SQNS: Recent Bitcoin Treasury Initiative Will Drive Long-Term Shareholder Value

Sequans Communications' analyst price target has been lowered significantly from $41 to approximately $21.33. Analysts cite weaker-than-expected third quarter sales, ongoing supply chain challenges, and the company's evolving strategies as primary factors driving the revision.

Analysts have maintained their price target for Sequans Communications at $41.00. This reflects continued optimism due to the company's recent strategic initiatives and coverage initiations that emphasize long-term growth potential.

Analysts have lowered their fair value target for Sequans Communications from $55.00 to $41.00. This decision is based on adjustments to revenue growth forecasts, profit margin expectations, and observations regarding the company’s evolving bitcoin treasury strategy.

Analysts have sharply raised Sequans Communications’ price target from $5.50 to $55.00, driven by a transformative bitcoin treasury strategy, strengthened balance sheet from a $384M capital raise, and expectations of long-term value beyond its semiconductor core. Analyst Commentary The launch of a bitcoin treasury strategy marks a major strategic shift for Sequans, signaling diversification beyond its core semiconductor business.

Sequans Communications’ consensus price target remained steady at $5.50 as analysts balanced the company’s strategic shift to a bitcoin treasury, supported by a $384M private placement, with its efforts to diversify away from semiconductor cycles and potentially enhance shareholder value through crypto asset exposure. Analyst Commentary Implementation of a bitcoin treasury strategy, signaling a major strategic shift from the core chip business.