Recent Surge in Stock Price: Discussions on X about Mayville Engineering Company (MEC) have heated up following a significant 20%+ single-day stock price increase to around $15.72. Many are linking this surge to the recent acquisition of Accu-Fab, which is seen as a strategic move into high-growth sectors like data centers and renewables.
Upcoming Earnings Call: There’s also buzz around MEC’s announcement of its third quarter 2025 results, set for release on November 4, with a conference call the following day. Posts on X highlight anticipation for insights into the company’s performance and strategic outlook. Some are optimistic about potential upside, with targets above $20 being mentioned.
Manufacturing Sector Optimism: Sentiment on X also reflects broader optimism about U.S. manufacturing in 2025, with MEC benefiting from expected Fed rate cuts and a reported order backlog of $350 million. This has fueled discussions about the company’s strong positioning in the metal processing industry.
Note: This discussion summary was generated from an AI condensation of post data.
Mayville Engineering Company Insider Trading Activity
Mayville Engineering Company insiders have traded $MEC stock on the open market 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $MEC stock by insiders over the last 6 months:
- JAGADEESH A REDDY (President & CEO) purchased 7,500 shares for an estimated $105,450
- RACHELE MARIE LEHR (Chief Financial Officer) purchased 1,400 shares for an estimated $19,712
- SEAN P LEUBA (SVP, Corp. Development & GC) purchased 500 shares for an estimated $6,780
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Mayville Engineering Company Hedge Fund Activity
We have seen 57 institutional investors add shares of Mayville Engineering Company stock to their portfolio, and 55 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PERRITT CAPITAL MANAGEMENT INC added 448,800 shares (+1496.0%) to their portfolio in Q2 2025, for an estimated $7,162,848
- NOKOMIS CAPITAL, L.L.C. removed 346,966 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $5,537,577
- BLAIR WILLIAM & CO/IL added 281,198 shares (+304.8%) to their portfolio in Q2 2025, for an estimated $4,487,920
- VANGUARD GROUP INC added 266,049 shares (+43.2%) to their portfolio in Q2 2025, for an estimated $4,246,142
- 22NW, LP added 155,450 shares (+inf%) to their portfolio in Q2 2025, for an estimated $2,480,982
- POLAR ASSET MANAGEMENT PARTNERS INC. removed 131,053 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $2,091,605
- CITADEL ADVISORS LLC removed 127,758 shares (-88.9%) from their portfolio in Q2 2025, for an estimated $2,039,017
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Mayville Engineering Company Analyst Ratings
Wall Street analysts have issued reports on $MEC in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 07/14/2025
- DA Davidson issued a "Buy" rating on 06/17/2025
To track analyst ratings and price targets for Mayville Engineering Company, check out Quiver Quantitative's $MEC forecast page.
Mayville Engineering Company Price Targets
Multiple analysts have issued price targets for $MEC recently. We have seen 2 analysts offer price targets for $MEC in the last 6 months, with a median target of $22.0.
Here are some recent targets:
- Andrew Kaplowitz from Citigroup set a target price of $21.0 on 07/14/2025
- Michael Shlisky from DA Davidson set a target price of $23.0 on 06/17/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
