Vistance Networks: Aurora Is Priced At 3-4x - Belden Just Paid 12-13x For Ruckus
Vistance Networks is currently viewed as a Buy due to a significant valuation gap following the divestment of CCS and RUCKUS. The company's core business, Aurora Networks, experienced a 33% year-over-year revenue increase in Q1 2026. However, the EBITDA margin remained unchanged at 16.9% due to challenges related to memory chip costs.
- ▪Vistance Networks has a compelling valuation disconnect after divesting CCS and RUCKUS.
- ▪Aurora Networks, the core business, saw a 33% increase in revenue year-over-year in Q1 2026.
- ▪The EBITDA margin for Aurora remained flat at 16.9% due to memory chip cost headwinds.
Opening excerpt (first ~120 words) tap to expand
{"@context":"https://schema.org","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https://seekingalpha.com/"},{"@type":"ListItem","position":2,"name":"Stock Ideas","item":"https://seekingalpha.com/stock-ideas"},{"@type":"ListItem","position":3,"name":"Long Ideas","item":"https://seekingalpha.com/stock-ideas/long-ideas"},{"@type":"ListItem","position":4,"name":"Tech ","item":"https://seekingalpha.com/stock-ideas/technology"}]}{"@context":"https://schema.org","@type":"NewsArticle","mainEntityOfPage":{"@type":"WebPage","@id":"https://seekingalpha.com/article/4911305-vistance-networks-aurora-is-priced-at-3-4x-belden-just-paid-12-13x-for-ruckus"},"author":{"@type":"Person","name":"The Alpha…
Excerpt limited to ~120 words for fair-use compliance. The full article is at Seeking Alpha.
Discussion
0 commentsMore from Seeking Alpha
