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 specialty chemicals maker H.B. Fuller (NYSE: FUL) fell as much as 10% today after the company released earnings and guidance.

So what: Third-quarter revenue was up 38% to $500.5 million but fell short of estimates. Net income was $24.6 million, or $0.48 per share; on an adjusted basis, earnings of $0.53 per share met expectations.

But full-year-revenue guidance was lowered to $1.88 billion from $1.90 billion, which scared investors.

Now what: The somewhat ironic point is that analysts had only expected $1.88 billion in full-year earnings before the announcement, so estimates were already accounting for the lowered guidance. I wouldn't be too concerned because organic revenue increased 5% this quarter with volume and prices moving higher. The stock is trading at 11.5 times forward earnings estimates so, with that level of growth, the stock is a good value and I think long-term investors should view this as a buying opportunity.

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