Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Secured a $41.7 million US Navy contract to scale KARNO technology into multi-megawatt systems, achieving the full-year military contract goal with a single award.
Identified additive manufacturing software and design enhancements that potentially increase print speed and throughput by up to 3x, significantly improving capital efficiency for scaling. Shifted data center strategy to deploy 200kW modules at AI test facilities in 2027 as a 'fast track' to secure larger multi-megawatt orders planned for 2028. Reported strong commercial interest in data centers driven by AI power demand, with nonbinding LOIs representing approximately 750 KARNO Cores and $400 million in potential revenue.
Completed a block of design enhancements including airflow, cooling, and piston upgrades to increase system durability and performance ahead of initial customer deployments. Transitioned key assembly operations from Cincinnati to Austin to expand manufacturing capacity and leverage existing facility space for future printer fleet expansion. Raised full-year 2026 revenue guidance to approximately $15 million, a 50% increase driven by faster-than-expected ramp-up in Navy R&D services.
Expects to finish 2026 with $115 million to $120 million in cash, aided by a planned $10 million to $15 million equipment financing arrangement. Anticipates restarting printer acquisitions in 2027—ahead of the previous 2028 timeline—due to confidence in validated throughput improvements. Estimates that $1.5 million in manufacturing investment can now support 1 megawatt of annual capacity, representing $2.5 million to $3 million in annual revenue potential.
Plans to reach the 200kW power target by year-end 2026, with primary development focus remaining on the regenerator design as the final power enabler. Commercialization of the 200kW power module moved to 2027 to prioritize military deliveries and data center test facility deployments. The 3x improvement in printer speed is still undergoing validation and requires additional testing before full implementation.
Established an at-the-market (ATM) equity program to provide financial flexibility, though management emphasized a disciplined approach to minimize shareholder dilution. Noted that while LOIs are significant, they remain nonbinding and subject to the execution of definitive purchase agreements. Nvidia-level potential. 30M+ investors trust Moby to find it first.
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