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.