ID Systems Inc.

Company Details:

Company Symbol: IDSY
Sector: Communication Equipment
Company Rating:
URL: http://www.id-systems.com

Related Research

  • 08/04/17 Update IDSY ($6.73, Buy; $8.00 PT): Q2 Revenue and Non-GAAP EPS Beat Due to Strong VMS Orders and Avis Ramp; Completes Transition to Profitability; Increasing Price Target from $7.75 to $8.00
  • 08/04/17 Morning Note B. Riley AM Note: ABTL, ACIA, ACLS, AIRG (transition), CALD, CAMT, CARB, CSOD, DCO, EMKR, IDSY, III, IMMR, INFN, ITI, LFGR, MCHP, NPTN, PCOM, PCTI, PFSW, RLH, TACT, TIVO, TNAV, TREC, UEIC, VERI (transition), WEB, YELP
  • 07/31/17 Update IDSY ($6.94, Buy; $7.75 PT): Earnings Preview: Keytroller Acquisition Brings VMS Stability; Crossing the Chasm to Sustainable Profitability in Q4; Multiple Business Tailwinds on the Horizon
  • 07/31/17 Morning Note B. Riley AM Note: AMC, CNK, DRAD, IDSY, IMMR, PRGX, ROG, TNAV, TYPE, UEIC; Internet (ABTL, GRPN, LFGR, WEB, YELP), Semiconductors (MCHP, ON, SQNS), Semi. Cap. Equipment (ACLS, BRKS, CAMT, FORM, KLIC, RTEC)
  • 07/17/17 Morning Note B. Riley AM Note: ACIA, ASML, DLB (upgrade), IDSY, MXIM, SWKS; Semi. Cap. Equipment (ACLS, AMAT, ASML, BRKS, CAMT, COHU, FORM, IVAC, KLAC, KLIC, LRCX, RTEC)
  • 07/17/17 Update IDSY ($6.16, Buy; $7.75 PT): IDSY to Acquire Keytroller for $9MM or 5.6x 2018 EV/EBITDA; Adjoining $15MM Secondary; Preannounces Q2 Revenue Upside; Raising PT from $7.00 to $7.75
  • 05/05/17 Update IDSY ($6.43, Buy; $7.00 PT): Q1 Revenue and Non-GAAP EPS Miss Due to VMS Order Slippage; 2017 Outlook Remains Positive
  • 05/05/17 Morning Note B. Riley AM Note: ABTL, ACLS, ARTX, BCOV, CALD, CARB, CTSO, DCO (upgrade), EMKR, IDSY, IMMR, INFN, KEM, KTOS, LFGR, LITE, NCMI, NLST, NTCT, PCMI, REIS, SENS, TREC, TST, TUES, UEIC, WEB; Exhibitors (AMC, CNK, IMAX, MCS, RDI, RGC)
  • 05/02/17 Update IDSY ($6.57, Buy; $7.00 PT): Earnings Preview: Renewed Optimism Following Leadership Change and Pivotal, Multi-year $21MM Rental Fleet Management Agreement with Avis
  • 05/02/17 Morning Note B. Riley AM Note: BLKB, DCO, HEAR, IDSY, IMMR, IVAC, JIVE (downgrade), KEM, KTOS, NCMI, NSIT, RLH, RTEC, STMP, TACT, TRUE, TUES, WEYS; May Focus List Update (BV, CARB, DKS, IMAX, KTOS, LITE, MPAA, MRVL, OOMA, TRUE), Optical Components (EMKR, INFN, LITE)
  • 03/21/17 Morning Note B. Riley AM Note: ABTL, IDSY, MPAA, NVDA
  • 03/03/17 Update IDSY ($5.99, Buy; $7.00 PT): Q4 Revenue and Non-GAAP EPS Beat Due to Larger Reorders from Major VMS Customers; Reestablishing Momentum with Key Enterprise Accounts
  • 03/03/17 Morning Note B. Riley AM Note: CAMT, CDZI, CIEN, DCO, DKS, FNSR, GCO, HCHC, HIBB, IDSY, IMMR, MRVL, PRGO, ROG, SRI, SSI, STMP, SUP, TIVO, WEYS
  • 02/27/17 Update IDSY ($5.77, Buy; $7.00 PT): Earnings Preview: Anticipated Return to Top-line Growth in 2017 with Multiple Large Deployment Opportunities Following a Transitional 2016
  • 12/09/16 Morning Note B. Riley AM Note: AVGO, CHKE, CIEN, CTSO, DRAD, FNJN, FNSR, IDSY, LGF, LLNW, MEI, SMTC, VNCE; Footwear (BOOT, COLM, DECK, RCKY, VFC, WEYS)
  • 11/10/16 Morning Note B. Riley AM Note: ADI, APPS, ARTX, COTY, CROX, CTS (initiation), EKSO, EXAR, FC, GSM, HCHC, IDSY, IPAR, ITI, JCP, MPAA (upgrade), MRVL, NLST, NVTR, PFSW, RELY, SPA, TUBE, WYY; Focus List Update
  • 11/10/16 Update IDSY ($5.04, Buy; $7.00 PT): Q3 Miss Due to Light VMS Sales; Near-term Headwinds but with Sizable Opportunities Emerging Next Year; Reducing PT from $8.00 to $7.00
  • 11/07/16 Morning Note B. Riley AM Note: AVP, BRKS, COTY, CROX, EL, FTD, IDSY, KW, LIOX, NVDA, PODD, RELY, RNWK, SBH, UEIC (upgrade), VSAT
  • 11/07/16 Update IDSY ($5.06, Buy; $8.00 PT): Earnings Preview: Working to Regain Traction; Sales Pipeline is Likely Still Developing; Value M2M Play Trading at 1.3x FY ’17 EV/Sales
  • 08/08/16 Morning Note B. Riley AM Note: CLRO, HCHC, IDSY, IPAR, KW, MPAA, ON, PLXS, PRGO, RDEN, RELY, SBH, VPG, VSAT, WYY
  • 08/05/16 Update IDSY ($4.76, Buy; $8.00 PT): Light Q2 Revenue as IDSY Works to Gain Traction; Sales Pipeline Likely Needs Time to Ramp; Lowering Estimates and Introducing FY ’18; Unchanged $8.00 PT
  • 08/05/16 Morning Note B. Riley AM Note: ABTL, CBR, CSOD, CVU, DCO, DMD, EMKR, FTD, HEAR, IDSY, IEC, III, IMMR, ITI, KE, KTOS, KW, LGF, LIOX, MRVL, MWW, NMRX, NVDA, PBH, PFSW, REIS, TACT, TREC, TROX, TRUE, UEIC; Internet (APPS, NAME, YELP), Optical Components (IPHI, LITE, NPTN)
  • 08/01/16 Update IDSY ($5.01, Buy; $8.00 PT): Earnings Preview: Positioning for Accelerating Growth in 2H ’16; Underappreciated M2M Business Trading at 0.9x FY ’17 EV/Sales Despite Premium Comp Acquisitions
  • 08/01/16 Morning Note B. Riley AM Note: ARC, COLM, DCO, DTSI, HDSN, HSKA, IDSY, IL, LGF, NMRX, NWL, REIS, SHOO (downgrade), TNAV, TROX, WEYS (downgrade); Semiconductors (EXAR, ON, MCHP), Semi. Cap. Equipment (ACLS, FORM, KLIC), Software (BLKB, CALD, CSOD, GUID)
  • 05/06/16 Update IDSY ($5.16, Buy; $8.00 PT): Successfully Transitions to Non-GAAP Profitability; Breakout Quarter Sets the Stage for Increased Profitability as the Business Scales
  • 05/06/16 Morning Note B. Riley AM Note: ABTL, CAMT, CBR, DWA, EMKR, FARM, FTD, GUID, HEAR, IDSY, IMMR, KE, LIOX, MCFT, MWW, NMRX, NTCT, PCTI, RDNT, RNWK, TREC, TROX, TRUE, UEIC, WEB, YELP
  • 05/03/16 Morning Note B. Riley AM Note: ACLS, AVP, AXTI, FARM, CKEC, ELNK, FN, FTD, HDSN, IDSY, IMMR, IVAC, LGF, LITE, MWW, PCTI, RDEN, ROG, ROVI, RTEC, SBH, SRI, TIVO, TYL, WEYS; The Weiser Consumer (CL, FLWS, NWL, PG, PRGO)
  • 05/02/16 Update IDSY ($5.16, Buy; $8.00 PT): Earnings Preview: Model Transition to Profitability in Q3 ‘16; Value-priced M2M Business Trading at 1.3x FY ’16 EV/Sales
  • 03/03/16 Update IDSY ($4.16, Buy; $8.00 PT): Revenue Miss but EPS Beats; Management Guides to FY ’16 Profitability; Lowering Estimates and PT From $9.00 to $8.00 During Momentum Rebuild; Thesis Intact
  • 03/03/16 Morning Note B. Riley AM Note: AEO, CVU, DTSI, IDSY, IL, NTRI, PCOM, PCTI, SMTC, SRI, UFAB
  • 03/01/16 Morning Note B. Riley AM Note: AMC, ATNY, CIEN, CKEC, CROX, HSKA, IDSY, RTEC, SWKS, TACT, WEB; March Focus List Update (ABTL, BV, CHKE, DKS, IMAX, ISIL, KTOS, LITE, MCFT, NTRI, TACT, TNAV, VVI)
  • 02/29/16 Update IDSY ($4.38, Buy; $9.00 PT): Earnings Preview: Transition to Profitability Likely Within Arm’s Reach; Trading at Less Than 1.0x FY ’16 EV/Sales
  • 11/05/15 Morning Note B. Riley AM Note: ACLS, AVP, COHR, CVU, DCO, FC, FL, FTD, GUID, HZO, IDSY, KW, LIOX, MCHP, NEWP, NSSC, PCOM, RDNT, SUP, SYRX, TLYS, TROX, TST, WYY, ZUMZ
  • 11/05/15 Update IDSY ($3.75, Buy; $9.00 PT): Reports a Q3 Beat; Refocusing Sales Efforts to Emphasize Large-scale Enterprises; Expecting Transition to Profitability in Early FY ‘16
  • 11/02/15 Update IDSY ($3.52, Buy; $9.00 PT): Earnings Preview: IDSY’s Transition to Profitability Is Likely Close; Expecting a Noisy Quarter amid Corporate Reorg
  • 11/02/15 Morning Note B. Riley AM Note: AVP, CL, CNK, COHR, CVU, DCO, DRAD, DWA, FTD, HZO, IDSY, LGF, LOV, NEWP, NLS, NTRI, NWL, OCLR, PCMI, RDEN, SRI, SUP, SWKS, SYRX, TREC, TYPE, UNTD, VPG, WMAR; November Focust List, Internet, Semiconductors & Semi. Cap. Equipment
  • 10/20/15 Morning Note B. Riley AM Note: CHKE, FLEX, GIG, IDSY, IMAX, IPAR, KMB, NTRI, RGC, SWKS, TUP, TYL
  • 08/04/15 Update IDSY ($5.37; Buy; $9.00): Q2 Miss Due to SaaS Transition Sales Pressure Despite Improving Gross Margins; Lowering FY ’15 and ’16 Estimates; Introducing FY ’17; No Change to PT
  • 07/30/15 Morning Note Morning Notes: AMC, CALD, CLX, CSGP, DORM, DWA, EGHT, FORM, HSKA, IDSY, ISIL, LRCX, MCS, NTRI, PCMI, SKX, SLAB, SONS, TYPE, UNTD
  • 07/30/15 Update IDSY ($5.30, Buy; $9.00 PT): Earnings Preview: IDSY’s Transition to Profitability Is Likely Fast Approaching as Revenue and Gross Margins Improve
  • 05/08/15 Update IDSY ($7.05, Buy; $9.00 PT): Revenues Beat but EPS Miss; Near-term Margin Headwinds Lower FY ’15 EPS Expectations; Transitioning to Profitability in Q4 with FY ‘16 Valuation Thesis Intact
  • 05/05/15 Morning Note B. Riley & Co. Morning Notes: CKEC, CL, CNK, COTY, CVU, DMD, ELNK, EMKR, FTD, FN, GRPN, IDSY, IVAC, KTOS, MWW, NEWP, NLS, ON, PCOM, RDEN, RNWK, ROVI, TST, TYL, UEIC; Household/Personal Care (AVP, CLX, KMB, NTRI, NWL, PG)
  • 05/04/15 Update IDSY ($6.90, Buy; $9.00 PT): Earnings Preview: Transition to Profitability Approaches as Toyota Partnership and VMS Recurring Revenues Begin to Ramp
  • 03/06/15 Morning Note B. Riley & Co. Morning Notes: CKEC, CLRO, CVU, DMD, FNSR, HSKA, IDSY, KFX, KTOS, PFSW, REIS, TREC; Focus List Update (CHKE, CKEC, EMKR, GME, GUID, ISIL, KTOS, NTRI, PRMW, REMY, RUBI)
  • 03/06/15 Update IDSY ($6.45, Buy; $9.00 PT): Revenues Beat but EPS Miss; Transitioning to a Recurring Revenue Business Model with Profitability Expected in 2H ’15; Just 10x FY ‘16 Cash-Adjusted P/E
  • 03/03/15 Update IDSY ($6.55, Buy; $9.00 PT): Earnings Preview: Transition to Profitability Approaches as Key Partnerships and I.D. Systems 2.0 Initiatives Begin to Pay Off
  • 12/18/14 Morning Note B. Riley & Co. Morning Notes: GRPN, IDSY, TUP; Exhibition Sector (AMC, CKEC, CNK, IMAX, MCS, RGC, RLD)
  • 11/10/14 Morning Note B. Riley & Co. Morning Notes: AEO, AMAT, ARTX, BRKS, CIDM, COTY, DMD, FARM, IDSY, IMAX, IPAR, LGF, PCMI, VSAT
  • 11/07/14 Update IDSY ($6.94, Buy; $9.00 PT): Slight Miss Due to I.D. Systems 2.0 Investment; Transition to Profitability Remains Intact
  • 11/07/14 Morning Note B. Riley & Co. Morning Notes: AOSL, API, BEBE, CNK, CTP, FC, GSM, GUID, IDSY, KLIC, KTOS, LGF, NAME, NPTN, NVDA, ODP, PBH, PCOM, PRGO, PRMW, ROVI, SGGH, SRI, SWKS, TROX, TST, UEIC, VSAT, WWWW, XOXO
  • 11/04/14 Update IDSY ($7.53, Buy; $9.00 PT): Earnings Preview: Fast Growing MRM Company Transitioning to Profitability; Trades at Deep Discount to Peers
  • 11/04/14 Morning Note B. Riley & Co. Morning Notes: ABTL, ACW, AVP, CKEC, CSOD, CTP, ELNK, FN, GSM, GUID, IDSY, NCMI, NLS, NTRI, OCLR, RLD, RNWK, RTEC, SNDK, SUP, TROX, TST, WWWW
  • 09/17/14 Morning Note B. Riley & Co. Morning Notes: CALD, DORM, EXAR, IDSY, IMMR, JAKK, SNDK
  • 09/17/14 Update IDSY ($5.67, Buy; $9.00 PT): Revitalized MRM and Data Analytics Play Breaking into Profitability; Initiating Coverage on IDSY with Buy and $9.00 PT