Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Silicon Labs upgrade details — to Buy at Needham; tgt $80 (69.25)Needham upgrades SLAB to Buy from Hold and sets target price at $80. SLAB posted a strong quarter with record revenue of $182.6 million (up 14% Y/Y), above the high-end of the company's previous guidance and driven by a business mix shift to the faster growing Infrastructure and IoT product lines. The company saw particular strength in ZigBee mesh networking, Bluetooth low energy SoC and module sales. In IoT, SLAB has completed six acquisitions over the past four years and estimates an organic growth rate of 20% Y/Y. Net, <strong>they are positive toward SLAB's strategic focus and believe the company could achieve $2.80 Non-GAAP EPS in 2017 and $3.50 Non-GAAP EPS in 2018. They believe the company is worth $80 at a 2018 ex-cash P/E multiple of 21.9x ($3.30 cash per share on hand) and a 2018 EV/S of 3.4x.</strong></td> </tr></table>"