The company is positioned ahead of key competitors in 2026 with superior technical metrics and stronger revenue momentum. It achieved a world record in gate fidelity in 2025 and is well-capitalized for long-term goals. However, the stock sold off dramatically at the end of 2025, and persistent losses and integration risks remain. The company strengthened its executive team with a key national security hire. Analysts maintain a bullish long-term view on the sector and the company's prospects.