If you're a software company these days, you pretty much have to be positioned for Big Data, Cloud, Mobile, and Social/Collaboration to get investor attention. The extent to which these are real and meaningful concepts or just buzzwords is a topic for another day, but the point stands that Software AG (STWRY.PK) has gone out of its way to make sure you know it is targeting these markets.
The question is whether or not the company can deliver. Software AG is a veteran company, but its recent record of in-house development isn't all that impressive and suggests promised growth may have to come from the checkbook (M&A). What's more, it's an open question as to whether the company can deliver sustained profitable growth. If things work out well, this stock could trade more than 30% above today's level, but execution risk is a serious issue with this stock.
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Software AG - All The Buzz, But Can It Deliver The Honey?
Seeking Alpha: Software AG - All The Buzz, But Can It Deliver The Honey?
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