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May 09, 2013
Absent a real competitive moat, it's hard to make sense of Rackspace's valuation.
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May 09, 2013
After a big quarterly miss, can investors afford to trust the long-term opportunity at Aruba?
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May 06, 2013
BMC's sluggish growth results in a takeout bid that doesn't seem to fully value the company.
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April 19, 2013
IBM sees a broad miss and the valuation is still too high.
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April 19, 2013
Microsoft is still not delivering what tech investors really want, but the value looks real.
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April 15, 2013
The unsatisfying results that Infosys has reported recently, combined with pretty non-specific guidance, has created ...
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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 ...
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March 28, 2013
While Red Hat's model doesn't generate much leverage, the revenue growth is still looking solid.
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March 27, 2013
Goldman Sachs announced March 26 that it will issue to Berkshire Hathaway in October the number of shares equal to ...
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March 22, 2013
Another disappointing quarter makes it harder to believe in TIBCO's potential.
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March 21, 2013
Oracle's surprisingly weak fiscal third quarter increases the near-term risks, but also creates a long-term ...
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March 15, 2013
It's usually a great sign when companies buyback their own stock, and these companies are ripe for just that.
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February 15, 2013
NetApp's valuation seems to expect a disastrous future. Fair value on NetApp shares seems to be in the mid-$50s.
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February 14, 2013
Ingram Micro Inc. (IM) has reported fourth-quarter 2012 earnings per share of 73 cents that beat the Zacks Consensus ...
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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 ...
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February 11, 2013
Broadridge Financial Solutions Inc. (BR) posted second-quarter fiscal 2013 adjusted earnings per share (EPS) of 17 ...
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February 08, 2013
Teradata Corp's (TDC) fourth-quarter non-GAAP earnings per share increased 19.7% from the year-ago quarter to 79 ...
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February 07, 2013
Benchmarks showed minimal movement on Wednesday after earnings reports released yesterday failed to impact investor ...
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February 06, 2013
After a month-long speculation, Dell Inc. (DELL) finally announced its decision to go private in a leveraged buyout ...
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February 05, 2013
SolarWinds Inc. (SWI) reported fourth-quarter 2012 non-GAAP earnings of 36 cents per share, which increased 24.1% ...