Track the companies that matter to you. It's FREE! Click one of these fan favorites to get started: Apple; Google; Ford.



Why Jive Software Shares Popped

Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of enterprise collaborative software company Jive Software (Nasdaq: JIVE  ) are jumping by as much as 12% today following speculation that one of its competitors will be bought out.

So what: Jive Software's rally can be attributed to feverish rumors from Bloomberg and Twitter that Microsoft (Nasdaq: MSFT  ) might be interested in purchasing privately held Yammer. It would be an interesting move, as Microsoft's SharePoint is still the premium collaborative software in business. Other competitors in this space include (NYSE: CRM  ) with its Chatter service and VMware (NYSE: VMW  ) , which owns SocialCast, but neither of these two are seeing the pure-play move higher like Jive, as they have their fingers in so many other business segments.

Now what: I'd hesitate to believe the rumors of a possible Yammer buyout and stick to my investment thesis on Jive prior to hearing today's "news." Personally, I've maintained a CAPScall of underperform on Jive as expenses continue to outpace sales growth. Until I see that elusive profit, I really feel Jive has a lot to prove to investors.

Craving more input? Start by adding Jive Software to your free and personalized watchlist so you can keep up with the latest news on the company.

Fool contributor Sean Williams has no material interest in any companies mentioned in this article. You can follow him on CAPS under the screen name TMFUltraLong, track every pick he makes under the screen name TrackUltraLong, and check him out on Twitter, where he goes by the handle @TMFUltraLong.

The Motley Fool owns shares of Microsoft and Motley Fool newsletter services have recommended buying shares of Microsoft,, and VMware, as well as creating a bull call spread position in Microsoft, and a bear put spread position in Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Read/Post Comments (0) | Recommend This Article (3)

Comments from our Foolish Readers

Help us keep this a respectfully Foolish area! This is a place for our readers to discuss, debate, and learn more about the Foolish investing topic you read about above. Help us keep it clean and safe. If you believe a comment is abusive or otherwise violates our Fool's Rules, please report it via the Report this Comment Report this Comment icon found on every comment.

Be the first one to comment on this article.

Compare Brokers

Fool Disclosure

Sponsored Links

Leaked: Apple's Next Smart Device
(Warning, it may shock you)
The secret is out... experts are predicting 458 million of these types of devices will be sold per year. 1 hyper-growth company stands to rake in maximum profit - and it's NOT Apple. Show me Apple's new smart gizmo!

DocumentId: 1912927, ~/Articles/ArticleHandler.aspx, 10/27/2016 3:10:48 PM

Report This Comment

Use this area to report a comment that you believe is in violation of the community guidelines. Our team will review the entry and take any appropriate action.

Sending report...

Today's Market

updated Moments ago Sponsored by:
DOW 18,198.27 -1.06 -0.01%
S&P 500 2,137.27 -2.16 -0.10%
NASD 5,225.25 -25.02 -0.48%

Create My Watchlist

Go to My Watchlist

You don't seem to be following any stocks yet!

Better investing starts with a watchlist. Now you can create a personalized watchlist and get immediate access to the personalized information you need to make successful investing decisions.

Data delayed up to 5 minutes

Related Tickers

10/27/2016 2:54 PM
JIVE $3.83 Down -0.05 -1.29%
Jive Software CAPS Rating: *
CRM $74.93 Down -0.02 -0.03% CAPS Rating: ***
MSFT $60.49 Down -0.14 -0.22%
Microsoft CAPS Rating: ****
VMW $75.92 Up +2.61 +3.56%
VMware CAPS Rating: ***