- The shares of Casa Systems have slumped 80%+ on declining cable CapEx.
- We see chances for a recovery in the shares preceding a recovery in financial results.
- The wait is on for a CapEx recovery, but that is bound to happen sooner or later, even if it could take multiple quarters.
Source: Casa Systems: Waiting For Cable CapEx To Recover – Casa Systems, Inc. (NASDAQ:CASA) | Seeking Alpha