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The modernisation of IAR Systems continues in full force.
Amid 1) a hiccup in its turnaround; 2) a shift in the investor base; and 3) low liquidity in the shares, IAR Systems’ share price is back at...
IAR Systems’ Q1 results were soft and missed our adj.
IAR Systems’ Q4 report was a slight hiccup in its accelerated profitable growth turnaround, but we still expect it to see 45%+ EBIT growth Y...
Delving into the Q3 results, we note adj. EBIT grew 41% YOY (in line with our forecast), lending credence to our case that IAR is three quar...
A quality Q2 beat reinforces our view that IAR Systems is gradually coming back to an accelerated profitable growth trajectory after a long ...
Despite its exposure to high-growth megatrends, such as IoT and cybersecurity, overall revenue growth for IAR Systems’ programming tools has...
IAR Systems is gradually taking the necessary steps to turn around the soft operating momentum, which is likely to continue over the coming ...
Although we do not expect results overnight, we believe IAR Systems is taking the steps needed to get moving in the right direction commerci...
Ahead of IAR Systems’ Q4 report, we have cut our 2021–2023e adj.
IAR Systems is trading at a 2022e EV/EBIT of 12x. Although the recent CEO dismissal could cloud short-term operational momentum, we believe ...
We have lowered our 2021–2022e EPS by c15% to reflect the slower ramp-up of IoT security.
