Comments for OMTR - Stockpickr! Your Source for Stock Ideas

Comments for OMTR

Added By	Comments	Type	Date Added
Stockpickr Staff	"Earlier this month, Adobe (ADBE) made a surprising $1.8 billion bid for Web traffic monitoring firm Omniture (OMTR)." <a href="http://www.thestreet.com/story/10605255/1/google-yahoo-techs-top-deal-hunters.html" target="_blank">Read more from Scott Moritz here.</a>	Love	September 30, 2009
barrons3	Another of Thacker's choices is Omniture (OMTR), a Utah-based outfit that sells Web analytic software to companies as a service over the Internet. Companies use Omniture services to monitor traffic to their Websites to glean what their customers are doing, Thacker explains. Consistent with the "doing more with less" theme, Omniture clients can maximize their Web operations by testing and targeting their online marketing. While Omniture has been hurt by the advertising recession, Thacker thinks there is pent-up demand for the company's newest tools and services, and sales will pick up once customers start to draw up their ad budgets. After a rough couple of years, the top line should grow 15% in 2009, she says. Thacker thinks the shares, which were trading around 14 last week, could hit 20 over the next 12 months.	Love	August 08, 2009
KeithLattanzi	don't get me wrong, i like josh james - i think he's a very bright guy. i'm just starting to wonder if there's any money to be made here. wouldn't say this is a least favorite...just starting to sour on it. worth mentioning: it's BV is something like 10% of the share price and sales are roughly 10% of the market cap.	Hate	July 28, 2009
derf175	Know the business	Love	December 30, 2008
stockerblog	forward PE of 26, and a PEG of 1.25.	Love	August 30, 2008
barrons2	Market Outperform - Price 18.01 on Aug. 19 by JMP Securities Omniture is the leading provider of on-demand Web-analytics solutions; its software and services enable customers to capture, store, and analyze information generated on their Websites [in order to] to gain more insight into sales and marketing initiatives. To illustrate scalability of Omniture's solutions, we note that NBC selected Omniture to power its NBCOlympics.com Website, which is setting new records for unique visitors, page views, and video downloads. We maintain our 2008 non-GAAP EPS estimate of 46 cents, versus consensus of 44 cents, and maintain our 2009 non-GAAP EPS estimate of 75 cents, versus consensus 70 cents. Our 25 target implies a 2009 EV/revenue multiple of 4.1, a premium to the peer-group median of 3.2 times, and a 2009 [price/earnings ratio] of 34, a discount to the peer-group median of 47. Market cap: $1.1 billion.	Love	August 23, 2008
barrons2	The money manager notes that "technology has always been a core focus for our fund. Smaller technology companies have the opportunity to innovate and unsettle larger incumbents." Among his other tech picks are Anadigics (ANAD), Omniture (OMTR), Synaptics (SYNA), Ansys (ANSS), CyberSource (CYBS), and Atheros Communications (ATHR).	Love	July 19, 2008
chase5000	How long do you get to lose money before you suck?	Hate	May 07, 2008
medwickr	best of breed in determining AD effectiveness	Love	January 04, 2008
barrons2	up 123%	Love	December 22, 2007
hrenninger	Tech oppty	Love	November 18, 2007
jdwoodsmith	Growth	Love	November 17, 2007
paul simenauer	Internet traffic growth, likely to be acquired.	Love	November 07, 2007
barrons2	Hold - Price 37.54 on Oct. 30 by Cantor Fitzgerald OMTR announced a definitive agreement to acquire Visual Sciences in a stock and cash transaction, valued at roughly $394 million, that should eventually give VSCN stockholders 13.7% of the combined company...We're concerned that integration challenges... may not justify the opportunity cost...[Yet] we can't find meaningful fault with OMTR decision to eliminate a competitor.	Love	November 03, 2007
crusher	buyout?	Love	October 19, 2007
jflillard@aol.com	Cramer	Love	October 15, 2007
supratrade	BUY	Love	October 04, 2007
jhb05	Good small company growing fast.	Love	September 30, 2007
fasteddie90027	Omniture (OMTR) announced that it has agreed to purchase Offermatica for $65 million in stock and cash. A leading provider of online testing and optimization tools, Offermatica will enhance OMTR's product suite and further solidify the company's leadership in the burgeoning web analytics sector. I believe that OMTR is pursuing a multi-billion dollar opportunity over the next 3-5 years. OMTR is also a take-over target (per Jim Cramer). Since my original purchase in June 2006, the stock has increased by 322.6%!!!	Love	September 26, 2007
gmachy	looks like a good speculative play on the internet growth	Love	September 22, 2007
nnoonan	advertising	Love	September 20, 2007
jdh47906	Growth	Love	September 14, 2007
paul simenauer	Great, secular trend.	Love	August 31, 2007
supratrade	BUY	Love	August 13, 2007
wmdoug	Might be bought	Love	August 11, 2007
john77056	potential take over	Love	August 09, 2007
Guest	Omniture (OMTR): Revealed as the winner in the way to monetize traffic. Will have to be bought by Yahoo!.	Love	August 01, 2007
ARedmon604	Great earnings and fst growth, possible takeover. GOOG or YHOO should jump on this one.	Love	July 30, 2007
grebliv	Cramer fave	Love	July 28, 2007
Guest	Omniture (OMTR) and Level 3 (LVLT) are the preferred specs.	Love	July 25, 2007