Stock price when the opinion was issued
Very volatile, since it's expensive and grows at a pretty decent clip. Networking solutions for AI, among other things. Coming into 2025, his team was super-optimistic about networking. But questions arose on how much inter-connectivity of data centres the hyperscalers will need, so he's on the sidelines.
Wait and see. He'll revisit at some point.
Trading ~37x forward PE, for 15% EPS growth. Below 200-day MA, but so is much of the market. Customer concentration risk; any capex pullback by hyperscalers can significantly impact results. Be careful. Faces strong competition.