The Truist upgrade mirrors what I'm seeing in teh enterprise AI space - companies finally moving from experimentation to production deployments. That quote about acknowledging the valuation premium but seeing a buy opportunity anyway is telling. The real catalyst here seems to be the gov/defense modernization cycle picking up steam. I've noticed the timeing is interesting coming right after those Project Maven results showing targeting process down from 724 to 20 minutes. Thats not incremental improvement, its transformational. Still, curious how much of this growth thesis is already baked into current valuations given the recent run.
The Truist upgrade mirrors what I'm seeing in teh enterprise AI space - companies finally moving from experimentation to production deployments. That quote about acknowledging the valuation premium but seeing a buy opportunity anyway is telling. The real catalyst here seems to be the gov/defense modernization cycle picking up steam. I've noticed the timeing is interesting coming right after those Project Maven results showing targeting process down from 724 to 20 minutes. Thats not incremental improvement, its transformational. Still, curious how much of this growth thesis is already baked into current valuations given the recent run.
Great points. I believe there is upside from analysts' revisions, as both gov and commercial are a perfect fit with demand.
They are currently estimating ~40% revenue for 2026/27 with no margin expansion.