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Added to YB: 2024-02-16

Pitch date: 2024-02-15

XPER [bullish]

Xperi Inc.

-45%

current return

Author Info

Okapi is a former hedge fund analyst who focuses on Consumer and TMT Stocks. Sign up for the newsletter.

Company Info

Xperi Inc. operates as a consumer and entertainment technology company worldwide. It offers Pay-TV solutions, including user experience solutions servicing Pay-TV operators; virtual channels of internet-delivered video directly into the consumer’s primary video consumption platform to provide universal search, discovery, and consumption; electronic program guides electronic program offering, including tv listings navigation plus integrated video-on-demand and digital video recorder.

Market Cap

$305.4M

Pitch Price

$11.20

Price Target

N/A

Dividend

N/A

EV/EBITDA

-15.68

P/E

-22.13

EV/Sales

0.53

Sector

Software

Category

growth

Show full summary:
XPER: Transitioning to OS Provider with Growth Prospects in TV and Automotive Sectors

XPER (TiVo) pivoting from set-top-boxes to OS for cable, cars & TVs. Licensing to OEMs, expects 7M CTV accounts by 2025. Trades 6x 2024 EBITDA with growth potential. Activist Rubric Capital involved. Starting position, will research further.

Read full article (1 min)