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OmniVision Tops Q4 Estimates, Provides Upbeat Q1 Guidance (OVTI)

Image sensor maker, OmniVision Technologies Inc. (NASDAQ: OVTI) reported better-than-expected fiscal fourth quarter results on Thursday as solid revenue growth offset contraction in margins. The Company also offered very optimistic guidance for the fiscal first quarter.

Shares rallied on Friday, gaining about 19% in early trading hours.

For the fiscal first quarter, the Santa Clara, California-based Company expects earnings to be in the range of 35 cents to 52 cents a share, assuming that revenue would be between $355 million and $390 million. Analysts’ consensus estimate was for earnings of 28 cents a share on revenue of $347 million, according to a data compiled by Thomson Reuters.

For the fiscal fourth quarter ended April 30, OmniVision Technologies reported a net income of $8.9 million or 17 cents a share compared to a profit of $2.7 million or 5 cents a share, in the year-earlier quarter.

Stripping out onetime items, adjusted or non-GAAP earnings stood at 31 cents a share up from 20 cents a share, in the same quarter of last year.

Revenue soared 54% to $336.2 million. Earlier in February, the Company projected earnings to be in the range of 14 to 29 cents a share on revenue of $300 million to $330 million, which was short of analysts’ consensus estimate at that moment.

Analysts’ polled by Thomson Reuters most recently had forecasted earnings of 21 cents a share on revenue of $318.93 million.

Still, one area which is a cause for a concern is rising manufacturing cost. In the recently concluded quarter, gross margin contracted to 17.5% from 22.5%.

Meanwhile, analysts at equity research firm, Needham & Company raised price target on the stock to $25 from $21, in a report released on Friday. The firm currently keeps “buy” rating on the stock. Needham’s upwardly revised price target implies upside potential of 61.39% over the closing stock price on Thursday.

Earlier on Tuesday analysts at Oppenheimer maintained “outperform” rating on the stock.

 


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