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Electro Optic Systems: Riding The Counter-Drone Wave

Electro Optic Systems is positioned as a leader in high-energy laser C-UAS technologies, offering integrated detection and defeat solutions. Their A$579m backlog, including conditional contracts, underpins revenue growth through 2027 and supports a break-even outlook for 2026. I model a 63% potential upside to $9.67 fair value, driven by expanding addressable market, high-margin laser products, and a projected 25%…

Seeking Alpha • Jan 31, 2026

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