Category overview
Technology
Technology platforms and hardware.
SPCXSpace Exploration Technologies Corp.
Space launch vehicles & satellite broadband (Falcon, Starship, Starlink)
Current Price
$148.68
+0.44%
Estimated Price
n/a
—
Variance
—
vs. price
Two customers account for roughly 38% of Q2 revenue — below the 40% single-customer threshold, so the rule has not fired, but the margin of headroom is thin and management itself names concentration a key watch item. AI Solutions & Infrastructure is ~28% of Q2 revenue, also under threshold. Re-test on the next quarter; a single customer crossing 40% or a credible competitive threat to the AI or launch franchise would escalate this.
688329.SHSuzhou Ailong Technology
Hospital pharmacy-automation systems (intelligent dispensing / smart pharmacy)
Current Price
¥23.37
+0.21%
Estimated Price
¥15.55
DCF
Sep 26, 2026
Variance
-33.32%
vs. price
Price 33% above estimated priceEBIT covers interest only -0.1× — operating profit does not cover the interest bill.capex, D&A, working capital use disclosed defaults rather than this company's own history — its ingested statements do not carry enough years. The rest of the cash-conversion path is derived from its own filings.