Yes. Zoltek's largest customer is Vestas, circa 40% of sales. Vestas stock has climbed from 40 to 90 in the last 3 months because they've booked a lot of orders for new wind turbines, particularly the larger ones that use much more carbon fiber than the smaller ones. Zoltek is the carbon fiber supplier for Vestas. Zoltek is also the CF supplier for Gamesa, whose stock has risen from 2.6 to 4.6 in the same period.
Therefore Zoltek should be building up inventory now to meet the built-in growth in demand that will materialize. Your example illustrates the shortcomings of overreliance on financial analysis without being aware of the background situation. Motley Fool is wrong.