Seeking Alpha
Editor's notes: Online content that is set to make investors content. According to buysider Ben Axler, conservative estimates and modest stock coverage leave TTGT with more than 30% upside potential.

Introduction

Despite the dramatic appreciation of "Big Data" technology growth stocks such as Splunk (SPLK), Tableau Software (DATA), and Datawatch (DWCH), there is one company that investors have overlooked, which recently launched a new Big Data Analytics product of its own that's driving blistering revenue growth and high incremental margins falling straight to the bottom line. Furthermore, this new revenue stream is de-risking the company by providing enhanced earnings stability that's barely priced into the current share price.

We believe TechTarget (TTGT) is an overlooked opportunity for investors to play a recovery in IT ad spending, while independently benefiting from the company's new efforts to harness the power of Big Data to...

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