Out Fox The $treet

Summary Demandware reported Q2 '14 earnings. Solid earnings continue to suggest that the stock is a buy in the low $50s. Original research suggested the company would see an acceleration in revenue, making the stock attractive.          Read the full update at Seeking Alpha.  Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Small-Cap Insight  Even after a very successful IPO in the ad tech sector in Rocket Fuel ( FUEL ) , the rest of the sector continues to languish below original IPO price ranges. This includes a wide variety of stocks from mobile to video ad networks and now a revenue acquisition management (RAM) leader. In the case of Marin Software ( MRIN ) , the company might fit better in the Software-as-a-service (SAAS) category, though it definitely trades like an ad tech stock. Marin Software provides a leading RAM platform used by advertisers and agencies to manage more than $5 billion in annualized ad spend. The platform allows advertisers to measure, manage, and optimize their digital advertising investments across search, display, social, and mobile channels. Basically it allows marketers to execute the full spectrum of ad spend within one platform that eliminates the complexities of the digital ad world and saves the advertiser time and improves the ad effectiveness. Th...

Any investor reviewing the financials of NetSuite ( NYSE: N     ) , the cloud-software based Enterprise Resource Planning (ERP) company, would probably derive a stock value below $30 rather quickly. Most investors would be shocked that the stock trades at nearly $110. The company is growing quickly as enterprises move toward cloud offerings, but NetSuite is only marginally profitable and revenue growth is slowing down to a more sustainable 25% long-term growth rate. Why then are investors willing to pay $8 billion for a stock only generating $400 million in revenue? Read the full article here . Disclosure: No positions mentioned. Please review the disclaimer page for more details.