SAP : Analysis & Opinions

  1. Workday Surfing The SaaS Wave

    August 28, 2013
    Workday beats the Street's growth targets, but valuation is still crazy
  2. Red Hat And Other Software Stocks That May Beat Revenue Estimates ...

    August 22, 2013
    Analysts at Lazard believe software makers Citrix Systems (NASDAQ: RHT) are well positioned to benefit from strong government ...
  3. Workday Working Some Major Market Mojo

    August 20, 2013
    Workday may be about to radically change enterprise software, but the market has already gone crazy with valuation.
  4. The Big Play In Big Data

    August 6, 2013
    Given just how technology oriented our lives are becoming, the amount of data we are creating is staggering. But in that ...
  5. Infosys 1Q Earnings Top Estimates - Analyst Blog

    July 12, 2013
    Infosys reported first quarter 2014 earnings per ADS of 73 cents, beating the Zacks Consensus Estimate of 69 cents by 5.7%. ...
  6. Taking The Contrarian Approach With European Equities

    July 2, 2013
    Investors continue to shun European equities due to the regions debt issues and economic problems. However, that’s a real ...
  7. Is It Oracle, Or Is It The Market?

    June 21, 2013
    Another miss at Oracle, but the long-term value is still very interesting
  8. Agilent Prices Senior Notes - Analyst Blog

    June 20, 2013
    Agilent Technologies Inc. recently announced the pricing of senior unsecured notes aggregating $600 million. These bonds ...
  9. Advent Boosts Investor Confidence - Analyst Blog

    June 17, 2013
    Advent Software Inc. recently announced a special cash dividend of $9 per share to be paid on Jul 9 to shareholders of record ...
  10. CenturyLink Acquires AppFog - Analyst Blog

    June 17, 2013
    CenturyLink announced plans to take over a Platform-as-a-Service provider - AppFog, Inc. - for an undisclosed figure.
  11. Marketo Jumps 67% in IPO Debut-Time To Sell?

    May 21, 2013
    Software startup Marketo went public May 17. Its stock closed up 64% in its first day of trading. Time to sell your shares ...
  12. Arrow's 4Q EPS Beats, Guidance Dull - Analyst Blog

    February 11, 2013
    Arrow Electronics Inc. (ARW) posted fourth-quarter 2012 adjusted earnings per share (EPS) of $1.23, surpassing the Zacks ...
  13. Stock Market News for January 25, 2013 - Market News

    January 25, 2013
    The Dow Jones and S&P 500 finished in the green following strong domestic and international economic data coupled with better-than-expected ...
  14. IBM Set to Buy StoredIQ - Analyst Blog

    December 21, 2012
    International Business Machines Corp. (IBM) recently announced its plans to acquire Austin-based information management, ...
  15. Oracle Beats 2Q Estimates - Analyst Blog

    December 19, 2012
    Oracle Corp. (ORCL) reported earnings (including stock-based compensation of 4 cents per share) of 60 cents per share in ...
  16. Earnings Preview: Oracle - Analyst Blog

    December 17, 2012
    Oracle Corp. (ORCL) is scheduled to announce its fiscal 2013 second quarter results after the closing bell on December 18, ...
  17. IBM Closes Kenexa Buy - Analyst Blog

    December 6, 2012
    International Business Machines Corp. (IBM) has completed the $1.3 billion acquisition of Kenexa. IBM had agreed to buy Kenexa ...
  18. SAP Among Technology's Biggest Movers on November 23, 2012

    November 23, 2012
    The market is on the rise this morning. The Nasdaq is trading up 1.3%; the S&P 500 has risen 1%; and the Dow has increased ...
  19. Oracle Set to Acquire Instantis - Analyst Blog

    November 16, 2012
    Oracle Corp. (ORCL) recently announced that it is set to acquire privately-held project portfolio management ("PPM") software ...
  20. Oracle Misses 1Q Estimates - Analyst Blog

    September 21, 2012
    Oracle Corp. (ORCL) reported earnings of 53 cents per share in the first quarter of 2013. Including stock-based compensation ...
  21. NetSuite's Valuation Leaves No Room For Error

    September 20, 2012
    NetSuite's valuation seems to already reward tomorrow's success.
  22. Earnings Preview: Oracle Corp. - Analyst Blog

    September 20, 2012
    Oracle Corp. (ORCL) is scheduled to announce its fiscal 2013 first quarter results after the closing bell on September 2 ...
  23. Technology Stocks, Including SAP, Making Big Moves on August ...

    August 31, 2012
    On a good day for the market, the Nasdaq has increased 0.8%, the S&P 500 has moved up 0.8% and the Dow is trading up 0.9%. ...
  24. IBM Set to Buy Kenexa - Analyst Blog

    August 28, 2012
    IBM Corp. (IBM) recently signed a definitive deal to acquire Kenexa Corp. (KNXA) for approximately $1.3 billion in cash or ...
  25. IBM Follows SAP And Oracle Deeper Into The Cloud

    August 27, 2012
    IBM buys the largest remaining human capital management software company.
  26. Can Salesforce.com Defy Gravity Forever?

    August 27, 2012
    Salesforce.com's top-line growth remains on fire, but the fundamentals are still smoky.
  27. Salesforce Beats Estimates in 2Q - Analyst Blog

    August 24, 2012
    Salesforce.com Inc. (CRM) reported second quarter fiscal 2013 adjusted earnings per share (EPS) of 5 cents, a penny ahead ...
  28. Earnings Preview: Salesforce.com - Analyst Blog

    August 21, 2012
    Salesforce.com Inc. (CRM) is scheduled to announce its second quarter 2013 results on August 23, 2012, after the closing ...
  29. Concur Breezes Past Estimate - Analyst Blog

    August 2, 2012
    Concur Technologies (CNQR) reported third-quarter fiscal 2012 earnings per share (non-GAAP pre-tax income) of 34 cents, comfortably ...
  30. Oracle Set to Buy Involver - Analyst Blog

    July 11, 2012
    Oracle Corp (ORCL) is on an acquisition spree in order to expand its social media offerings. The database application vendor ...
  31. Technology Stocks Making Big Moves on July 5, 2012

    July 5, 2012
    Currently, the Nasdaq is trading up 0.3%, the S&P 500 has slipped 0.2% and the Dow is down 0.1%. The technology sector is ...
  32. Oracle Brings The Good News A Little Early

    June 22, 2012
    Despite some noise and turbulence, Oracle still seems undervalued.
  33. Concur Tech Reiterates at Neutral - Analyst Blog

    June 19, 2012
    We maintain a Neutral recommendation on Concur Technologies Inc. (CNQR). The company reported a strong second-quarter fiscal ...
  34. Will Salesforce.com Shareholders Get The Growth They're Paying ...

    May 23, 2012
    Salesforce.com may not be growing as strongly as investors believe.
  35. TIBCO Building Its Big Data Niche

    April 5, 2012
    TIBCO is building a very attractive middleware business. On the assumption of nearly 13% in compound free cash flow growth ...
  36. Teradata On A Tear

    March 28, 2012
    Teradata is delivering torrid growth. But it's going to have to grow its free cash flow at an average clip of 15% or better ...
  37. Oracle Looking Interesting Again

    March 22, 2012
    Oracle's cash flow looks undervalued.
  38. 2 Stocks Firmly Planted in the Clouds

    March 2, 2012
    If you're just wrapping your mind around the first examples of cloud computing, you better hurry up, because round No. 2 ...
  39. Another Day, Another Deal For Oracle

    February 13, 2012
    Oracle scooped up Taleo, the number two cloud-based HR software company. Find out what this means for the future of both ...
  40. Germany Could Be A Value Play In 2012

    January 17, 2012
    Analysts predict that Germany's exports and internal consumption will allow the nation to sustain economic growth and escape ...
  41. 2011 In Review - Software Stagnates

    December 30, 2011
    Software had a down year, but many stocks outperformed.
  42. TIBCO And The GARP Paradox

    December 26, 2011
    TIBCO has more growth left than the market seems to beleive.
  43. Oracle Just Went On Sale

    December 23, 2011
    Oracle remains impressively profitable and trades at an appealingly low valuation.
  44. Riding The Smart Grid Data Tsunami

    December 23, 2011
    As more utilities begin building out their smart grids, analyzing all the data they produce will become of critical importance. ...
  45. Oracle Shovels Coal On The IT Sector

    December 23, 2011
    Oracle is a technology bellweather and worth watching to take the temperature of the sector.
  46. A Minor Slip Sends Red Hat Skidding

    December 21, 2011
    Red Hat continues to grow well, but valuation and margins are still issues.
  47. The Home Run In HR Software

    December 20, 2011
    Cloud applications for human resources are a natural extension of the movement. For investors, adding exposure to the tech ...
  48. IBM Shows Its Demand For Analytics

    December 12, 2011
    IBM makes a logical tuck-in acquisition.
  49. Profitless Prosperity For Salesforce.com?

    November 22, 2011
    Salesforce.com is seeing no marketing leverage, but will investors care?
  50. Oracle Expands Its Cloud Business … RightNow

    October 27, 2011
    Oracle's deal for RightNow is impetuous, but logical.
  51. Oracle's Impressive Organic Growth

    September 28, 2011
    Strong growth, impressive cash flow generation and a reasonable valuation make Oracle stand out from rivals.
  52. VMware Maintains The Momentum

    July 25, 2011
    So long as VMware keeps up this pace, valuation doesn't matter.
  53. Canada's New Dividend Growth Stars

    June 30, 2011
    Fewer companies make the Canadian A-list, but Rob Carrick, reporter and columnist for The Globe and Mail, does a checkup ...
  54. Oracle's Uphill Battle

    June 29, 2011
    Prospective Oracle investors may be better off waiting for a share price pullback.
  55. TIBCO May Be At A Tipping Point

    June 27, 2011
    TIBCO may close to a point where it can thrive on its own.
  56. Clouds Good And Bad For Red Hat

    June 24, 2011
    Red Hat continues to sign up new subs, but the marketing spend is a worry.
  57. Adobe's Growth Prospects Improving

    June 23, 2011
    Adobe's growth trends going forward should accelerate on a number of product upgrades and the inability of rivals to eat ...
  58. When Will Real Earnings Matter At Salesforce.com?

    May 25, 2011
    With Salesforce spending nearly half its revenue on sales and marketing, investors have to question CRM's valuation.
  59. Intuit's Valuation A Sign Of The Times

    May 24, 2011
    Intuit's stock has done well, but there doesn't appear to be any easy money left here.
  60. Oracle Has It All Together

    March 28, 2011
    Despite an opposing trend in the technology field, Oracle hasn't lost its knack for impressive growth.
  61. Salesforce.com - High-Octane Growth With A Price To Match

    February 28, 2011
    Salesforce.com continues to make its valuation moot with excellent growth.
  62. Huge Expectations Built Into TIBCO

    December 29, 2010
    TIBCO may be a great company but you wouldn't be able to tell by its valuation.
  63. Oracle Sales, Earnings Jump

    September 21, 2010
    Oracle is in a good position to continue its strong growth and expansion, while many other tech companies have struggled ...
  64. Hewlett-Packard Not Done With Hurd Yet

    September 9, 2010
    Should HP really be so insecure about its former CEO joining Oracle?
  65. Bets For A Strong Germany

    August 18, 2010
    As one of the top exporters of capital and industrial goods, Germany should be on investors' radars. Here's how to play it.
  66. A Good Omen From Oracle

    June 28, 2010
    Current results got a boost from pent-up demand, but the long-term picture is quite rosy.
  67. Four Companies Shifting Into Overdrive

    June 11, 2010
    Market volatility over the past few years has presented M&A opportunities for best-in-breed companies.
  68. 3 Righteous Stocks In A Wrong-Way Market

    May 28, 2010
    Even a down market can produce great individual stocks.
  69. Hewlett-Packard Taking It Easy With Hardware

    May 20, 2010
    Hewlett-Packard's hardware sales are driving current upside but are more cyclical in nature.
  70. What SAP Is Actually Getting For $5.8 Billion

    May 17, 2010
    We look at whether SAP's $5.8 billion purchase of Sybase is a ripoff or a bargain.
  71. 4 Reasons To Avoid Taleo

    October 29, 2009
    Taleo was named one of Deloitte LLP's 500 fastest growing technology companies in North America. Here's why you shouldn't ...
  72. Accenture's Future Remains Bright

    October 5, 2009
    Accenture’s business model remains fully intact and will benefit during the next uptick in global activity.
  73. Tech Earnings Around the Corner

    September 10, 2009
    The tech industry has been surprisingly popular this quarter - at least, it would appear that way.
  74. Searching For Value Amid Software Layoffs

    January 30, 2009
    A look at how layoffs affect the stock value of a short list of application software providers.
  75. Tread Lightly With Compuware

    October 16, 2008
    Compuware earnings estimates will have to come down further before this analyst fills his buy order.
  76. Big Blue Not In The Clear

    October 14, 2008
    Sluggish top-line numbers signal trouble ahead for Big Blue.
  77. Five Stocks That Shocked The Market

    July 31, 2008
    Second quarter earnings surprises have been popping up all over the place. Learn which names you should add to your watchlist.
  78. Microsoft Undervalued, With Or Without Yahoo

    April 14, 2008
    Microsoft investors shouldn't be dismayed if Yahoo escapes its clutches. Sum-of-the-parts valuation reveals Microsoft is ...
  79. Cognos Surviving In A Cutthroat Game (COGN)

    October 11, 2007
    Cognos slipped from the shadows to beat EPS estimates by a penny - are more surprises on the way?
  80. Oracle's Vision Paying Off (ORCL)

    September 28, 2007
    Oracle's earnings provide a positive omen for the company and the technology industry as a whole.
  81. Keeping Company Secrets (CVLT, INFA, SCUR)

    July 26, 2007
    Our lips aren't sealed when it comes to these three companies that are finding, organizing and securing corporate data.
  82. A Lucrative Enterprise (ORCL, SAP, ADBE)

    June 4, 2007
    The enterprise software market is exploding, and competition is fierce. A look at three firms in the battle.
  83. A Captive Audience (RHT, ADSK, LWSN)

    April 25, 2007
    Bigger does not always mean better for software developers. Here are three niche companies that could rewrite your priorities.
  84. Winners and Losers - Feb. 26th to March 2nd (HYSL, SPY, DIA, ...

    March 2, 2007
    A look at some of the market's big winners and losers for the week of February 26th.
  85. Corporate Computer Security Steps Up (VDSI)

    January 24, 2007
    Security firm VDSI looks to be well-positioned to lead its market niche to further growth and its shareholders to strong ...
  86. Staying Bullish On Accenture (ACN)

    November 30, 2006
    Growth drivers should take the IT consulting giant higher.
  87. Surveying the Business Intelligence Space

    November 9, 2005
    Decision makers always want real-time information to make better decisions but often can't get it - can these firms make ...
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