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 shipping and logistics provider Hub Group (Nasdaq: HUBG) fell as much as 14% in early trading as third-quarter earnings came up short of estimates. The stock closed down roughly 10%.

So what: Analysts at Raymond James and Stifel Nicolaus downgraded shares of Hub Group on fears of limited upside, The Associated Press reported. The underlying business isn't a concern. Revenue soared 59% to $760.4 million while per-share profit improved 29% to $0.44 a share in Q3. Analysts were nevertheless looking for $0.46, according to data aggregated by Yahoo! Finance.

Now what: For the most part, the downgrades appear to reflect short-term thinking about risk. Maybe that's fair, but with the stock trading for marginally above long-term analyst estimates, today's sell-off may prove to be an opportunity for buy-to-hold investors. Do you agree? Disagree? Please weigh in using the comments box below.

Interested in more info Hub Group? Add it to your watchlist.

Fool contributor Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team. He didn't own shares in any of the companies mentioned at the time of publication. Check out Tim's portfolio holdings and Foolish writings, or connect with him on Google+ or Twitter, where he goes by @milehighfool. You can also get his insights delivered directly to your RSS reader.

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.