$TLS

Wedbush upgraded CrowdStrike (CRWD) to 'Outperform' with a $250 price target, citing its strong cybersecurity platform and AI-driven defenses. Elastic's (ESTC) target was raised to $125, while Check Point (CHKP), Varonis (VRNS), and Telos (TLS) were downgraded. CrowdStrike reported consistent revenue growth but lower profitability compared to peers. Palantir (PLTR) saw renewed investor interest, and Nvidia (NVDA) projected 70% revenue growth for 2027.

Bendza Gary Mark (EVP, CFO) sold 200,000 shares of TELOS CORP (TLS) at $4.55 ($0.91M total) on 2026-09-09.

Robbins Edward Hutchinson Jr. (EVP, General Counsel) sold 62,398 shares of TELOS CORP (TLS) at $4.73 ($0.30M total) on 2026-09-02.

Telos (TLS) reported Q2 2026 results exceeding guidance. Total revenue rose 33% year over year to $47.7 million, GAAP gross margin was 35%, and adjusted EBITDA was $6.9 million versus $5.0 million to $6.0 million guidance. Operating cash flow was $8.8 million and free cash flow $6.6 million. Telos raised full-year adjusted EBITDA to $23.6 million to $28.6 million and revenue to $187 million to $195 million, citing margin and cash flow improvements.

Telstra shares fell 4.6% to A$4.77 after FY2026 results. Cash earnings rose 12% to A$2.9B and underlying EBITDAaL about 4%, but sentiment was hurt by subscriber erosion and weaker enterprise metrics. Redundancy provisions more than doubled. FY27 business-as-usual capex guidance of A$3.35–3.65B raised free-cash-flow concerns as the ASX 200 fell 0.5%.

Telstra Group reported FY profit attributable of A$2.24 billion, up 3.2% year over year, citing growth in mobile operations and higher customer spending. Mobile revenue rose 3.2% to A$11.37 billion. Telstra announced an A$1 billion share buyback and forecast 2027 EBIT after leases of A$8.5–A$8.8 billion, plus cash EBIT of A$4.75–A$4.95 billion. Final dividend was 10.5 Australian cents.

TELOS CORP (TLS) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Telos Corporation Announces Second Quarter 2026 Earnings Ashburn, Va. – August 10, 2026 – Telos Corporation (NASDAQ: TLS), a leading provider of cyber, cloud and enterprise security solutions for the world’s most security-conscious organizations, has posted its 2026

Telos Corporation (NASDAQ: TLS) said it received a contract to support the U.S. Air Force Distributed Common Ground System (AF DCGS). The award includes perpetual licenses for Telos’ Xacta.ai and support and maintenance for the Xacta platform (Xacta 360 and Xacta.io), plus expanded use of its cyber GRC solutions.

Bendza Gary Mark (EVP, CFO) sold 250,000 shares of TELOS CORP (TLS) at an average of $4.31 ($4.19–$4.41, $1.08M total) across 3 trades over 2026-06-24 to 2026-06-26.

Jacobs Bradley W. sold 55,772 shares of TELOS CORP (TLS) at $4.31 ($0.24M total) on 2026-06-22.