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Upturn AI SWOT - About
SQNS 
Sequans Communications SA (SQNS)
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Upturn Advisory Summary
10/15/2025: SQNS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $41
1 Year Target Price $41
| 0 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -46.56% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 111.08M USD | Price to earnings Ratio 1.55 | 1Y Target Price 41 |
Price to earnings Ratio 1.55 | 1Y Target Price 41 | ||
Volume (30-day avg) 1 | Beta 0.46 | 52 Weeks Range 7.30 - 58.30 | Updated Date 10/17/2025 |
52 Weeks Range 7.30 - 58.30 | Updated Date 10/17/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 5 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 143.52% | Operating Margin (TTM) -107.25% |
Management Effectiveness
Return on Assets (TTM) -17.98% | Return on Equity (TTM) 41.94% |
Valuation
Trailing PE 1.55 | Forward PE 22.52 | Enterprise Value 112517092 | Price to Sales(TTM) 2.98 |
Enterprise Value 112517092 | Price to Sales(TTM) 2.98 | ||
Enterprise Value to Revenue 3.01 | Enterprise Value to EBITDA 0.78 | Shares Outstanding 14332442 | Shares Floating 194829657 |
Shares Outstanding 14332442 | Shares Floating 194829657 | ||
Percent Insiders 1.05 | Percent Institutions 45.26 |
Upturn AI SWOT
Sequans Communications SA
Company Overview
History and Background
Sequans Communications S.A. was founded in 2003. They are a fabless designer, developer and supplier of 5G and 4G chips and modules for massive IoT. Sequans went public in 2011. In 2023, it was acquired by Renesas Electronics Corporation.
Core Business Areas
- Massive IoT Connectivity: Designs and markets cellular IoT chips and modules for applications like smart meters, asset trackers, and remote sensors. Focused on optimizing for low power consumption and cost-effectiveness.
Leadership and Structure
Prior to acquisition by Renesas, the CEO was Georges Karam. It is now integrated into Renesas's IoT and Infrastructure Business Unit.
Top Products and Market Share
Key Offerings
- Calliope Family: LTE Cat 1 chips designed for voice and data applications. Competitors include Qualcomm and Mediatek. Market share data is difficult to isolate precisely.
- Cassiopeia Family: LTE Cat 4 chips designed for broadband IoT and M2M applications. Competitors include Qualcomm and Mediatek. Market share data is difficult to isolate precisely.
- Monarch Family: A family of LTE-M/NB-IoT chips and modules designed for low-power wide-area network (LPWAN) applications. Competitors include Qualcomm, Nordic Semiconductor, and MediaTek. Market share data before acquisition is difficult to isolate precisely but they were a significant player in LTE-M/NB-IoT.
Market Dynamics
Industry Overview
The cellular IoT market is growing rapidly, driven by the increasing adoption of IoT devices across various industries. Key trends include the expansion of 5G and the increasing importance of low-power wide-area networks (LPWANs).
Positioning
Sequans positioned itself as a leader in the cellular IoT market, focusing on low-power and cost-effective solutions. They had a strong reputation for innovation and technical expertise.
Total Addressable Market (TAM)
The global cellular IoT market is expected to reach hundreds of billions of USD by 2030. Sequans was positioned to capture a significant share of this market, particularly in the LPWAN segment.
Upturn SWOT Analysis
Strengths
- Strong IP portfolio
- Focus on low-power solutions
- Established relationships with key customers
- Technological expertise
Weaknesses
- Relatively small size compared to major competitors
- Dependence on a few key customers
- Limited financial resources
- Intense competition
Opportunities
- Growth of the cellular IoT market
- Expansion of 5G
- Increasing demand for LPWAN solutions
- Strategic partnerships
Threats
- Intense competition from larger players
- Rapid technological changes
- Economic downturns
- Geopolitical risks
Competitors and Market Share
Key Competitors
- QCOM
- MTK.SI
- NVDA
Competitive Landscape
Sequans had a strong technological advantage in low-power cellular IoT, but was smaller than its competitors. Renesas acquisition now allows Sequans to compete from a position of strength.
Major Acquisitions
Renesas Electronics Corporation
- Year: 2023
- Acquisition Price (USD millions): 488
- Strategic Rationale: Renesas acquired Sequans to enhance its IoT connectivity portfolio and expand its presence in the cellular IoT market. Sequans provides LTE and 5G cellular IoT connectivity solutions.
Growth Trajectory and Initiatives
Historical Growth: Prior to acquisition, Sequans's revenue growth was dependent on specific design wins.
Future Projections: Future growth is now integrated into Renesas's broader IoT strategy. Renesas would be investing into Sequans future growth potential.
Recent Initiatives: Recent initiatives include the development of new 5G chips and modules, and partnerships with key industry players.
Summary
Sequans Communications was a promising player in the cellular IoT market with key advantages in low-power solutions. However, the company faced challenges due to its size and financial constraints. The acquisition by Renesas provides Sequans with the resources and scale necessary to compete more effectively in the long term. Prior to acquisition, their lack of profitability and dependence on external investments was its largest challenge.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates
- Press releases
Disclaimers:
This analysis is based on available information and is not financial advice. Market share data is estimates. Stock performance is prior to acquisition.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Sequans Communications SA
Exchange NYSE | Headquaters - | ||
IPO Launch date 2011-04-15 | Chairman, CEO & President Dr. Georges Karam | ||
Sector Technology | Industry Semiconductors | Full time employees 155 | Website https://www.sequans.com |
Full time employees 155 | Website https://www.sequans.com | ||
Sequans Communications S.A., together with its subsidiaries, engages in the fabless designing, developing, and supplying of cellular semiconductor solutions for massive and broadband internet of things markets. It offers baseband solutions for use in encoding and decoding data based on 4G and 5G protocols for wireless processing platform for a cellular device; RF transceivers used to transmit and receive wireless transmissions; highly integrated system-on-chip solutions that combine various functions into a single die or package; and LTE modules. The company also provides software, including tools to enable manufacturers to integrate solutions into their devices; and design support services. It serves OEMs and ODMs customers, as well as 4G and 5G wireless carriers. The company operates in China, Taiwan, the rest of Asia, Germany, the United States, and internationally. Sequans Communications S.A. was incorporated in 2003 and is headquartered in Paris, France.
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