- The latest numbers from SLAB offer a mix of good and bad, even if management believes the company could grow by double digits in 2021 thanks to IoT.
- Profits are declining along with gross margin, something that looks set to continue with the shift towards IoT and its lower margins.
- SLAB does not compare all that well against other semiconductor companies with earnings arguably its weakest point.
- SLAB may resume growing, but it isn't compelling enough to warrant being long when others offer a better deal.
For further details see:
Some Positives And Negatives For Silicon Laboratories