Pokemon Go and AR based mobile game has broken the Internet for the past two months. In light of this success, Pacific Crest analyst John Vinh upgraded shares of InvenSense Inc (NYSE:INVN) from Sector Weight to Overweight, with a price target of $9, which implies an upside of 18% from current levels.

Vinh explained, “We expect the popularity of Pokemon Go and an anticipated rise in AR applications, particularly in China, to create a significant growth opportunity for 6-axis gyros, particularly in mid-range smartphones, where the current attach rates are minimal. Without a gyro in a smartphone, users are unable to effectively play Pokemon Go today because of limited navigation capabilities. We see opportunities for InvenSense in gyros and microlocation software in a 500 million unit total addressable market. We estimate every 10% share would add $0.11 to our F2018 EPS estimate.”

“We also see incremental tailwinds for INVN in 2H16 related to share gains at Samsung on the Note 7 and a strong holiday ramp associated with drones, where the company’s content continues to grow and OEMs are expected to introduce drones at price points down to $199,” the analyst added.

According to TipRanks.com, which measures analysts’ and bloggers’ success rate based on how their calls perform, analyst John Vinh has a yearly average return of 5.3% and a 47% success rate. Vinh has a -23.6% average return when recommending INVN, and is ranked #865 out of 4110 analysts.

Out of the 9 analysts polled by TipRanks, 7 rate InvenSense stock a Hold, while 2 rate the stock a Buy. With a return potential of 17%, the stock’s consensus target price stands at $8.90.