Robert DeFrancesco’s
TechStockProspector.com
January 27, 2012
Informatica (INFA) Surprises, Stock Jumps 13%
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Shares of Informatica (INFA, $43.37), a provider of data-integration solutions,
jumped more than 13% today on heavy volume after the company reported Q4 EPS
of 47 cents, three cents above the consensus estimate, on revenue of $227.1 million
(+14.7% year over year), vs. the consensus of $226.1 million.
License revenue rose 12% to $112.1 million. The company booked a record 22
transactions worth more than $1 million each and closed a record 128 deals worth
more than $300,000 each.
The stock traded down to around $34 earlier this month from the November high of
$50.75 on concerns that longer sales cycles would prevent Informatica from making
its Q4 numbers.
But the company is benefiting from solid demand for Informatica 9.1, the first
unified data-integration platform designed to handle Big Data. Informatica added
350 new customers last year, bringing its total customer count up to 4,633, with
2,300 located outside North America.
For Q1, the company sees EPS of 34 cents (the consensus is 33 cents) on revenue of
$187 million to $197 million (the consensus is $195.3 million).
For 2012, revenue guidance is maintained at $880 million to $910 million, vs. the
consensus of $898.9 million.
For more on the tech sector, see the January 2012 issue of Tech-Stock Prospector,
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Here are some of the topics covered in the January 2012 issue:
*Hot tech trends for 2012
*4 cloud software buyout targets
*A winning play in storage
*Benefiting from the 4G upgrade cycle
*Google valuation analysis update
*Akamai investors applaud the Cotendo purchase
*Tibco Software tops expectations
*Red Hat expands its reach
*Buy Zynga on the dip?
*Acme Packet hits an air pocket
*Battleground stock for 2012: Salesforce.com
*Money Manager Focus: Seeing value in SGI
*How Ariba drives B2B commerce
*IPO Focus: Jive Software
*TSP Deal Report: A look at privately held Splunk
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Tech-Stock Prospector is now available in the Amazon.com Kindle Store in the
Business & Investing section of the online magazine stand.
Here’s the Kindle link: http://www.amzn.com/B004T6Z0ME
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Tech-Stock Prospector Managing Editor Rob DeFrancesco has more than 20
years of experience covering the tech sector. He is a former senior writer with
Louis Rukeyser’s Wall Street.
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