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股票池

MIND

状态日期:2026-05-27

观察
中高低正常
概览观点时间线信号证据AI行业

Serenity观点

中性

推文立场

价格动量

总览股票跟踪推文AI关注我

中性

60D / 252D

信号分数

0

新增排序

24h 提及

0

短线新增

7日新闻

0

低

收入同比

-12.6%

deteriorating

概览

核心结论

作者立场:中性;价格动量:中性。最新证据:Other interesting names aside from $KRKNF, $CODA, $EXA: $OPTT - WAM-Vs for underwater mine inspection + disposal (possibly Andruil partner, mentioned by followers). $MIND - Side-scan sonars for mines 暂无 AI 结论。

暂无明确新增边际变化,保持在观察池。

近期推文

Serenity 观点

Serenity观点

中性

价格动量

中性

首次提出

2026-03-11 03:48

来源

llm

更新时间

2026-03-11 04:28

作者立场:中性;价格动量:中性。最新证据:Other interesting names aside from $KRKNF, $CODA, $EXA: $OPTT - WAM-Vs for underwater mine inspection + disposal (possibly Andruil partner, mentioned by followers). $MIND - Side-scan sonars for mines

当前观点证据

2026-03-11 03:48中性

Other interesting names aside from $KRKNF, $CODA, $EXA: $OPTT - WAM-Vs for underwater mine inspection + disposal (possibly Andruil partner, mentioned by followers). $MIND - Side-scan sonars for mines

Serenity 变化

时间线

首次提出2026-03-11 03:48中性
原推

Other interesting names aside from $KRKNF, $CODA, $EXA: $OPTT - WAM-Vs for underwater mine inspection + disposal (possibly Andruil partner, mentioned by followers). $MIND - Side-scan sonars for mines

  1. 2026-03-11 04:28中性事实更新

    @ThematicTrader Yeah @pennycheck told me about $MIND. A lot of these are new names to me so I'm doing research into them now before I post a consolidated DD in a few.

  2. 2026-03-11 04:16中性事实更新

    Defense companies like $CODA, $KRKNF, $OPTT, $MIND, $EXA, $ESLT and many others stand to benefit.

  3. 2026-03-11 03:48中性事实更新

    Other interesting names aside from $KRKNF, $CODA, $EXA: $OPTT - WAM-Vs for underwater mine inspection + disposal (possibly Andruil partner, mentioned by followers). $MIND - Side-scan sonars for mines

新鲜度

新增信号

-
24h 07D 030D 0新闻 0披露 0

复核时间:2026-06-26

证据

证据摘要

最新期 2026营收 41MBeta 0.30披露 10-K
展开证据详情

年度数据

基本面证据

最新期

2026

营收

41M

营收同比

-12.6%

毛利率

43.4%

2023

营收 25MYoY 8.2%经营 -22.6%净利 -35.3%

2024

营收 37MYoY 46.0%经营 1.4%净利 -5.7%

2025

营收 47MYoY 28.4%经营 14.5%净利 10.8%

2026

营收 41MYoY -12.6%经营 7.0%净利 1.8%

简读 + 重点消息

消息面

0 条 7日新闻,压力 低。

2026-04-28 14:46zacks.com
MIND Technology Downgraded to Neutral Amid Backlog Decline
2026-04-21 13:25zacks.com
MIND Technology Incurs Q4 Loss, Hurt by Order Delays
2026-04-18 01:05defenseworld.net
MIND Technology Q4 Earnings Call Highlights

近期披露

披露信息

最新披露为 2026-04-20 的 10-K;近 30 天共有 0 条披露。已观察表格:10-K x1, 10-Q x3, 8-K x6。复核重点:财务报表、指引、现金流、风险因素和会计政策更新。

2026-04-2010-K
mind20260131_10k.htm
2026-04-158-K
mind20251217_8k.htm
2025-12-1110-Q
mind20251031_10q.htm

近期推文

作者立场

立场

中性

价格动量

中性

2026-03-11 03:48中性

Other interesting names aside from $KRKNF, $CODA, $EXA: $OPTT - WAM-Vs for underwater mine inspection + disposal (possibly Andruil partner, mentioned by followers). $MIND - Side-scan sonars for mines

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

0

Beta

0.30

敏感度

defensive

情绪风险

低

估值风险

正常

背景

行业与主题

technology-hardware-equipment-parts

ai-infrastructureenergy-powerconsumer

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • RULES event bus baseline_update: neutral
  • industry_specificity: confirm whether news is specific to MIND, not only Hardware, Equipment & Parts

背景

行业背景

technology-hardware-equipment-parts

提及 106新闻 20股票 38
股票池

MIND

观察中高低正常

状态日期:2026-05-27

复核时间:2026-06-26

作者立场

中性

llm

价格动量

中性

60D / 252D

信号分数

0

新增信息排序

24h 提及

0

短线新增

7天提及

0

低

30天提及

0

长周期热度

7日新闻

0

低

30日披露

0

10-K

收入同比

-12.6%

deteriorating

Beta

0.30

defensive

llm · 2026-03-11 04:28

Serenity 时间线

首次提出2026-03-11 03:48中性
原推

Other interesting names aside from $KRKNF, $CODA, $EXA: $OPTT - WAM-Vs for underwater mine inspection + disposal (possibly Andruil partner, mentioned by followers). $MIND - Side-scan sonars for mines

  1. 2026-03-11 04:28中性事实更新

    @ThematicTrader Yeah @pennycheck told me about $MIND. A lot of these are new names to me so I'm doing research into them now before I post a consolidated DD in a few.

  2. 2026-03-11 04:16中性事实更新

    Defense companies like $CODA, $KRKNF, $OPTT, $MIND, $EXA, $ESLT and many others stand to benefit.

  3. 2026-03-11 03:48中性事实更新

    Other interesting names aside from $KRKNF, $CODA, $EXA: $OPTT - WAM-Vs for underwater mine inspection + disposal (possibly Andruil partner, mentioned by followers). $MIND - Side-scan sonars for mines

基本面 / 消息面 / 情绪面 / 市场

分析角度矩阵

年度数据

基本面证据

最新期

2026

营收

41M

营收同比

-12.6%

毛利率

43.4%

营收趋势

营收趋势线
53M27M0

需要继续工作的地方

研究问题

  • RULES event bus baseline_update: neutral
  • industry_specificity: confirm whether news is specific to MIND, not only Hardware, Equipment & Parts

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

technology-hardware-equipment-parts

提及 106新闻 20股票 38
2022 营收: 23M2023 营收: 25M2024 营收: 37M2025 营收: 47M2026 营收: 41M2022 趋势线: 23M2023 趋势线: 25M2024 趋势线: 37M2025 趋势线: 47M2026 趋势线: 41M20222023202420252026

利润趋势

净利润毛利营业利润
25M2M-20M2022 净利润: -15M2023 净利润: -9M2024 净利润: -2M2025 净利润: 5M2026 净利润: 750K2022 毛利: 4M2023 毛利: 9M2024 毛利: 15M2025 毛利: 20M2026 毛利: 18M2022 营业利润: -15M2023 营业利润: -6M2024 营业利润: 518K2025 营业利润: 7M2026 营业利润: 3M20222023202420252026

利润率趋势

毛利率营业利润率净利率
58.7%-10.9%-80.5%2022 毛利率: 16.5%2023 毛利率: 34.4%2024 毛利率: 40.5%2025 毛利率: 42.7%2026 毛利率: 43.4%2022 营业利润率: -62.9%2023 营业利润率: -22.6%2024 营业利润率: 1.4%2025 营业利润率: 14.5%2026 营业利润率: 7.0%2022 净利率: -65.3%2023 净利率: -35.3%2024 净利率: -5.7%2025 净利率: 10.8%2026 净利率: 1.8%20222023202420252026
最近财务序列营收营收同比毛利率营业利润率净利率
202223M-16.5%-62.9%-65.3%
202325M8.2%34.4%-22.6%-35.3%
202437M46.0%40.5%1.4%-5.7%
202547M28.4%42.7%14.5%10.8%
202641M-12.6%43.4%7.0%1.8%

24h / 7天 / 30天

情绪面

24h

0

7D

0

30D

0

风险: 低 · 低

简读 + 重点消息

消息面

消息简读

0 条 7日新闻,压力 低。

重点消息

2026-04-28 14:46zacks.com
MIND Technology Downgraded to Neutral Amid Backlog Decline
2026-04-21 13:25zacks.com
MIND Technology Incurs Q4 Loss, Hurt by Order Delays
2026-04-18 01:05defenseworld.net
MIND Technology Q4 Earnings Call Highlights
2026-04-16 12:11seekingalpha.com
MIND Technology, Inc. (MIND) Q4 2026 Earnings Call Transcript
2026-04-15 16:15prnewswire.com
MIND TECHNOLOGY, INC. REPORTS FISCAL 2026 FOURTH QUARTER AND YEAR-END RESULTS
2026-04-01 16:15prnewswire.com
MIND Technology Announces Fiscal 2026 Fourth Quarter and Year-End Earnings Release and Conference Call Schedule
2026-03-17 08:00prnewswire.com
MIND Technology Announces Trade Credit Facility

新增披露摘要

披露信息

披露分析

最新披露为 2026-04-20 的 10-K;近 30 天共有 0 条披露。已观察表格:10-K x1, 10-Q x3, 8-K x6。复核重点:财务报表、指引、现金流、风险因素和会计政策更新。

近期披露

2026-04-2010-K
mind20260131_10k.htm
2026-04-158-K
mind20251217_8k.htm
2025-12-1110-Q
mind20251031_10q.htm
2025-12-098-K
mind20250917_8k.htm
2025-09-1010-Q
mind20250731_10q.htm
2025-09-098-K
mind20250627_8k.htm
2025-09-028-K
mind20250828_8k.htm
2025-07-218-K
mind20250721_8k.htm
2025-06-1110-Q
mind20250430_10q.htm
2025-06-108-K
mind20250206_8k.htm

beta / 动量 / 主题

大盘敏感度

Beta

0.30

状态

defensive

立场

中性

动量

中性

观察 · 正常

板块定位

行业

technology-hardware-equipment-parts

ai-infrastructureenergy-powerconsumer