Telos (TLS) is set to benefit from sustained government demand for cybersecurity compliance and transportation security technology, Wedbush said Tuesday in a report.
On Monday, Telos posted Q3 revenue of $51.4 million, beating both its guidance and Wall Street estimates, Wedbush said. Adjusted earnings before interest, taxes, depreciation and amortization also topped expectations, and Q4 guidance was "solid" despite concerns over the US government shutdown, the report said.
Revenue from government security solutions more than doubled, driven by expanded TSA PreCheck enrollment, which surpassed Telos' internal targets, the report said.
Telos' growth profile has "significantly improved," with program expansions expected to generate recurring revenue from federal and commercial clients into late 2025 and beyond, the report said.
Wedbush raised its price target on Telos stock to $10 from $9 and maintained its outperform rating.
Telos shares fell 7.7% in recent Tuesday trading.
Price: 7.16, Change: -0.60, Percent Change: -7.74
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