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News Breaks | | | | August 12, 2012 | | 20:22 EDT |  | SAP, MLNX, FIO, CVLT, NTAP, EMC, QLIK, INFA, TDC, TIBX, ORCL, BLOX | 'Big data' plays may take a breather, Barron's says
Barron's Technology Trader columnist Tiernan Ray contends that and stocks that play off "Big Data" are likely to take a breather -- given a quite substantial run-up in some of their shares, and given some lofty valuations. The companies include public outfits such as software giants SAP (SAP) and Oracle (ORCL), smaller software stalwarts such as Tibco (TIBX), Teradata (TDC), and Informatica (INFA), upstart software makers such as Qlik Technologies (QLIK), and hardware vendors such as EMC (EMC), NetApp (NTAP), CommVault (CVLT), Fusion-io (FIO), Mellanox Technologies (MLNX), InfoBlox (BLOX); as well as private companies such as Coraid, Nimble Storage, memSQL and DataStax, among others. The average forward earnings multiple of this group is 45x -- with some of the better performers getting a substantial premium in a 'no-growth' era of computing, Ray says. Mellanox has been the standout, rising almost threefold this year -- one of the few to show real revenue momentum from the big-data movement. If the company can't come up with another similar acceleration in revenue -- it may be time for the stock to relax, Ray says. Some of the names here have appreciated without appreciable improvements in outlook -- such as: EMC (EMC) as its revenue estimate has slipped slightly. Fusion-io has actually been one of the laggards this year -- which leaves the company little room to disappoint. Reference Link | |
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News For SAP;ORCL;TIBX;TDC;INFA;QLIK;EMC;NTAP;CVLT;FIO;MLNX;BLOX From The Last 14 Days Check below for free stories on SAP;ORCL;TIBX;TDC;INFA;QLIK;EMC;NTAP;CVLT;FIO;MLNX;BLOX the last two weeks. |
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| May 8, 2013 | | 09:14 EDT |  | FIO | Fusion-io calls volatility flat into leadership change
Fusion-io overall option implied volatility of 47 is near its 26-week average of 49 according to Track Data, suggesting non-directional price movement into the company naming Shane Robison as Chairman, CEO effective immediately, succeeding David Flynn, who has resigned as CEO and President. | | | 09:00 EDT |  | FIO | Fusion-io falls 17.2%
 Subscribe for More Information | | | 08:32 EDT |  | FIO | Fusion-io names Shane Robison as Chairman, CEO effective immediately
Subscribe for More Information | | | 07:16 EDT | | SAP | SAP sees potential $10B sales increase from banking software, Bloomberg reports
SAP, the German maker of business-management software, thinks it can add $10B in revenue from financial applications as banking clients become its fastest growth driver, reports Bloomberg. That compares with $2.5B it expects to receive from financial services providers this year. Reference Link | | | 06:53 EDT |  | ORCL | Oracle estimates raised at Credit Suisse
Credit Suisse raised Oracle estimates due to expectations for hardware product revenue growth in FY14, potential upgrades to the recently released T5 and M5 processors, and revenue growth for Engineered Systems. Shares are Outperform rated with a $40 price target. | | | May 7, 2013 | | 07:42 EDT |  | SAP | SAP to hold a press conference
Subscribe for More Information | | | 07:40 EDT |  | CVLT | CommVault reports Q4 adjusted EPS 41c, consensus 34c
Subscribe for More Information | | | 07:34 EDT |  | BLOX | Infoblox initiated with an Outperform at Cowen
Subscribe for More Information | | | May 6, 2013 | | 13:42 EDT |  | TDC | Teradata upgraded to Buy from Long-Term Buy at Hilliard Lyons
Hilliard Lyons upgraded Teradata citing the company's upbeat 2H 2013 outlook. Price target lowered to $65 from $76 due to a shorter investment time-frame. | | | 08:29 EDT | | QLIK | Qlik Technologies acquires NComVA, terms not disclosed
Qlik Technologies has acquired NComVA AB, a Swedish company specializing in advanced visualization technology. This acquisition expands QlikTech’s expertise and capabilities in advanced visualization and analysis to pair with its associative approach to delivering a deeper understanding of data, especially when multiple data sources are analyzed together. | | |
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