Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$62.9M
24M shares
52-week range
$2.43 – $5.30
6% from low
Sector
COMPUTER PERIPHERAL EQUIPMENT, NEC
Exchange
NASDAQ
CS
Borrow rate
0.32%
Easy to borrow
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $78.1M | $83.8M | $86.9M | $103.8M | $112.9M | $43.4M | $26.6M | $21.5M |
| Cost of revenue | $44.8M | $47.1M | $53.2M | $66.7M | $72.0M | $37.4M | $26.3M | $20.2M |
| Gross profit | $33.3M | $36.7M | $33.7M | $37.1M | $40.9M | $6.0M | $340.0K | $1.3M |
| Gross margin | 42.7% | 43.8% | 38.7% | 35.7% | 36.3% | 13.8% | 1.3% | 6.1% |
| R&D | $7.2M | $8.6M | $9.8M | $8.7M | $9.9M | $4.4M | $3.9M | $3.3M |
| Operating income | −$1.9M | −$109.0K | −$3.4M | −$1.3M | −$333.0K | −$13.5M | −$28.0M | −$20.6M |
| EBITDA | $137.0K | $3.7M | −$257.0K | $4.1M | $2.1M | −$10.7M | −$24.6M | −$16.2M |
| Net income | −$4.7M | −$1.2M | −$5.1M | $1.6M | −$392.0K | −$5.5M | $74.8M | −$18.0M |
| Net margin | -6.0% | -1.4% | -5.9% | 1.6% | -0.3% | -12.6% | 281.0% | -83.8% |
| EPS (diluted) | -0.30 | -0.07 | -0.34 | 0.02 | -0.07 | -0.29 | 3.14 | -0.76 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $24M | $-0.57 | $-0.59–$-0.54 | 2 |
| 2027 | $30M | $-0.48 | $-0.50–$-0.46 | 1 |
| 2028 | $140M | $0.00 | $0.00–$0.00 | 0 |
Forward consensus · source: Financial Modeling Prep
Identiv Inc develops specialty radio-frequency identification (RFID) and Internet of Things It (IoT) solutions that address customers' challenges and create new opportunities for them through the digitization and enhanced connectivity to the IoT. It designs, produces, and sells RFID and Bluetooth Low Energy (BLE) enabled devices, RFID inlays, tags, and labels that can be applied or incorporated into physical objects, providing them with a digital identity and the ability for customers to track, monitor, authenticate, and engage with consumers. Its IoT Business segment develops, manufactures, and supplies specialty IoT solutions tailored for the healthcare, logistics, smart packaging industries and other high-value end markets.
www.identiv.comNo one on the platform currently holds INVE.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 261,784 | $968.6K |
| Execution date | Ratio |
|---|---|
| 2014-05-27 | 1-for-10reverse |
No one on the platform has traded INVE yet.
| $81M |
| — |
| NANano Labs Ltd | $1.83 | +6.40% | $123M | — |
| OSSOne Stop Systems, Inc. | $16.58 | +2.09% | $411M | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 2.4× sales vs its 3.9× historical median P/S.
Fair value ≈ $4.22 · price $2.60 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$INVE company has over 5.00 a share in cash and no debt....i like it.
View on StockTwits ↗$INVE https://anachart.com/wp-content/uploads/2026/06/1782414112_soc-img.jpg
View on StockTwits ↗@MasterCap i hope You have a good holidays. when You will have once more time to back to work, it would be fine if You could check, what impact to $WATT and $TRAK would be from $INVE announced agreement to sell IoT , R+D and factory to Trackonomy https://www.prnewswire.com/news-releases/identiv-announces-agreement-to-sell-its-iot-assets-to-trackonomy-creating-a-global-physical-ai-and-intelligent-supply-chain-leader-302809837.html thank You in advance
View on StockTwits ↗$INVE 25 mln a One off outlay to help fund the buyer of INVE assets allowing the seller to scale up them by using their platform. Inve to receive 50 mln in preferred equity by selling Iot, Germany and South East Asia assets. It should work well, 50 mln USD in preferred equity Is a lot of Money in a well funded High growing entity. For what I understand by Reading the Pr
View on StockTwits ↗$INVE what does it mean - CONTRIBUTE 25mil usd to Trackonomy? how it is in real money and obligations - would they give 25mil usd with no return, or this would be some term debt/credit to Trackonomy? because, 50mil usd in preferred - it is one amount, but 50mil - 25mil usd - it is total different amount. any real knowlegde with LINK to information would be appreciated
View on StockTwits ↗$INVE 40 mln USD available for buyback would buy almost 2/3 and 2/5 current market cap, It seems way cheap! Lake Street price target at least 4 USD! Buying back 40 mln USD at 3 USD would leave around 10 mln outstanding shares (24-13) with nearly 100 mln USD between left cash and preferred equity in Trackonomy or 9 USD book value per share. PLS correct me, am I wrong?!? https://www.investing.com/news/analyst-ratings/lake-street-downgrades-identiv-stock-rating-on-iot-asset-sale-93CH-4760636
View on StockTwits ↗$INVE so It Is trading at half net equity comprised almost of cash and preferted stock, absurd?!! It should be trading at least above 4 USD imo and still at discount to NAV https://www.otcmarkets.com/filing/html?id=19444423&guid=QZF-kKnxA_V8Oth
View on StockTwits ↗$INVE so they just had their best quarter in years, largely in part due to new facility in Thailand finally operational, and they proceed to sell it off. Crazy how it doesn’t matter who management here is, they always find a way to get paid via selling off portions of the business. Ashour, Hart, Humphreys, and now Newquist all have been very similar CEOs in that sense. Still need to review details for cash breakdown, but fully expect the pps to drop near a dollar.
View on StockTwits ↗$INVE I do love me a shell play! This one is ripe for a good run if you can wait it out.
View on StockTwits ↗$INVE (-21.4% pre) Identiv to sell IoT assets to Trackonomy for $50M in preferred equity https://ooc.bz/l/106165
View on StockTwits ↗Identiv agreed to sell the operating assets of its IoT business, including its German R&D center and Thai subsidiary, to private company Trackonomy Systems in exchange for $50 million of Trackonomy preferred stock. As part of the deal, Identiv will also contribute $25 million in cash to support integration efforts and capital expenditures. The transaction is expected to close in Q3 or early Q4 fiscal 2026, subject to shareholder approval and customary conditions. Following the sale, Identiv will remain listed on Nasdaq but will change its corporate name, as the Identiv brand is included in the asset sale. After the transaction, the company plans to focus on SaaS and physical AI, pursuing acquisitions of compliance-focused SaaS businesses in highly regulated industries. Identiv and Trackonomy also entered into a strategic partnership to collaborate on software opportunities leveraging Trackonomy’s physical AI platform. $INVE
View on StockTwits ↗$INVE interesting. So basically we will have a shell corporation with $100 million cash and a $50 million position in Trackonomy. Price to book now around .55. If they fully execute the $40 million buyback, price to book is closer to .30. Idk. It’s now even more of a value play, but the vision seems really up in the air and idk whether I like the investment thesis anymore.
View on StockTwits ↗$INVE discusses its entry into a Stock and Asset Purchase Agreement to sell its IoT business to Trackonomy Systems for $25 million cash and
View on StockTwits ↗$INVE quite the spread here. Identiv Announces Agreement to Sell its IoT Assets to Trackonomy, Creating a Global Physical AI and Intelligent Supply Chain Leader
View on StockTwits ↗$AMD $INVE $PSTG $NVDA The 130-Patent Fortress — Why Netlist (NASDAQ: NLST) May Be One of the Most Misunderstood Companies in the Memory Industry https://open.substack.com/pub/garywallach/p/nlst-the-130-patent-fortress-why?r=3iu9hl&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.