Q: Your comments please on recent earnings. Add to an existing position or wait for a pull back?
5i Research Answer:
EPS of $0.20 beat estimates of $0.166, and sales of $117.89 beat estimates of $104.04M. Sales grew 33% year-over-year, and Adjusted EBITDA expanded 41%. Earnings growth ws driven by higher volumes in terrestrial renewable energy, and better prices over inflation for space solar power and bismuth-based products. Management noted it is advancing its capacity expansion plans to support long-term growth, and its margins have been expanding. Management maintained its Adjusted EBITDA guidance range of $100M to $105M for 2026, and the market reacted positvely to these results. We would be OK slowly adding here.