Maj Soueidan on X
XBP’s failed post-merger integration leaves its turnaround dependent on contract wins, asset sales and cost cuts overcoming a heavy debt burden.
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Senstar Technologies Corp
SNT
2 stories
$35M Market cap · 2026-10-09
Maj Soueidan on X
$SNT q2 call will be interesting. If there was a Hall of Fame list for Mgmt. that are cryptic and lack transparency on calls, they’d get a gold jacket. Still, I want to find out if the new LIDAR business can carry the weak/lumpy legacy perimeter security business. They teased us with transparency on the Q1 call, but weren’t sure they’d keep breaking out LIDAR moving forward. BTW.. $TPCS would also be on this list.
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