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Will UAMY maintain $125M FY2026 revenue guidance on the FY2025 earnings call?

Resolves March 20, 2026(3d)
IG: 0.72

Current Prediction

70%
Likely Yes
Model Agreement82%
Predictions9 runs
Last UpdatedMarch 17, 2026

Why This Question Matters

The $125M 2026 guidance is the linchpin of the bull narrative. If management reduces guidance on the FY2025 earnings call (March 19), it directly validates the committee's DISCONNECTED narrative assessment. Maintaining guidance supports the growth thesis.

EXPECTATIONS_PRICEDNARRATIVE_REALITY_GAP

Prediction Distribution

0%25%50%75%100%
opus
sonnet
haiku
Range: 65%75%Aggregate: 70%
Individual Predictions(9 runs)
opusRun 1
72%

Management has reiterated $125M guidance consistently. Post-NYSE-uplisting incentivizes maintaining aggressive growth narrative.

Consistent reiterationNYSE uplisting incentiveContract backlog
opusRun 2
68%

Management typically maintains guidance unless forced to revise. The $125M figure serves strategic purpose.

Tendency to maintainStrategic purposeQ4 miss risk
opusRun 3
70%

Even if FY2025 misses, management may reframe $125M as achievable with full Montana expansion online.

Reframing possibleMontana expansion bridgeStrategic importance
sonnetRun 1
75%

Management has shown no indication of reducing guidance. DLA contract alone could support $40-50M/year.

No reduction signalDLA supports floorExpansion narrative
sonnetRun 2
65%

If FY2025 comes in well below $40M, management may be forced to temper 2026 expectations.

FY2025 miss riskCredibility gapInvestor pushback
sonnetRun 3
72%

The question is about maintaining guidance, not achieving it. Strong incentive to maintain.

Maintaining vs achievingStrong incentiveMay add caveats
haikuRun 1
70%

Management rarely pulls guidance on first opportunity. $125M likely maintained.

Guidance maintenance defaultDLA justificationFirst opportunity
haikuRun 2
68%

Post-NYSE uplisting, management has incentive to maintain aggressive guidance.

NYSE incentiveDLA basisLean YES
haikuRun 3
72%

CEO consistently bullish. $125M guidance serves strategic purpose. High probability of maintenance.

CEO bullishStrategic purposeHigh probability

Resolution Criteria

Resolves YES if UAMY management explicitly reiterates $125M or higher FY2026 revenue guidance on the FY2025 earnings call. Resolves NO if guidance is reduced, withdrawn, or not mentioned.

Resolution Source

UAMY FY2025 earnings call transcript

Source Trigger

Management reduces or withdraws $125M 2026 guidance

myth-meterEXPECTATIONS_PRICEDHIGH
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