Stock price when the opinion was issued
Shares fell in 2022 by 23% due to recession fears, but is up 30% this year because they money is finally coming. The CEO sees 3-4 years of business. Trades at 24x forward PE, but expects that to decline because they keep beating their quarters.
Has benefitted in recent years from Biden's infrastructure spending. The last quarter was good, and shares are +12 months in the last 3 months.