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Tibco Software

  • Nice Not to See a Tech Company Warning

    By Lee Samaha - May 10, 2013 | Tickers: IBM, NICE, TIBX, VRNT

    It’s been a disappointing earnings season for technology stocks. A marked reluctance among telcos and enterprises to sign off on big deals has caused company after company to miss earnings and lower guidance. In this environment any company that merely hits guidance is a 'winner'. With these thoughts in mind the market liked the recent results from Nice Systems(NASDAQ: NICE). In fact I got the impression from the more »

  • Why I Bought More of This IT Company

    By Lee Samaha - April 25, 2013 | Tickers: IBM, ORCL, TIBX

    It’s rare that I recommend watching a movie in order to try to understand investing, but in this case I strongly suggest finding the time to look at the late great Akira Kurosawa's masterpiece ‘Rashomon.’ The film is about the relativity of truth and depicts how three different people recall (in contrasting fashion) what is broadly the same event. Tech investors will have an inkling of what I more »

  • Social Media Goes Corporate

    By Austin Higgins - April 15, 2013 | Tickers: MSFT, CRM, TIBX

    Social media has already taken over the mainstream. Connectivity and the sharing of information are important in the business world. Some companies are taking the trend of social media and incorporating it in customer relationship management systems.

    The main goal of social media for the workplace is to create an easier way for employees to communicate with each other. It is hoped that this will lead to collaboration and an more »

  • 2 Buys and a Sell for Tech Companies on a Rebound

    By Chris Lau - April 12, 2013 | Tickers: BBRY, GME, TIBX

    The beginning of the second quarter of 2013 is off to a strong start. Quarterly earnings results were kicked off by resource giant Alcoa. Other than lower revenue, things were not so bad that investors bid up shares in cyclical companies. Missing out on the rebound were some companies in the technology space with high implied volatility in the options market. Companies that had little change to their stock price more »

  • A Look Back at TIBCO 's Guidance to Investors

    By Lee Samaha - March 28, 2013 | Tickers: IBM, ORCL, TIBX

    Another TIBCO Software (NASDAQ: TIBX) earnings report and it’s another miss, another guidance downgrade and another series of expressions of dissatisfaction with its own salesforce. As such, the stock now appears to be at a crucial juncture whereby its guidance is so low that rectifying the execution problems could lead to a significant earnings beat and a rapid recovery. Alternatively these misses could be representative of a market that more »

  • Previewing This Big Data Play's Results

    By Lee Samaha - March 14, 2013 | Tickers: IBM, ORCL, QLIK, TDC, TIBX

    The only thing we know for certain about Tibco Software’s (NASDAQ: TIBX) upcoming results is that they are likely to cause a lot of volatility in its stock price. It is an intriguing proposition. On the one hand the industry has been reporting better results in this earnings season. On the other, Tibco reported a nasty quarter last time around, articulating that many of its problems were self generated more »

  • Which Cloud Companies Might Be Bought Next?

    By Dana Blankenhorn - February 14, 2013 | Tickers: ATHN, EBIX, SAP, TIBX, WDAY

    One of the more interesting data points to emerge from 2012 is that “the cloud” dominated merger activity during the year. 

    Some of the biggest deals involved cloud applications that could be sold to enterprises, specifically Oracle's purchase of Taleo and IBM's purchase of Kenexa.

    Obviously there remains a big appetite for cloud applications. So who might be the next to go?

    Workday

    Workday (NYSE: WDAY) only went 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 »

  • This IT Stock Offers a Compelling Recovery Story

    By Lee Samaha - December 26, 2012 | Tickers: CREE, IBM, ORCL, RVBD, TIBX

    It’s a Christmas time and it’s time to think about giving and receiving. I’ve no doubt many investors were looking at Tibco Software (NASDAQ: TIBX) and thinking that the stock price crash was a Christmas gift come early. Essentially the company missed estimates in the last quarter, but remains in very attractive markets. The problems were isolated to the US and specifically sales execution within its leadership more »

  • The Key Earnings for Week 3 in December

    By Lee Samaha - December 20, 2012 | Tickers: CAG, GIS, JBL, ORCL, TIBX

    Moving into the third week of December, most professional investors' thoughts will turn to protecting gains and dressing up portfolio holdings in order to hang on to assets under management or maybe poach some from competitors. As private investors, we have no need to get involved in this game. I think it’s time to stay tight, focused and surgically alert to picking up great stocks so we can hit more »

  • 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 »

  • Top Losers on Wednesday: Are Any Worth a "Buy"?

    By Brian Nichols - December 6, 2012 | Tickers: AAPL, FCX, P, SCSS, TIBX

    On Wednesday we saw a market that traded higher but several big name stocks that lost great value. Some of which were deserving of this loss, but then there will be some that will trade higher and return large gains following this loss. With that being said, I am looking at five stocks with large loss on Wednesday; three to buy and two to sell.

     

    Company

    Ticker

    Wednesday Return

    Tibco 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 »

  • Starboard Keeps Buying Progress Software

    By Meena Krishnamsetty - October 29, 2012 | Tickers: ADVS, IBM, ORCL, PRGS, TIBX

    According to a filing with the SEC from Aug. 7, Starboard Value owned 4.8 million shares of Progress Software (NASDAQ: PRGS), a $1.3 billion market cap company providing business operations software. The fund has now filed a new 13D which discloses that as of late October it had increased its holdings to a total of 5.6 million shares, giving it control of 8.7% of the shares 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 »

  • 4 Stocks in the Sweet Spot of the Software Industry

    By Chad Henage - October 17, 2012 | Tickers: FFIV, MSCI, RAX, TIBX

    The software industry is cutthroat and it is difficult for companies to establish a foothold. However, once a company reaches a certain scale, it's usually about duplicating successes rather than fighting for survival. I won't pretend that I can spot someone running the next Microsoft or Google, but the mid-cap. section of the market seems like the sweet spot for software companies. These companies are established enough that you don't have to worry about them disappearing, but they are still small enough to show good growth. With this in mind, I recently ran a screen on the Fool.com CAPS Screener looking for mid-cap software companies that had at least 10% revenue growth and 20% EPS growth over the last three years. There were several companies to consider, but the following four seemed attractive: TIBCO Software Inc. (NASDAQ: TIBX), Rackspace Hosting, Inc. (NYSE: RAX), F5 Networks, Inc. (NASDAQ: FFIV), and MSCI, Inc. (NYSE: MSCI).

  • New Competition Challenges This Software Company

    By Abir Karmakar - October 5, 2012 | Tickers: ORCL, SPLK, TIBX

    On Monday, at the 8th annual Value Investing Congress in New York, Zack Buckley, who runs Buckley Capital, declared that he believes Splunk (NASDAQ: SPLK) is in a “very tough competition,”  having to battle with the likes of established powers HP, Intel, Oracle, and others. He also added that Splunk is a one-product company, and only worth $6-$12 per share based on its free cash flow valuation. The more »

  • This Tech Stock Disappointed but its Prospects Look Good

    By Lee Samaha - September 28, 2012 | Tickers: MSFT, ORCL, RHT, TIBX

    The market didn’t like everything it heard from Red Hat (NYSE: RHT) about its latest results and the usual knee jerk reaction saw the stock open lower. Anytime a company misses estimates and lowers guidance the same response can be expected. However, I think the results were pretty good and read across quite well for the technology market. Stocks are being rewarded now for merely not reporting Armageddon and more »

  • This Big Data Play Has Strong Prospects

    By Lee Samaha - September 25, 2012 | Tickers: IBM, ORCL, SAP, TIBX

    It has been a tricky summer for technology as growth forecasts have been cut and the sector has seen some hefty mark downs as a consequence. The interesting thing now is that some tech companies are reporting results below analyst expectations but still seeing price rises. Such was the case with the recent results at Tibco Software (NASDAQ: TIBX). The market was clearly baking in an earnings Armageddon when all more »

  • Why is This Hedge Fund Manager Betting Big on This Software Company?

    By Meena Krishnamsetty - September 13, 2012 | Tickers: BPHX, INFY, IBM, ORCL, TIBX

    Earlier today, Prescott Group Capital Management, Phil Frohlich’s fund, filed an amended Schedule 13D with the SEC, stating that its stake in BluePhoenix Solutions (NASDAQ: BPHX) had increased to 24.2%. The move brought Frohlich’s total holdings of the IT software company to nearly 2.5 million shares worth a little over $8.3 million. In the fund’s most recent 13F filing with the SEC at the more »

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