Investors don't get especially big windows to buy
undervalued tech growth. While
TIBCO Software (Nasdaq:
TIBX) actually did look undervalued about three months ago, the stock has shot up by about one-third since then. The question, though, is whether investors should still stick with a story that looks to be improving. If TIBCO can continue to build its reputation in applications like complex event processing, visualization, and real-time business intelligence, scarcity value could continue to push this stock.
A Strong Start to the Year
TIBCO didn't beat by a lot this quarter, but it was still a strong quarter. Reported
revenue rose 23% and license revenue rose 19% on a constant currency basis, and that's good. What I think is more impressive is the 18% growth in
deferred revenue.
Read the full article here:
http://stocks.investopedia.com/stock-analysis/2012/TIBCO-Building-Its-Big-Data-Niche-TIBX-IBM-ORCL-MSFT0405.aspx
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