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       Sector: Technology  >  Industry: Software & Programming
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BMC: Street Overreacting to BMC’s BladeLogic Purchase Graphic_rating_buy BMC
Billtrent
13%
 +21.45%
in 603 days

My latest column is up at RealMoney . In it, I explain why I think the negative reaction to BMC Software’s (BMC) purchase of BladeLogic (BLOG) was overdone. In summary:

BladeLogic is growing nearly 40% annually, compared to just 5% expected growth in BMC next year. By my calculations, it increases BMC’s revenue growth rate by 180 basis points, which should have a significant impact on valuation models.

<> What’s more, I think there were signs that BMC’s growth was due to accelerate on its own. Deferred revenues had declined slightly over the past nine months, which can act as<><><><><><><><><><><><><><><>< /><><>< /><>< /><>< /><>< /><>< /><>< /><>< /><>< /><>< />< />...
By  Stock Market Beat   (-14.22%  risk: aggressive)  03/31/08 Comment


BMC Software (BMC) BMC
Robertfreedlandphoto
36%
 +23.40%
in 734 days
Hello Friends! Thanks so much for stopping by and visiting my blog, Stock Picks Bob's Advice ! As always, please remember that I am an amagteur investor, so please remember to consult with your professional investment advisers prior to making any investment decisions based on information on this website. <> That bear market is gnawing at my portfolio! (Or is it a bear yet? Supposed to be a 10% correction---it ought to be close). My recent purchase of BMC Software (BMC) was undone this morning as the stock hit an (8)% loss and I sold my 210 shares at $31.61. These shares were just p...
By  Robert Freedland   (-5.63%  risk: aggressive)  11/21/07 Comment


BMC Software (BMC) Graphic_rating_buy BMC
Robertfreedlandphoto
36%
 -7.07%
in 14 days
(closed on 11/21/07)

Hello Friends! Thanks so much for stopping by and visiting my blog, Stock Picks Bob's Advice ! As always, please remember that I am an amateur investor, so please remember to consult with your professional investment advisers prior to making any investment decisions based on information on this website.

<> Earlier today I wrote about how I sold a portion of my Harris (HRS) at a gain giving me the "permission slip" to add a new position. So I had a nickel in my pocket waiting to be spent! Now I know you are going to point out how the Dow is plunging (as I write it is down 360.9...
By  Robert Freedland   (-5.63%  risk: aggressive)  11/07/07 1 comment




From the Blogosphere

Salesforce Partners with CA & BMC – Analyst Blog
Logo1
38%

Salesforce.com (CRM) entered into a number of strategic alliances that are expected to enhance the cloud computing service and solutions offered by it.
 
The first among these strategic alliances is with enterprise IT management company CA Inc. (CA). This partnership is expected to deliver agile development management in the cloud on the Force.com platform.
 
The CA Agile Planner on the Force.com site is targeted at small businesses and enterprises alike. The service is intended to accelerate development timelines while gaining control and visibility over all of the development initiatives. T...
By  StraightStocks   (-6.73%  risk: moderate)  11/24/09 Comment


BMC FY Q2 EPS Tops Street; Ups FY 2010 Outlook
N/A

BMC Software (BMC) today reported revenue for its fiscal second quarter ended September 30 of $461.8 million, a hair below the Street at $462.7 million. But non-GAAP EPS of 66 cents beat the Street at 58 cents. Bookings were up 6%.

For the March 2010 fiscal year, the IT software provider now sees non-GAAP EPS of $2.55 to $2.65 a share, up from previous guidance of $2.47 to $2.57 a share. Full year cash flow from operations is still expected to be $600 million to $650 million.

In late trading, BMC is up 78 cents, or 2.1%, to $38.
By  Eric Savitz (Barron's)    10/29/09 Comment


BMC Software Acquires Tideway Systems
N/A

BMC Software (BMC) this morning said it has agreed to acquire Tideway Systems, “a leading provider of IT discovery solutions.” Terms were not disclosed. Investors in Tideway, which is based in New York and London, include Scottish Equity Partners, Apax Partners, Accel Partners, Esther Dyson, and the UK-based Natioanl Endowment for Science, Technology and the Arts.

BMC says the deal is expected to close within the week.
By  Eric Savitz (Barron's)    10/19/09 Comment


BMC Software: J.P. Morgan Downgrades
N/A

BMC Software (BMC) shares are taking a hit today after J.P. Morgan analyst John DiFucci cut his rating on the mainframe software vendor’s stock to Underweight from Neutral, setting a price target of $30, well below yesterday’s close at $37.53.

<>DiFucci says the stock’s valuation implies “material improvement in operations” is coming, and he contends that is not likely. Risk in the shares, he says, now outweigh potential rewards. “We expect the surprisingly weak long-term free cash flow characteristics of BMC to persist, even with the much anticipated mainframe software renewal cycle that <><><><>< /><>< /><>< /><>< /><>< />< />...
By  Eric Savitz (Barron's)    10/01/09 Comment


Goldman Upgrades RHT, VMW To Buy; Cuts BMC, SYMC To Neutral
N/A

Goldman Sachs software analyst Sarah Friar today shuffled some of her software stock ratings:

<>
  • Red Hat (RHT) is upgraded to Buy from Neutral, with a new target of $28, up from $18. The upgrade reflects expectations for “a robust upcoming server cycle fueled by a return of IT spending and pent-up demand,” as well as a strong position for a move to cloud-based computing and Street estimates that look too low.
    • <>VMWare (VMW) likewise goes to Buy from Neutral; Friat’s target is now $43, up from $31. She cites the company’s “leadership in multiple transformative IT themes of server virtualization<><><><><><><><><><><><><><>< /><>< /><>< /><>< /><>< />< />...
    By  Eric Savitz (Barron's)    09/08/09 Comment



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