The company has an attractive business model that generates decent cash flow already and tiny profits. However, worries about the true size of its TAM, declining growth and emerging competition have cooled our enthusiasm from a few years back. The shares seem fairly fully valued to us at present, even if the impact of the […]
Entries Tagged as 'SSTI'
June 24th, 2020 · Comments Off on ShotSpotter Has Limited Upside Left Unless Growth Re-Accelerates
August 23rd, 2018 · Comments Off on ShotSpotter Is On The Brink Of Profitability
Customers love ShotSpotter’s service, and this is spreading through word of mouth. The company still has a large market opportunity in front of it, both domestically as well as internationally, but it is moving away from indoor deployments. While SSTI is at the cusp of profitability, shares have fallen out of their upward trend channel, […]
July 15th, 2018 · Comments Off on ShotSpotter Is Unstoppable
The company has an attractive technology for which there is a large market and little competition. Growth is very substantial and the company is already generating operational leverage and are close to profitability. While the shares are expensive, substantial growth, market entrenchment and opportunities, and improving operational metrics justify a high valuation. Source: ShotSpotter Is […]