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Nuance Communications, Inc. Message Board

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  • dfm12dc dfm12dc Nov 19, 2012 5:49 PM Flag

    490m revs and .51 Mixed Results vs. Expectations

    Unfortunately I think the mood is indicated by the after hours selling. It will be down tomorrow but since revenue was only a little light, maybe not down too bad.

    Sentiment: Hold

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    • Now below 3X rev and P/E 11 forward. Expect to flow with the market. Hard to measure the value of a stock (not Company), that goes down after hours because of a rev miss that falls short of 30% growth. Also, notice expected to gain back the $8mm shortfall next quarter. 25%+ growth into the future. Biometric, Watson, EMR,Mobile, Cloud. The stock performance is certainly not as dynamic as the Company IMHO. Not surprising I suppose given the short positions and limited float. Who are the AH traders? Are they buyers from earlier today taking their pennies off the table and moving on to the next play tomorrow? Is there a place for us buy and hold dinosaurs? May be the cheapest price yet factoring in forward risk and alternate use of $$. good luck all!!!

    • I think after hours is a fake out. This thing has an 8.3 short ratio. Earnings not bad at all. IMO, with a rising market we should go up tomorrow. Then again this is Nuance! Not always logical.

      • 1 Reply to gar4one
      • AH is meaningless volume, look the analysts have no friggin clue on how to model this company nor any other company really besides a telco with subscribers ARPU and churn, this company is grossly undervalued based on this performance, the leverage is there in the model, as they complete their investment in the SaaS/hosting infrastructure and hosting dominates growth the visibility will be insane and this stock should trade very much higher than here. Even using top line growth of 12% x 100 x $1.90 EPS guidance for FY14 = $23 stock today, stock is not going down tomorrow, it will lift to $23-$25 heading into the analyst day on 12/6. This is a layup here on any weakness buy all you can for a 10% trade.

14.28-0.04(-0.28%)Oct 27 4:00 PMEDT