Long Cast Advisers Shared Highlights on Matrix Service Company (MTRX) in Q3

In its third-quarter 2025 capitalist letter, Long Cast Advisers highlighted stocks specified arsenic Matrix Service Company (NASDAQ:MTRX) successful the 2nd 4th 2024 capitalist letter. Matrix Service Company (NASDAQ:MTRX) offers engineering, fabrication, construction, and attraction services to enactment captious vigor infrastructure and concern markets. The one-month instrumentality of Matrix Service Company (NASDAQ:MTRX) was -22.79%, and its shares mislaid 12.76% of their worth implicit the past 52 weeks. On November 28, 2025, Matrix Service Company (NASDAQ:MTRX) banal closed astatine $11.69 per share, with a marketplace capitalization of $328.776 million.

Long Cast Advisers stated the pursuing regarding Matrix Service Company (NASDAQ:MTRX) successful its 3rd 4th 2025 capitalist letter:

"Matrix Service Company (NASDAQ:MTRX) reported F1Q26 results (for play ending 9/31/25) that showed continued betterment successful revenues starring to near-breakeven operations. This is simply a “metal bending” operation institution focused connected liquid and state storage, concern processing and vigor / powerfulness assets. It is down wherever we expected it would beryllium astatine this constituent successful the cycle, but continues to marque advancement towards profitability. As I’ve agelong said, 1 would request to analyse pre-COVID financials to recognize the net powerfulness successful the business. Few do, and truthful plentifulness of skeptical investors disregard this idea. However, arsenic revenues grow, the institution should show amended overhead betterment and borderline expansion. If they tin amusement profitability, which should travel arsenic soon arsenic adjacent quarter, I judge doubters volition person to reconsider their reasoning and “re-rate” the multiple, present little than 8x a “bad scenario” $20M successful EBITDA (as a reminder, there’s $16M of EBITDA conscionable from adding backmost D&A positive banal based comp)."

Matrix Service Company (NASDAQ:MTRX) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 23 hedge money portfolios held Matrix Service Company (NASDAQ:MTRX) astatine the extremity of the 3rd quarter, which was 17 successful the erstwhile quarter. In the archetypal 4th of fiscal 2026, MTRX reported gross of $211.9 million, which is simply a 28% summation from $165.6 cardinal successful the aforesaid play of fiscal 2025. While we admit the imaginable of Matrix Service Company (NASDAQ:MTRX) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.