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 solid-state specialist Fusion-io (NYSE: FIO) have popped today by upwards of 11% after some bullish analyst comments.

So what: Credit Suisse reinstated coverage on the stock with an outperform rating and a lofty $50 price target. Analyst Kulbinder Garcha believes the rest of the Street is lowballing Fusion-io's revenue potential next year. Garcha's $527 million estimate for 2013 tops the $453 million consensus by a healthy margin.

Now what: Garcha continues that there may be five to 10 strategic customer accounts in the pipeline, including a couple that could be as large as its relationship with Facebook. Fusion-io's two target customers, Facebook and Apple, are expected to grow at least by 20%. Garcha also thinks that more focus on software will help boost margins. Looks like I'm not the only one who thinks Fusion-io is a buy.

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