Overview
- Shares logged a five-day winning streak with a 9.5% gain, lifting market capitalization to about $462 billion after a breakout above a $190.39 technical level and year-end positioning.
- The stock is up roughly 156% to 157% for 2025, far outpacing the S&P 500’s performance.
- Retail investors were on pace to commit nearly $8 billion to the stock in 2025, according to Vanda Research data through December 8.
- November results topped expectations with EPS of $0.21 versus $0.17 expected and revenue up 62.8% year over year to $1.18 billion, alongside higher fourth-quarter revenue and margin guidance.
- Recent developments cited by coverage include a renewal with France’s DGSI, an expanded Accenture partnership, and a Bank of America note pointing to a two-year $448 million U.S. government order, even as some observers caution on valuation.