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The company is at the technological forefront, and is well placed to benefit from a new upgrade cycle in the metro market in China and elsewhere. While there is some concern about a slowdown in the DCI market, the company looks like it is taking share here based on some newer products like the AC1200. […]

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Better times are ahead for Acacia, once the highflyer in the optical network sector. The company had been plagued by a slowdown of Chinese demand and lately also by the ZTE ban, but these headwinds have turned. We see a stock recovery following this, unless the trade spat between China and the US escalates. Source: […]

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Just when the Chinese market seemed to be recovering, the ZTE ban spoiled the party for Acacia. The fallout is substantial, but so was the share price crash. The company is taking measures like cost cutting and a share buyback. Other markets, like DCI and the metro market are still providing the company with good […]

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Waiting like much of the rest of the industry for demand, particularly from China, to return. But Acacia isn’t exactly doing nothing, it is introducing multiple new products that position it well for the next upswing. This is also a conclusion that is warranted when comparing the company with others in the sector. Source: Acacia […]

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Another optical network company has fallen by the wayside on a China slowdown. Acacia’s fall has been exaggerated by a secondary offering, a large dependence on China and an unusually high customer concentration. But we see little reason not to expect substantial growth to return to this former high-growth company, so we think the shares […]

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