Haivision Systems (HAI) added 13% in yesterday’s session following a strong Q4, which beat estimates on a record $40M of revenue - up over 30% Y/Y…

… which should continue, with management guiding to double-digit growth (>$150M) on the back of strong end market demand.

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I’ve never seen such a level of activity in the market ever… from border security to police enforcement, to government security, to defense, to NATO being forced to increase their budget significantly. We’re just seeing it everywhere.

Miroslav Wicha (CEO) - HAI Q4’25 call

Should the company be able to execute, it likely has years of runway ahead of it - on both fundamentals and valuation.

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