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iRobot Corp.

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  1. IRobot Enjoys Solid Top-line Growth and Execution in 3Q; Raising Our Fair Value Estimate Slightly


    Wed, 22 Oct 2014

    Narrow-moat iRobot ’s third-quarter ..... security business. IRobot maintained its full-year ..... forecast the core Roomba product’s revenue ..... toward growing the Scooba wet floor care robot ..... gross margins than Roomba .

  2. Dyson's Entrance Into the Robotic Vacuum Market Doesn't Change Our Outlook for iRobot


    Thu, 4 Sep 2014

    robotic cleaner meant to compete with iRobot 's Roomba . Given the features announced for ..... considerably higher than the newest Roomba 's $700. That said, Dyson has ..... estimate and narrow economic moat for iRobot . First, management has often noted

  3. IRobot Sees Continued Solid Revenue Growth and Expanded Margins in 2Q


    Wed, 23 Jul 2014

    Narrow-moat iRobot again reported double-digit home-robot revenue growth in its second ..... nearly 20% year over year). With the success of the newly launched Roomba 880 (now being rolled out to stores rather than being available only online

  4. What Makes a Moat?


    Mon, 21 Jul 2014

    portfolio worth mentioning belongs to iRobot IRBT, maker of Roomba (the robotic vacuum cleaner ..... their own high-end products, iRobot has not faced meaningful competition ..... preventing them from denting iRobot 's competitive position. Having

  5. IRobot's Analyst Day Provides Confidence in Our Narrow Moat Rating; Keeping Our Fair Value Estimate


    Thu, 8 May 2014

    narrow moat rating for iRobot following the company's ..... overall end market, iRobot 's solid patent portfolio ..... capital allocation. IRobot also reiterated its ..... robotic vacuums, iRobot losing share to nascent ..... limited ability to drive Roomba price increases

  6. IRobot Enjoys Continued Growth and Higher Prices in 1Q; Maintaining Our Fair Value Estimate


    Wed, 23 Apr 2014

    our $27 fair value estimate for iRobot following first-quarter results ..... year ago), as the higher-priced Roomba 880 and Scooba 450 products continue to roll out ..... areas that should continue to garner iRobot profitable growth. HRD gross margins

  7. IRobot's 4Q in Line With Expectations; Maintaining Our $27 Fair Value Estimate


    Thu, 6 Feb 2014

    value estimate after narrow-moat iRobot ’s fourth-quarter results. The ..... has proven effective. Importantly, iRobot ’s total selling and marketing ..... high-teens growth. Conversely, iRobot ’s defense and security business

  8. IRobot's COO Resigns Shortly After Product Launch; Maintaining Our $27 Fair Value Estimate


    Mon, 25 Nov 2013

    estimate for narrow-moat iRobot following the resignation ..... operating officer. Beck joined iRobot in March 2009 following ..... in total compensation. IRobot doesn’t plan to rehire ..... announcement comes on the heels of iRobot ’s Roomba 880 launch, the new

  9. No Major Surprises in IRobot's 2Q Results; Maintaining Our $26 Fair Value Estimate


    Wed, 24 Jul 2013

    We plan to maintain our $26 fair value estimate for narrow-moat iRobot IRBT following the company's second-quarter results. The firm again enjoyed strong domestic home robot sales (up 26% year

  10. IRobot's Patent Defense Initiative Representative of Narrow Moat; Our Fair Value Estimate Still $26


    Mon, 1 Jul 2013

    On Monday, iRobot IRBT announced it is pursuing ..... company claims violate five Roomba patents with their Solac Ecogenic robotic vacuum. IRobot has a successful track record ..... of the more competitive; iRobot 's share is roughly 72

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