It's getting quite big nearly tripling in a couple years, and we're approaching a psychological barrier of $200 where a lot of people, including myself, are evaluating if it's overbought. I dont know how many more contracts they will get. Or if it will crash after the ukraine war is over. They're slightly profitable and their revenue growth has been monstrous. However, these revenue monsters usually have a sharp downturn if they ever go to some reasonable growth % instead of 40% like AVAV has been regularly pulling.
I do like their EVENTUAL long term position with autonomous drone recharging stations, but that's a long way out, as is their AI integration and ROI on their acquisition of tomahawk.. I am considering pulling out at least half my position. Any thoughts?
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