DMC GlobalBOOM
About: DMC Global Inc operates a diversified family of technical product and process businesses serving the energy, industrial and infrastructure markets. Its business is organized into three segments: Arcadia, DynaEnergetics, and NobelClad. Arcadia Products supplies architectural building products, including exterior and interior framing systems, windows, urtain walls, storefronts etc to the commercial construction market. NobelClad is involved in the production of explosion-welded clad metal plates for use in the construction of corrosion-resistant industrial processing equipment and specialized transition joints. DynaEnergetics driver, designs manufactures and distributes products utilized by the oil and gas industry principally for the perforation of oil and gas wells.
Employees: 1,600
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
60% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 25
4.74% less ownership
Funds ownership: 74.28% [Q3] → 69.54% (-4.74%) [Q4]
12% less funds holding
Funds holding: 113 [Q3] → 99 (-14) [Q4]
42% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 26
47% less capital invested
Capital invested by funds: $193M [Q3] → $102M (-$91M) [Q4]
97% less call options, than puts
Call options by funds: $148K | Put options by funds: $4.79M
100% less funds holding in top 10
Funds holding in top 10: 1 [Q3] → 0 (-1) [Q4]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Stifel Stephen Gengaro 41% 1-year accuracy 37 / 91 met price target | 10%upside $9.50 | Hold Maintained | 26 Feb 2025 |
Financial journalist opinion
Based on 17 articles about BOOM published over the past 30 days









