Shimmick Corporation (SHIM)

In the past six months, Shimmick Corp. stock has experienced notable movements, making new highs 22 times and new lows 2 times. As of February 6, 2026, the stock price gained 2.20%, rising from $4.10 to $4.19, with a 17.7% gain in the last two weeks. A sell signal was issued on February 3, 2026, and short interest recently increased by 49.87%. Shimmick last reported earnings on November 13, 2025, for Q3 2025, posting an EPS of -$0.01, exceeding analysts' expectations. Following the earnings announcement, SHIM shares declined 2.0% the next day, closing at $2.47, but have since drifted 44.1% higher. The company is estimated to announce its next earnings between March 12 and March 13, 2026.

Demand for Shimmick Corp.'s products and services exhibits seasonality, influenced by weather conditions and customer spending patterns. Revenue is typically lowest in the first quarter due to adverse weather conditions. Revenue usually increases in the second quarter as some projects commence. The third quarter generally sees the highest revenue due to favorable operating conditions. The fourth quarter can experience reduced revenue and increased costs due to the holiday season and inclement weather.

Shimmick Corporation is a leading provider of turnkey infrastructure solutions in the United States, specializing in water and critical infrastructure markets. The company operates within the Industrial Services sector, specifically in Engineering & Construction and Construction industries. Shimmick was founded in 1990 and changed its name from SCCI National Holdings, Inc. in September 2023. Shimmick's services include expansion, rehabilitation, upgrading, building, and rebuilding of water and wastewater treatment infrastructure, dams, reservoirs, water conveyance systems, flood control systems, pump stations, and coastal protection infrastructure. They also work on mass transit, bridges, and military infrastructure, implementing cleantech treatment technologies and facility commissioning. In 2023, Shimmick was nationally ranked as a top ten builder in water supply, dams and reservoirs, and water treatment and desalination plants.

Shimmick Corp. provides its critical infrastructure solutions nationwide across the United States, maintaining a strong presence in its core Western United States region. Historically, Shimmick has developed strong relationships with major infrastructure owners in California, including the Orange County Water District, the City of San Diego, Bay Area Rapid Transit, the Ports of Long Beach and Los Angeles, the City of San Francisco, and the City and County of Los Angeles. They have also delivered work for numerous U.S. Army Corps of Engineers (USACE) districts, including Louisville, Kentucky; Rock Island, Illinois; Omaha, Nebraska; and Nashville, Tennessee.

Shimmick Corp. generally maintains a positive brand reputation, particularly regarding its workplace culture and industry standing. Approximately 69% of employees at Shimmick Construction Co., Inc. consider it a great place to work, which is higher than the average for U.S.-based companies. The company is consistently recognized as a top-tier contractor, ranking among Engineering News-Record's top 10 in water supply, dams, and treatment facilities. The company is involved in ongoing disputes with its prior owner, AECOM, which could adversely impact its business.

Shimmick Corp. has a significant portion of its stock held by insiders and institutions. Individual insiders hold approximately 67.10% to 67.4% of the stock, with Mitchell Goldsteen, the Chairman of the Board, holding 58.9% of the shares. Recent insider transactions include a buy of $5,600 by Todd Yoder on August 20, 2025, and sales by Carolyn Trabuco in May 2025. Institutional ownership ranges from 4.59% to 7.21% of the stock, with 24 institutional owners holding a total of 1,217,438 shares. Major institutional shareholders include Pacific Ridge Capital Partners, LLC, RBB FUND, INC. - Adara Smaller Companies Fund, Thompson Davis & Co., Inc., 1492 Capital Management LLC, LPL Financial LLC, Vanguard Group Inc, Geode Capital Management, Llc, and VEXMX - Vanguard Extended Market Index Fund Investor Shares. AECOM, the prior owner, holds 18.7% of the shares.