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Added to YB: 2026-06-12

Pitch date: 2026-06-10

TLS [neutral]

Telos Corporation

-0.44%

current return

Author Info

Pernas Research is a former CIO of a $3.5B fund that now share actionable stock research. Sign up for the newsletter.

Company Info

Telos Corporation, together with its subsidiaries, provides cyber, cloud, and enterprise security solutions in the United States and internationally.

Market Cap

$341.2M

Pitch Price

$4.55

Price Target

N/A

Dividend

N/A

EV/EBITDA

-29.38

P/E

-12.87

EV/Sales

1.64

Sector

Software

Category

N/A

Show full summary:
Pernas Research Passes On: Telos Corporation

TLS (pass): Gov-focused security/compliance co, $330M mkt cap, $4.4/share. Initially eyed as AI-governance beneficiary, but biz centered on federal compliance workflows, identity verification, TSA PreCheck & gov programs vs AI platform. Xacta interesting but lacks telemetry moat, product velocity & platform ambition of stronger cyber names. Passing.

Read full article (1 min)