Optical Instruments & Lenses · SIC 3827

MultiSensor AI Holdings, Inc.

MSAI

Watch

Latest revenue

$1.6M

as of 2026-03-31

Latest net income

$-2.5M

as of 2026-03-31

Net margin

-153.1%

as of 2026-03-31

Price · 5Y

-60.1% / yr 73.9 pts / yr vs S&P 500 98.4% total
Compare:

Live market

delayed ≤15 min
$6.27
7.36%
Market cap
$12.7M
Enterprise value
$12.7M
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$7.20
52-wk low
$0.15
Beta
Shares out
2.0M

5-year trend

What this company does

AI

Item 1.Business. Business Overview ​We build and deploy integrated condition monitoring and early threat detection solutions that connect multiple sensor types through a unified edge-to-cloud software architecture. Our software platform integrates multiple sensing modalities such as thermal, visual and acoustic, among others. Customers deploy the MSAI Connect platform to continuously monitor critical assets and identify early degradation patterns (such as elevated operating temperatures) across electrical, mechanical, and environmental systems. This allows teams to intervene early and convert potential failures into planned maintenance before downtime, safety incidents, or operational…

AI summary unavailable — showing raw filing excerpt

Generated from MSAI's filing dated 2026-03-19

Key risks

AI

Item 1A. Risk Factors. You should carefully consider the risks described below, as well as the other information in this Annual Report on Form 10-K, including our consolidated financial statements and the related notes and Part II. Item 7. “Management’s Discussion and Analysis of Financial Condition and Results of Operations.” The occurrence of any of the events or developments described below could harm our business, financial condition, results of operations, growth prospects and stock price. Below is a summary of our risk factors with a more detailed discussion following: ●We have a history of losses or low income and may continue to incur losses or limited income in the future. ●If we…

AI summary unavailable — showing raw filing excerpt

Generated from MSAI's filing dated 2026-03-19

Profitability

Operating margin

-216.4%

15.2%

Net margin

-211.0%

27.3%

Return on equity

-36.6%

79.1%

Return on assets

-33.0%

76.2%

Leverage

Debt / equity

0.11×

58.6%

Long-term debt / equity

-21.25×

241.7%

Debt / assets

9.7%

52.9%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$1.6M+37.9%$-2.5M+44.3%-153.1%

Q4 2025

2025-12-31

$1.4M-0.9%$-2.3M+23.7%-164.1%

Q3 2025

2025-09-30

$1.6M-1.7%$-1.7M+79.5%-106.5%

Q2 2025

2025-06-30

$1.4M-33.2%$-3.3M+48.0%-234.1%

Q1 2025

2025-03-31

$1.2M-48.6%$-4.4M-13.1%-379.1%

Q4 2024

2024-12-31

$1.4M$-3.0M-213.2%

Q3 2024

2024-09-30

$1.6M+6.9%$-8.2M-782.4%-511.5%

Q2 2024

2024-06-30

$2.1M+58.9%$-6.4M-1308.1%-300.8%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Optical Instruments & Lenses · SIC 3827

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Insider activity

Insider buying

$0

Insider selling

$232.1K

Net activity

−$232.1K

Distinct insiders

1

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2025-07-28

Gary Eugene Strahan

10%+ owner

Sale42,775$0.78$33.3K
2025-07-21

Gary Eugene Strahan

10%+ owner

Sale89,265$0.75$67.1K
2025-07-18

Gary Eugene Strahan

10%+ owner

Sale34,959$0.75$26.2K
2025-07-17

Gary Eugene Strahan

10%+ owner

Sale363$0.81$293
2025-07-07

Gary Eugene Strahan

10%+ owner

Sale26,969$0.67$18.0K
2025-06-23

Gary Eugene Strahan

10%+ owner

Sale76,711$0.55$42.3K
2025-06-20

Gary Eugene Strahan

10%+ owner

Sale21,470$0.66$14.2K
2025-06-12

Gary Eugene Strahan

10%+ owner

Sale8,350$0.74$6.2K
2025-06-10

Gary Eugene Strahan

10%+ owner

Sale7,000$0.72$5.0K
2025-06-09

Gary Eugene Strahan

10%+ owner

Sale20,000$0.72$14.4K
2025-06-04

Gary Eugene Strahan

10%+ owner

Sale3,500$0.80$2.8K
2025-06-03

Gary Eugene Strahan

10%+ owner

Sale1,868$0.82$1.5K
2025-06-03

Gary Eugene Strahan

10%+ owner

Sale1,132$0.80$906

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns MSAI

Institutional value

$1.2M

Total shares held

5.2M

Distinct holders

7

-14 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1SANDERS MORRIS HARRIS LLC3.9M$899.5K+2.3M (+150.8%)Added
2VANGUARD CAPITAL MANAGEMENT LLC864.9K$199.8KNew
3VANGUARD FIDUCIARY TRUST CO234.8K$54.2KNew
4U.S. Capital Wealth Advisors, LLC83.6K$19.3K-5.0K (-5.6%)Trimmed
5UBS Group AG45.5K$10.5KNew
6CITIGROUP INC41.7K$9.6K+15.1K (+56.9%)Added
7CHILTON CAPITAL MANAGEMENT LLC7.5K$1.7K+0 (+0.0%)No change

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once MSAI's latest filing finishes processing.