Informatica

  • 3 Software Companies For Growth

    By Damian Illia - August 1, 2013 | Tickers: INFA, INTU, RHT

    The tech sector is quite unpredictable, and always rapidly changing. Within it, the application software industry has been especially characterized by its constant evolution and strong competition. Only those who can rapidly respond to ever-changing customer demands and needs can truly succeed in this field. Informatica (NASDAQ: INFA), Intuit (NASDAQ: INTU) and Red Hat (NYSE: RHT) seem like interesting options in the industry. Let´s take a look at them more »

  • This Company’s CFO Is Buying on Bad News

    By Meena Krishnamsetty - June 27, 2013 | Tickers: EMC, INFA, IRM, NTAP

    Iron Mountain (NYSE: IRM) plunged 16% on June 7 after the company filed an 8-K related to its discussions with the IRS. First, the records management and data protection services company’s request for a certain Private Letter Ruling (PLR), which would allow it to qualify for conversion to a real estate investment trust (namely, a ruling which would classify Iron Mountain’s racking structures as real estate), has been more »

  • This Is a Solid Stock in Cloud and Big Data

    By Mithu Batabyal - May 10, 2013 | Tickers: INFA, N, TDC, WDAY

    Informatica (NASDAQ: INFA), the world’s leading data integration software vendor, recently announced its Q1 financial results. The company reported revenue of $214.3 million including software revenues of $88 million, up 9% year-over-year. On the earnings front, the company reported GAAP EPS of $0.16 and non-GAAP EPS of $0.31. Informatica’s chairman and CEO Sohaib Abbasi said:

    Our first quarter 2013 results highlight the growing customer demand more »

  • Buy These Stocks if You Want to Bank on Big Data and the Cloud

    By Shweta Dubey - May 2, 2013 | Tickers: CTXS, INFA, VMW

    With the increasing demand for data security, efficiency, and the growing use of software-as-a-service, IT companies are constantly upgrading technologies in their services and products. Also, they are taking initiatives to cope with the rapidly changing demand emerging from breakthrough technologies like Big Data and Cloud Computing. I have discussed three such companies, which have dealt with these changes perfectly and were successful in defending their market shares.

    VMware (NYSE: VMWmore »)

  • Insiders Are Crazy About These Stocks

    By Meena Krishnamsetty - February 28, 2013 | Tickers: FMER, HLSS, INFA, TWO

    The principles of diversification conclude that it is unwise to accumulate too much company-specific risk. This is why investors are often advised to buy stocks in different industries or sectors; it is also why company insiders are normally expected to sell rather than buy shares. When insiders buy stock, it signifies a certain level of confidence in the company. This is an explanation for why insider purchases tend to be more »

  • This Tech Company’s Chief Marketing Officer Just Bought 4,000 Shares

    By Meena Krishnamsetty - January 31, 2013 | Tickers: EMC, INFA, IBM, ORCL, TIBX

    According to a filing with the SEC, Informatica (NASDAQ: INFA) Chief Marketing Officer Margaret Breya bought 4,000 shares of the company’s stock on Jan. 29 at an average price of $36.21 per share. This gives her direct ownership of 34,000 shares if we include restricted stock units. Informatica is a $3.9 billion market cap business software and services company with a focus on products that more »

  • How to Play Friday’s Earnings Reactions Long-term

    By Brian Nichols - January 25, 2013 | Tickers: HAL, INFA, PG, QLGC, SBUX

    We saw some big moves following earnings on Friday, and this leaves investors wondering what moves to make next. Therefore, I am looking at the biggest movers, explaining why they moved, and then what to do next.

    QLogic Corp (NASDAQ: QLGC)

    The most impressive reaction following earnings was most likely by QLogic. The stock is currently trading higher by almost 15% after beating expectations on both the top and bottom more »

  • Analysts Give Reasons to Buy these Stocks

    By Brian Nichols - January 11, 2013 | Tickers: ATVI, INFA, NRG, PM

    An upsurge in analyst upgrades took place today, as high-profile firms gave their outlooks for various stocks. Such activity was more than what we usually see during a typical session. Therefore, I am looking at some of the top stock moving calls that took place and examining what was said to move these stocks.

    Company

    Ticker

    Firm

    Call

    Philip Morris

    (NYSE: PM)

    Goldman Sachs

    Conviction Buy

    Activision Blizzard

    (NASDAQ: ATVImore »)

  • What This Tech Company's Warning Tells Us

    By Lee Samaha - December 12, 2012 | Tickers: INFA, IBM, ORCL, SAP, TIBX

    I want to talk about how investors can protect themselves from risk by engaging in an ongoing process of constantly checking the validity of assumptions that they are making while looking at an investment. Tibco Software (NASDAQ: TIBX) recently gave a great example of this.

    Tibco’s Disappointing Guidance

    Tibco recently came out and disappointed the market with its preliminary results for Q4. Subsequently, the stock took a beating. In more »

  • Hedge Funds Are Buying These Stocks

    By Meena Krishnamsetty - November 9, 2012 | Tickers: INFA, MTH, SCHL, TTWO

    Usually, we have to wait until six to seven weeks after the end of a quarter to see what hedge funds have been buying. The exception is when they take on (or change) a large enough position that requires disclosure with the SEC- investors can learn about these transactions fairly quickly. Here are five stocks that hedge funds have been buying recently:

    Carl Icahn isn’t letting his recent investment more »

  • Billionaire Mandel Just Bought This Cloud Computing Stock

    By Meena Krishnamsetty - November 8, 2012 | Tickers: INFA, IBM, JDAS, QLIK, TIBX

    Lone Pine Capital has filed with the SEC to disclose that it owns 5.6 million shares of Informatica (NASDAQ: INFA). The fund’s 13F filing for the second quarter of 2012 did not show it owning any shares at that time (though our database does record a position in the stock by Lone Pine last year). So Lone Capital has bought all of those shares, which are equivalent to more »

  • What This IT Giant's Earnings Say About the Tech Market

    By Lee Samaha - October 21, 2012 | Tickers: CA, INFA, IBM, ORCL, TIBX

    When looking at IBM’s (NYSE: IBM) results there are always two concerns. The first is IBM itself and the second is the commentary around all its various sectors and what this means for its competitors. Therefore I’m going to split this article into first discussing IBM's main business segments and then the individual components.

    IBM Disappoints

    The market didn’t like the results or the associated commentary more »

  • This Week's Key Earnings

    By Lee Samaha - October 20, 2012 | Tickers: FFIV, FB, INFA, JNPR, MJN

    This week is definitely the week when beautiful earnings instinctively flock like the salmon of Capistrano. It is such a big week that it’s hard to keep track on all the companies reporting. I’m going to pick out some that are of interest to me and explain why in the context of what they say about the economy and other stocks prospects. I've linked extensively to previous more »

  • The Next Big Big Data Play?

    By Lee Samaha - September 14, 2012 | Tickers: GOOG, INFA, IBM, NICE, VRNT

    Verint Systems (NASDAQ: VRNT) followed its rival Nice Systems (NASDAQ: NICE) and lowered full year guidance. I don’t think Verint did quite the same kind of ‘sandbagging’ job that Nice appeared to do but nonetheless the stock declined. Both stocks are interesting, not least because they offer a back door way into ‘big data’ analytics demand, but without the hefty valuations and expectations that the usual big data plays more »

  • Not Such a Nice Tech Warning, But is it a Buying Opportunity?

    By Lee Samaha - August 3, 2012 | Tickers: INFA, NICE, TIBX, VRNT

    Another day and another technology company lowers guidance. This time the market seems to have been caught unaware by Nice Systems (NASDAQ: NICE) lowering full year revenue and EPS guidance below its previous guidance and notably lower than the market consensus. In a sense, I’m surprised that the market was surprised. Despite Nice and its rival Verint Systems (NASDAQ: VRNT) reporting upbeat results and guidance in the last quarter more »

  • Is this Tech Company Right to Blame the Economy?

    By Lee Samaha - July 8, 2012 | Tickers: INFA, IBM, ORCL, SAP, TIBX

    Informatica (NASDAQ: INFA) became the latest technology company to warn and this was no gentle reduction in guidance. It announced preliminary second quarter results and shocked the market with a forecast of Q2 revenues of $188-190 million where analyst estimates had been at $217 million. If this wasn’t bad enough, the conference call that followed the announcement was so largely devoid of company-specific "color" as to raise more questions more »