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 Textura Corp. (NYSE:TXTR) jumped 12% Monday after analysts at Oppenheimer lowered their price target on shares from $42 to $30, but kept their "outperform" rating on the stock. In addition, SEC filings revealed that Fidelity has significantly increased its stake in the construction software provider.

So what: Textura shares plunged last week after the company blamed weather conditions and recent allegations of fraud for its mixed quarterly results and disappointing near-term revenue guidance. Still, Textura CEO Patrick Allin insisted the delays in its orders were only temporary, and that Textura's long-term prospects haven't changed.

I can't blame Oppenheimer, then, for keeping their outperform rating intact, but lowering the price target -- which still, by the way, represents an 83% premium to today's close. And Fidelity, for its part, took advantage of the fall to nearly triple its stake in Textura since early December. Now Fidelity controls around 15% of Textura shares.

Now what: Personally, however -- and as an investor who wasn't quite sold on Textura belonging in my portfolio to begin with -- I'm still not entirely comfortable owning Textura shares given its current struggles. Instead, I'm still opting to watch Textura over the next couple quarters to see how its near-term problems pan out. Assuming they do abate as management promises, I think there should be plenty of time for patient investors to make a long-term decision.

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.