PRTS CarParts.com Inc

$PRTS seems to be dropping lots of PRs -- new loyalty membership, 3P marketplace launch, integration of Klarna ... for some reason not seeing those hit broader newswire releases, just on their IR page.

$PRTS just a scientific wild ass guess but if these guys put up 135-140 million revs and ~3 million adj EBITDA ... seems like it could rip to 20+. Can't really see why there would be selling pressure if ebitda goes from 800k, 1.8 million, then 3 million from Q1 to Q3 and more coming in 2027 due to multiple high margin growth drivers, 3P and the A-Premium/JC Whitney and membership subscription fees seeming like the most impactful to EPS. Not expecting this thing to get 2020/2021 valuation, but 0.5x revs on ramping profitablity seems totally reasonable point to go to then digest for the next move. 270 million market cap on 8 million shares is 35 per share. Take it back to 2023 levels. ~5 million shares in free float after 1-10 reverse split -- strategics and management owns about 3 million. valuation totally washed out here at 65 million market cap on 550 million run-rate revs before much of the new stuff kicks in.

$PRTS can these guys deliver 135 million revs (+6% YoY and flat QoQ) and 2.5 million adj EBITDA? The CEO/COO/COB were pretty aggressive buyers before the quarterly black out.

$PRTS Q3 '26 Earnings Results & Recap • Reported GAAP EPS of -$0.53 up 72.11% YoY • Reported revenue of $129.33M up 1.22% YoY