Out Fox The $treet

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. 

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. 

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. 

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...