DMC GlobalBOOM
About: DMC Global Inc operates a diversified family of technical product and process businesses serving the energy, industrial and infrastructure markets. Its business is organized into three segments: Arcadia, DynaEnergetics, and NobelClad. Arcadia Products supplies architectural building products, including exterior and interior framing systems, windows, urtain walls, storefronts etc to the commercial construction market. NobelClad is involved in the production of explosion-welded clad metal plates for use in the construction of corrosion-resistant industrial processing equipment and specialized transition joints. DynaEnergetics driver, designs manufactures and distributes products utilized by the oil and gas industry principally for the perforation of oil and gas wells.
Employees: 1,600
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
14% more capital invested
Capital invested by funds: $102M [Q4 2024] → $117M (+$14.5M) [Q1 2025]
7% more funds holding
Funds holding: 100 [Q4 2024] → 107 (+7) [Q1 2025]
1.43% less ownership
Funds ownership: 69.41% [Q4 2024] → 67.98% (-1.43%) [Q1 2025]
15% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 39
95% less call options, than puts
Call options by funds: $250K | Put options by funds: $5.12M
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Stifel Stephen Gengaro | 10%upside $8.50 | Hold Maintained | 5 May 2025 |
Financial journalist opinion
Based on 6 articles about BOOM published over the past 30 days
