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 Neustar (NYSE:NSR) jumped nearly 12% early Thursday, then settled to close up around 9% after the real-time information analytics specialist turned in better-than-expected second-quarter results.

So what: Quarterly revenue rose 8% year over year, to $237.5 million, which translated to a 12% boost in adjusted net income per share, to $0.95. Analysts, on average, were modeling adjusted net income of just $0.90 per share on sales of $233.1 million.

In addition, Neustar reaffirmed its full-year 2014 guidance for revenue of $945 million to $970 million, and adjusted net income per share of $3.88 to $4.05. While that revenue number is roughly inline with Wall Street's expectations, Neustar's expected 2014 earnings are well ahead of analysts' estimates for $3.74 per share.

Now what: Despite Neustar's sluggish top-line growth, I think shares look attractive even ,after today's pop, trading below eight times next year's expected earnings. As analysts have time to fully digest today's report, I wouldn't be surprised if Neustar stock continues to reward patient shareholders going forward.

Steve Symington owns shares of Apple. The Motley Fool recommends Apple. The Motley Fool owns shares of Apple. Try any of our Foolish newsletter services free for 30 days. 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 has a disclosure policy.