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B. Riley upgrades Telos to Buy on favorable risk/reward

B. Riley analyst Zach Cummins upgraded Telos to Buy from Neutral with a price target of $4.50, up from $2.75. The company’s Q3 revenue and adjusted EBITDA exceeded management’s guidance and consensus expectations, driven by higher volumes from the Transportation Security Administration PreCheck program, a rebound in customer activity on a confidential program, higher gross margin, and ongoing cost discipline, the analyst tells investors in a research note. The firm believes the stock’s favorable risk/reward profile warrants an upgrade sees a potential path to a $6-plus per share price in a “home-run” scenario that assumes Telos secures two large opportunities in the coming months.

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