Added to YB: 2026-05-28
Pitch date: 2026-05-26
VISN [bullish]
Vistance Networks, Inc.
-12.79%
current return
Author Info
Cluseau Research seeks to exploit these two edges by identifying special situations that provide a compelling risk-to-reward that are “off limits” to traditional Institutional Investors. Sign up for the newsletter.
Company Info
Vistance Networks, Inc. provides infrastructure solutions for communications, data center, and entertainment networks in the United States, Europe, the Middle East, Africa, the Asia Pacific, Caribbean, and Latin America.
Market Cap
$2.6B
Pitch Price
$12.67
Price Target
13.58 (+23%)
Dividend
N/A
EV/EBITDA
7.54
P/E
-46.23
EV/Sales
1.26
Sector
Communications Equipment
Category
special_situation
Vistance Networks (NASDAQ: VISN)
VISN: After $10.5B Amphenol sale + $1.846B Ruckus sale to Belden, Aurora Networks stub trades 4.1x EBITDA vs peers at 6.5-20x. Q1 rev +32.6% to $298M, EBITDA +38.4% to $87.3M on DOCSIS 4.0 upgrade cycle (multi-year Comcast/Vodafone contracts). $1.85B pro-forma cash enables $5 special div + $100M buyback. PT $13.58 (~10% upside) at 6x EBITDA.
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