Professional
Added to YB: 2026-07-30
Pitch date: 2026-07-27
VISN [neutral]
Vistance Networks, Inc.
-3.08%
current return
Author Info
LVS Advisory is a boutique investment firm focused on providing active investment management services for individuals, families, and institutions. 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
$6.69
Price Target
18.00 (+178%)
Dividend
N/A
EV/EBITDA
7.54
P/E
-46.23
EV/Sales
1.26
Sector
Communications Equipment
Category
special_situation
LVS Advisory Portfolio Holding: Vistance Networks, Inc.
VISN (holding update): Busted telecom roll-up (ex-CommScope). Sold CCS to Amphenol $10.5B, paid off debt + $10/sh special div; Ruckus sold for $1.8B. Bought at $13.52, now $12.13 w/ ~$8/sh cash pending payout + remainco doing ~$0.90 FCF/sh (~4.4x). Values remainco $6-8, stock worth $14-18. Paid $13.52 for $24-28 value in <1yr; likely final asset sale soon.
Read full article (2 min)