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Stock impact report

Kimball Electronics: Great Story, Wrong Entry Point [Seeking Alpha]

Kimball Electronics, Inc. (KE) 
Company Research Source: Seeking Alpha
KE's medical segment now accounts for 28% of revenue, with strong growth and strategic investments positioning it as the company's future core business. Despite margin expansion and balance sheet improvements, the stock trades at a significant premium to peers, reflecting unrealistic market optimism. I rate KE as a hold, recommending investors wait for valuation compression before buying, as current pricing overstates near-term prospects. jetcityimage/iStock Editorial via Getty Images Kimball Electronics, Inc. ( KE ) recently reached a turning point in its strategic evolution, as the company shifted its focus from being an automotive electronics manufacturing services provider to a specialist in medical Contract Manufacturing Organization. The transition is unfolding smoothly, and the This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions wit Show less Read more
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