Bullish on Sequans Communications (SQNS) as an undervalued, debt-free semiconductor play with growing revenue and institutional buying.
SQNS — LONG The author argues SQNS is the most undervalued semiconductor company, becoming 100% debt-free in ten days with expected $38.7M revenue in 2026 and $67.1M in 2027. Catalysts include 2-3 potential license deals, one targeted at Drone and Defense closing within Q2, plus two major institutions recently buying 5% of shares. The author frames retail and market entry as a momentum signal. Main risk is that the license deals may not close as expected.
In ten days SQNS is a 100% debt free company with expected $38.7 Million revenue 2026. Exluding 2-3 potential license deals, one targeted to Drone and Defense being closed within Q2.