May. 20 at 1:53 PM
$BAER
What happens when an aerial firefighting company faces tight supply, policy tailwinds, and improving operating leverage at the same time?
Lake Street Capital initiated coverage with a Buy rating and a
$4.50 price target.
The thesis is straightforward:
Aircraft demand far exceeds supply → pricing power emerges → clear revenue growth path
Federal policy tailwinds expand the addressable market
Operating leverage is starting to inflect
Is
$BAER still in early re-rating mode, or has the market already started pricing the growth story?
