Gladstone Investment Corporation 4.875% Notes due 2028(GAINZ)

$24.02—Stale · unknown old

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Gladstone Investment Corporation 4.875% Notes due 2028(GAINZ)

NASDAQ • Last print unknown ago

$24.02—Stale · unknown old

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GAINZ(GAINZ)

GAINZ

9/21/26

Gladstone Investment Corporation 4.875% Notes due 2028 (GAINZ)

Monday

12:25 AM

ThesisConcerns around rising interest rates and potential defaults in the portfolio are overshadowing recent positive developments in demand for financing.

Revenue Outlook

Metric	FY2026	FY2027E
Revenue	$71M	$107M
Rev. Growth	-20.5%	+49.6%
EPS	$4.77	$0.89
EPS Growth	+168%	-81.3%
P/E (fwd)	5.0×	26.9×

★ Analysts see FY2027 revenue reaching $107M — +49.6% growth in a single year.

What Moves the Stock

01Changes in interest rates impacting the cost of capital and investment yields
02Performance of the underlying portfolio companies affecting dividend distributions
03Market sentiment towards BDCs and small-cap investments
04Regulatory changes affecting the BDC structure and investment strategies
05Interest income from debt investments (estimated 70%)
06Dividends from equity investments (estimated 20%)
07Fee income from advisory services (estimated 10%)
08Increased demand for alternative financing solutions in the small business sector

FY2026 Snapshot

Revenue: $71M
Rev. Growth: -20.5%
Gross Margin: 19.4%
Op. Margin: 316%
Net Margin: 258%
Net Income: $185M
NI Growth: +183%
EPS: $4.77
1Y Return: +5.9%

GAINZ Chart

My Notes

"Management noted, 'While we see opportunities in the market, we must remain vigilant about the potential for increased defaults.'"
Moat: Gladstone's focus on the lower middle market provides a niche advantage, but competition is intensifying.
dividend - the company's structure as a BDC allows it to provide attractive dividend yields to income-focused investors.
Rising interest rates can increase financing costs for portfolio companies, potentially leading to lower profitability and higher default…
Watch on earnings: Interest rate trends (e.g., FEDFUNDS), Default rates in the lower middle market, Net investment income growth.

One Sentence Summary:

Gladstone Investment Corporation 4.875% Notes due 2028: the story is balanced — changes in interest rates impacting the cost of capital and investment yields.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2026

FY2027E

P/E (fwd)

5.0×

26.9×

What Moves the Stock

01Changes in interest rates impacting the cost of capital and investment yields

02Performance of the underlying portfolio companies affecting dividend distributions

03Market sentiment towards BDCs and small-cap investments

04Regulatory changes affecting the BDC structure and investment strategies

05Interest income from debt investments (estimated 70%)

06Dividends from equity investments (estimated 20%)

07Fee income from advisory services (estimated 10%)

08Increased demand for alternative financing solutions in the small business sector

My Notes

"Management noted, 'While we see opportunities in the market, we must remain vigilant about the potential for increased defaults.'"

Moat: Gladstone's focus on the lower middle market provides a niche advantage, but competition is intensifying.

dividend - the company's structure as a BDC allows it to provide attractive dividend yields to income-focused investors.

Rising interest rates can increase financing costs for portfolio companies, potentially leading to lower profitability and higher default…

Watch on earnings: Interest rate trends (e.g., FEDFUNDS), Default rates in the lower middle market, Net investment income growth.