Out Fox The $treet

InvenSense hit a new multi-year low on the back of weakness in China. The company gets a decent amount of revenue from Chinese consumers, but it isn't the market leader at this point. InvenSense is too cheap to pass up at these levels. The latest selloff in InvenSense (NYSE: INVN ) caps off a disappointing year in a stock that's producing record revenues. The latest drop to multi-year lows is blamed on the collapse of the Chinese stock market that has investors fearing that consumers in the growing economy will buy less tech gadgets. Read the full article on Seeking Alpha. Disclosure: Long INVN. Please review the disclaimer page for more details. 

InvenSense continues to produce solid revenue growth while the stock struggles to gain. Lower gross margins from two large mobile customers are wrongfully blamed for the struggling stock. InvenSense is set up to leverage higher spending into solid leverage going forward. For the last year or so, too much of the focus on InvenSense (NYSE: INVN ) surrounds gross margins. The developer of motion sensing solutions has a stock sitting near multi-year lows while the company continues to fire on all cylinders with surging revenues and customer wins. Read the full article on Seeking Alpha. Disclosure: Long INVN. Please review the disclaimer page for more details. 

With the announcement of Google ( NASDAQ: GOOG     ) ( NASDAQ: GOOGL     )  Fit, the revolution of health care monitoring and recording is in full force. This news comes within a month of Apple ( NASDAQ: AAPL     ) touting the new Health app and HealthFit developer's tool. The goal of both services is to become the central hub of a myriad of apps and wearable sensors that measure health and fitness activities. With the two tech giants battling it out for consumers' health data and the focus of developers, the one stock that appears best-situated to benefit from the proliferation of sensors in these new devices is InvenSense ( NYSE: INVN     ) . Remember that Google, at a market valuation of $390 billion, is the smallest of those tech giants, making it very difficult for a health hub to change the value of the related stocks. On the other hand, InvenSense sits with a valuation just below $2 billion, and the advancement of s...

Already a leader in motion sensing and tracking technology used in smartphones and game consoles, InvenSense ( NYSE: INVN     ) recently released some intriguing chips for the "always-on" revolution. The company has been a promising technology stock for a couple of years, based on speculation that it would add Apple to an already-strong customer base including Samsung ( NASDAQOTH: SSNLF     ) , LG Electronics , and Nintendo , among others. The latest chip releases suggest InvenSense could leap into the wearable market and unleash years of growth without obtaining Apple as a customer. Read the full article here . Disclosure: Long INVN. Please review the disclaimer page for more details. 

Small-cap Insight A big part of investing requires trusting the management team of a stock. In most scenarios that is exactly what investors should be doing. In the case of InvenSense ( INVN ) , the company clearly laid out the case for a significant new customer that most all but assumed had to be Apple ( AAPL ) . Now after teardowns of the new iPhones, analysts have become concerned that InvenSense didn't win the Apple contract after all. Should investors trust management or spend endless time trying to prove out the case presented during the latest earnings call? InvenSense makes motion-tracking products used by the likes of Samsung and Nintendo in smartphones and game systems to improve the performance and accuracy of motion and gesture-based interfaces. The technology has numerous long-term benefits from optical image stabilization in cameras to motion tracking on all types of wearable devices of the future. Read the full article at Seeking Alpha. Disclo...

Even after soaring following a great quarterly report and solid signals of signing up a major customer, InvenSense (NYSE: INVN ) doesn’t appear to be gaining much traction on the stock market. The stock soared the first day of trading following the report, but it has sold over the days since the report. Even after surging to new 52-week highs, the motion tracking stock trades with a valuation of only more » Disclosure: Long AAPL and INVN. Please review the disclaimer page for more details. 

Even after gaining 7.7% on Friday based on rumors that Apple ( AAPL ) is ramping with its products, InvenSense ( INVN ) still has more room to run. The stock is approaching 52-week highs around $16 and only spent a few weeks in the last year above the current price of $14.65. The maker of motion sensing technology has been long on potential ever since going public back in November 2011. The stock has struggled though due to the inability to correctly forecast earnings and a disconnect on the future of Apple as a customer. In fact, analysts have spent the last month dropping earnings estimates even though the noise in the market suggested a constant increase in a top producer of consumer goods as a customer. Read the full article at Seeking Alpha. Disclosure: Long INVN and AAPL. Please read the disclaimer page for more details. 

InvenSense ( INVN ) has remained an incredible technology firm with huge upside potential since its IPO back in 2011. Yet the stock trades near the IPO pricing as the company has had to continuously throttle back expectations including the guidance for Q1 2014 provided on the earnings call. As pointed out in previous articles , the maker of motion sensing technology had tons of potential held back by the inability to correctly forecast the growth potential. Prior to earnings Thursday night, the stock traded at roughly 12x this year's earnings expectation yet the company just completed a year of over 100% growth. Even after a huge gain following the strong outlook for fiscal 2014, the stock might offer the most incredible price in the market. Read the full article at Seeking Alpha. Disclosure: Long INVN and AAPL. Please read the disclaimer page for more details. 

InvenSense (INVN) has remained an appealing technology firm with huge upside potential since its IPO back in 2011. Unfortunately, the company has had to continuously throttle back expectations including the guidance for Q3 2013 provided 90 days ago. As pointed out in previous articles, the maker of motion sensing technology had tons of potential held back by the inability to correctly forecast the growth potential. The company reported strong results Wednesday night. The stock soared 11% on Thursday after the guidance impressed investors downbeat on the stock for most of last year. The stock might finally be turning the corner with the new CEO. Read the full article at Seeking Alpha. Disclosure: Long INVN and AAPL. Please review the disclaimer page for more details. 

After the close on Tuesday, InvenSense, Inc. (INVN) reported earnings that, combined with the replacement of the CEO, sent the stock down as much as 20% at one point. This once high flying maker of motion sensing technology continues to struggle with forecasting the actual market growth of its products. In previous quarters, the company spoke of a bright future interrupted by a chip shortage from Qualcomm (QCOM) limiting the ability of handset makers to utilize the motion sensing technology for 4G LTE phones. Now the Q2 2013 earnings ending in September slightly beat estimates, but the company guided towards a weak December quarter. While still guiding strong yearly growth of 35%, the market is clearly disappointed that the higher end 40% growth rate wasn't reached. Read the full article at Seeking Alpha. Disclosure: Long INVN. Please review the disclaimer page for more details. 

After the close on Tuesday, InvenSense, Inc. (INVN) reported earnings that, combined with the replacement of the CEO, sent the stock down as much as 20% at one point. This once high flying maker of motion sensing technology continues to struggle with forecasting the actual market growth of its products. In previous quarters, the company spoke of a bright future interrupted by a chip shortage from Qualcomm (QCOM) limiting the ability of handset makers to utilize the motion sensing technology for 4G LTE phones. Now the Q2 2013 earnings ending in September slightly beat estimates, but the company guided towards a weak December quarter. While still guiding strong yearly growth of 35%, the market is clearly disappointed that the higher end 40% growth rate wasn't reached. Read the full article at Seeking Alpha. Disclosure: Long INVN and AAPL. Please review the disclaimer page for more details. 

One of the weakest stocks following the patent verdict against Samsung has been InvenSense (INVN) . The company makes motion-sensing chips mainly focused on the smartphone and tablet markets. The stock weakness is probably warranted considering the focus on non- Apple (AAPL) products highlighted recently by the Samsung (SSNLF.PK) Galaxy 3S LTE smartphone and Google (GOOG) Nexus 7 design wins. Read the full article at Seeking Alpha. Disclosure: Long AAPL. Please review the disclaimer page for more details.

After last quarters disappointing earnings report, this once high flying maker of motion sensing technology dropped 50% to $9. On the previous conference call, InvenSense (INVN) spoke of a bright future amid a hiccup in the supply chain that was limiting the ability of handset makers to utilize the motion sensing technology for 4G LTE phones. Hard to justify the major selloff when the problem was well known to be caused by a major supplier by the name of Qualcomm (QCOM) . Fast forward to Q113 earnings and InvenSense reported numbers slightly above estimates. The company also guided to sequential revenue growth of roughly 40% which should capture investor attention. Not to mention, the results continue to be impacted to the tune of $3-4M by the known issue with 28nm chips provided by Qualcomm. The absolute performance remains strong, but the question remains whether the relative performance will be enough. The market has a funny way of only being concerned with the comparison to analys...

Last November's IPO, InvenSense (INVN) , had lived a charmed life during the roughly six months since its IPO. The stock started trading around $9 and eventually traded as high as $22 in March. For an IPO mostly missing the initial day hype, the after market results were spectacular. On Friday, InvenSense got a rude awakening to the realities of the public market. After reporting solid Q412 results, the company provided slightly lower revenue guidance for Q113. This led the stock to plunge 23% on Friday. The stock went from trading over $18 on Thursday to sub $13 on Friday. In what has been an earnings season of massive selloffs, InvenSense wasn't even the largest sell-off on Friday. Body Central (BODY) saw a 48% decline; previously Riverbed Technology (RVBD) saw a nearly 30% loss on similar warnings (see my article on the plunge of Riverbed Technology). In light of the size of these other sell-offs, maybe the fact that InvenSense was only down 23% can be seen as construc...