- The company’s figures are buffeted by a series of transitory effects, from acquisitions to network transitions, tariffs, closing factories, supply-chain changes and what not.
- Under the hood, hidden by these headwinds, the company is increasing its SaaS business which generates higher margins.
- We believe that most of these transitory headwinds will gradually lessen going forward and the underlying SaaS growth will start to express itself in the company results.
- This will lead to a revaluation of the shares.
CalAmp Shares Are Down, But Certainly Not Out
January 14th, 2020 · No Comments