Informatica (INFA) Rebounds 38% From October Low

					Robert DeFrancesco’s
January 23, 2013

Informatica (INFA) Rebounds 38% From October Low
NOW AVAILABLE: The January 2013 issue of Tech-Stock Prospector for your
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*The smartphone battles heat up
*Apple searches for its lost momentum
*Best for 2013: LinkedIn or Facebook?
*There’s hope for Acme Packet
*Oracle’s cloud buying binge continues
*2 possible takeover targets in interactive marketing
*Cornerstone OnDemand benefiting from disruption
*A cloud name to watch: SPS Commerce
*Intel plans IPTV service
*How Fortinet can gain share in networking security
*Tibco Software tries to recover from stumble
*Why some big investors like Brightcove shares now
*A strong debut for Ruckus Wireless IPO
*New Symantec CEO is ready to make changes
*Aruba Networks capitalizes on BYOD trend
*Deal Report: Adobe Systems goes social

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Stifel Nicolaus raises its Informatica (INFA, $33.04) price target to $37 from $31,
saying its checks suggest the company, a provider of data-integration software, was
able to stabilize some of its weakest links (mainly the EMEA region) in the
December quarter.

After stumbling badly in Q2 (the stock plunged nearly 28% in one session in early
July after warning that revenue for the June quarter would come in well below
expectations), Informatica last fall appointed new sales leaders in the U.S. and
European markets.
Following the sharp drop in the stock in July, we advised Tech-Stock Prospector
subscribers that Informatica shares would be most attractive on a pullback into the
mid $20s (see TSP #125—July 2012); at the time, the shares were trading just
below $31. The stock in early October dipped to a low of $23.83.

In early November, Stephen Mandel’s Lone Pine Capital disclosed a 5.2% stake in
Informatica. The hedge fund said it owned 5.62 million shares, which would place it
among the five largest institutional holders. As of Q3, T. Rowe Price was the #1
Informatica investor, with 14.28 million shares.


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Tech-Stock Prospector Managing Editor Rob DeFrancesco has more than 20
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Louis Rukeyser’s Wall Street., launched in 2003, is an investment-research service
focused primarily on the networking, storage, security, wireless and software
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Description: Informatica shares have bounced back on investor hopes that business has stabilized