MB

[MB @b_rowdy12]

🧵 EVLV: The $11.4M "Smart Money" Bet
Mittelman (family office) made high-growth Evolv Technologies ($EVLV) its 6th largest holding. Why the huge, high-conviction move?
NOT INVESTMENT ADVICE. Signal is LOUD. 🧵 Thread on the DD & bullish catalyst. (NFA/DYOR)
$EVLV #Stocks #AI

[MB @b_rowdy12]

@tedcruz Or maybe EVs would lower demand on gas to lower prices, just like solar reduces demand on grid. With your plan we continue to hand china EV and Solar industries. Please continue so your path so you never hold Texas again

[Postingthistime (🐱,🛡️) @postingthistime]

You’ve got increasing government and big tech surveillance and an increasingly upset society. Flock cameras, ai, socialism, fourth turning. Sometimes something comes along at the perfect time to capture a counter culture movement

[MB @b_rowdy12]

Dying to know how many innovative stanchion clips will be present

[Evolv Technology @EvolvTechnology]

"A dozen of the Evolv Express Gen2 single-lane detectors will be set up at all entrances to the stadium, officials said. The technology is increasingly standard at sporting events, concerts and other entertainment venues...

'We’re just trying to be proactive not reactive, and most of the facilities around here have them,' said Mayor Brad Stephens"

👉 https://t.co/CypMP7azyy

#StadiumSecurity #PublicSafety #SecurityInnovation #SecurityStrategy #PhysicalSecurity

[MB @b_rowdy12]

Was this growth driven by the stanchion clip #innovation ?!

A clip. For stanchions. The metal poles with the retractable belts that every airport, stadium, and DMV since the invention of waiting in line.

What a joke.

[Evolv Technology @EvolvTechnology]

Our strong Q2 results were driven by continued demand for our AI-powered weapons screening solutions which reflects growing traction in the Public Safety market, the addition of 70 new end-user customers, growing adoption of Evolv eXpedite, and further strengthening of our renewal trends.

- Revenue: $43.8M (+34% YoY)
- Annual Recurring Revenue: $132.7M (+20% YoY)
- Remaining Performance Obligation: $312.6M (+4.5% sequentially)
- 70 new end-user customers added during Q2, our strongest quarter in two years for new customer additions

We also raised our 2026 outlook, reflecting confidence in continued momentum across the business.

- Total Revenue: $180M to $185M
- Total Revenue Growth Rate: 23% to 27% YoY
- Year-End ARR: $148M to $150M, representing 23% to 25% growth

Our Q2 performance and increased 2026 outlook reflect continued progress against the long-term framework outlined at Investor Day. We continue to see strong customer demand, expanding adoption of our solutions, healthy renewal trends, and improving profitability.

Together, these trends reinforce our confidence in our ability to execute toward the Rule of 50 framework outlined at Investor Day while building a durable growth business capable of delivering sustainable revenue growth and expanding profitability over time.

Full Release 👉 https://t.co/XkQVDKRfQr

#Earnings #Investors #FinancialResults #StockMarket $EVLV

[MB @b_rowdy12]

@EvolvTechnology you thinking this is innovative makes it no surprise your stock is down 8% today.

[Evolv Technology @EvolvTechnology]

New #securityinnovation!

Stanchion clips for Evolv Express®

#VC26 #PhysicalSecurity #ConOps #SecurityStrategy

[Stoic Point Capital Management @stoic_point]

$EVLV interesting thread. Clustered insider buying is one thing...but the prior CFO's new firm making it their largest single stock position is something else. Nice find @b_rowdy12

[MB @b_rowdy12]

@stoic_point 🫡

[MB @b_rowdy12]

@theramblingsimp Comps: 0.8x-7.2x P/S (avg 3.85x implies 49% downside to $3.17/share). Analysts target $9.88 (59% upside), citing growth premium

[MB @b_rowdy12]

🧵 EVLV: The $11.4M "Smart Money" Bet
Mittelman (family office) made high-growth Evolv Technologies ($EVLV) its 6th largest holding. Why the huge, high-conviction move?
NOT INVESTMENT ADVICE. Signal is LOUD. 🧵 Thread on the DD & bullish catalyst. (NFA/DYOR)
$EVLV #Stocks #AI

[MB @b_rowdy12]

@stoic_point @BlueDuck @BillAckman @mikealfred

[MB @b_rowdy12]

🧵 EVLV: The $11.4M "Smart Money" Bet
Mittelman (family office) made high-growth Evolv Technologies ($EVLV) its 6th largest holding. Why the huge, high-conviction move?
NOT INVESTMENT ADVICE. Signal is LOUD. 🧵 Thread on the DD & bullish catalyst. (NFA/DYOR)
$EVLV #Stocks #AI

[MB @b_rowdy12]

10/

This is not financial advice, and you must Do Your Own Research (DYOR) before making any investment decision. Keep this one on your watchlist.
What are your thoughts on $EVLV's future? 👇

[MB @b_rowdy12]

9/

In short: The conservative money took a huge, tactical risk on $EVLV because they believe the company has navigated its issues, is entering a new phase of profitable growth, and is fundamentally undervalued.

[MB @b_rowdy12]

@BostonTweet you’re our only hope

[DougMcCool 🧲🦄💨✨ @brodawg32]

#openleechensouthboston @BostonTweet