Kerrisdale Capital

“Regal has a broad portfolio of motors and linear motion products required for robotics, conveyor systems, and warehouse material handling that account for 21% of total revenue.”

“A sum-of-the-parts analysis to properly match segment growth profile to valuation multiple yields 81% upside in Regal shares.”

“Regal is currently trading at 11.5 times the company's anticipated EBITDA for 2027”

“Our 3 AI / Data Center plays from last year$ACMR: +580%$STX: +830%$AIXA: +270%”

“The stock is up 63% year-to-date”