May. 6 at 1:23 PM
$SOLS Excellent ER and call. I think that the market might have a little beef with the guidance. This was still just the first full standalone quarter. Management is still wrapping their arms around the various growth drivers in a tricky macro environment. If raw material inflation subsides along with the Iran conflict, they'll get a handle on visibility and increase the guidance next quarter or two. I think
$90 in the very near term with
$100+ as we start to hit some Metropolis 2.0 milestones, et al.