RansomCanyon
Nov 11, 6:17 PM
$EROC if
$BE is doing
$4.5 billion in 2026 and is worth
$55 Billion then EROC should worth
$5.5 Billion doing
$475 million for 2026.. Their growth is the same trajectory as BE was in 2025 when it was
$17 a share, same large customer base like
$MSFT $META $ANT a backlog of
$1.7 Billion reported last qtr which should be bigger than
$2 Billion now. Analysts project them to do
$1-
$1.4 billion in 2027! This is a no brainer 🤠
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