Probably after they post 1st quarter earnings. With just the $34m from Ericy the comparioson to previous quarters will be exceptional. After that the million dollar question is what type of earnings forecast will we get from your favorite group of managers.
Get a clue. Sell-side research is still under legal siege. Buy-side research is more important for IDCC, particularly the buy-side research used by small-cap to mid-cap funds, but this distinction is probably way above your head or your pay grade.