MultiSensor AIMSAI
About: MultiSensor AI Holdings Inc develops and sells a full-stack, AI-driven predictive maintenance solution. MultiSensor AI's SmartIR and associated software platforms, powered by AWS, leverage MSAI-built thermal imaging, visible imaging, acoustic imaging, vibration, and laser sensing devices for condition-based monitoring of critical mechanical and electrical assets and manufactured outputs. Its solutions are deployed by organizations to protect critical assets across a wide range of industries including distribution & logistics, manufacturing, utilities, and oil & gas. MSAI designs and manufactures digital thermal sensing solution platforms with edge and cloud-based software. The company generates the majority of its revenue from product sales.
Employees: 35
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
13% more funds holding
Funds holding: 16 [Q3] → 18 (+2) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]
13% less capital invested
Capital invested by funds: $32.7M [Q3] → $28.3M (-$4.39M) [Q4]
13.67% less ownership
Funds ownership: 63.48% [Q3] → 49.81% (-13.67%) [Q4]
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
D. Boral Capital Jesse Sobelson 59% 1-year accuracy 19 / 32 met price target | 87%upside $2.50 | Buy Initiated | 18 Feb 2025 |
Financial journalist opinion
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