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: How quickly can Mr. Market change his mind? This fast: Shares of Hollysys Automation Technologies (Nasdaq: HOLI) soared more than 11% early but are now down more than 3% as we near the closing bell.

So what: The Chinese maker of technology for automating utilities reported $74.4 million in second quarter revenue, a 61% increase and well above Wall Street's average target of $63 million. Profit came in $0.27 a share, also better than the Street consensus of $0.19.

Now what: What gives? Honestly, it's tough to say. The company's revised fiscal outlook calls for $39 to $41 million in profit, which at the very high end would amount to about $0.75 a share, $0.03 above the current Street consensus if you assume no further dilution. Maybe investors were hoping for a bigger beat? It wouldn't be surprising. We've seen some of tech's finest suffer this very fate in recent months.

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Fool contributor Tim Beyersis a member of the Motley Fool Rule Breakers stock-picking team. He didn't own shares in any of the companies mentioned in this article at the time of publication. Check out Tim's portfolio holdings and Foolish writings, or connect with him on Twitter as @milehighfool. You can also get his insights delivered directly to your RSS reader. 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 is also on Twitter as @TheMotleyFool. Its disclosure policy is at least 10% better than other disclosure policies.