MultiSensor AI (MSAI)

• Market cap: $26M
• 1 day: 0.08%
• 5 days: -10.25%
• 1 month: -39.71%
• 3 months: -51.25%
• 6 months: -61.85%
• Year to date: -58.43%
• 1 year: -69.51%
• 5 years: -92.01%
• 10 years: -92.01%
• Sector: Technology
• Industry: Software - Infrastructure

About: MultiSensor AI Holdings Inc build and deploy intelligent multi-sensing platforms incorporating edge and cloud software solutions that leverage artificial intelligence (AI). It is a provider of sensing systems built around high-resolution thermal imagers, visible and acoustic imagers, as well as vibration and laser spectroscopy sensors, that perceive and measure heat, sound, vibration, and gas in industrial assets and the surrounding environment, helping companies gain insight to protect and manage their most important assets and infrastructure. It also offers a wide range of form factors for its sensor devices, including, among other form factors, small to large handheld designs with built-in displays and controls, and fixed-mounted single- and multi-sensor camera sensor systems.

Employees: 41

Fund manager confidence

Based on 2024 Q4 regulatory disclosures 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

• Low target: $2.50 217% upside
• Avg. target: $2.50 217% upside
• High target: $2.50 217% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

D. Boral Capital Jesse Sobelson 12% 1-year accuracy 6 / 51 met price target

217% upside $2.50

Buy Maintained

1 Apr 2025