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Audinate Group (AD8) $22.23

We continue to believe AD8 is a great growth story, and our enthusiasm has increased for the stock over the years as it has built itself into a world-class company. They have created an enviable moat around the business and exciting upside in their Video + Subscription model. The company delivered an impressive 1H24 result last month, with revenue and EBITDA both strongly ahead of consensus. Their guidance looks conservative, but we are conscious the stocks already enjoyed significant gains in 2024 – our optimum entry level is ~$20.

  • We can see further consolidation by AD8 in the $20-25 area, but this is a stock that we like to buy into dips—MM owns AD8 in our Emerging Companies portfolio.
MM remains long and bullish on AD8
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Audinate Group (AD8)
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