Growth: Counter-drone technology revenues growing +50% YoY.
Tailwinds: Air defense modernization boosts demand for advanced technologies.
Catalyst: $500M contract on the horizon
Valuation: Forward 2026 P/S at 0.73x
Resilience: Defense sector offers strong protection during economic downturns.
Potential: Long-term upside of 5x.
With markets running hot recently, many suggest that opportunities have dried up. However, I’ve identified what I believe to be a significant opportunity for investors. This investment checks all the boxes for a great opportunity:
Sustainable Growth
Reasonable Valuation
An exciting narrative that will capture investor interest.
Currently, most investors overlook this company, viewing it as a "boring commercial laser company." What they fail to see is its high-growth potential in Aerospace and Defense technology. But they won’t miss it for long.