Telos TLOS Shares Soar 21.63% on Q3 Revenue Beat AI Platform Launch

Telos Corporation’s shares surged 21.63% in pre-market trading on Nov. 11, 2025, driven by a Q3 revenue beat of $51.4 million, a 116% year-over-year increase, and the launch of its AI-driven Xacta AI platform. The cybersecurity firm exceeded its guidance range of $44–$47 million, signaling strong operational execution and growth momentum.

The company highlighted a $5 billion pipeline of new business opportunities and cost discipline, with operating expenses $500,000 better than expected. CEO John Wood emphasized Xacta AI’s potential to boost cyber governance efficiency by up to 93%, positioning Telos for sustained demand in its core markets.

Despite near-term risks from the government shutdown delaying awards, Telos reaffirmed its 2025 guidance and projected $180 million in 2026 baseline revenue. The stock’s rally reflects optimism around its product innovation and scalable business model.

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