Audinate Bulls Agree That Headwinds Are Cyclical -- Market Talk

Dow Jones

2025/02/18

0133 GMT - Audinate's bulls at Morgan Stanley are happy with the audio-tech provider's insistence that current growth headwinds are cyclical rather than structural. The MS analysts tell clients in a note that the Australia-listed company's first-half results provide comfort that underlying adoption trends remain strong. They point to 31% growth in software unit sales despite customer destocking of chip, card and module inventory. Audinate also seems to be showing good cost control through what they call a challenging destocking period. MS lifts its target price 22% to A$11.00 and stays overweight on the stock, which is up 6.7% at A$10.23. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

February 17, 2025 20:35 ET (01:35 GMT)

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The MS analysts tell clients in a note that the Australia-listed company's first-half results provide comfort that underlying adoption trends remain strong. They point to 31% growth in software unit sales despite customer destocking of chip, card and module inventory. Audinate also seems to be showing good cost control through what they call a challenging destocking period. MS lifts its target price 22% to A$11.00 and stays overweight on the stock, which is up 6.7% at A$10.23. (stuart.condie@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 17, 2025 20:35 ET (01:35 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1732800096.USD","symbol_name":"摩根大通環球收益基金A (irc)","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2512903206","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2512903206","pubTimestamp":1739842500,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0133 GMT - Audinate's bulls at Morgan Stanley are happy with the audio-tech provider's insistence that current growth headwinds are cyclical rather than structural. The MS analysts tell clients in a note that the Australia-listed company's first-half results provide comfort that underlying adoption trends remain strong. They point to 31% growth in software unit sales despite customer destocking of chip, card and module inventory. Audinate also seems to be showing good cost control through what they call a challenging destocking period. MS lifts its target price 22% to A$11.00 and stays overweight on the stock, which is up 6.7% at A$10.23. 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