Here are Atai Capital’s Views on BK Technologies Corp. (BKTI)

Atai Capital Management, an investment management firm, recently released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The portfolio returned 10.7% in the quarter compared to an 8.1% return for the S&P 500, a 12.4% gain for the Russell 2000, and a 17.0% return for the Russell Microcap for the same period. YTD, the portfolio returned 43.3% compared to 14.8%, 10.4% and 15.7% returns for the indexes, respectively. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, Atai Capital Management highlighted stocks such as BK Technologies Corporation (NYSEAMERICAN:BKTI). BK Technologies Corporation (NYSEAMERICAN:BKTI) designs, manufactures, and markets wireless communications products. The one-month return of BK Technologies Corporation (NYSEAMERICAN:BKTI) was -21.58%, and its shares gained 88.28% of their value over the last 52 weeks. On December 02, 2025, BK Technologies Corporation (NYSEAMERICAN:BKTI) stock closed at $63.77 per share, with a market capitalization of $238.09 million.

Atai Capital Management stated the following regarding BK Technologies Corporation (NYSEAMERICAN:BKTI) in its third quarter 2025 investor letter:

“The portfolio’s top contributor for the quarter was BK Technologies Corporation (NYSEAMERICAN:BKTI), which is a position I have not mentioned previously, and we’ll cover in more detail shortly.

During the quarter, we trimmed our largest position (undisclosed) as it approached our sizing constraints. Additionally, we added to BKTI and the undisclosed large detractor mentioned above, and started a new mid-size position.

Despite BK Technologies’ share price appreciating significantly over the last eighteen months, we believe it still offers investors the opportunity to own a good business led by an exceptional operator at a more-than-reasonable price. We have been shareholders of BK for over a year and see striking similarities between this investment and one of our most successful holdings, Bel Fuse. Much like Bel Fuse’s transformation under Farouq Tuweiq, BK Technologies has undergone a significant step-change under the leadership of CEO John Suzuki…” (Click here to read the full text)

BK Technologies Corporation (NYSEAMERICAN:BKTI) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 9 hedge fund portfolios held BK Technologies Corporation (NYSEAMERICAN:BKTI) at the end of the third quarter, which was 4 in the previous quarter. While we acknowledge the risk and potential of BK Technologies Corporation (NYSEAMERICAN:BKTI) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than BK Technologies Corporation (NYSEAMERICAN:BKTI) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered BK Technologies Corporation (NYSEAMERICAN:BKTI) and shared a bullish thesis on the company. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.