MultiSensor AI (MSAI)
Provides infrared-centered sensor systems and software for continuous industrial condition monitoring.
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Sells multisensor condition-monitoring systems built around infrared hardware and the MSAI Connect platform, with hardware, software, and installation services. Revenue pairs device sales with cloud subscriptions or on-premises licenses, while contract manufacturing and AWS shape operations.
Combines infrared-centered hardware with MSAI Connect, an edge-to-cloud platform that ingests thermal, visual, acoustic, vibration, and other sensor data. The platform displays live feeds, temperature trends, and anomaly alerts across facilities, while cloud subscriptions and on-premises licenses pair with hardware sales and deployment services.
Targets distribution and logistics facilities, manufacturing sites, and data centers across North America and selected international markets. Direct enterprise sales sit alongside distributors and channel partners; the company also installs sensors, integrates the platform, sets initial views and alerts, calibrates equipment, and provides maintenance.
Shifts manufacturing toward third parties while retaining final assembly, calibration, and testing in Beaumont. Hardware remains the largest revenue source as management works to attach software subscriptions, while cloud deployments depend on AWS and certain components come from limited or single-source suppliers.
Company facts
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $21.0M · Total debt $0 · Total assets $33.3M · Shareholders' equity $28.5M
- Revenue
- $1.7M
- Operating income
- −$2.6M
- Net income
- −$2.5M
No dividends on record.
| Institutions | ≥ 42.95% | 867.3K shares | |
|---|---|---|---|
| 16 holders · as of Mar 31, 2026 | |||
| Insiders | 11.22% | 226.6K shares | |
| 11 holders · as of Jul 20, 2026 | |||
| Other | ≤ 45.83% | 925.6K shares | |
| remainder | |||
2.02M company shares as of Sep 11, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing
Two share counts disagree (2.21M in the company's Sep 22, 2026 report, 2.02M elsewhere); stakes use the report.
Institutional filings for MSAIW (100% of the company) are not on file here, so the institutional figure is a floor.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
325 Capital LLCInstitution | 32.79% | 26.49M | as of Mar 31, 2026 |
Sanders Morris Harris LLCInstitution | 4.82% | 3.89M | as of Mar 31, 2026 |
Gary Eugene StrahanInsider10 percent owner | 4.05% | 81,808 | filed Jul 29, 2025 |
Bleichroeder LPInstitution | 1.51% | 1.22M | as of Mar 31, 2026 |
Asim AkramInsiderofficer: Chief Executive Officer | 1.25% | 25,201 | filed Jul 20, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
- Teledyne Technologies
Direct rival in fixed thermal cameras and industrial condition monitoring.
- Fortive
Strong overlap in industrial thermography and connected condition monitoring.
- Emerson Electric
Competes for predictive-maintenance deployments in industrial plants.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| MultiSensor AI | $4.93 | +2.28% | $9.7M | — | — | 1.6 | +19.5% |
| Teledyne Technologies | $613.16 | +0.67% | $28.23B | 29.4 | 24.0 | 4.4 | +9.8% |
| Fortive | $55.93 | +1.52% | $16.64B | 32.4 | 17.9 | 3.9 | −27.8% |
| Emerson Electric | $154.66 | +1.94% | $84.92B | 33.2 | 21.9 | 4.6 | +7.0% |
| Median | 32.4 | 21.9 | 4.4 | +7.0% |