Telos Management to Host Virtual Meeting with Northland on August 20

Telos management will hold a virtual meeting with Northland on August 20 at 10 am. The meeting is hosted by Northland and aims to discuss Telos' performance and future prospects. As a finance expert with experience at Bloomberg, I would note that this meeting could be an opportunity for investors to gain insights into Telos' business strategy and financial performance.

Telos Corporation (TLS) is set to hold a virtual meeting with Northland on August 20 at 10 am, offering investors an opportunity to delve into the company's business strategy and financial performance. The meeting, hosted by Northland, aims to provide insights into Telos' recent achievements and future prospects.

In the second quarter of 2025, Telos reported a robust performance with a 26% year-over-year revenue growth, reaching $36 million [1]. This growth was primarily driven by security solutions, which accounted for approximately 90% of the company's total revenue. The company's adjusted EBITDA turned positive at $400,000, surpassing guidance for a loss. Additionally, Telos' free cash flow stood at $4.6 million, representing a 12.9% margin [2].

DA Davidson, a leading financial services firm, has raised its price target for Telos from $2.25 to $4.00 while maintaining a Neutral rating on the stock. The firm noted that the company's latest quarterly results marked a notable improvement compared to previous quarters, with improved year-over-year changes across several important metrics [3].

Telos is expected to expand its enrollment centers to 500 locations by the end of the year, with new enrollments driving year-over-year performance despite a decline in TSA PreCheck program renewals due to the five-year anniversary of COVID. The company's capital allocation strategy prioritizes the use of free cash flow for share buybacks, with opportunistic tuck-in acquisitions and transformational M&A opportunities considered if they provide clear value for shareholders [1].

The upcoming meeting with Northland could provide valuable insights into Telos' strategic focus on AI-driven defense solutions and its ability to capitalize on the U.S. government's demand for secure, scalable technology. For investors, the meeting is an opportunity to assess the company's long-term potential and its position in the cybersecurity and defense sector.

References:
[1] https://www.ainvest.com/news/telos-da-davidson-raises-pt-4-2-25-maintains-neutral-rating-2508/
[2] https://www.ainvest.com/news/telos-corporation-q2-2025-earnings-strategic-leap-ai-driven-defense-shareholder-creation-2508/
[3] https://www.investing.com/news/transcripts/earnings-call-transcript-telos-corp-q2-2025-surpasses-revenue-expectations-93CH-4183270