IBM: Analysis & Opinions

  1. Overheated Expectations Send Rackspace Investors To The ...

    May 09, 2013
    Absent a real competitive moat, it's hard to make sense of Rackspace's valuation.
  2. After The Hurricane, Is It Safe To Visit Aruba Networks?

    May 09, 2013
    After a big quarterly miss, can investors afford to trust the long-term opportunity at Aruba?
  3. BMC Software Shows Again That Getting Full Value Is ...

    May 06, 2013
    BMC's sluggish growth results in a takeout bid that doesn't seem to fully value the company.
  4. IBM Makes It Official – Tech Has Some Troubles

    April 19, 2013
    IBM sees a broad miss and the valuation is still too high.
  5. Weak PC Growth And Slow Mobile Penetration Weighing On ...

    April 19, 2013
    Microsoft is still not delivering what tech investors really want, but the value looks real.
  6. Infosys Struggling To Make The Changes

    April 15, 2013
    The unsatisfying results that Infosys has reported recently, combined with pretty non-specific guidance, has created ...
  7. Goldman Sachs Cuts Hewlett-Packard to $16: Time To Jump ...

    April 03, 2013
    Goldman Sachs issued a target price of $16 on Hewlett-Packard's stock April 2. At the same time it cut its rating on ...
  8. Red Hat's Valuation Looks More Reasonable, But ...

    March 28, 2013
    While Red Hat's model doesn't generate much leverage, the revenue growth is still looking solid.
  9. Buffett And Goldman Sachs Do Sweetheart Deal

    March 27, 2013
    Goldman Sachs announced March 26 that it will issue to Berkshire Hathaway in October the number of shares equal to ...
  10. Another Stumble At TIBCO Should Lead To Uncomfortable ...

    March 22, 2013
    Another disappointing quarter makes it harder to believe in TIBCO's potential.
  11. Oracle's Negative Surprise Underlines A Surprising ...

    March 21, 2013
    Oracle's surprisingly weak fiscal third quarter increases the near-term risks, but also creates a long-term ...
  12. These Companies Could Buy Back Up To 40% Of Their Own Stock

    March 15, 2013
    It's usually a great sign when companies buyback their own stock, and these companies are ripe for just that.
  13. NetApp Seems Stupid-Cheap

    February 15, 2013
    NetApp's valuation seems to expect a disastrous future. Fair value on NetApp shares seems to be in the mid-$50s.
  14. Ingram Posts Record Revenues in 4Q - Analyst Blog

    February 14, 2013
    Ingram Micro Inc. (IM) has reported fourth-quarter 2012 earnings per share of 73 cents that beat the Zacks Consensus ...
  15. Stock Market News for February 13, 2013 - Market News

    February 13, 2013
    The Dow Jones and the S&P 500 finished in the green, closing at five-year highs prior to President Barack Obama's ...
  16. Broadridge Misses by a Penny - Analyst Blog

    February 11, 2013
    Broadridge Financial Solutions Inc. (BR) posted second-quarter fiscal 2013 adjusted earnings per share (EPS) of 17 ...
  17. Teradata Beats Estimates - Analyst Blog

    February 08, 2013
    Teradata Corp's (TDC) fourth-quarter non-GAAP earnings per share increased 19.7% from the year-ago quarter to 79 ...
  18. Stock Market News for February 7, 2013 - Market News

    February 07, 2013
    Benchmarks showed minimal movement on Wednesday after earnings reports released yesterday failed to impact investor ...
  19. Dell Goes Private in $24.4B LBO - Analyst Blog

    February 06, 2013
    After a month-long speculation, Dell Inc. (DELL) finally announced its decision to go private in a leveraged buyout ...
  20. SolarWinds Beats, Raises Outlook - Analyst Blog

    February 05, 2013
    SolarWinds Inc. (SWI) reported fourth-quarter 2012 non-GAAP earnings of 36 cents per share, which increased 24.1% ...
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