Robert Johnson's full divestiture from Silicon Laboratories appears bearish, sparking less confidence in its stock. The dearth of insider buying within a year, and the company's 2 warning signs, make us cautious.
Analyst Blayne Curtis from Barclays attributes the weak guidance to 'purely cyclical' factors and still sees strong long-term growth prospects in IoT despite a potentially extended inventory restoration phase and an eventual return to earning $3 or more per share.
芯科實驗室股票討論
5年來除2021年靠出售業務有不錯的淨利潤以外,其餘4年淨利潤都很低,2023年還轉爲虧損。即使以2022年0.91億淨利潤計算市盈率也達到了47,估值仍然沒有吸引力。
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