WYY Widepoint Corp

$WYY $WYY Litchfield Hills Research has published an updated research report on WidePoint, titled Four Major Contracts Should Drive Massive Earnings Upside. The report is available on our website under Current Research.

$WYY I thought these guys were now accelerated filers. How are they reporting after 40 days? When does that apply?

$WYY Great article from Litchfield Hills Research about Widepoint. They have a $30 stock price target based on Widepoint's $2.00 per share forecasted profit. So far, none of Widepoint's great forecast have ever come close to happening. $1.50 is supposed to come from a new DHS contract. They have never made money from their past DHS contracts. Maybe a new DHS contract would have an actual net profit margin but with this,company it is better to wait and see. The other $.50 is supposed to come from their ATV software contract with a cell phone provider. They say they have 70% gross margins. That wouldn't be unusual gross margins for software but the past tells us that Widepoint hasn't delivered on their projected high gross margin contracts.

$WYY 88Q, “if that protest get dismissed…” - i think sustained status established that GAO found that points of contention have merit, and need to be addressed with justice for all. Some chatter suggests remedy ranges from due process recalculations leading to a WYY award re-awarding, to wholesale re-tooling leading to WYY replacement by re-awarding to another competing vendor. Of large value is GAO’s finding that alleged conflict-of-interest did not exist. Painful delay aside, thinking we may hear at any time a resolution that either sinks or ignites WYY - good luck to all

$WYY Royce and Associates’ 5.4% position in WYY will likely launch its portfolio performance in orders of magnitude. the protest has now been demonstrated to be a non-issue that’ll likely be put to rest before year-end ’26; ATV-1 contract will be generating profit before year-end ’26; and, what IF an ATV-2 contract with WYY materializes before year-end ’26? Litchfield’s $30 target will get blown through with no looking back. Heard this here first… enjoy

$WYY I will trust Royce and Associates’ research and due diligence process which had them decide to buy 5.4% of WYY, over your negative view of the Litchfield piece.

$WYY calmstate, flat earnings until ATV-1 performance kicks in; more concerned about cfo and cro jumping ship, just WHEN Jin&co. are allegedly primed and poised for exponential growth?

$WYY I broke the cardinal rule of investing which is it is management that will get you success and reward. Jin Kang really is a terrible joke.

$WYY I ran the redacted GAO release through Claude and then for precedents asked what happened with other Agencies under similar GAO actions (TLDR: IF DHS wants WYY as it seems to then it will should win again, but likely some delays and good chance or reduced profitability as both likely allowed to revise proposals... circa mid-2027):

$WYY Who is relentlessly selling? Constant bid hitting. Why, look at the valuation at $6 it is cheap!

$WYY While the big variable is of course the cwms 3.0, I am very curious about next weeks earnings and whether we see continued financial improvement, or Q3 stagnation from delay of 3.0. Thoughts?

$WYY i think odds are heavily in favor of wyy being awarded cwms 3.0. no one else can offer thr security of their public private key on device. that said, i sold 1/3 of my position in the $7.2X range because i had overweighted from $4.4 - 6.7, and i lowered my exposure and got nearly half my original capital back. if cwms award is delayed, which i dont think it will be under this admin, i didnt want 9% of my portfoliobstuck fror 3+ months.

$WYY last task order awarded under CWMS 2.5 was almost a month ago now (19th September). Hopefully not the DHS preparing to move on?