ARRS

ARRIS International PLC

TMT


Presented:06/22/2017
Price:$28.17
Cap:$5.35B
Current Price:no data
Cap:no data

Presented

Date06/22/2017
Price$28.17
Market Cap$5.35B
Ent Value$6.08B
P/E Ratio30.29x
Book Value$16.22
Div Yield0%
Shares O/S189.80M
Ave Daily Vol1,633,343
Short Int4.14%

Current

Priceno data
Market Capno data
ARRIS International Plc engages in entertainment and communications technology. It combines hardware, software and services across the cloud, network, and home to power television and Internet for millions of people around the globe. The company operates through the following segments: Network & Cloud and Customer Premises Equipment. ARRIS International was founded on April 20, 2015 and is headquartered in Suwanee, GA.,0FH33K-E

Publicly traded companies mentioned herein: Arris Inc (ARRS), DISH Network Corp (DISH), Liberty Global (LBTYA), Technicolor SA (TCH EN)

Highlights

The presenter is long shares of Arris (ARRS), seeing opportunity in ARRS’ ongoing transition, both between and within its Customer Premise Equipment (CPE) and Network and Cloud segments. In addition, there should be upside from the ongoing integration of recent acquisitions like Pace and Ruckus. The presenter believes ARRS is set to see $3.30 in earnings next year, meaningfully above the Street’s $2.90 model, which would likely lead to multiple expansion that could drive ARRS share price into the high-$30s range.

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Idea Discussion

Commentor 1 - 2 weeks ago

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