapping up day 3 with our key takeaways, top ideas, and a few names that we wished would have attended including $CODA $ISSC $TIKK $BUKS $KLNG $SIF Great session! @majgeoinvesting @SebKrog
Closing session - in 10 min (Oct 29, 12:50 PM, ET) Maj Soueidan (@majgeoinvesting), Nicholas Cortellucci (@NickCortellucci) & Sebastian Krog (@SebKrog) A roundtable on the biggest takeaways, standout companies, and follow-up ideas worth deeper research. https://t.co/hnMkYTckcp
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Post-pitch return >11% already. well done @KyleAdamsStocks - a nice cherry on top after company's appearance a few days ago! @MSmicrocaps
In a few minutes, Kyle Adams @KyleAdamsStocks will be elucidating on high-conviction microcap defense ideas at The Starting Five Defense Virtual Conf., Co-hosted by @MSmicrocaps & @Atrium_Research Looking forward to it! https://t.co/MLqYV9nhrZ
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@KyleAdamsStocks now making his bullish investment case for one of the 10 microcap participants over the past few at our Starting Five Defense Conference. "finding the right companies at the right time" is one of Kyle's mantras, and this stock qualifies for him. Co.'s customer
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Here’s who’s presenting at the @MSmicrocaps Defense Virtual Conference today 👇 @KyleAdamsStocks
@LockStockBarrl
@dgkunze1
@smcap_thinking Plus — a last-minute addition: @SebKrog will join our Investor Roundtable at the end of the conference.
🚨 LIVE in 90 min (Oct 29, 10:15 AM, ET) Final day of the Starting Five Defense Conference, closing with a Roundtable - the week’s biggest takeaways. Today: four investors on building conviction, reading signals, and spotting the next defense leaders. https://t.co/ZjNVO8cx8w
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Starting in 10 min (Oct 29, 10:30 AM, ET) Kyle Adams (@KyleAdamsStocks) on finding the intersection of innovation and underappreciated value in microcaps. Lineup & Zoom link (premium access) 👇 https://t.co/hnMkYTckcp
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Looking forward to speaking tomorrow at the @Atrium_Research + @MSmicrocaps defense conference. Will be presenting at 1030am EST.
Starting 5 Virtual Defense Conference ✈️ 🪖 Our partners @majgeoinvesting @MSmicrocaps have written up some excellent research on the presenting companies, including D-Sheets and Cliff Notes. Check it out below 👇 $VELO $MPTI $BOSC $IEHC $AUUA.V $CMI.V $IMP.TO $FTG.TO $BLM.V
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