A.G.P. Initiates BOS Better Online Solutions(BOSC.US) With Buy Rating, Announces Target Price $8

BOS Better Online Solutions (NASDAQ: BOSC) said it received combined orders of $7.1 million from the U.S. and India in the first five months of 2026, up from about $1.5 million in the same period ended May 31, 2025. India orders were $4.3 million vs. $850,000; U.S. orders were $2.8 million vs. $650,000. The company expects 2026 revenues to exceed $51 million.

BOS Better Online Solutions reported Q1 2026 revenues of $11.4m versus $15.0m in Q1 2025 (boosted by a $2.5m one-off). Gross profit was $2.8m (24.9% margin). Operating income fell to $0.665m; net income was $0.765m ($0.11/share). BOS said backlog rose 29% to $31m and raised full-year revenue guidance to exceed $51m, while keeping its $3.6m net income target.

The article explains the U.S.-made Patriot mobile air defense system and why interceptor missile supplies are down. It cites Raytheon and Lockheed for system details and notes CSIS estimates about 65% of U.S. interceptors were expended Feb to July, leaving under 850. It says the U.S. approved 5,250 interceptors for Gulf states and awarded Lockheed a contract up to $58.6B.

Eaton (NYSE:ETN) said the U.S. Air Force Research Laboratory awarded it a $7 million, 24-month contract to use quantum computing, machine learning, and advanced visualization to improve power grid resilience and protection. The work, with Infleqtion and Penn State, targets detection and response to multiple concurrent physical and cyber threats, addressing NERC N-2 contingency requirements.

ExxonMobil Moçambique Limitada issued McDermott Energy Solutions (UK) a letter of intent for limited engineering and procurement work on Rovuma LNG Phase 1 midstream development. The award supports planning ahead of a final investment decision expected in 2026. Rovuma LNG targets 12 modular trains totaling 18.6 mtpa, with start-up in 2031. ExxonMobil says the 30-year project could generate about $150B in revenues for Mozambique’s government.

Serbia President Aleksandar Vucic said Serbia will open a joint UAV factory with Elbit Systems, with inauguration expected Sept 15-20. Elbit will hold 51% and Serbia’s state arms firm SDPR 49%. The factory relates to a five-year contract covering precision rockets and unmanned systems, plus ISTAR, digitization and upgrades.