Positioning no disclosures inside 60 days, left as found
Options no verdict drawn today, left as found
Ethical passes the values gate
Price5.38 USD
Fair value6.59
Our investment reviews on this name
2026-10-11Read Markup4.77+12.8% to today ✓Distribution gives way to Markup after a 12% slide in 8 weeks
2026-08-13Read Distribution5.39-0.2% to today ✓Markup gives way to Distribution after a 5% rise in 6 weeks
2026-07-02Read Markup5.11+5.3% to today ✓First review on file: Markup
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
Sono-Tek Corporation holds its Markup at $5.38. Elevated stress, defensive posture warranted, held for 7 days.
As held on the ledger · 2026-10-27
Phase
Markup
Quantitative state
Elevated stress, defensive posture warranted, held for 7 days
Price at the screen
$5.38
Valuation
44.83 trailing · 29.89 forward price to earnings
Values screen
PASS
Beta
0.07
The Workings
Five Screens, Shown in Full
Full pass across all five screens. This security clears the Titan Ethical Standard: its business and its balance sheet both stay inside the lines.
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
0.00%
Below 33%
Interest-bearing debt is just 0.0% of its assets, well under the one-third ceiling: it does not run on borrowed money.
Pass
Interest-bearing cash
14.10%
Below 33%
Cash held in interest-bearing accounts and securities is 14.1% of assets, under the one-third limit.
Pass
Receivables
0.00%
Below 49%
Money owed to the company is 0.0% of assets, under the 49% limit.
Pass
Revenue purity
2.12%
Below 5%
Only 2.1% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical Read
Why It Clears, in Plain English
Sono-Tek clears all five screens. Its business is in a permissible area, its debt is near-nil, and interest is about 2% of its income, under the ~5% line, so it passes.
Read as at 2026-10-27. It updates when the underlying figures move, and past reads are kept below.
Follow this verdict
Get an email when SOTK's ethical verdict changes
Today SOTK passes the screen. If new figures move it to a fail, we send you one short email with the before and after. Verdicts change rarely, so you may not hear from us for a long time.
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Fair value range in USD, drawn from the 2026-10-27 screen. The gold marker is the market price at the same screen. A 22.5% margin of safety to the base estimate.
Third-party analyst targets: 2 covering, consensus Strong Buy. The average target sits +58% from the screen price.
Reading the gap · Both our model and the analysts see meaningful upside from here.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-10-27 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The risks · The things to watch: it's a small-cap, so the share price can swing harder than the market.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
SOTK trades on Nasdaq. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-10-26Markup$6.11+28.0%Entry 8
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 28.0% since our last review. Ethical screening: PASS with ethical screening pending. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it D. Technically it is holding around 8% above its long-term trend line with momentum reading oversold. Over the past year the shares are up 34%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (2 analysts) rates it none, with a mean price target of $7.
2026-10-11Markup · changed$4.77+0.0%Entry 7
The framework has shifted from distribution to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with ethical screening pending. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it A, carrying a low risk profile. Technically it is holding around 27% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 34%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (2 analysts) rates it none, with a mean price target of $7.
2026-10-02Distribution$4.77-5.0%Entry 6
Our analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 5.0% since our last review. Ethical screening: PASS with ethical screening pending. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 27% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 34%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (2 analysts) rates it none, with a mean price target of $7.
2026-09-13Distribution$5.02-6.9%Entry 5
Our analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 6.9% since our last review. Ethical screening: PASS with ethical screening pending. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 27% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 34%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (2 analysts) rates it none, with a mean price target of $7.
2026-08-13Distribution · changed$5.39+5.5%Entry 4
The framework has shifted from markup to distribution since the last review. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved up 5.5% since our last review. Ethical screening: PASS with ethical screening pending. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 27% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 34%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (2 analysts) rates it none, with a mean price target of $7.
2026-07-18Markup$5.11+0.0%Entry 3
Our analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with ethical screening pending. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 27% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 34%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (2 analysts) rates it none, with a mean price target of $7.
2026-07-03Markup$5.11+0.0%Entry 2
Our analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with ethical screening pending. The risk-adjusted return profile shows modest positive risk-adjusted returns.
2026-07-02Markup$5.11Entry 1
Our analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Ethical screening: PASS with ethical screening pending. The risk-adjusted return profile shows modest positive risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.