The commentator who boosted an Israeli company to a value of over NIS 2 billion

Just eight months ago, Yishai Davidi’s Fimi fund, which was the largest shareholder in Ta’at, sold the rest of its holding at a respectable profit, at a price of $26 per share – but today the price is more than double – about $53. Those who benefit from the increase in the stock are institutional bodies that own Ta’at (which currently has no controlling owner), among them Meitav, Mor, Fenix ​​and Wastach from the USA.

The person who apparently led to the jump in the stock at the beginning of the week is economic commentator Jim Cramer, host of the Mad Money show on CNBC. On Friday, as part of a round of questions from viewers on the show about various stocks, he was asked what he thought of the Thatat stock, against the background of the aging of aircraft fleets around the world – a trend that Thatat is benefiting from because it deals with their renovation.

Cramer replied: “Yes, it’s a very interesting stock. I know it’s gone up a lot. I like Howmet (another company in the field, SHOU), and I think you’re in a good place if you (hold) the stock. I think this is exactly the place to be.”

In the first three quarters of 2025, Theat presented a growth of 18.4% in revenues that reached the level of approximately 131 million dollars. Of the total, revenue from product sales grew by 5.5% to $37.8 million, and revenue from services grew by 24.5% to $93.7 million. During this period, Theat recorded a net profit (according to GAAP accounting rules) of 12.1 million dollars, an increase of 59.3% from the corresponding period, and the adjusted EBITDA (profit excluding interest, tax, depreciation and amortization) grew by 42.2% to 18.6 million dollars. At the end of the third quarter, its order backlog was 520 million dollars.

Revenues of 180 million dollars

Analysts who cover Theat expect that the company will register revenues of approximately $180 million in the 2025 reports, and will continue to grow in 2026 to revenues of approximately $211 million. As of today, there are six entities that cover Tat, and according to Wall Street Journal data, all of them recommend it with “buy” recommendations. However, their average target price reflects a relatively modest 5.9% premium to the Nasdaq stock price.

According to estimates, the majority of Thatat’s activity is with commercial customers, and among these are, for example, Airbus, FedEx, Lufthansa and Boeing. However, part of its activity is aimed at the military field, and among the clients it provides maintenance and repair services (MRO), it mentions in its reports the US Army, the Ministry of Defense and the Israeli Air Force, as well as several air forces in other countries.

Thatat stock is part of the security stock index that was recently launched on the Tel Aviv Stock Exchange, and has a relatively high weight in it.