Aug. 21 at 4:27 AM
$OSIS there’s barely any option flow to see where price will move based on Greek mechanics. It will come down to fundamentals and a lotto play. It hinges on whether management acknowledges tariffs and cuts guidance (August 7 tariff expansion (15% on Japan/Korea components) wasn’t reflected in last quarter’s raised guidance) or emphasizes backlog (>
$1.8B), and contact momentum (new contracts in June–July (
$34M,
$14M,
$11M) (bullish).
IMO, I think they will lower guidance due to the announced tariffs in August. This is just speculation since there’s barely any option flow to this stock.