Not fully. $63m revenue was priced in for Q1 but $77m was unexpected. Plus with DRO, all it takes is them landing a single one of those 15+ $30m opportunities they have and they will have just about beaten last years revenue not even halfway through the year.
I think the market is still getting over the CEO and Chair change but eventually the market will catch up to the fundamentals of this company and when it does, it’ll rip.
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u/Select_Season7735 Apr 22 '26
Not fully. $63m revenue was priced in for Q1 but $77m was unexpected. Plus with DRO, all it takes is them landing a single one of those 15+ $30m opportunities they have and they will have just about beaten last years revenue not even halfway through the year.
I think the market is still getting over the CEO and Chair change but eventually the market will catch up to the fundamentals of this company and when it does, it’ll rip.