Underlying demand is strong for the company but buffeted by macro problems like the Chinese lockdowns, supply chain problems, and the Ukraine war. Supply chain problems have started to ease […]

Q2 confirmed the cyclical upturn which we announced earlier, with all-round good figures in the quarter. We think we’re still in the early innings of this cyclical upturn, although there […]

The company has been in a bit of a cyclical slump the last couple of years, although not anywhere near as deep as the previous one. There are now signs […]

The company has faced headwinds for a couple of years that are prolonged due to the COVID-19 pandemic impact. But underneath, there are still secular tailwinds blazing with ever more […]

The company’s fourth quarter results came in better than expected and seem to indicate the worst of the downturn might be behind the company. However, the coronavirus outbreak is putting […]

Data I/O is experiencing the worst cyclical downturn since 2012-2013, according to its CEO. Yet, the company is weathering this downturn much better than previous ones due to a greatly […]

While progress is slower than we expected, especially with the SentriX, we still think there are good reasons to buy the shares at these reduced levels. There are no signs […]

Very well run company that is the market leader in its field and is supported by a secular tailwind with ever more electronics going into ever more stuff. So far, […]

The shares still priced for a crash that still isn’t materializing. On the other hand, there is no conclusive evidence we have passed the worst of the down-cycle either. What […]

We are surprised by the renewed selling of the shares of Data I/O. It looks like investors took their cue from a single disappointing data point, backlog, and concluded the […]