Virtuix Holdings Inc. (VTIX) announced pleasing fiscal Q3:26 earnings, but shares sold off following its circa +60% price rise off lows. Trailing nine-month revenue through Dec-2024 was up +41% yoy, though fiscal Q3:26 (calendar Q4:25) yoy revenue declined vs. 2024 order backlog clearance. The important metric to focus on is new orders that were up +60% during December 2025 holiday yoy. The Company’s market-leading, patent-protected, full-body VR multi-use product growth strategy (consumer, enterprise, and defense) combined with recurring software licensing and gaming income plus several new positive developments (see below) bode well for even faster growth. Moreover, valuation is potentially discounted (Price/Sales calendar 2027E) to undervalued (DCF analysis), as 2027+ growth is expected to display a hockey stick profile. This condition is attractive for a growth company. Time for the long-term investment case to shine.
