Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of InvenSense, Inc. (NYSE:INVN) fell by more than 12% early Friday, then partially recovered to sit down around 6% following mixed fiscal fourth-quarter results from the motion chip specialist.

So what: Quarterly revenue rose 6.9% year over year to $59 million, which translated to adjusted earnings of $0.07 per share. Analysts, on average, were looking for higher earnings of $0.10 per share on lower sales of $57.42 million.

Now what: CEO Behrooz Abdi explained InvenSense chose to increase investments in research and development during fiscal 2014, which "is now enabling us to make sizable market share gains in our core mobile market and to open up exciting business opportunities in emerging applications, such as wearables."

Further, Abdi elaborated InvenSense made a strategic decision in each of the last two quarters to build inventory in its core products, which should help them "prepare for multiple significant customer ramps in the coming quarters."

To be clear, while I typically prefer not to act immediately following big drops like this, I think shares of InvenSense are a glaring exception. Assuming Abdi's assertions are accurate -- and I see no reason to think otherwise -- this pullback could represent a fantastic buying opportunity for patient, long-term investors.

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Steve Symington has no position in any stocks mentioned. The Motley Fool recommends and owns shares of InvenSense. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.