In general I'm an optimist when it comes to my investments. Otherwise they wouldn't be my investments! I also know that I am pretty good at picking stocks and making money. Yes, I know I post lots of stupid garbage here but that is for other reasons - fun/entertainment/annoytheceo, etc.
I base my optimism on the fact that covid pushed some Q1 and Q2 installs into Q3 and Q4. But more importantly (to me) is that Q2 order intake number of 5.9mil that they reported in the Q2 report. On an annualized basis that is $25mil, especially when intake for Q3 is likely over $8mil due to the bump of gov stuff. I believe orders are ramping due to nation's focus on police training at every level. Also, the covid crap has flooded EVERY municipality with tons of free money. Anyone can get a massive grant for anything. Slush funds abound everywhere. Even tiny towns like ours get millions to buy whatever junk we want, all ya gotta do is fill out a form.
Furthermore, I do not believe covid caused many install delays after July as everyone learned how to behave/protect from covid and the country is wide open again with flights to everywhere and motels, restaurants and everything else wide open. And no matter who wins on Nov 3rd, that is the end of the virus. Even here in Wisconsin. NO ONE cares about covid. Everything wide open including most all schools. They make a big deal of Brown County (Green Bay) being a hotbed but if you look at the numbers (that the gov itself reports and tallys) it is a total non-event. Less than 200 of 1100 avail beds have covid patients. Almost zero deaths and gov reported positives are less than 2% of population. As an aside, I am reasonably certain Trump will win in Wisconsin by about a 53/47 margin. Madison/Milwaukee will not turn out and all other areas will.
Sorry about going off on the political tangent. With respect to stocks, I don't think it matters at all over the next couple years who wins on Nov 3rd.
Your post also brought up a good point regarding a big order. The big military order Ferris has hinted at repeatedly over the last year could come through at any time. Another sort of positive for all involved would be the emergence of an activist investor, perhaps a fund like Starboard. Another crazy thing could also happen, Ferris might decide to actually grow the company in a better faster way.
And to close, if they simply hit Teeroys targets for the next 12 months that would be enough to double the stock which I consider to be worse case!
