Business Software & Services

(CALD) Callidus Software Expands in China

Callidus Software Inc. (CALD) recently announced a partnership with HAND Enterprise Solutions Company, a leading Chinese IT services company. Under the agreement, HAND will resell, implement and support Callidus Software’s sales performance management solutions in China.

Based...

23Sep2009 | | 0 comments | Continued

(CTSH) Cognizant Technology Solutions Buys Pepperweed Advisors

Cognizant Technology Solutions Corp. (CTSH) recently announced that it has acquired almost all of the assets of Pepperweed Advisors, the IT consulting services division of Pepperweed Consulting. Management expects that the acquisition will strengthen Cognizant’s IT Infrastructure...

11Sep2009 | | 0 comments | Continued

(FISV) Fiserv Wins High-Profile Contracts

Recently, Fiserv, Inc. (FISV) announced that Walmart (WMT) has implemented the CheckFreePay service of Fiserv. This service will enable customers to pay bills at all Walmart locations in the United States.

Customers can pay household bills, such as their utility,...

8Sep2009 | | 0 comments | Continued

(DOX) Amdocs, Ltd.- Bull of the Day

We maintain our Outperform recommendation for  Amdocs (DOX) following its strong results for the fiscal third quarter of fiscal 2009. The company has industry-leading technology integration products for large  transformational projects and managed services.

Long-term
fundamentals for...

2Sep2009 | | 0 comments | Continued

(ADP) Jobs Report Worse than Expected

This morning, ADP (ADP), the nation’s largest payroll processing firm, released its estimate of job losses in August. They came in at a decline of 298,000 jobs for the private sector. This is significantly worse than the consensus expectations of a decline of 250,000.

There...

2Sep2009 | | 0 comments | Continued

(ADP) It’s the Lack of Job Creation, Stupid!

With the release of the Automatic Data Processing (ADP) numbers this morning and the BLS jobs report due out on Friday (and initial claims tomorrow), jobs — or the lack of them — is clearly front and center.

Normally when people talk about job losses or gains, they...

2Sep2009 | | 0 comments | Continued

(WIT) Wipro Technologies Partners with BP

Wipro Technologies, the IT services business of Wipro Ltd. (WIT) announced that it has entered into a five year agreement with BP Plc. (BP) to provide IT Applications Development and Maintenance services for BP’s Fuels Value Chain and Corporate businesses across...

28Aug2009 | | 0 comments | Continued

(PTI) Patni Computer Systems Ltd. – Consensus Estimates Jumped 29% – ROE of 15.08%

Patni Computer Systems Ltd. (PTI) hit a new 52-week high yesterday but is still a value stock with a PEG ratio of just 0.93. The IT services company has surprised on estimates 3 out of the last 4 quarters by an average...

25Aug2009 | | 0 comments | Continued

(CTSH) Cognizant Plans to Hire in U.S.

Cognizant Technology Solutions (CTSH) recently announced expansion of operations at its Phoenix delivery center.

New Jersey-based Cognizant is a leading provider of consulting, technology and business process outsourcing services.

The company’s Phoenix center will...

20Aug2009 | | 0 comments | Continued

(CTSH) Cognizant Tech Solutions Corp. – EPS of 47 cents, 10 cents above estimates

Cognizant Technology Solutions Corp. (CTSH) shares are setting a new 52-week high after the most recent earnings surprise.

Company Description

Cognizant provides software development and maintenance for companies transitioning...

12Aug2009 | | 0 comments | Continued

(JDAS) JDA Software Group, Incorporated – 3 out of 4 covering analysts raised third quarter estimates

JDA Software Group, Inc. (JDAS) is bucking the economic downturn as the company recently reported record second quarter results on the back of strong software sales. JDAS is trading with a forward P/E of 13.9.

Company Description

JDA Software provides...

28Jul2009 | | 0 comments | Continued

(SYNA) Synaptics, Inc. – net profit margin is 9.7%, compared to the low 1.8% industry average

Synaptics, Inc (SYNA) is up more than 100% on the year and looks to post yet another earnings surprise next week.

Company Description

Synaptics develops touch pad sensors for mobile devices and laptops. The company’s products...

23Jul2009 | | 0 comments | Continued

($LFT) Longtop Financial Tech. – all 4 analysts providing estimates for 2010 raise their forecasts

Longtop Financial Technologies, Ltd (LFT) topped analyst estimates and investors continue to flock to Chinese stocks.

Company Description

Longtop is a leading software development and solutions provider targeting the financial services industry...

21Jul2009 | | 0 comments | Continued

(FISV) Software Sector – Industry Outlook

Outlook

Global markets appear to be shaking off the recent unprecedented withering of the financial system and are looking for an upturn. But is it sustainable or is it a short-term event?

So far, a string of drastic actions by the Federal Reserve and both the...

17Jul2009 | | 0 comments | Continued

(PEGA) Pegasystems, Inc. – Aggressive Growth – Zacks Rank Buy

Pegasystems Inc. (PEGA) just doubled analysts’ expectations and shares have more than doubled since its appearance as a Zacks Rank Buy earlier this year.

Doubled Expectations

In its latest earnings report the customer relationship management software...

22Jun2009 | | 0 comments | Continued

(ARST) ArcSight, Inc. – Momentum – Zacks Rank Buy

ArcSight, Inc. (ARST) is fresh off the heels of an impressive third-quarter in which the company’s income more than doubled from the same period last year.

Company Description

ArcSight, Inc. provides compliance and security...

26Mar2009 | | 0 comments | Continued

(MANT) ManTech International Corporation – Value – Zacks Rank Buy

ManTech International Corporation (MANT), which provides solutions to the national security sector, is bullish about 2009 as it expects earnings growth between 14% to 20%. The company has surprised on estimates 3 out of the last 4 quarters. ManTech has a PEG ratio of just 0.8.

Company...

19Mar2009 | | 0 comments | Continued

(MVSN) Macrovision Solutions – 31% earnings growth projection

Macrovision Solutions Corp. (MVSN) recently acquired a new company and shed some of its divisions in order to better position itself for future gains. The analyst community is projecting 31% earnings growth in the next-year period.

Company Description

Macrovision Solutions Corp. develops...

22Feb2009 | | 0 comments | Continued

(DRCO) Dynamics Research – expects top-line growth of 15-19%

Dynamics Research Corp. (DRCO) shares just received a nice boost after the company released guidance. If the quarterly results, released at the end of the month, are as good as expected the stock has plenty of upside.

Company Description

Dynamics Research Corp. is an innovative solutions...

17Feb2009 | | 0 comments | Continued

(MANT) ManTech International – latest announcement was the third consecutive earnings surprise

ManTech International Corp. (MANT) shares are trending higher after a recent break out. Also, estimates continue to rise.

Company Description

ManTech International Corp. provides a variety of information technology and other services to United States government agencies that focus primarily...

11Feb2009 | | 0 comments | Continued

(SLH) Solera Holdings – Net income climbed 39.6%

Solera Holdings Inc. (SLH) reported second-quarter 2009 earnings on Feb 4 that beat Wall Street estimates by 8.82%, or 3 cents per share.

It was the fourth consecutive earnings surprise for the company.

Solera Holdings provides software and other services to the automobile insurance...

9Feb2009 | | 0 comments | Continued

(MANT) ManTech International – most recent analyst estimate was above the consensus

ManTech International Corp. (MANT) has recently completed an acquisition and estimates are on the rise. The company was originally featured as a Zacks Rank Buy back in September.

Company Description

ManTech International Corp. provides a variety of information technology and other services...

14Jan2009 | | 0 comments | Continued

(SLH) Solera Holdings, Inc – analysts were expecting earnings of 33 cents, good enough for an actual 24% surprise

Solera Holdings, Inc. (SLH) just announced its fourth consecutive earnings surprise and completed an acquisition that will expand its service in Brazil.

Company Description

Solera Holdings is an integrated group of leading automotive claims solutions companies with the vision to continuously...

12Dec2008 | | 0 comments | Continued

(COGT) Cogent, Inc – results were driven by demand from the Department of Homeland Security

Cogent, Inc.’s (COGT) share price has been surging for the last 3 weeks after the company reported strong third-quarter results in early November. Cogent also has a pristine balance sheet, sitting on a $456 million cash position and no debt.

Company Description

Cogent, Inc. provides...

9Dec2008 | | 0 comments | Continued

(SLH) Solera Holdings Inc – Insurance company customer revenue increased 20.7%

Solera Holdings Inc. (SLH) saw revenues rise 15% in the first quarter of 2009 as the processing of auto insurance claims remained strong. The company has surprised on estimates 4 consecutive quarters by an average of 14.19%. Solera is trading at 12.3x forward earnings.

Company Description

Solera...

14Nov2008 | | 0 comments | Continued

(JDAS) JDA Software Group – strategic transportation sourcing, planning and optimization, through shipment visibility and performance analysis

JDA Software Group, Inc. (JDAS) is coming off of a very solid quarterly report and just released its newest software suite.

Company Description

JDA Software Group, Inc. is a leading provider of software solutions designed specifically to address the supply chain management, business...

31Oct2008 | | 0 comments | Continued

(SLH) – Solera Holdings – Analysts are forecasting earnings growth of 52%

Solera Holdings, Inc. (SLH) recently finished a solid fiscal 2008 and continue to project solid growth into 2009. Analysts are forecasting earnings growth of 52% for the next year, which starts this quarter.

Company Description

Solera Holdings is an integrated group of leading...

17Oct2008 | | 0 comments | Continued

(SLH) – Solera Holdings – Analysts are forecasting earnings growth of 52%

Solera Holdings, Inc. (SLH) recently finished a solid fiscal 2008 and continue to project solid growth into 2009. Analysts are forecasting earnings growth of 52% for the next year, which starts this quarter.

Company Description

Solera Holdings is an integrated group of leading...

15Oct2008 | | 0 comments | Continued

(SLH) – Solera Holdings – Analysts are forecasting earnings growth of 52%

Solera Holdings, Inc. (SLH) recently finished a solid fiscal 2008 and continue to project solid growth into 2009. Analysts are forecasting earnings growth of 52% for the next year, which starts this quarter.

Company Description

Solera Holdings is an integrated group of leading...

9Oct2008 | | 0 comments | Continued

(SLH) – Solera Holdings – Analysts are forecasting earnings growth of 52%

Solera Holdings, Inc. (SLH) recently finished a solid fiscal 2008 and continue to project solid growth into 2009. Analysts are forecasting earnings growth of 52% for the next year, which starts this quarter.

Company Description

Solera Holdings is an integrated group...

7Oct2008 | | 0 comments | Continued