DUOT

Over the past year, Duos Technologies Group (DUOT) has increasingly shifted toward becoming an artificial intelligence (AI) infrastructure company, funding much of that transition through equity offerings. While the capital has strengthened the balance sheet and supported the company’s expansion, it has also increased the number of shares outstanding. After Duos reported its strongest quarter to date and DUOT stock surged, however, the central debate has changed. The debate is now less about whether Duos is successfully growing and more about how much of that growth has been financed at the expense of existing shareholders. I have covered the company's transformation into an AI firm before, and recent price action has made it worth considering DUOT stock again. ‘Not Tens Of Billions, But Tens Of Trillions’: Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for Space Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! Remember how the stock shot up 20% post-earnings? Well, Duos Technologies stock has now retraced back to its pre-earnings position, and considering the fact that the transformation is going just fine, there’s little reason why I wouldn’t consider shares a "Buy" again. Duos has relied heavily on equity financing to fund its expansion into AI infrastructure, including a $65 million offering completed in March and a $55 million registered direct offering in June. Both transactions raised the company’s outstanding share count, increasing the dilution experienced by existing shareholders. Historically, investors have reacted negatively to the company's financing announcements, with DUOT stock falling in the following sessions. Still, Duos’ second-quarter earnings beat and expanded Axe Compute agreement add credibility to its growing AI infrastructure strategy. The company’s history of frequent equity raises remains a concern for existing shareholders, and the transformation of its broader business is not fully complete. However, this is a risk one always takes when investing in small-cap stocks. Duos Technologies operates, designs, develops, and deploys intelligent technology solutions across North America. The company’s offerings include AI-powered analytics, real-time data acquisition and vehicle inspection systems, edge data centers, technology solutions, and hosting services for infrastructure and industrial applications. It also offers consulting, technology deployment, and energy-related services. Over the past 12 months, DUOT stock has outperformed the broader market with a 20% return versus the S&P 500’s ($SPX) 16% gain. The stock is down 8% for the past month, though, despite the roughly 20% post-earnings rally. Duos delivered a strong Q2 fiscal 2026 performance, sending its shares more than 20% higher across Aug. 17 and Aug. 18. During the quarter, Duos Technologies generated $6.18 million in revenue, representing 30% year-over-year (YOY) growth. GAAP earnings per share came in at $1.61, exceeding the consensus estimate by a significant amount. The quarter also showed improvement in profitability, with gross margin rising 94% YOY to $3.45 million and operating income moving into positive territory. Meanwhile, Duos' cash balance rose to $112.3 million. During the quarter, Duos also expanded its contracted capacity beyond 75 megawatts after signing a new 55 MW agreement with Axe Compute valued at more than $500 million in base payments over five years. Looking ahead, management maintained its 2026 revenue outlook of more than $50 million and set an initial 2027 framework targeting at least $160 million in revenue. The company expects Q4 recurring infrastructure revenue to support an annual revenue run rate (ARR) exceeding $70 million. On Aug. 18, Cantor Fitzgerald raised its price target on DUOT stock from $26 to $27 while maintaining an “Overweight” rating. This is the only major analyst coverage of the stock this quarter so far. Based on three Wall Street analysts covering the stock, Duos Technologies has a consensus “Moderate Buy” rating overall. The mean price target of $24.50 implies potential upside of 196% from current levels, while the highest price target of $27 suggests the stock could climb as much as 226% from here. On the date of publication, Jabran Kundi did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com

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. Tap here. Completed the divestiture of the legacy rail business on August 5, 2026, transitioning the company into a focused AI infrastructure and Edge Data Center operator. Crystallized a $53.2 million gain from the sale of a 5% interest in New APR Energy, significantly strengthening the balance sheet with $50.4 million in immediate cash. Achieved positive adjusted EBITDA ahead of schedule, driven by a structural shift toward higher-margin Technology Solutions and infrastructure services. Validated the Edge AI strategy through a $111 million colocation agreement with Axe Compute for 10 megawatts of capacity in Columbus, Georgia. Leveraged a proprietary 'clean room' patent to differentiate modular deployments, addressing the high sensitivity of GPU clusters to environmental contaminants. Scaled the Technology Solutions segment to $3.23 million in quarterly revenue, serving as a low-capital-requirement engine to support broader infrastructure deployments. Strengthened leadership with the appointment of Dipan Patel as COO to drive execution across the expanding Edge Data Center and technology platforms. Reconfirmed 2026 revenue guidance of over $50 million, supported by a $43.5 million bookings backlog and expected GPU-as-a-service contributions. Projected a Q4 2026 annualized recurring revenue exit run rate exceeding $70 million, carrying anticipated gross margins above 70%. Established a 2027 revenue framework of at least $160 million, assuming full-year contributions from contracted GPU programs and colocation deployments. Planned to reach 25 megawatts of contracted capacity in 2026, with a total of 75 megawatts now under contract following recent expansions. Utilizing a non-dilutive SPV financing model with Axe Compute to fund up to 55 megawatts of additional capacity across multiple U.S. locations. Recorded a $10 million receivable subject to a 12-month holdback related to the APR Energy asset sale. Transitioned to a streamlined workforce of approximately 25 full-time employees following the rail business divestiture, down from 100 a year prior. Acquired the Columbus, Georgia data center for $30 million using a capital-efficient structure including a $13 million zero-coupon seller note. Identified 'stranded power' in tier 3 and tier 4 markets as a primary constraint and strategic focus for rapid modular deployment. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. The 55-megawatt expansion is incremental to the initial 10-megawatt deal, bringing total contracted capacity with Axe to 65 megawatts. Axe Compute will provide up to $140 million in cash equity for a 49% stake in the projects, effectively covering the majority of data center CapEx. This SPV structure provides a non-dilutive path to scale, creating assets that Duos can eventually borrow against once revenue commences. Management emphasized their ability to deploy full infrastructure in under 60 days, significantly faster than traditional data center builds. The company's niche focus on 1-20 megawatt sites allows them to access 'stranded power' that does not require lengthy utility approval processes. Proprietary clean room technology is cited as a critical requirement for customers placing high-value GPU clusters in modular environments. The demand funnel exceeds 100 megawatts in the 5-10 megawatt range, with customers increasingly seeking high-density cooling that legacy data centers cannot provide. Management noted they are now in a position to be selective, focusing on tier 1 credit-worthy customers to ensure long-term recurring revenue stability. The strategy targets markets like South Carolina, Iowa, and Texas where power costs remain attractive at $0.04 to $0.07 per watt hour.

This article first appeared on GuruFocus. Release Date: August 17, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Completed the sale of the legacy rail business, becoming a pure-play AI infrastructure and edge data center company. Signed a five-year co-location agreement with Axe Compute for 10 megawatts at the Columbus, Georgia campus, valued at over $111 million. Expanded the Axe Compute relationship with new service orders adding up to 55 megawatts, representing over $500 million in aggregate base payments. Reported a significant improvement in gross margin, increasing to 55.8% in Q2 2026 from 37.3% in Q2 2025. Achieved positive adjusted EBITDA of approximately $0.5 million in Q2 2026, ahead of plan, and expect it to remain positive for the rest of the year. Strengthened the balance sheet with $112.3 million in cash and positive operating cash flow of $11.9 million for the first half of 2026. Increased Technology Solutions backlog to $25 million, demonstrating continued demand for services. Secured a non-dilutive financing model with Axe Compute, including up to $140 million in cash equity investments, allowing for faster data center launches. Reconfirmed 2026 revenue guidance to exceed $50 million, with a strong fourth-quarter adjusted EBITDA expectation of $8 million to $10 million. Provided an early 2027 framework calling for total revenues of at least $160 million, driven by contracted programs. Revenue from continuing operations for the first half of 2026 declined to $8.32 million from $8.68 million in the same period last year. Operating expenses for the first half of 2026 increased to $7.63 million from $5.11 million in the prior year, reflecting deliberate investments and one-time costs. The company reported a loss from operations of $3.13 million for the first half of 2026, compared to a loss of $2.07 million in the prior year. The APR Energy asset management agreement is winding down, with minimal revenue expected through the third quarter, reducing a previous revenue stream. The company's growth is heavily dependent on the successful deployment and utilization of its GPU as a Service business, which carries execution risks. The Axe Compute expansion is subject to required approvals, financing, and other conditions, which could delay or alter the expected timeline. The company's 2027 revenue framework is based on early projections and includes only announced and contracted programs, leaving potential for shortfalls if deployments slip. The company's cash position, while strong, is partially offset by significant investing outflows of $77.1 million for growth capital and deposits. The company is still in the process of hiring a new CFO, which could create temporary leadership uncertainty. The company's transition away from the rail business and APR has resulted in a significant reduction in workforce, from about 100 to 25 full-time employees, which could strain operational capacity. Warning! GuruFocus has detected 3 Warning Signs with DUOT. Is DUOT fairly valued? Test your thesis with our free DCF calculator. Q: Is the 55-megawatt Axe Compute announcement incremental to the previously signed 10-megawatt deal, and is that capacity IT load or gross?A: Doug Recker (CEO): The 55 megawatts is gross and is in addition to the 10 megawatts already signed for Columbus, Georgia. The new capacity is contracted across multiple US locations, bringing total contracted capacity with Axe Compute to 65 megawatts. Q: Can you clarify the financial structure of the Axe Compute expansion, specifically the $140 million equity investment and how it covers data center CapEx?A: Doug Recker (CEO): The $140 million cash equity investment from Axe Compute for their 49% stake effectively covers the majority of the data center CapEx. With our build costs coming in under $6 million per megawatt, we only need to contribute roughly $30 million per site for our 51% majority stake, making this a non-dilutive financing model that allows us to launch more data centers faster. Q: What is the timeline for clearing the contracted backlog and the new Axe Compute service orders?A: Doug Recker (CEO): The initial orders (cluster one and the Georgia expansion) are on track to be delivered by the end of the year. The second piece of the Axe Compute expansion is expected to be delivered by the end of the first quarter of 2027, which represents a strong delivery timeline of under six months. Q: What is the binding constraint for growth in Tier 3 and Tier 4 markets, and how large is the pipeline beyond the current 25 megawatts and 55 megawatts for Axe?A: Doug Recker (CEO): The pipeline is robust, with over 100 megawatts in 5-10 megawatt tranches in our funnel for this year alone. The binding constraint is not power or capital, but our disciplined approach to execution. We are focusing on "stranded power" sites where utilities already have transmission capacity, and we are being selective about customers, prioritizing Tier 1 credit companies to ensure long-term reliability and success. Q: Can you provide more detail on the speed of deployment, specifically the timeline from site selection to billing customers at the Columbus facility?A: Doug Recker (CEO): The speed is exceptional. We purchased the Columbus building in early July and by mid-August, we had installed over seven megawatts of new infrastructure, including generators, cooling plants, PDUs, and a 17,000 square foot raised floor, all within under 60 days. This rapid deployment capability is a key differentiator and was validated by a customer site visit last week. Q: Regarding the Axe Compute deal, can you share who the end customer is and their creditworthiness?A: Doug Recker (CEO): The end customer is a Tier 1 hyperscaler who visited the site in person. While we cannot disclose their name, they are extremely credible and creditworthy. We funded our GPU program based on this customer, and we conducted thorough due diligence to ensure they are committed to the five-year term. Q: How should we view the uptick in operating expenses in the first half of 2026, and will that growth moderate?A: Adrian Goldfarb (CFO): The increase in operating expenses is largely one-time in nature, reflecting the complex accounting and legal costs associated with the APR sale and rail divestiture. We have streamlined operations, reducing headcount from about 100 people last year to roughly 25 full-time employees now. Going forward, SG&A growth will be very slow and tied to specific opportunities. Q: Can you explain the rationale behind the different contract values for the two 10-megawatt deals at the Columbus site ($176 million for three years vs. $111 million for five years)?A: Doug Recker (CEO): The first deployment is a mixed model that includes our GPU-as-a-Service offering, where we own the GPUs. The second deployment is a straight colocation deal where we do not own the GPUs. This aligns with our core business model of providing high-density infrastructure and recurring colocation revenue. Q: With the $140 million equity investment and current cash balance, are you fully funded for the Axe Compute projects, and how will you finance future growth?A: Doug Recker (CEO): Yes, we are fully funded for these projects. The partnership provides the cash to order infrastructure immediately and brings in revenue we can borrow against. We are not in the game to dilute investors. The $140 million infrastructure asset provides a strong base for future debt financing, and as recurring revenue ramps, it will further strengthen our balance sheet and credibility. Q: Can you elaborate on the competitive environment and what differentiates Duos in the 1-20 megawatt niche?A: Doug Recker (CEO): The demand in our niche is exploding, and we anticipate more competitors entering the market. However, we have two key advantages: nine years of experience deploying modular infrastructure and a patented "clean room" technology. This is critical because GPUs are extremely sensitive to dust and pollen, and without this clean room, customers will not place $40-100 million worth of GPUs in a modular environment. This is a major differentiator for us. For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Q2 2026 Revenue Increases Nearly 30%, Driven by Initial Ramp in AI and Data Center Deployments Over $100 Million in Growth Capital Secured Through Multiple Transactions See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox Company Reaffirms 2026 Guidance for 25 MW Deployed and Over $50 Million in Revenue JACKSONVILLE, Fla., Aug. 17, 2026 (GLOBE NEWSWIRE) -- Duos Technologies Group, Inc. (“Duos” or the “Company”) (Nasdaq: DUOT), a leading provider of adaptive, modular, and scalable Edge Data Center solutions, reported financial results for the second quarter (“Q2 2026”) ended June 30, 2026. Second Quarter 2026 and Recent Operational Highlights Signed five-year, 55 MW hosting agreements with Axe Compute valued at more than $500 million, representing a significant commercial milestone in the Company’s strategy to develop and operate high-density AI infrastructure Entered into an exclusive term sheet with 0Lat LLC for a proposed structured lease across a 15-site, 225-cabinet Edge Data Center portfolio in Texas and Georgia, initiating a 90-day exclusivity and confirmatory diligence period Completed the sale of the Company’s wholly owned rail technology subsidiary, Duos Technologies, Inc. The divestiture marks the completion of a broader strategic repositioning and enables the Company to fully concentrate its resources on its Edge Data Center and AI infrastructure businesses through Duos Edge AI, Inc. and Duos Technology Solutions, Inc. Secured $111 million in contracted revenue with an investment-grade hyperscaler to provide 10 MW of critical IT-load capacity for five years at its Columbus, Georgia data center campus The Company now has 25 MW contracted with all 25 MW planned for deployment in 2026, demonstrating accelerating demand and an ability to rapidly design, manufacture, and deploy modular infrastructure in underserved Tier 3 and Tier 4 markets Received $50.4 million in proceeds from the sale of substantially all the assets of New APR Energy, LLC, in which the Company held a 5% minority stake of the parent company Closed $55 million registered direct offering with a single large institutional investor, providing additional financial support for the Company’s growth plans, including the acquisition of its Columbus facility and related infrastructure investments to fulfill contracted customer deployments and expand the campus Hosted six (6) open houses with additional events and grand openings planned, showcasing the continued expansion of the Company’s EDC pipeline to support increasing demand for AI inference, training, and high-performance computing workloads Added to the Russell 2000® Index as part of the 2026 Russell indexes annual reconstitution Second Quarter 2026 Financial ResultsIt should be noted that the following Financial Results represent the consolidation of the Company with its subsidiaries Duos Edge AI, Inc., Duos Technology Solutions, Inc. and Duos Energy Corporation (“Duos Energy”). Total revenues for Q2 2026 increased 30% to $6.18 million compared to $4.77 million in the second quarter of 2025 (“Q2 2025”). Total revenue for Q2 2026 represents an aggregate of approximately $3.23 million of Technology Solutions revenue, $2.91 million of Services and Consulting revenue, and approximately $.03 million of Hosting revenue. The increase in revenue was driven primarily by the increase in Technology Solutions revenue, which was partially offset by a decrease in Services and Consulting revenue in connection with the Company’s continued reduction in the scope of services provided under the Duos Energy Asset Management Agreement (the “AMA”) and the sale by New APR of substantially all of its assets in May 2026. The Technology Solutions business unit provides manufacturer-agnostic infrastructure sourcing, integration, and value-added supply chain services supporting data center, AI, and enterprise deployments. The Company expects services revenue from both its hosting and technology solutions to increase throughout 2026. This growth is expected to be driven by the deployment of additional edge data centers coming online as well as expanding Technology Solutions revenue tied to growth in the data center market. Cost of revenues for Q2 2026 decreased 9% to $2.73 million compared to $2.99 million for Q2 2025. The decrease was primarily due to reduced costs associated with the previously mentioned AMA and the wind-down of AMA-related activities. Gross margin for Q2 2026 increased 94% to $3.45 million compared to $1.78 million for Q2 2025. Gross margin improved primarily due to the significantly reduced cost of revenues associated with the AMA and the growing contribution of the Technology Solutions business. Operating expenses for Q2 2026 increased 2% to $3.40 million compared to $3.32 million for Q2 2025. The increase in expenses was attributable to increases in sales and marketing expenses as additional resources were deployed to support business development for the Edge Data Center and Technology Solutions businesses as well as general and administration expenses. Net operating income for Q2 2026 totaled $0.05 million compared to net operating loss of $1.54 million for Q2 2025, our first positive operating quarter as a data center infrastructure company. The decrease in the loss was primarily driven by the favorable impact of increased Technology Solutions revenue, accelerated recognition of the remaining AMA-related deferred revenue, and improved gross margins. Net income before taxes for Q2 2026 totaled $53.64 million compared to net loss of $1.62 million for Q2 2025. The increase in net income was primarily attributable to the gain on sale of investments previously noted in connection with the sale of substantially all of New APR’s assets. Basic and diluted net income per common share was $1.61 and a loss of $0.14 and $1.37 and a loss of $0.14 for the three months ended June 30, 2026 and 2025, respectively. Cash and cash equivalents at June 30, 2026 totaled $112.31 million compared to $15.47 million at December 31, 2025. In addition, the Company had over $15.90 million in receivables and contract assets for a total of approximately $128.21 million in cash and expected short-term liquidity. Six Month 2026 Financial Results Total revenues decreased 4% to $8.32 million from $8.68 million in the same period last year. Total revenue for the first six months of 2026 represents an aggregate of approximately $3.79 million of Technology Solutions revenue, $4.46 million of Services and Consulting revenue, and approximately $.06 million of Hosting revenue. The decrease in total revenues was primarily driven by the previously noted decrease in Services and Consulting revenue in connection with the Company’s continued reduction in the scope of services provided under the AMA and the sale by New APR of substantially all of its assets in May 2026. Cost of revenues decreased 32% to $3.82 million from $5.65 million in the same period last year. The decrease in cost of revenues was primarily due to reduced costs associated with the previously mentioned AMA and the wind-down of AMA-related activities. Gross margin increased 48% to $4.50 million from $3.03 million in the same period last year. Gross margin improved primarily due to the significantly reduced cost of revenues associated with the AMA and the growing contribution of the Technology Solutions business. Operating expenses increased 49% to $7.63 million from $5.11 million in the same period last year. The increase in expenses was largely attributable to increases in sales and marketing expenses as additional resources were deployed to support business development for the Edge Data Center and Technology Solutions businesses as well as general and administration expenses. Net operating loss totaled $3.13 million compared to net operating loss of $2.07 million in the same period last year. The increase in loss from operations was primarily driven by higher operating expenses, offset by growth in Technology Solutions revenue and accelerated recognition of the remaining AMA-related deferred revenue. Net income before taxes totaled $50.60 million compared to net loss of $2.44 million in the same period last year. The increase in net income was primarily attributable to the gain on sale of investments previously noted in connection with the sale of substantially all of New APR’s assets. Basic and diluted net income per common share was $1.70 and a loss of $0.21 and $1.41 and a loss of $0.21 for the six months ended June 30, 2026 and 2025, respectively. Financial OutlookAt the end of the second quarter, the Company’s bookings represented approximately $43.5 million in revenue, of which all is expected to be recognized during the year, including contracted backlog and near-term anticipated awards. In addition, approximately $1.1 million of contracted Technology Solutions deferred revenue recorded in 2025 will be recorded as revenue in 2026, further supporting near-term performance. Duos Technology Solutions continues to add new customers and has approximately $28 million in backlog so far in 2026. Based on these committed contracts and near-term pending orders that are already performing or scheduled to be executed throughout the course of 2026, the Company is reconfirming its expectation for total revenue in 2026 to exceed $50 million. A significant portion of this revenue is anticipated to be recognized in the second half of the year, aligned with project timing and infrastructure deployments, supporting continued operating leverage and progression toward the Company growth strategy. Adjusted EBITDA for the second quarter of 2026 was $0.5 million. The Company did not report adjusted EBITDA in the prior-year period. Adjusted EBITDA was positive for the quarter, and the Company expects profitability to continue to improve as revenue ramps over the coming quarters and anticipates achieving positive adjusted EBITDA for the full year 2026. Management Commentary“In the second quarter and over the last several weeks, we have made tremendous progress both in operational execution and the fundamental repositioning of our business as a standalone AI infrastructure provider,” said Duos CEO Doug Recker. “Financially, we began to see the early stages of the substantial performance ramp we expect to build over the course of this year, highlighted by a 30% increase in revenue and a material improvement in profitability. We also secured over $100 million in growth capital through two major transactions: a $55 million direct investment with a single institutional investor and an additional $50.4 million in proceeds resulting from New APR's sale of substantially all its assets. “Operationally, we recently announced the successful divestiture of our legacy rail operations, which will now enable us to fully concentrate our resources on the Edge Data Center and AI infrastructure businesses. We also agreed to terms on a new $111 million, 10 MW contract with an investment-grade hyperscaler to provide critical IT-load capacity, adding to our already-substantial backlog and supporting our reaffirmed outlook to provide 25 MW of compute and generate north of $50 million in revenue by the end of this year.” Conference CallThe Company’s management will host a conference call on Monday, August 17, 2026, at 4:30 p.m. Eastern Time to discuss these results, followed by a question-and-answer period. If you experience any difficulty accessing the call or wish to submit questions in advance, please contact the Company at [email protected]. An audio replay of the call will also be available in the Investor Relations section of the Company’s website following the event. For additional information about the Company, please visit: www.duostechnologies.com | www.duosedge.ai. About Duos Technologies Group, Inc.Duos Technologies Group, Inc. (Nasdaq: DUOT), based in Jacksonville, Florida, is focused on providing and managing modular data center colocation facilities and infrastructure solutions. Through its wholly owned subsidiaries Duos Edge AI, Inc., and Duos Technology Solutions, Inc., the Company delivers high function computing infrastructure at the “Edge” designed to support high power computing facilities suitable for AI and Enterprise Computing. Duos is strategically focused on scaling its edge data center platforms in conjunction with its data center infrastructure solutions business. It provides manufacturer-agnostic sourcing and fulfillment services to support efficient deployment of data centers and IT environments. Together, these platforms position the Company to address the growing demand for distributed digital infrastructure, while continuing to support legacy applications in Tier 3 and Tier 4 markets. For more information, visit www.duostech.com and www.duosedge.ai. Forward- Looking StatementsThis news release includes forward-looking statements regarding the Company's financial results and estimates and business prospects that involve substantial risks and uncertainties that could cause actual results to differ materially. Forward-looking statements relate to future events and typically address the Company's expected future business and financial performance. The forward-looking statements in this news release relate to, among other things, information regarding anticipated timing for the installation, development and delivery dates of our systems; anticipated entry into additional contracts; anticipated effects of macro-economic factors (including effects relating to supply chain disruptions and inflation); timing with respect to revenue recognition; trends in the rate at which our costs increase relative to increases in our revenue; anticipated reductions in costs due to changes in the Company's organizational structure; potential increases in revenue, including increases in recurring revenue; potential changes in gross margin (including the timing thereof); statements regarding our backlog and potential revenues deriving therefrom; and statements about future profitability and potential growth of the Company. Words such as "believe," "expect," "anticipate," "should," "plan," "aim," "will," "may," "should," "could," "intend," "estimate," "project," "forecast," "target," "potential" and other words and terms of similar meaning, typically identify such forward-looking statements. Forward-looking statements involve risks and uncertainties and there are important factors that could cause actual results to differ materially from those expressed or implied by these forward-looking statements. These factors include, but are not limited to, the Company's ability to generate sufficient cash to expand operations, the competitive environment generally and in the Company's specific market areas, changes in technology, the availability of and the terms of financing, changes in costs and availability of goods and services, economic conditions in general and in the Company's specific market areas, changes in federal, state and/or local government laws and regulations potentially affecting the use of the Company's technology, changes in operating strategy or development plans and the ability to attract and retain qualified personnel. The Company cautions that the foregoing list of risks, uncertainties and factors is not exclusive. Additional information concerning these and other risk factors is contained in the Company's most recently filed Annual Reports on Form 10-K, subsequent Quarterly Reports on Form 10-Q, recent Current Reports on Form 8-K, and other filings filed by the Company with the U.S. Securities and Exchange Commission (the "SEC"), which are available at the SEC's website, http://www.sec.gov. The Company believes its plans, intentions and expectations reflected in or suggested by these forward-looking statements are based on reasonable assumptions. No assurance, however, can be given that the Company will achieve or realize these plans, intentions or expectations. Indeed, it is likely that some of the Company's assumptions may prove to be incorrect. The Company's actual results and financial position may vary from those projected or implied in the forward-looking statements and the variances may be material. Each forward-looking statement speaks only as of the date of the particular statement. We do not undertake or accept any obligation or undertaking to release publicly any updates or revisions to any forward-looking statements to reflect any change in our expectations or any change in events, conditions or circumstances on which any forward-looking statement is based, except as required by law. All subsequent written and oral forward-looking statements concerning the Company or other matters attributable to the Company or any person acting on its behalf are expressly qualified in their entirety by the cautionary statements above. ContactsInvestor RelationsTom Colton and Greg BradburyGateway Group, Inc.+1 949-574-3860 | [email protected] Source: Duos Technologies Group, Inc Released August 17, 2026 Note: This article has been published automatically by sourcing from Access Newswire. The Stocktwits editorial team did not edit this article. Stocktwits PR Desk has no position in any of the stocks mentioned in this article. StockTwits' news team content is for informational purposes only and is not intended as investment advice. For more, see our editorial policy. This article was originally published on StockTwits. Related: Why Did EYPT, STLA, ENVX Stocks Plunge To 52-Week Lows Today? CVX Stock Rises Overnight: Chevron Says It Has Discovered Oil, Gas Condensate Offshore In Angola NKE Vs LULU: Retail Traders See A Bigger Comeback Opportunity In One Stock

Interested in Duos Technologies Group, Inc.? Here are five stocks we like better. Duos completed its transition to AI infrastructure and edge data centers after selling its legacy rail business and receiving $50.4 million from the APR asset sale, including a $53.2 million gain. Second-quarter continuing-operations revenue rose 30% to $6.18 million, while gross margin improved to 55.8% and adjusted EBITDA turned positive. Cash increased to $112.3 million, leaving the company effectively debt-free. Duos expanded its data-center pipeline through agreements with Axe Compute covering 65 megawatts and more than $500 million in expected five-year base payments. Management reaffirmed 2026 revenue above $50 million and outlined preliminary 2027 revenue of at least $160 million. Duos Technology Stock, AI Systems Can Prevent Train Derailments Duos Technologies Group (NASDAQ:DUOT) said its second-quarter results reflected the completion of its shift from rail technology toward edge data centers, AI infrastructure and technology solutions, supported by divestitures, new customer agreements and a substantially larger cash balance. Chief Executive Officer Doug Recker said the company completed the sale of its legacy rail business, Duos Technologies Inc., on Aug. 5. The divested business now operates independently under the DuosTI brand, led by President Javier Acosta. Duos will provide transition services for a period following the closing, but Recker said the transaction completes the company’s repositioning as an AI infrastructure and edge data center operator. → Applied Materials Beat Everything but Wall Street’s Expectations for Margins Separately, New APR Energy sold substantially all of its assets during the quarter. Duos held a 5% interest in APR’s parent company and received $50.4 million in cash from the transaction, with another $10 million subject to a 12-month holdback that has been recorded as a receivable. Chief Financial Officer Adrian Goldfarb said the sale generated a $53.2 million gain against a $7.2 million carrying value. Revenue from continuing operations rose 30% to $6.18 million in the second quarter, compared with $4.77 million a year earlier, excluding the divested rail business. Technology Solutions generated $3.23 million in revenue, becoming the company’s largest revenue line. Related-party services and consulting revenue totaled $2.91 million, including $2.71 million of one-time accelerated recognition of remaining APR deferred revenue. → Texas Roadhouse and Brinker International Have the Recipe Rivals Are Missing Goldfarb said future asset management agreement revenue related to APR is expected to be minimal as it winds down through the third quarter, while hosting revenue is only beginning to build. Cost of revenue declined 9% year over year to $2.73 million. Gross margin increased to $3.45 million, or 55.8% of revenue, from $1.78 million, or 37.3%, a year earlier. Operating income was about $50,000, compared with an operating loss of $1.54 million in the prior-year quarter. Adjusted EBITDA was positive at approximately $500,000, excluding the investment-sale gain and stock-based compensation. Consolidated net income was $47.8 million, compared with a $3.5 million net loss a year earlier, largely reflecting the APR-related investment gain. The company ended the quarter with $112.3 million in cash, up from $15.5 million at the end of 2025, and stockholders’ equity of $207.4 million. Goldfarb said the cash increase reflected APR sale proceeds, a March public offering and a $55 million registered direct offering completed in June. He described Duos as effectively debt-free, aside from a small insurance financing balance. → AirJoule Technologies: Short Squeeze Setup Amid Rising Risks Cash provided by operating activities from continuing operations was $11.9 million for the first half of 2026. Long-term deferred revenue totaled $18.8 million, including customer prepayments associated with the company’s GPU program. Duos announced a five-year colocation agreement with Axe Compute Inc. for 10 megawatts of critical IT load capacity at its Columbus, Georgia campus. Recker said the agreement is valued at more than $111 million in contracted revenue over its initial term and is expected to become operational in the fourth quarter. The companies also announced service orders for an additional 55 megawatts of AI data center capacity across multiple U.S. locations under five-year agreements. Recker clarified during the question-and-answer session that the 55 megawatts are gross capacity and incremental to the original 10-megawatt Columbus agreement. Duos said the Axe-related agreements represent more than $500 million in expected aggregate base payments during their initial five-year terms. The companies also entered a related agreement contemplating up to $140 million in aggregate cash equity investments by Axe Compute, subject to approvals, financing, design and other conditions. Under the planned structure, Duos and Axe would jointly own the new data centers, with Duos holding 51% and Axe holding 49%. Recker said the arrangement is intended to provide a non-dilutive funding model for accelerating deployments. He said Duos is evaluating six or seven sites, with two under letters of intent, in Texas, South Carolina, Iowa and Alabama. The company is targeting locations where power is already available at the site, rather than facilities requiring new power-delivery approvals. Duos reaffirmed its goal of deploying approximately 25 megawatts of capacity during 2026 and said it is on track to reach that target. Recker said the company has more than 75 megawatts under contract following the Axe expansion. The company also cited an opportunity with Zero Latency Company, or OLAC, covering up to 15 sites and 225 cabinets under a 10-year arrangement. Duos continues to advance its Nyrstar deployment, which represents about 2 megawatts of contracted capacity and is expected to generate recurring colocation revenue as it becomes operational. Recker said Duos is focusing on deployments generally ranging from 1 megawatt to 20 megawatts, particularly in tier-three and tier-four markets with available power and fiber connectivity. He said the company sees demand from neocloud providers as well as enterprise customers whose legacy facilities may not support higher-density AI workloads. During the call, Recker said Duos acquired its Columbus facility after the quarter ended for $30 million, using $15 million in cash and a $13 million zero-coupon seller note that is to be repaid as incremental power is delivered. He said the company had installed more than 7 megawatts of infrastructure at the facility within roughly 60 days of acquiring the building. Management reconfirmed its expectation that 2026 revenue will exceed $50 million. Goldfarb said the forecast is based on contracted business, customer deposits and scheduled orders, rather than potential future transactions. The company expects its GPU-as-a-service business to contribute about $26 million during the year as deployments and utilization ramp in the second half, while its Technology Solutions backlog is expected to contribute about $25 million. Duos expects adjusted EBITDA to remain positive in the third and fourth quarters, with fourth-quarter adjusted EBITDA projected at $8 million to $10 million. For the fourth quarter, the company expects recurring infrastructure revenue from GPU-as-a-service, colocation and hosting of approximately $17 million to $18 million, representing an annualized recurring-revenue exit rate exceeding $70 million under multiyear agreements. For 2027, management outlined an early framework for at least $160 million in revenue, based only on announced and contracted programs. Goldfarb said the company plans to provide formal 2027 guidance with its third-quarter results. Duos Technologies Group, Inc provides advanced non-intrusive security and inspection solutions utilizing motion-based and artificial intelligence technologies. The company's core offerings include intelligent video analytics, RFID checkpoint systems, and specialized screening devices designed to detect security threats and contraband across transportation, logistics and critical infrastructure environments. Duos integrates proprietary hardware with software to deliver automated inspection and monitoring tools that enhance safety and operational efficiency. Among its primary products are automated gate-entry systems, railcar inspection portals and portable screening devices that use AI-driven image recognition and sensor fusion to identify objects such as unauthorized materials, pipeline anomalies or vehicle defects. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "Duos Technologies Group Q2 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for August 2026.

JACKSONVILLE, Fla., Aug. 14, 2026 (GLOBE NEWSWIRE) -- Duos Technologies Group, Inc. (“Duos” or the “Company”) (Nasdaq: DUOT), a leading provider of adaptive, modular, and scalable Edge Data Center solutions, today announced that it will now issue its second quarter 2026 earnings press release on Monday, August 17, 2026, at 4:00 p.m. Eastern Time. The Company will hold a conference call on Monday, August 17, 2026, at 4:30 p.m. Eastern Time, as previously announced. Duos’ management will provide an update on its business and outlook, followed by a question-and-answer period. See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox Conference Call details: Participants are encouraged to dial in 5–10 minutes prior to the start time. An operator will assist with registration. If you experience any difficulty accessing the call or wish to submit questions in advance, please contact the Company at [email protected]. An audio replay of the call will also be available in the Investor Relations section of the Company’s website following the event. For additional information about the Company, please visit: www.duostechnologies.com | www.duosedge.ai. About Duos Technologies Group, Inc.Duos Technologies Group, Inc. (Nasdaq: DUOT), based in Jacksonville, Florida, is focused on providing and managing modular data center colocation facilities and infrastructure solutions. Through its wholly owned subsidiaries Duos Edge AI, Inc., and Duos Technology Solutions, Inc. the Company delivers high function computing infrastructure at the “Edge” designed to support high power computing facilities suitable for AI and Enterprise Computing. Duos is strategically focused on scaling its edge data center platforms in conjunction with its data center infrastructure solutions business. It provides manufacturer-agnostic sourcing, and fulfillment services to support efficient deployment of data centers and IT environments. Together, these platforms position the Company to address the growing demand for distributed digital infrastructure, while continuing to support legacy applications in Tier 3 and Tier 4 markets.For more information, visit www.duostech.com and www.duosedge.ai. Forward-Looking StatementsThis news release includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, regarding, among other things, our plans, strategies and prospects -- both business and financial. Although we believe that our plans, intentions and expectations reflected in or suggested by these forward-looking statements are reasonable, we cannot assure you that we will achieve or realize these plans, intentions or expectations. Forward-looking statements are inherently subject to risks, uncertainties and assumptions. Many of the forward-looking statements contained in this news release may be identified by the use of forward-looking words such as "believe," "expect," "anticipate," "should," "planned," "will," "may," "intend," "estimated" and "potential," among others. Important factors that could cause actual results to differ materially from the forward-looking statements we make in this news release include market conditions and those set forth in reports or documents that we file from time to time with the United States Securities and Exchange Commission. We do not undertake or accept any obligation or undertaking to release publicly any updates or revisions to any forward-looking statements to reflect any change in our expectations or any change in events, conditions or circumstances on which any such statement is based, except as required by law. All forward-looking statements attributable to Duos Technologies Group, Inc. or a person acting on its behalf are expressly qualified in their entirety by this cautionary language. ContactsInvestor RelationsTom Colton & Greg BradburyGateway Group, Inc.+1 949-574-3860 | [email protected] A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/76271ea8-4d49-46b8-81f1-7dceb4fcdeae Note: This article has been published automatically by sourcing from Access Newswire. The Stocktwits editorial team did not edit this article. Stocktwits PR Desk has no position in any of the stocks mentioned in this article. StockTwits' news team content is for informational purposes only and is not intended as investment advice. For more, see our editorial policy. This article was originally published on StockTwits. Related: NVDA Discloses $21B Stake In SpaceX — Elon Musk’s Rocket Firm Becomes Nvidia’s No. 2 Holding Berkshire Hathaway Makes Alphabet Its No. 3 Holding After 48M Share Buy Berkshire Hathaway Makes Alphabet Its No. 3 Holding After 48M Share Buy

GDS Holdings (GDS) came out with quarterly earnings of $0.56 per share, missing the Zacks Consensus Estimate of $1.35 per share. This compares to a loss of $0.06 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -58.52%. A quarter ago, it was expected that this company would post earnings of $1.06 per share when it actually produced earnings of $1.53, delivering a surprise of +44.34%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. GDS Holdings, which belongs to the Zacks Technology Services industry, posted revenues of $455.11 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 1.74%. This compares to year-ago revenues of $404.86 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. GDS Holdings shares have lost about 6.2% since the beginning of the year versus the S&P 500's gain of 13.2%. While GDS Holdings has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for GDS Holdings was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.34 on $464.15 million in revenues for the coming quarter and $2.65 on $1.84 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Technology Services is currently in the bottom 37% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. Duos Technologies Group, Inc. (DUOT), another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 17. This company is expected to post quarterly loss of $0.02 per share in its upcoming report, which represents a year-over-year change of +93.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. Duos Technologies Group, Inc.'s revenues are expected to be $10.7 million, up 86.4% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report GDS Holdings (GDS) : Free Stock Analysis Report Duos Technologies Group, Inc. (DUOT) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

JACKSONVILLE, Fla., Aug. 10, 2026 (GLOBE NEWSWIRE) -- Duos Technologies Group, Inc. (“Duos” or the “Company”) (Nasdaq: DUOT), a leading provider of adaptive, modular, and scalable Edge Data Center solutions, will hold a conference call on Monday, August 17, 2026 at 4:30 p.m. Eastern Time to discuss its financial results for the second quarter ended June 30, 2026. The Company will release its financial results after market close on Friday, August 14 via press release, which will be available in the Investor Relations section of its website. Duos’ management will host the conference call, followed by a question-and-answer period. See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox Participants are encouraged to dial in 5–10 minutes prior to the start time. An operator will assist with registration. If you experience any difficulty accessing the call or wish to submit questions in advance, please contact the Company at [email protected]. An audio replay of the call will also be available in the Investor Relations section of the Company’s website following the event. For additional information about the Company, please visit: www.duostechnologies.com | www.duosedge.ai. About Duos Technologies Group, Inc.Duos Technologies Group, Inc. (Nasdaq: DUOT), based in Jacksonville, Florida, is focused on providing and managing modular data center colocation facilities and infrastructure solutions. Through its wholly owned subsidiaries Duos Edge AI, Inc., and Duos Technology Solutions, Inc. the Company delivers high function computing infrastructure at the “Edge” designed to support high power computing facilities suitable for AI and Enterprise Computing. Duos is strategically focused on scaling its edge data center platforms in conjunction with its data center infrastructure solutions business. It provides manufacturer-agnostic sourcing, and fulfillment services to support efficient deployment of data centers and IT environments. Together, these platforms position the Company to address the growing demand for distributed digital infrastructure, while continuing to support legacy applications in Tier 3 and Tier 4 markets. For more information, visit www.duostech.com and www.duosedge.ai. Forward-Looking StatementsThis news release includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, regarding, among other things, our plans, strategies and prospects -- both business and financial. Although we believe that our plans, intentions and expectations reflected in or suggested by these forward-looking statements are reasonable, we cannot assure you that we will achieve or realize these plans, intentions or expectations. Forward-looking statements are inherently subject to risks, uncertainties and assumptions. Many of the forward-looking statements contained in this news release may be identified by the use of forward-looking words such as "believe," "expect," "anticipate," "should," "planned," "will," "may," "intend," "estimated" and "potential," among others. Important factors that could cause actual results to differ materially from the forward-looking statements we make in this news release include market conditions and those set forth in reports or documents that we file from time to time with the United States Securities and Exchange Commission. We do not undertake or accept any obligation or undertaking to release publicly any updates or revisions to any forward-looking statements to reflect any change in our expectations or any change in events, conditions or circumstances on which any such statement is based, except as required by law. All forward-looking statements attributable to Duos Technologies Group, Inc. or a person acting on its behalf are expressly qualified in their entirety by this cautionary language. ContactsInvestor RelationsTom Colton & Greg BradburyGateway Group, Inc.+1 949-574-3860 | [email protected] A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/7aaf96ae-53c4-44e9-8afa-bd27d0d4bea5 Source: Duos Technologies Group, Inc Released August 10, 2026 Note: This article has been published automatically by sourcing from Access Newswire. The Stocktwits editorial team did not edit this article. Stocktwits PR Desk has no position in any of the stocks mentioned in this article. StockTwits' news team content is for informational purposes only and is not intended as investment advice. For more, see our editorial policy. This article was originally published on StockTwits. Related: Why Is KEEL Stock Rising Overnight Despite Missing Q2 Estimates? RIOT Stock Jumps Overnight After Report Names Anthropic As ‘Mystery’ Cloud Customer RUM Q2 Revenue Jumps 60% — CEO Targets Quake AI’s $3B Opportunity

JACKSONVILLE, Fla., May 11, 2026 (GLOBE NEWSWIRE) -- Duos Technologies Group, Inc. (“Duos” or the “Company”) (Nasdaq: DUOT), a provider of modular, colocation Edge and AI data centers and technology infrastructure solutions, will hold a conference call on Monday, May 18, 2026 at 8:30 a.m. Eastern Time to discuss its financial results for the first quarter ended March 31, 2026. The Company will release its financial results prior to the call via press release, which will be available in the Investor Relations section of its website. Duos’ management will host the conference call, followed by a question-and-answer period. See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox Conference Call Details: Participants are encouraged to dial in 5–10 minutes prior to the start time. An operator will assist with registration. If you experience any difficulty accessing the call or wish to submit questions in advance, please contact the Company at [email protected]. A live audio webcast of the call will also be available in the Investor Relations section of the Company’s website, along with a replay following the event. For additional information about the Company, please visit: www.duostechnologies.com | www.duosedge.ai. About Duos Technologies Group, Inc.Duos Technologies Group, Inc. (Nasdaq: DUOT), based in Jacksonville, Florida, is focused on providing and managing modular data center colocation facilities and infrastructure solutions. Through its wholly owned subsidiaries Duos Edge AI, Inc., and Duos Technology Solutions, Inc. the Company delivers high function computing infrastructure at the “Edge” designed to support high power computing facilities suitable for AI and Enterprise Computing. Duos is strategically focused on scaling its edge data center platforms in conjunction with its data center infrastructure solutions business. It provides manufacturer-agnostic sourcing, and fulfillment services to support efficient deployment of data centers and IT environments. Together, these platforms position the Company to address the growing demand for distributed digital infrastructure, while continuing to support legacy applications in Tier 3 and Tier 4 markets. For more information, visit www.duostech.com and www.duosedge.ai. Forward-Looking StatementsThis news release includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, regarding, among other things, our plans, strategies and prospects -- both business and financial. Although we believe that our plans, intentions and expectations reflected in or suggested by these forward-looking statements are reasonable, we cannot assure you that we will achieve or realize these plans, intentions or expectations. Forward-looking statements are inherently subject to risks, uncertainties and assumptions. Many of the forward-looking statements contained in this news release may be identified by the use of forward-looking words such as "believe," "expect," "anticipate," "should," "planned," "will," "may," "intend," "estimated" and "potential," among others. Important factors that could cause actual results to differ materially from the forward-looking statements we make in this news release include market conditions and those set forth in reports or documents that we file from time to time with the United States Securities and Exchange Commission. We do not undertake or accept any obligation or undertaking to release publicly any updates or revisions to any forward-looking statements to reflect any change in our expectations or any change in events, conditions or circumstances on which any such statement is based, except as required by law. All forward-looking statements attributable to Duos Technologies Group, Inc. or a person acting on its behalf are expressly qualified in their entirety by this cautionary language. ContactsInvestor RelationsTom Colton & Greg BradburyGateway Group, Inc.+1 949-574-3860 | [email protected] A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/92727625-6f23-42ac-8d22-00ff95fe1634 Note: This article has been published automatically by sourcing from Access Newswire. The Stocktwits editorial team did not edit this article. Stocktwits PR Desk has no position in any of the stocks mentioned in this article. StockTwits' news team content is for informational purposes only and is not intended as investment advice. For more, see our editorial policy. This article was originally published on StockTwits. Related: Pharma Bro Shkreli Bets Against AAOI — ‘Commodity Bottleneck Doesn’t Make A Great Company’ BTQ Technologies and ITRI Complete Key Milestone in Global QCIM Chip Roadmap Led by BTQ and ICTK KPRX Q2 2026 Earnings Summary