Since adding my March pick to the portfolio, it is up 72% in five months.
Back on March 16, I sent a trade alert buying this company’s stock while missiles were flying over.
Four days later, I published the full deep dive.
The pushback in my inbox was immediate: who buys into an active war?
Since I moved to North America more than 25 years ago, I have realized one thing: people have the wrong impression of war…they think war consumes everything in your day-to-day, but as my cousin mentioned to me last weekend… one of the greatest attributes of humans is that we adapt to whatever situation we are presented with.
And he is right; I remember that, in the middle of bombing, people would still have weddings, baptize their kids and go finding food. The parallel here is great. People assume that the Iran-US/Israel war is all people worry about in the Middle East right now, but no, people are planning ahead and companies as well.
Last month the company answered. Records on every single line of the income statement, a revenue target set when the company was founded was reached ahead of the plan, and the first dividend in its history. The stock gapped to an all-time high when it announced its Q2 results.
In this article, I raise my target by 13%, so there is still 34% upside on this opportunity.
Table of Contents
How the stock ranks
Q2 2026: the quarter the thesis stopped being a projection
Guidance: the floor moved up
Thesis scorecard after Q2 2026
Valuation: from $41.50 to $47
Risk register after Q2
Performance vs. peers
Verdict