- Q4 revenue growth exceeded expectations and returned the company to its growth path of a couple of years back.
- The company has 5G and the exploding connectivity as a secular tailwind, and it looks like its diversifying income streams through R&D and M&A to benefit from these.
- The shares need to consolidate the recent gains, and markets are extended, and the economic impact of the coronavirus could be more severe than is priced in at the moment.
- But look beyond that, and we see further gains.
Acceleration At CEVA
February 23rd, 2020 · No Comments