2 Tech Stocks Elevating Demand Before Earnings Reports

Ariba, Inc. (NASDAQ:ARBA) will unveil its latest earnings on Thursday, January 26, 2012. The average estimate of analysts is for net income of 5 cents per share, a decline of 44.4% from the company’s actual earnings for the same quarter a year ago. During the past three months, the average estimate has moved down from 6 cents. Between one and three months ago, the average estimate moved down. It has been unchanged at 5 cents during the last month. Analysts are projecting profit to rise by 60% versus last year to 32 cents.

Last quarter, the company fell short of estimates by one cent, coming in at profit of 7 cents per share against a mean estimate of net income of 8 cents. The company topped expectations in the third quarter of the last fiscal year. On average, analysts predict $124.6 million in revenue this quarter, a rise of 37.8% from the year ago quarter. Analysts are forecasting total revenue of $526.6 million for the year, a rise of 18.6% from last year’s revenue of $443.8 million.

Competitors to Watch: SciQuest, Inc. (NASDAQ:SQI), Oracle Corporation (NASDAQ:ORCL), Intl. Business Machines Corp. (NYSE:IBM), Bottomline Technologies (NASDAQ:EPAY), Manhattan Associates, Inc. (NASDAQ:MANH), Vocus, Inc. (NASDAQ:VOCS), American Software, Inc. (NASDAQ:AMSWA), Deltek Inc. (NASDAQ:PROJ), Selectica, Inc. (NASDAQ:SLTC), and MER Telemanagement Solutions Ltd. (NASDAQ:MTSL).

Juniper Networks, Inc. (NYSE:JNPR) will unveil its latest earnings on Thursday, January 26, 2012. The average estimate of analysts is for profit of 21 cents per share, a decline of 41.7% from the company’s actual earnings for the same quarter a year ago. During the past three months, the average estimate has moved down from 26 cents. Between one and three months ago, the average estimate moved up. It has dropped from 27 cents during the last month. For the year, analysts are projecting net income of 89 cents per share, a decline of 16.8% from last year.

For the past three quarters, the company’s quarterly results have come in below analyst’s expectations. Last quarter, the company reported profit of 19 cents per share versus a mean estimate of net income of 20 cents per share. On average, analysts predict $1.13 billion in revenue this quarter, a decline of 5% from the year ago quarter. Analysts are forecasting total revenue of $4.46 billion for the year, a rise of 9% from last year’s revenue of $4.09 billion.

Competitors to Watch: Cisco Systems, Inc. (NASDAQ:CSCO), Alcatel-Lucent (NYSE:ALU), Extreme Networks, Inc (NASDAQ:EXTR), Riverbed Technology, Inc. (NASDAQ:RVBD), ADTRAN, Inc. (NASDAQ:ADTN), Telefonaktiebolaget LM Ericsson (NASDAQ:ERIC), Nokia Corporation (NYSE:NOK), Hewlett-Packard Company (NYSE:HPQ), Tellabs, Inc. (NASDAQ:TLAB), and Intl. Business Machines Corp. (NYSE:IBM).

To contact the reporter on this story: Derek Hoffman at staff.writers@wallstcheatsheet.com

To contact the editor responsible for this story: Damien Hoffman at editors@wallstcheatsheet.com