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NYSE · United States · Common stock
The operating turnaround is real, but the equity still depends on a financing and execution bridge that has not yet been proven.
CurrentPublished 18 July 2026
A mostly debt-funded G2 package on tolerable terms, limited incremental equity dilution and evidence that mid-teens gross margins can survive a broader customer mix.
Completed G2 financing with common-equity dilution near or below 10%, a clean quarterly operating print and credible G2 milestone delivery.
Wait for financing terms and the next quarterly operating print before taking a full-size positive view.
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Anchored to the 18 July 2026 report
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