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 Tableau Software (NYSE:DATA) popped 15% after the data analytics company turned in better-than-expected fourth quarter results and solid forward guidance.

So what: Quarterly sales rose 95% year over year to $81.5 million, which translated to adjusted earnings of $0.20 per diluted share. Analysts were only expecting a breakeven quarter on sales of $67 million.

Keeping in mind Q1 is typically Tableau's lightest, management expects current-quarter revenue to be in the range of $61 million to $63 million, or above expectations for sales of $60.25 million. For the full year 2014, Tableau expects revenue of $320 million to $325 million, versus estimates which called for $308.18 million. 

Now what: Tableau is also expecting non-GAAP operating losses between $15 million and $20 million this year as it invests to aggressively boost its industry position. But the company should have no problems weathering those losses considering it has no debt and almost $253 million in cash on its balance sheet.

It Tableau can continue delivering this kind of top-line growth en route to sustained long-term profitability, the stock could still prove a bargain for patient investors.

Steve Symington and The Motley Fool have no position in any of the stocks mentioned. 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.