$MEC

Mayville Engineering Co Inc (MEC) Shares Fall 3.1% -- GF Value S

Mayville Engineering Co Inc (MEC) shares fell 3.1% to $16.32 on September 29, 2026. According to GF Value, the stock is overvalued by 2.1% with a GF Score of 83/100. Insiders sold $3.3M in shares over the past year. The company is unprofitable, and its forward P/E is 19.1x, below the historical median of 28.9x. GuruFocus highlights strong growth and momentum but weak financial strength and profitability.

Original reporting
Published Sep 29, 2026, 11:01 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 29, 2026, 11:48 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefFinancial news
Primary signal
$MEC
Bearish
medium confidence
Mentioned
$MEC
Relevance
4/10
AlphAI data visualization · based on gurufocus.com
Decision brief

The 30-second read

$MECBearishLow
01

Why it matters

The disclosed insider sell and valuation gap are the primary new facts, but they are modest in scale and do not constitute a material catalyst.

02

Market read

The news is a low‑impact, company‑specific update with limited trading relevance.

03

What to watch

Potential upcoming contracts or operational improvements not disclosed in the article could offset valuation concerns.

Relevance 4/10Novelty 2/10Timing: today

Background

GuruFocus provides a valuation estimate (GF Value) and a composite GF Score. The article highlights a modest overvaluation and recent insider selling.

Company-level read

Ticker impact

$MECBearishMedium confidence
Context

Insiders sold $3.3 M of Mayville Engineering shares in the past 12 months with no buying, and the stock is trading 2.1% above GuruFocus' intrinsic value, prompting a 3.1% price decline.

Expected impact

likely pressure as the market prices in insider selling and perceived overvaluation

Evidence & confidence

Insider sell activity often signals reduced confidence, and the stock is already above its estimated fair value, which can attract sellers.

Market effects

Limited; Mayville Engineering operates in a niche engineering services space with minimal broader sector impact.

None; the news is company‑specific and does not affect regional markets.

Low; no global macro or cross‑border implications.

Counterpoint

The stock may be undervalued relative to its growth prospects, and the insider sell could be unrelated to fundamentals.

Key entities

  • Mayville Engineering Co Inc

    US‑listed engineering services firm (ticker MEC).

Related articles

$MECMed

5 Revealing Analyst Questions From Mayville Engineering’s Q2 Earnings Call

Mayville Engineering (MEC) reported Q2 revenue of $163 million versus $151.1 million expected and adjusted EPS of $0.07 versus -$0.05, with adjusted EBITDA of $13.17 million versus $11.4 million. The company raised full-year revenue guidance to $635 million but kept EBITDA midpoint at $56 million. Management discussed capacity reservation, cost pressures, and data center growth targets.

$MECMed

Mayville Engineering Q2 Earnings Call Highlights

Mayville Engineering (NYSE:MEC) said data center and critical power should be about 20% of 2026 revenue. It won about $40M of new awards in the segment, with production and revenue expected to start in 2027. MEC raised Q3 sales to $160M-$170M and FY sales to $620M-$650M, kept adjusted EBITDA at $52M-$60M, and cut free cash flow to $7M-$15M. It completed a common-stock offering raising about $94M net proceeds.

$MECMedAI 8/10

Mayville Engineering: Q2 Earnings Snapshot

Mayville Engineering (MEC) reported a Q2 loss of $2.1 million, or 9 cents per share. Adjusted earnings were 7 cents per share. Revenue was $163 million. For the quarter ending September, the company expects revenue of $160 million to $170 million.

$MECMed

MAYVILLE ENGINEERING COMPANY ANNOUNCES SECOND QUARTER 2026 RESULTS

Mayville Engineering Company, Inc. (MEC) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 MAYVILLE ENGINEERING COMPANY ANNOUNCES SECOND QUARTER 2026 RESULTS MILWAUKEE, Wis., August 4, 2026 – Mayville Engineering Company (NYSE: MEC) (the “Company” or “MEC”), a leading value-added provider of design, prototyping and manufacturing solutions serving diverse e

$BAHigh

Is Boeing (BA) Fully Valued After Its $14.7b PAC 3 Seeker Contract?

Boeing (BA) secured a $14.7b contract from Lockheed Martin for PAC-3 Missile Segment Enhancement seeker production. Shares closed at $188.32, down 15.59% over 90 days and 17.32% year-to-date. Analysts debate valuation, with some seeing it as 17.7% overvalued at $188.32 vs. a fair value of $160.01, while a DCF model suggests a fair value of $376.49.