- The company is a leading IoT play, and as such, it should enjoy structural tailwinds from the market.
- The company is leveraging its leading position by providing total solutions, attaching more services and increasing recurring revenues, which should lead to some margin expansion.
- Given the structural tailwinds and the temporary headwinds, we believe the shares have considerable room to run.
Sierra Wireless Is Too Cheap
January 27th, 2019 · No Comments