Research

At B. Riley, our research process is an interactive one where we perform extensive due diligence on companies until the analyst develops the knowledge base and understanding of the company and the industry to make a recommendation. Our analysts continuously monitor industry developments and communicate with the management, competitors, suppliers and customers of the companies we follow, regularly communicating our findings through Research Updates and daily Morning Notes.

While we do not necessarily publish research on all of the companies we review, the knowledge base and understanding of many of our monitored companies parallels that of our covered companies. We actively cover over 100 companies and monitor an additional 100. Our analysts cover small to mid-cap companies that are under-followed or misunderstood by Wall Street. We believe that the pricing of small cap equities is frequently inefficient, and therefore provides the greatest potential rewards to diligent security analysis.

This Week's Research

  • 06/23/17 Update MEI ($40.10, Buy; $49.00 PT): Reports Noisy FQ4 Beat; M&A Activity Heating Up, Though Near-Term GM% Pressured; Reiterate Buy & $49 PT
  • 06/23/17 Update AMSWA ($11.97, Buy; $12.25 PT): Reports Mixed Q4 ’17 Results; Trimming Estimates; Reiterate Buy Rating and $12.25 Price Target
  • 06/23/17 Morning Note B. Riley AM Note: AMSWA, FNJN, MEI
  • 06/22/17 Morning Note B. Riley AM Note: AVGO, INFN (upgrade), MRVL
  • 06/22/17 Update INFN ($11.18, Buy; $14.00 PT): New Products Set to Drive Revenue Growth; Introducing 2018 Estimates; Raising PT from $9.50 to $14.00; Upgrading from…
  • 06/21/17 Morning Note B. Riley AM Note: ADI, EVLV, UEIC
  • 06/21/17 Update ADI ($79.20, Buy; $103.00 PT): A-Day Frames Long Term Growth Case, Strong Margins And Robust LT EPS; PT $103.00
  • 06/21/17 Update EVLV ($1.09, Buy; $2.00 PT): Revisiting EVLV Ahead of NDR; Underlying Customer Metric Improvements Masked by Product Mix Shift; Well Positioned to…
  • 06/20/17 Morning Note B. Riley AM Note: AMSWA, DMRC, TRUE
  • 06/20/17 Update TRUE ($18.90, Buy; $21.50 PT): Focus on Units, Revenue, and Margins… the TRUE Keys to Success; Reiterate Buy
  • 06/20/17 Update AMSWA ($11.08, Buy; $12.25 PT): Q4 ’17 Earnings Preview; Reiterate Buy Rating and $12.25 Price Target
  • 06/19/17 Morning Note B. Riley AM Note: ACLS, AMAT, BRKS, FARM, FORM, KLIC, LRCX, SQNS
  • 06/19/17 Update FARM ($30.70, Buy; $37.25 PT): Revisiting FARM Following Management Check-in; Optimistic on M&A, Leverage, and New Wins, but Lowering Estimates and…
  • 06/19/17 Update SQNS ($3.99, Buy; $6.00 PT): Secondary Offering Bolsters Growth Positioning; Retain $6.00 PT And Buy Rating