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 AVG Technologies NV (NYSE: AVG) popped more than 13% Thursday after the online security specialist reported better-than-expected fourth-quarter results.

So what: Quarterly revenue increased 7% year over year to $101.9 million, including a 25% increase in subscription revenue, to $67.3 million. This, in turn, translated to adjusted net income of $0.52 per diluted share. Analysts were only looking for earnings of $0.41 per share on sales of $95.22 million.

In addition, AVG provided a "broad revenue outlook" for 2014 in the range of $365 to $405 million, with adjusted earnings per diluted share of $1.80 to $2.10. Analysts, on average, were modeling 2014 earnings of $1.92 per share on sales of $394.31 million.

Now what: Taking the midpoint of AVG's guidance -- and even despite AVG's modest top-line growth -- the stock looks pretty attractive trading around 10 times this year's expected earnings. Assuming AVG can continue controlling costs to maximize its bottom line, I think the stock has what it takes to reward investors over the long term.

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Steve Symington has no position in any stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools may not 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.