OFRM
Once Upon a Farm PBCN/ANYSE / Food Beverage & Tobacco
Last Price
At close
2026-06-02
Current thesis
The cleanest bullish read is that the first post-IPO quarter already showed 44% sales growth, 308 bps of gross-margin expansion, improving adjusted EBITDA, and a raised FY26 revenue outlook, while the balance sheet moved to $99.9 million of cash and no debt after the IPO [#8-K-2026-05-07].
Posture
Unrated
Lead driver
Sentiment
What changed
3 setup hits (3d) with net bullish as of 2026-06-03.
What can break
Customer concentration remains meaningful: the March 31, 2026 10-Q shows Customer A at 17% of net sales, Customer C at 15%, Customer E at 14%, and Customer B at 12% for the quarter, leaving revenue exposed to retailer concentration [#10-Q-2026-05-07].
Momentum
49
Value
N/A
Sentiment
52
Setup hits (3d)
3 · Net Bullish
AI TargetsBase $15.00 · Bull $19.00 · Bear $11.50
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-05-15 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-08 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-06-02
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade N/A · Unrated
Confidence Medium · Net Bullish
Target $28.78
Why
Momentum49 · Δ7d -0.9
ValueN/A · Δ7d -
Sentiment52 · Δ7d +11.1
So what
Insufficient data coverage. Recheck when scores populate.
Lead driver: Sentiment · See AI snapshot
Momentum
49
51% active weight
Current posture
7d trendFlat
Δ7d
-0.9
Δ21d
+29.7
Value
N/A
Coverage pending
No current score
7d trendTrend unavailable
Trend unavailable
Δ7d
-
Δ21d
-
Sentiment
52
49% active weight
Current posture
7d trendImproving
Δ7d
+11.1
Δ21d
+12.2
Why this grade
No composite grade available (requires momentum and value).
Fundamentals (TTM)As of 2026-05-15
Fundamentals (TTM)
As of 2026-05-15
Market Cap
$669.16M
Beta
-
Shares Out
-
P/E (TTM)
-
P/S (TTM)
-
P/FCF (TTM)
-
Rev YoY
-
EPS YoY
-
Gross Margin
-
Op Margin
-
Net Debt
-
Current Ratio
-
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology

