PCM, Inc.

Company Details:

Company Symbol: PCMI
Sector: Hardlines
Company Rating:
URL: http://www.pcmall.com

Related Research

  • 07/27/17 Update PCMI ($19.75, Buy; $33.00 PT): Mixed Q2 ’17 Results: Revenue Miss Largely From Sales Sold on Net Basis Drives Gross Margin Beat, EPS Ahead; Moderately Lowering Estimates
  • 07/27/17 Morning Note B. Riley AM Note: ARC, AXTI, BCOV, CSGP, DMRC, GUID (downgrade), GSM, IMAX, LLNW, LRCX, PCMI, RGC, SLAB, TYL; Software (BLKB, CALD, CSOD, GUID, STMP)
  • 07/25/17 Update PCMI ($19.50, Buy; $33.00 PT): Q2 ’17 Preview: Expect In Line Print and Reaffirmed Guidance; Maintain Buy Rating and $33 Price Target
  • 07/25/17 Morning Note B. Riley AM Note: AMAT, CYTX, DHX, GOOGL, GPX, JCP, KTOS, PCMI, RELY; Marine (BC, HZO, MBUU, MCFT, MPX)
  • 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)
  • 04/28/17 Update PCMI ($30.15, Buy; $33.00 PT): Q1 ’17 Beats as Gross Margin Impresses; Raising EBITDA Estimates and Price Target from $32.00 to $33.00
  • 04/28/17 Morning Note B. Riley AM Note: BC, BRKS, COHU, COLM, CSGP (transition), DSW, GOOGL, GPX, HSKA, HZO, IDCC, INTC, KLAC, MCS, MPX, PCMI, PRMW, ROG, SIMO, SWKS, TNAV, TNDM, TYL, UAA, VRS (initiation); Optical Components (IIVI, IPHI, OCLR)
  • 04/26/17 Update PCMI ($30.30, Buy; $32.00 PT): Q1 ’17 Preview: Expect Results In Line for Seasonally Slow Quarter; Maintain Buy Rating and $32 Price Target
  • 04/26/17 Morning Note B. Riley AM Note: CTG, DRAD, FSNN (initiation), KLIC, MRVL, PCMI, PII, SIMO, TXN; Media (AMC, CNK, IMAX, LGF, MCS, RDI, RGC)
  • 02/09/17 Update PCMI ($24.65, Buy; $32.00 PT): Delivers Solid Q4 ‘16 Revenue and EPS Beat; Raising Estimates and Price Target from $27.00 to $32.00
  • 02/09/17 Morning Note B. Riley AM Note: AOSL, BLKB, CAMT, FORM, LGF.A, LLNW, OSIS, PCMI, RNWK, TYL; Boardsports (DECK, NKE, VFC), Footwear (BOOT, COLM, DECK, RCKY, VFC, WEYS, WWW)
  • 02/03/17 Morning Note B. Riley AM Note: DECK, EL, FARM, FN, KEM, KLIC, LGF.A, LITE, P, PBH, PCMI, RNWK, RTEC, UTEK; Optical Components (FN, LITE), Software (BLKB, CALD, TYL)
  • 02/03/17 Update PCMI ($22.90, Buy; $27.00 PT): Q4 ‘16 Earnings Preview: Expect Results and ’17 Guidance In Line; Reiterate Opportunity for Higher Numbers From Tiger Direct and New Rio Rancho Reps
  • 01/04/17 Morning Note B. Riley AM Note: ARTX, CDZI (initiation), COHU, FC, FNJN, JCP, PCMI
  • 10/27/16 Morning Note B. Riley AM Note: AXTI, BHE, BOOT, CSGP, DLB, EGHT, GRPN, INFN, KEM, LLNW, NTRI, NVDA, PCMI, PII, PLXS, SIX, SLAB, SONS, TYL, TRUE, TXN, TYPE
  • 10/27/16 Update PCMI ($18.58, Buy; $27.00 PT): Reports Solid Q3 ’16 Beat On Strong Organic Growth and Upside from Tiger Direct, Raising Estimates and Price Target from $22.00 to $27.00
  • 10/25/16 Morning Note B. Riley AM Note: ADI, AMC, BLKB, BOOT, CSGP, DORM, EGHT, FLEX, IPAR, ISIL, KMB, NTCT, NVDA, OOMA (initiation), PCMI, PLXS, PRGX, RCKY, VFC
  • 10/25/16 Update PCMI ($20.51, Buy; $22.00 PT): Earnings Preview: Expect In Line or Better Q3 ’16 Results; Upside to ‘17 Estimates from Tiger Direct and New Rio Rancho Reps Could Lead to Higher Price Target
  • 09/22/16 Morning Note B. Riley AM Note: AMAT, BCOV, COTY, FNJN, HEAR, JBL, KTOS, NLST (initiation), PBH, PCMI, TIVO
  • 09/22/16 Update PCMI ($19.44, Buy; $22.00 PT): Despite Strong Stock Performance Scale and Leverage Opportunities from Recent Acquisitions Still Remain Underappreciated; Raising Estimates and Price Target
  • 07/28/16 Update PCMI ($11.89, Buy; $17.00 PT): Reports Strong Q2 ’16 EBITDA and EPS Beat; Full Year EPS Guidance Raised and 2H ’16 Reaffirmed; Raising Estimates and Price Target
  • 07/28/16 Morning Note B. Riley AM Note: AMC, AXTI, CKEC, CSGP, DHX, DLB, GRPN, INFN (downgrade), LLNW, LRCX, MFLX, MPX, NTRI, PCMI, PCTI, SIX, SLAB, SONS (downgrade), SUP, TYL, TYPE; The Weiser Consumer (COTY, IPAR, JAKK, MAT, PG, TUP)
  • 07/25/16 Morning Note B. Riley AM Note: AMC, BOOT, CKEC, CTG, DHX, DMRC, MCS, PCMI, PRGX, RGC, SIMO, STMP, VFC; Semiconductors (ISIL, LLTC, MRVL, SLAB, SQNS, TXN), Semi. Cap. Equipment (BRKS, COHU, IVAC, KLAC, LRCX, RTEC)
  • 07/25/16 Update PCMI ($11.89, Buy; $14.00 PT): Q2 ’16 Earnings Preview: Expect Seasonally Strong Quarter To Be In Line; Opens New Sales Center in Albuquerque, New Mexico
  • 04/29/16 Morning Note B. Riley AM Note: BC, BCOV, BHE, BLKB, BRKS, CL, CLX, COHU, COLM, COTY, CSGP, EL, ELNK, FLEX, GPX, GRPN, HSKA, IDCC, IPHI, LGF, MCS, NPTN, OUTR, P, PCMI, PRGX, RGC, ROG, SIMO, SQNS, SWKS, TNAV, TYL, VVI, WMAR, WWW; Internet (ABTL, GDDY, PCOM, RUBI, TRUE, WEB, XOXO, YELP)
  • 04/29/16 Update PCMI ($8.25, Buy; $14.00 PT): Reports Solid Q1 ’16 with Revenue/EPS Beat; Q2 Guidance Mixed Versus Our Estimates, but Reiterates ’16 Revenue and Raises Low End of Full Year EPS Guidance
  • 04/26/16 Morning Note B. Riley AM Note: CL, CSGP, GPX, JBL, OSIS, PCMI, PRGO, PRGX, SANM, SIMO, SIX, WMAR; Media (CKEC, DWA, NCMI), The Weiser Consumer (COTY, EL, IPAR, JAKK, MAT, PRGO, TUP)
  • 04/25/16 Earnings Preview PCMI ($8.34, Buy; $14.50 PT): Q1 ’16 Preview: In Line Results Anticipated for Seasonally Weak Quarter; Expect to See Impact from Recent Acquisitions on Expenses With Full Upside Benefit Yet to Come
  • 02/19/16 Update PCMI ($8.71, Buy; $14.50 PT): Delivers Q4 Revenue Beat, but Adj. EBITDA/EPS Miss on Higher Operating Expense and Lower Gross Margin; Sets Solid 2016 EPS Guidance
  • 02/19/16 Morning Note B. Riley AM Note: AFOP, AMAT, ELNK, OSIS, OUTR, PCMI, PRGO, ROG, SIX, SKX, TRUE, TYL, UEIC, VPG, WWW; Marine (BC, HZO, MPX, WMAR), Retail Apparel (OXM, SHOO, SKX)
  • 02/17/16 Morning Note B. Riley AM Note: BEBE, MAMS, MAT, NCMI, ON, OXM, NAME, PBH, PCMI, SIX, SONS, TYL, UFAB, UEIC, VFC, VSAT
  • 02/16/16 Update PCMI ($8.04, Buy; $16.50 PT): Expect Q4 ’15 Results In Line; Believe Disruptions to Operating Expense Appropriately Reflected in Estimates
  • 12/08/15 Morning Note B. Riley AM Note: CIEN, EMKR, GIG, MRVL, OCLR, OUTR, PCMI
  • 12/07/15 Update PCMI ($9.42, Buy; $16.50 PT): Strengthens SMB Footprint with Acquisition; Raising PT to $16.50
  • 11/19/15 Morning Note B. Riley AM Note: BRCM, CKEC, FARM, FL, IPAR, LRCX, ON, PCMI, SMTC, SWKS, TXN
  • 11/02/15 Update PCMI ($9.27, Buy; $15.00 PT): Reports Q3 ‘15 Miss, but Gross Margins Impress; Transitioning Coverage; Maintain Buy and $15 Price Target
  • 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
  • 07/28/15 Morning Note B. Riley & Co. Morning Notes: ACW, AKAM, AMC, AVP, CKEC, CL, DECK, FORM, GIG, GPX, IMMR, MTSN, MWW, NTCT, NTRI, OUTR, PCMI, PG, SIMO, SONS, SHOO, Semi Cap Eqp (CSCD, LRCX, COHU, KLAC), Semiconductors (SLAB, ISIL, BRCM, ON)
  • 07/28/15 Update PCMI ($9.63, Buy; $13.00 PT): Expect Solid 2Q Results Showing Organic Growth And Acquisition Benefit
  • 04/30/15 Morning Note B. Riley & Co. Morning Notes: AMC, BC, CAMP, CKEC, COHR, CSCD, CSGP, DHX, ELNK, FORM, GPX, GUID, ISIL, ISSI, NLS, PCCC, PCMI, PCTI, SLAB, TREC, YELP; Consumer Products Weekly (FLWS, IPAR, JAKK, MAT, MYL, PBH, PRGO, TEVA, TUP)
  • 04/30/15 Update PCMI ($9.95, Buy; $13.00 PT): Impressive Guidance As Company Gets Through An Expected Sloppy 1Q
  • 04/29/15 Morning Note B. Riley & Co. Morning Notes: ACW, AKAM, AXTI, BCOV, CLX, CTG, DORM, FLWS, IIVI, IMAX, IMMR, LLNW, PCMI, PRGX, SIMO
  • 04/28/15 Update PCMI ($9.46, Buy; $13.00 PT): 1Q Likely Under Pressure Due To Planned Interruptions With FY15 Still On Track For Back-End Weighted Performance
  • 03/23/15 Morning Note B. Riley & Co. Morning Notes: LGF, PCMI
  • 03/20/15 Update PCMI ($9.56, Buy; $13.00 PT): Attractive Acquisition But Expect FY15 To Be More Back-End Weighted Than Originally Planned
  • 02/13/15 Update PCMI ($9.01, Buy; $13.00 PT): Solid 4Q When Factoring Discrete Items, FY15 On Track For Growth
  • 02/13/15 Morning Note B. Riley & Co. Morning Notes: AVP, CAMT, CIDM, EMKR, GRPN, GUID, KTOS, MAMS, MTSN, PCMI, RGC, TYPE, WWWW; Photonics (COHR, IIVI, NEWP)
  • 12/16/14 Morning Note B. Riley & Co. Morning Notes: ABTL, CKEC, NTRI, PCMI, SABA, TREC; Semiconductors (ADI, AOSL, EXAR, ISSI, INTC, ISIL, LLTC, MRVL, MXIM, MCHP, NVDA, ONNN, SMTC, SLAB, TXN)
  • 12/15/14 Update PCMI ($9.05, Buy; $13.00 PT): Management Meetings Highlight Growth Potential
  • 11/10/14 Morning Note B. Riley & Co. Morning Notes: AEO, AMAT, ARTX, BRKS, CIDM, COTY, DMD, FARM, IDSY, IMAX, IPAR, LGF, PCMI, VSAT
  • 11/10/14 Update PCMI ($7.45, Buy; $13.00 PT): Shares Should Be Up On Strong FY15 Prospects
  • 10/21/14 Morning Note B. Riley & CoMorning Notes: ANGI, IPAR, PCCC, PCMI, PII, RNWK, SHOO, STMP, TUP, TXN, TYL, YELP
  • 10/20/14 Initiation of Coverage PCMI ($9.23, Buy; $13.00 PT): Situated For Growth; Initiating With A Buy Rating and $13 PT