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Is the Market Excitement Over iRobot Overblown?

The recent news that Amazon.com ( NASDAQ: AMZN     ) wants to pursue delivering packages via drones and the decision of  Google ( NASDAQ: GOOG     )  to purchase several robotic companies have pushed investors into iRobot ( NASDAQ: IRBT     ) . The company most famous for the robotic vacuum has yet to move significantly beyond home robots after several cutbacks in spending on military robots. Investors might want to be careful about rushing into the stock based on the robotic theme. The excitement over the recent news from Amazon.com and Google sent iRobot spiking higher, but the initial enthusiasm will fade until the company can show a revolutionary product beyond the vacuum series. A few recently released robots which include an update to the popular Roomba vacuum line offer some promises, but the robots might not provide the revolutionary technology envisioned by investors. Read the full article here . Disclosure: No posit...

ClickSoftware: Could The Stock Double Back To Reclaim Highs?

Small Cap Insight Over the last couple of years numerous software stocks have gone through the grueling transition to the cloud. In most cases, the stocks have suffered as the company takes a hit from the lower current quarter revenue and higher expenses. A perpetual license that previously went directly to revenue during the quarter of the signed contract now becomes a subscription recorded over two to three years of monthly revenue. One software firm that has been impacted is ClickSoftware ( CKSW ) that provides automated mobile workforce management and optimization solutions for such industries as utilities, telecom, and home security. Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Deal Costs To Hold Down iRobot

On Monday, iRobot (IRBT) announced a deal to purchase Evolution Robotics, Inc. for $74M. The company looks for this deal to expand iRobot's technology leadership through a combination of intellectual property, engineering talent and new products. iRobot has been a leader in delivering robotic technology-based solutions for both consumer and defense sectors. Evolution brings the Mint product line that automatically dusts and damp mops hard surface floors using popular cleaning cloths. The stock is trading down again on Wednesday as investors fret over the short-term earnings hit instead of the long-term benefits of the new products and technology. Read the full article at Seeking Alpha. Disclosure: No position. Please review the disclaimer page for more details.