ZAGG Incorporated (NASDAQ:ZAGG)

CAPS Rating: 1 out of 5

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Member Avatar alucardxk7 (< 20) Submitted: 3/27/2014 11:00:46 AM : Underperform Start Price: $4.54 ZAGG Score: -8.12

Who wants to pay 29.99 for a product when you can get it for 1.99 on the internet.

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Member Avatar SqwiiTrader (< 20) Submitted: 2/19/2014 5:52:56 AM : Outperform Start Price: $4.20 ZAGG Score: +16.59

prediction TOS

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Member Avatar TerryB103 (64.59) Submitted: 2/12/2014 10:28:10 AM : Outperform Start Price: $4.00 ZAGG Score: +21.77

There should be concern regarding the consistency of the EPS, but recent growth is exciting, so the PEG Ratio looks tempting.

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Member Avatar AVSUPO (26.66) Submitted: 1/2/2014 2:14:27 PM : Outperform Start Price: $4.35 ZAGG Score: +11.71

TK RESEARCH

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Member Avatar 10cent (97.50) Submitted: 7/18/2013 12:26:34 PM : Outperform Start Price: $7.44 ZAGG Score: -56.42

I think I'll start accumulating around 4.50.

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Member Avatar Litigation (21.09) Submitted: 3/16/2013 7:18:51 PM : Outperform Start Price: $7.44 ZAGG Score: -56.42

Price Target: $14

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Member Avatar SamsaricSufferer (< 20) Submitted: 2/8/2013 1:12:03 PM : Outperform Start Price: $7.01 ZAGG Score: -54.35

Technically and fundamentally positioned as low risk, high investment setup.

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Member Avatar JeffRDS (< 20) Submitted: 1/29/2013 7:34:02 PM : Outperform Start Price: $7.20 ZAGG Score: -57.21

High growth, undervalued. See the whole pitch here at Real Deal Stocks:
http://wp.me/p2Xbru-IP3

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Member Avatar JonBarleycorn (70.37) Submitted: 11/15/2012 11:09:24 AM : Underperform Start Price: $6.77 ZAGG Score: +66.77

For a 1 star stock, it sure makes its numbers. However it has a poor All Star Outperform fraction with divergence.

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Member Avatar dpolehn (< 20) Submitted: 8/29/2012 1:20:00 PM : Outperform Start Price: $7.68 ZAGG Score: -69.65

This stocks price has been hit recently because of the founder CEOs exit.

The company has seen some serious revenue growth over the last several years and should continue to do so. As the mobile computing device market grows so will the market for accessories for those products...

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Member Avatar CaliradoMike (< 20) Submitted: 8/21/2012 12:18:54 PM : Outperform Start Price: $7.40 ZAGG Score: -66.53

Oversold after solid quarter due to CEO stupidity, only.

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Member Avatar XMFSeanStew (< 20) Submitted: 5/17/2012 7:18:42 PM : Outperform Start Price: $10.92 ZAGG Score: -100.19

Negative articles on SA bashing this company and its management seem weakly supported. The fact that this company is heavily shorted and the market has been down recently means that this is a good time to get in. Despite the negative articles, they have shown consistent growth in their financials, they recently got their product into Walmart stores, and they have patent moats on their invisible shields. This is a company I am interested in for the long term. The only reason I say they will outperform the market only "a year or so" is that mobile phone providers could develop new screens that are unscratchable, which would at least temporally stunt Zaggs growth.

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Member Avatar weirdsci (< 20) Submitted: 5/3/2012 5:16:11 PM : Outperform Start Price: $12.55 ZAGG Score: -98.68

While Zagg makes as high quality a product as you'll find in the case industry, I have concerns that new materials technologies being incorporated into devices (see Corning's Gorilla Glass) may eventually reduce demand for 3rd party device protection. However, in the short-term, Zagg's close association with Apple puts it in a great position for success. Great stock for the next 1-2 years at least.

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Member Avatar bcd1957 (< 20) Submitted: 5/1/2012 1:14:30 PM : Outperform Start Price: $12.58 ZAGG Score: -95.92

These guys are sharp and following a market leader. If they get their contract with Walmart, look out.

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Member Avatar chase035 (< 20) Submitted: 4/29/2012 7:26:19 PM : Outperform Start Price: $12.49 ZAGG Score: -96.90

Key ST Price Drivers for ZAGG:

- Blew past 200 dma with volume. 200 dma now acts as support for further rise.

- May 3rd earnings likely to beat estimates after Apple reported near record iPhone and iPad sales in Q2.

- Company used to rely heavily on Best Buy for sales. A whole bunch of additional channels already announced. Announcement of expansion into Walmart imminent. Reduces investment risk.

- Next generation Samsung Galaxy may contain HzO waterblocking technology. ZAGG is reported to own a 37.5% stake in HzO. Apple has also been rumoured to be considering the technology. Announced deals with these two tech giants will send ZAGG stock to new heights.

- Shorts are 43% of outstanding float. They will be forced to cover with earnings and possible announcements imminent.

- PEG ratio indicates fair value of ZAGG closer to $21.50. FA and TA both support big price move if earnings are positive.

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Member Avatar bmccle (88.86) Submitted: 4/20/2012 11:44:48 AM : Outperform Start Price: $11.20 ZAGG Score: -93.67

It is all about smartphones and ipads.

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Member Avatar clowy699 (< 20) Submitted: 3/22/2012 2:42:27 AM : Outperform Start Price: $10.60 ZAGG Score: -90.53

Great growth, undervalued at current price, and many future catalysts: HZO deal, wal mart deal, possible acquisition target.

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Member Avatar dkm755 (41.07) Submitted: 3/1/2012 12:11:05 PM : Outperform Start Price: $10.56 ZAGG Score: -91.83

People always reference the low barriers to entry, yet ZAGG is still the dominant player. They also forget the exposure to HZO and it's award winning waterproofing technology.

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Member Avatar AugieAugster (< 20) Submitted: 1/24/2012 3:00:13 PM : Outperform Start Price: $8.78 ZAGG Score: -88.80

Patents on invisibleSHIELD and HzO will be a HUGE driver but consider the following technical analysis and upcoming catalysts:

Like in 2011, zagg tested its low and bounced strongly. On a technical level, this confirms the double bottom reversal is upon it. Based on this, Zagg is expected to shoot to $16, then explode to a higher high that is equal to the difference of the high/low, putting the price target at $26. Moreover, using fibonacci levels and elliot wave, Zagg has completed the c of the "abc" and has started a new "12345" movement, which also takes zagg between $26 and $28. On a value level, ZAGG has a low PEG, if it was value at 1 of expected 2011 earnings, Zagg would have a price of $19. Zagg is only trading at 10x 2012 earnings but actual rev and earnings are doubling every year. Insanely cheap. See a theme here? On top of this, there are over $8m shares short, so any positive news can double this stock with a massive short squeeze in 1 day, especially when this passes the previous high. This is the stock no-brainer bullish pick of a lifetime. All it needs a few catalysts. Just the rumor of going into walmart popped the stock over 13% on Jan 13th. Imagine if it was actually announced.

1)Walmart deal for invisible shields which can add $100M a year in revenue with high margin product. Additonal produts would equal more rev: Walmart deal for zagg keyboards, Zaggsparq and zaggcase, ifrogz ipad cases. Walmart kicking out competitors due to lawsuit liability.

2)US patents that zagg holds to keep knocking additional competitors out of the market. Aready had competitors settle with them. Competitors can set stuff up on Amazon, but can't get any shelf space in retail stores where people actually buy phones. Additional zagg patents in pipeline for skins and shield to cause shorts to cover quickly like the announcement of patent last summer.

3)Zaggs HDshield to become the go-to shield for all phones with no alternatives. Everyone will want to get the clearest shield possible. Existing customers upgrading to the HDshield!

4)Record earnings in 4th quarter, record earnings in 2011, leading to record guidance in March 2012. Expect a big run up. The IPAD 3 and IHPHONE 5, along with a record number of smartphones and tablets to be released in 2012 and 2013. Zagg is a high growth company disguised as a value company.

5)HZO deals announced with manufacturers. Each deal can pop the stock 10%. Imagine if 10 deals get announced in a short time span or on next earnings call. After all, getting over $1 in royalty for every phone made for the next decade. Billions of phones globally. Zagg owns 40% equity in the value of HZO as a company. Can you imagine if HZO makes the deal with Apple? I'm told their reps, along with every other manufacter were at the HZO booth at CES. Do a google news search on HZO and CES and reporters are saying the same.

6)Additonal analyst coverage with higher price targets over $20. Will any big firms initiate coverage in order to get inside deal on a HZO IPO?

7)Additional SKUs in exhisting channels. Expanding globally. Starting Zagg Asia and Zagg South America as discussed by CEO.

8)Zagg buy out. Logitech has not tried to compete with Zagg. They partner on the keyboard. Logitech needs growth. Logitech just filed an 8K to say they took out a $450M loan facility even though they are solid financially and hold little to no debt. Have over $300M in cash. They can issue stock. The last Logitech buyout was in 2009 when they paid over $400M for a company with $90M revenue. Look it up. Do the math.

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Member Avatar bradford86 (99.78) Submitted: 1/18/2012 9:21:18 PM : Underperform Start Price: $8.19 ZAGG Score: +84.76

Extra: I was asked to take a look at Zagg Inc (Nasdaq: ZAGG). I looked into this company a while back and most of what they did was IPhone covers. Now it appears that they do all sorts of personalization and gadgets for tablets and phones. I'd be curious to see what the outcome of a conversation between Zagg and Corning, the maker of Gorilla Glass 2.0 would be. My bet is on Corning. Zagg has a lot of red flags. Target: $2-$5. Underperform.

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