Ben Axler
Hedge fund manager, long/short equity, tech, large-cap

TechTarget: New Big Data Analytics Product And Operating Leverage Should Drive Double Digit Sales And Earnings Growth


Despite the dramatic appreciation of "Big Data" technology growth stocks such as Splunk (NASDAQ:SPLK), Tableau Software (NYSE:DATA), and Datawatch (NASDAQ: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 (NASDAQ: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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