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 Borderfree Inc (NASDAQ:BRDR) fell 15% Thursday, despite the cross border e-commerce specialist releasing better-than-expected first-quarter results and guidance.

So what: Quarterly sales rose 3% year over year, to $26.5 million, which resulted in an adjusted net loss of $0.1 million, or $0.01 per share. On a pro forma basis -- as if all preferred shares converted to common shares outstanding as of Jan. 1, 2013 -- Borderfree's adjusted net loss was $0.00. Analysts, on average, were looking for a significantly wider loss of $0.09 per share on lower sales of $25.42 million.

For the current quarter, Borderfree expects revenue of $30.1 million to $30.7 million, with an adjusted net loss of $0.03 to $0.04 per share. By contrast, analysts were expecting a wider $0.06 per share loss on sales of just $30 million.

Finally, Borderfree sees full-year 2014 revenue of $141.3 million to $143.5 million, with adjusted net income of $0.09 to $0.11 per diluted share. Once again, Wall Street's models weren't nearly as optimistic, calling for a break-even year on sales of $138.06 million.

Now what: Perhaps the market was hoping for a bigger beat. But at least some of the pullback can also be chalked up to a broader retreat in Internet-related stocks, as the tech-heavy Nasdaq Composite Index plunged another 0.4% today.

Borderfree also doesn't exactly look cheap trading around 61 times next year's expected earnings, but that's not terribly alarming for a company on the cusp of profitability. With the stock now trading 45% below its post-IPO close in March, I think Borderfree's latest plunge might just represent a perfect opportunity for long-term investors to open -- or add to -- a small position.

Editor's Note: This article has been amended to clarify Borderfree's EPS performance vs. estimates. The Motley Fool apologizes for the error.

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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.

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