If you're a software company these days, you pretty much have to be
positioned for Big Data, Cloud, Mobile, and Social/Collaboration to get
investor attention. The extent to which these are real and meaningful
concepts or just buzzwords is a topic for another day, but the point
stands that Software AG (STWRY.PK) has gone out of its way to make sure you know it is targeting these markets.
The
question is whether or not the company can deliver. Software AG is a
veteran company, but its recent record of in-house development isn't all
that impressive and suggests promised growth may have to come from the
checkbook (M&A). What's more, it's an open question as to whether
the company can deliver sustained profitable growth. If things work out
well, this stock could trade more than 30% above today's level, but
execution risk is a serious issue with this stock.
Read the full article here:
Software AG - All The Buzz, But Can It Deliver The Honey?
No comments:
Post a Comment