SecBot SecBot

ELMT

Elmet Group Co.
Nasdaq· CIK 0002101698
$21.98 +0.24 (+1.10%)
Oct 26 4:00 PM ET · prev $21.74
Market cap
$636.9M
Small cap
Consensus
Buy
90% Buy or better · 10 analysts
Median target
$27.00
+23% · range $26.00–30.00
Since first trade
+22.7%
from $17.91 · Apr 23
30 days
+17.9%
from $18.64
Range since listing
$12.74–23.16
−5% from high · low Jul 29
Avg volume 20D
541.4K
shares / day
Short interest
1.74M
≈5.7% of shares · +5.0%
Days to cover
2.3
at average volume
Insider net
+$168.0K
2 buyers · 0 sellers · 12 mo
New fund stakes
5
Q2 2026 13F · 0 exits
Filing reports
15
analyzed by SecBot
SecBot read BULLISH 11 reports · 90 days
Balance 0 bearish · 9 bullish · 1 mixed · 1 neutral oldest → newest, height = score
Avg score ·High conf. 11/11
Strongest BULLISH Elmet Group invested C$35 million in Blue Moon Metals via a private placement of 3.5 million units at…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBULLISH

    2 insiders bought $168.0K at an average $14.00. No open-market sales. Price is 57% above their cost.

  • InstitutionsBULLISH

    Q2 2026: 5 added (5 new), 0 trimmed or exited. Largest new: Wasatch Advisors $24.1M, Citadel Advisors $21.0M.

  • AnalystsBULLISH

    9 of 10 rate it Buy or better. Every target is above the price.

  • EstimatesRISING

    Current-quarter EPS estimate $0.120 → $0.135 over 90 days. 0 up, 1 down in 30 days.

  • Short sellersSTEADY

    Short interest +5.0% to 1.74M shares. 2.3 days to cover, ≈5.7% of shares.

  • TrendRANGE

    14% above its 50-day average.

Who's buying

13F· Q2 2026
5
new positions
0
exits
$83.4M
in new stakes
FundMoveSharesValue
WASATCH ADVISORS LPNEW1,219,738$24.1M
CITADEL ADVISORS LLCNEW1,062,072$21.0M
Alyeska Investment Group, L.P.NEW731,950$14.4M
BlackRock, Inc.NEW678,055$13.4M
WELLINGTON MANAGEMENT GROUP LLPNEW533,783$10.5M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

10 analysts
Buy 90% rate it Buy or better
Strong Buy2Buy7Hold1Sell0Strong Sell0
12-month targets · 4 analysts

Price is below the lowest target. Median implies +23%.Targets as of Oct 26, 2026.

Recent actions
DateFirmActionRating
Oct 23, 2026Cantor Fitzgerald
MAINTAIN
MAINTAINOverweight
Oct 8, 2026Needham
MAINTAIN
MAINTAINBuy
Oct 6, 2026Canaccord Genuity
MAINTAIN
MAINTAINBuy
Sep 15, 2026Roth Capital
REITERATE
REITERATEBuy
Sep 15, 2026Needham
MAINTAIN
MAINTAINBuy
Aug 17, 2026Canaccord Genuity
MAINTAIN
MAINTAINBuy

Insider ledger

Form 4
$168.0K
bought · 2 insiders
$0
sold · 0 insiders
+57.0%
vs their $14.00 cost
DateInsiderTypeValue
Jun 2, 2026
Miklos Mark
Director
AWARD4,286 sh
May 19, 2026
Detert James William
President, EMP Division
AWARD19,714 sh
May 19, 2026
Carpenter David Anthony
Chief Human Resources Officer
AWARD18,857 sh
May 19, 2026
Woodward Peter H
Director
AWARD1,429 sh
May 19, 2026
Homiller William Jacob
Director
AWARD1,429 sh
May 19, 2026
Deveaux Brian Thomas
Director
AWARD1,429 sh
May 19, 2026
Chandler Christian T.
Executive Vice President
AWARD12,286 sh
May 19, 2026
Chandler John Merton
Director
AWARD1,429 sh

Earnings setup

Estimates
$0.14
EPS estimate, this quarter
+13%
estimate change, 90 days
0↑ 1↓
revisions, 30 days
Current-quarter EPS estimate
PeriodEPS est.Range30D rev.Revenue
Current Q$0.14$0.12–$0.15-10.0%$64.6M
Next Q🔒 Fresh data, subscribers only
Current FY🔒 Fresh data, subscribers only
Next FY$0.59$0.51–$0.67-5.3%$305.0M

Short side

FINRA· Sep 30, 2026
1,740,061
shares short
+5.0%
vs prior settlement
2.3
days to cover
≈5.7%
of shares outstanding
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 21, 2026 SEC
Elmet Group invested C$35 million in Blue Moon Metals via a private placement of 3.5 million units at C$10.00/unit…
8-K — Impact 6/10
Oct 2, 2026 SEC
Elmet Group published an updated corporate presentation detailing its $450M Department of War investment, $2B DLA IDIQ…
8-K — Impact 7/10
Sep 30, 2026 SEC
Elmet Technologies, a wholly owned subsidiary of The Elmet Group Co. (NASDAQ: ELMT), was awarded a $36 million…
8-K — Impact 6/10
Sep 23, 2026 Press
The Elmet Group announced a $124.75M acquisition of a 4.99% equity stake in Masan High-Tech Materials (MSR)…
Impact 7/10
Sep 23, 2026 Contract
The Elmet Group to Invest Approximately $125 Million in Masan High-Tech Materials to Strengthen Tungsten Supply Chain
Two industry leaders formalize strategic relationship spanning the full tungsten value chain
Sep 22, 2026 Press
The Elmet Group signed a long-term offtake agreement with Tungsten West for >1,000 metric tonnes/year of tungsten…
Impact 7/10
Jun 30, 2026 Inst.
WASATCH ADVISORS LP — NEW
1,219,738 shares ($24.1M)
Jun 30, 2026 Inst.
CITADEL ADVISORS LLC — NEW
1,062,072 shares ($21.0M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Recent
Sep 23, 2026
Contract
The Elmet Group to Invest Approximately $125 Million in Masan High-Tech Materials to Strengthen Tungsten Supply Chain
Two industry leaders formalize strategic relationship spanning the full tungsten value chain
Sep 22, 2026
Contract
The Elmet Group Secures Long-Term Tungsten Offtake Agreement with Tungsten West’s Hemerdon Mine
Agreement expected to expand and strengthen tungsten supply chains across the U.S., UK, and allied nations with one of the world’s largest tungsten…
Sep 15, 2026
Short interest
Short Interest: ELMT up 23% to 1.7M shares
Settlement 2026-09-15 | Days to cover: 1.00 | ≈5.44% of shares outstanding (est.)
Sep 14, 2026
Press release
Blue Moon, The Elmet Group, and EQ Resources Announce a US$150-$175 Million Investment into the Springer Tungsten Complex, Nevada, to Strengthen the U.S. Tungsten Supply Chain
TORONTO, Sept. 14, 2026 /PRNewswire/ -- Blue Moon Metals Inc. ("Blue Moon" or the "Company") (TSXV: MOON) (NASDAQ: BMM), along with The Elmet Group…
Sep 14, 2026
Press release
The Elmet Group to Deploy Strategic Capital to Strengthen U.S. and Allied Tungsten Supply Chain
$450 Million Department of War Committed Investment Expected to Expand ELMT's Global Tungsten Mining Network and Processing Capabilities $450…

SecBot reports

15 filings · 6 press releases · 8 bullish · 0 bearish · 2 mixed · 5 neutral
All ELMT filing & press-release reports (21)