) to hold from buy.
Analyst Robert Mattson says the company's relatively small revenue base, its reliance on large deals and key customers make its top line vulnerable despite having signed a contract. He says the company's revenue miss on a signed contract may be due to competitive pressures, but adds that management has been quiet on the details, pending a resolution of the situation. Mattson notes it is uncertain if this is a lost deal or just delayed. He says yields input a $7 target.