In an article embargoed until 6AM Tuesday, Benjamin Padnos argues Resonant's (NASDAQ:RESN) RF front end designs are well-positioned to gain share due to the performance demands of modern phones containing 4G modems.
Padnos thinks Resonant's technology, which can allow phones to use a single RF filter that switches between channels, could "potentially be included in virtually every mobile device manufactured."
He also highlights the company's patent portfolio, Skyworks partnership, and ~$50M market cap.
Shares are moderately above May's $6 IPO price, but still well below their $10 opening trade. Superconductor Technologies (SCON +2.4%) owns 11.6% of Resonant; its market cap is currently at $38M.