Analyst Sentiment And Relative ValuationAnalyst upgrades and raised price targets, alongside a notable discount to peers, signal increased investor confidence and create an attractive valuation case.
Operational Execution And Order Book QualityImproved operational execution and a higher-quality order book increase the reliability of contract fulfillment and support stronger margin outcomes.
Sales Strategy And Technical SellingChanges to the sales model, including adding technical sales staff to collaborate with large developers' engineering teams, are driving contract wins that emphasize product value over price.