Blogs about BMC - Stockpickr! Your Source for Stock Ideas

Blogs about BMC

Blogs	Description	Date Updated
Red Hat: Oppenheimer, Weisel Downgrade Post-Earnings	Red Hat (RHT), which last night reported better-than-expected profits for its fiscal first quarter ended in May, was hit today by a pair of analyst downgrades. Oppenheimer’s Brian Denyeau cut his rating on the stock to Perform from Outperform. He says Q1 results were in line, but notes that the stock has come close to his $23 price target, and that there are “few catalysts on the horizon.” He advises investors interested in infrastructure software to buy BMC (BMC) or Informatic...	June 26, 2008
Analyst initiations: BMC, SMOD and ENTR	Filed under: Analyst reports, Lockheed Martin (LMT), Analyst initiations, General Dynamics Corp (GD), Northrop Grumman (NOC)MOST NOTEWORTHY: BMC Software, Smart Modular and Entropic Comm were today's noteworthy initiations: Stanford initiated BMC Software (NYSE: BMC) with a Buy rating and $45 target. The firm highlights the company's broad product portfolio and configuration management database leadership and thinks margin expansion should continue. ThinkPanmure assumed Smart Modul...	June 20, 2008
Top 10 Pre-Market Analyst Calls (BMC, CNK, CTXS, CME, CTCM, DHT, RDEN, HOV, TPX, WLL)	These aren't going to be the only impact analyst calls this Tuesday morning, but these are ten of the calls we are focusing on very early this morning: BMC... [[ This is a content summary only. Visit my website for full links, other content, and more! ]] ...	June 17, 2008
Deep Market Thoughts…Lot’s of Good Ideas	As volatile as the global markets are, there are some stocks outside energy that are working. That said, energy stocks like RIG and RDC are in pullbacks from recent all-time high breakouts. The equipment stocks have been great buys on pullbacks throughout the bull run. I own Coinstar (CSTR) - also Wallstripped - and that’s holding it’s all-time high breakout for now despite the market weakness. Another I own is Datascope (DSCP) which I blogged about a few months back and is bor...	May 26, 2008
Earnings highlights: Ford, Hormel, Limited Brands, Intuitive Surgical, PetSmart and others	Filed under: Earnings reports, Ford Motor (F), Hormel Foods (HRL), Limited Brands (LTD), salesforce.com inc (CRM), Intuitive Surgical Inc (ISRG)Here are some highlights from this past week's earnings coverage from BloggingStocks: Aeropostale Inc. (NYSE: ARO) posted strong Q1 results on increased same-store sales. Analog Devices Inc. (NYSE: ADI) reported solid Q2 results and raised its Q3 guidance. BMC Software Inc. (NYSE: BMC) Q4 results beat estimates and it raised its full-...	May 25, 2008
BMC Software (BMC): Shares define bullish 'pennant' consolidation	Filed under: Earnings reports, Analyst upgrades and downgrades, Dell (DELL), Home Depot (HD), Toyota Motor Corp. (TM), Technical Analysis, Stocks to BuyBMC Software (NYSE: BMC) provides software used by large enterprises to manage computer systems and company services. Among the functions addressed are business process scheduling and integration, application and database performance, and recovery and storage management. Customers include Dell (NASDAQ: DELL), Home Depot (NYSE: HD) and Toyota Moto...	May 23, 2008
BMC’s Beauchamp: No Impact On Sales From Downturn; Sees HP/EDS Deal As Net Positive For The Company	BMC Software (BMC) CEO Bob Beauchamp says his company is not seeing any impact on its business from the slowdown in the economy. And in fact, BMC late yesterday reported strong results for its fiscal fourth quarter ended March, and provided an upbeat outlook for fiscal 2009. The strong results have triggered a nice move by BMC’s shares this morning. “We had an outstanding quarter, and an outstanding year,” Beauchamp said in an interview with Tech Trader Daily late yesterday. He...	May 16, 2008
BMC Software: Solid FY Q4; ‘09 EPS Guidance Tops Street	BMC Software (BMC) reported revenue for its fiscal fourth quarter ended March 31 of $467 million, ahead of the Street consensus of $460.3 million. Non-GAAP EPS of 63 cents a share beat the Street by 12 cents. For the March 2009 fiscal year, the mainframe software company sees non-GAAP profits of $2.10 to $2.20 a share; the Street has been looking for $2.09. After hours, BMC shares have spiked $1.57, or 4.3%, to $38. ...	May 15, 2008
Microsoft Stops Fighting Linux, And Tries To Give It A Big Bear Hug Instead	Is Microsoft finally learning to love the penguin? After years of fighting Linux and denying its very usefulness, Microsoft has recently changed its tactics. It is trying to be more open, even if that’s an attempt to appease European regulators. And today, it is announcing the beta of new data center management tools that—gasp!—recognize that some companies might be running something other than Windows on their servers. Now it will support two flavors of Linux (Red Hat and SUSE) and...	April 29, 2008
BMC Software: Goldman Cuts Rating, Ests; Stock Slides	BMC Software (BMC) shares are lower today after Goldman Sachs analyst Sarah Friar cut her rating on the stock to Neutral from Buy. She trimmed her non-GAAP EPS estimates for the company’s March 2009 fiscal year to $2.08 from $2.10; for FY 2010 she goes to $2.39 from $2.40. Friar cut her price target on the stock to $37 from $41. Friar says her value-centric thesis on the stock has been “temporarily weakened” by its recent deal to acquire BladeLogic (BLOG). “The formerly c...	April 07, 2008

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