President-elect Donald Trump’s focus on border security could deliver as much as 14% upside for OSI Systems stock, says Bank of America. The firm reiterated a buy rating on the security screening systems stock in a Wednesday note, and raised its price target to $205 per share from $175. The firm also upped its full-year adjusted earnings per share estimates for 2025 and 2026. OSIS YTD mountain OSI Systems stock. OSI specializes in the development and marketing of security equipment such as X-ray machines and metal detectors. Analyst Mariana Perez Mora said Trump’s plans to strictly enforce border security and employ mass deportations could be a catalyst for OSI, given the potential scale of such an undertaking. The analyst also pointed toward OSI’s turnkey segment as a potential opportunity as countries sending goods into the U.S. look to safeguard their cargo. “We expect the incoming Trump Administration’s renewed and heightened emphasis on border security to be a key catalyst for OSIS. In our view, the potential incremental demand from both U.S. Customs & Border Protection (CBP) and countries exporting to the US (OSIS offers attractive turnkey solutions) could significantly ease contract replacement risk needed to offset the wind down of current large contracts,” Mora said. To be sure, Trump’s proposed tariffs on imports could be a headwind for OSI if the effort is implemented, the analyst added, as the move would offset demand the company could capitalize on from its cargo security segment. OSI stock has gained about 40% in 2024.