OmniVision: Soft 4Q Earnings Ahead?

Zacks

OmniVision Technologies (OVTI) is set to report its fourth quarter 2013 results on May 30. In the prior quarter, the company reported in line with the Zacks Consensus Estimate. Let’s see how things are shaping up for this announcement.

Growth Factors this Past Quarter

The mobile phone and entertainment markets fueled revenue growth in the third quarter. It also witnessed strength in 8 megapixel and 5 megapixel sensors due to rapid adoption of smart devices.

OmniVision has leveraged its superior technology to solidify its position in the handset market and also expanded into other areas. We like its product roadmap, growth prospects and management execution and believe that it will be able to deal with the short product life cycles and temporary slowdown in the computing and smartphone markets. We are also positive about design wins at key players, such as Apple which should boost its growth prospects further.

Earnings Whispers?

The Zacks Consensus Estimate for the fourth quarter stands at 8 cents while that for fiscal 2013 is 71 cents.

There were no estimate revisions for both the fourth quarter and fiscal 2013 over the past 30 days. As a result, the Zacks Consensus Estimate for both periods remains unchanged.

The chances of a big surprise are unlikely given the lack of catalysts during the quarter. The stock carries a Zacks Rank #1 (Strong Buy).

We caution against stocks with Zacks Ranks #4 and #5 (Sell rated stocks) going into the earnings announcement, especially when the company is seeing negative estimate revisions momentum.

Other Stocks to Consider

Our model states that a stock needs to have both a positive Zacks Earnings ESP (Read: Zacks Earnings ESP: A Better Method) and a Zacks Rank #1, #2 or #3 to beat earnings estimates. You could, therefore, consider stocks like:

Yahoo Inc. (YHOO), Earnings ESP of +3.85% and Zacks Rank #2 (Buy)

Pandora Media Inc. (P), Earning ESP of +150.0% and Zacks Rank #2 (Buy)

Webcom Group Inc. (WWWW), Earnings ESP of +2.38% and Zacks Rank #3 (Hold)

To read this article on Zacks.com click here.

Get all Zacks Research Reports and be alerted to fast-breaking buy and sell opportunities every trading day.

Be the first to comment

Leave a Reply