Ariba, Inc. (ARBA)

scottmcclure (69.57) Submitted: 4/29/2009 1:18:05 PM : Start Price: $9.09 ARBA Score: -5.61

testing big cap, low debt, high cash flow

lapins39 (< 20) Submitted: 4/25/2009 11:21:42 AM : Start Price: $9.04 ARBA Score: -7.98

it is due will make profit in next quaterly report

u2nyr (58.00) Submitted: 9/13/2008 11:40:47 PM : Start Price: $14.85 ARBA Score: +19.01

$1.3b is a lot to pay for 5% rev growth

happyskippy (< 20) Submitted: 8/4/2008 4:51:36 PM : Start Price: $17.10 ARBA Score: +25.61

Supply chain is a great place to be but ARBA isn't it. Why?

Over paid managements, arrogance and poor execution. They have wrapped themselves in the Software as a Service software banner and that is what is driving much of the price runup. Wait til the IPO market opens up and other SaaS players are available to investors. Then let's see how they stack up.

For me, I am keeping my money in other places - not ARBA.

pranilbalram (75.21) Submitted: 6/26/2008 6:00:09 PM : Start Price: $15.08 ARBA Score: +15.37

Given the curren tmarket conditions, companies will not spend resources on respective firms' product and services but rather, companies will find ways of cutting costs in order to preserve their resources until economic conditions get better.

Rep07 (97.71) Submitted: 6/17/2008 11:44:39 AM : Start Price: $15.62 ARBA Score: +13.34

Show me why this is worth so much. We're into a bear market so it better be good. Meanwhile ima short this sucka

NWTOGME (< 20) Submitted: 6/9/2008 7:19:34 PM : Start Price: $14.44 ARBA Score: +7.85

Z Strong sell

raycfong77 (83.58) Submitted: 5/31/2008 11:19:02 PM : Start Price: $11.76 ARBA Score: +12.64

Buy what you know, is usually a safe investment. I work for one of the largest Fortune 500 companies in the world and we use Ariba software. We've been very happy with the speed, reliability, and capability of Ariba's T&E and PCARD reporting. More transactions and work is moving throgh ARIBA such as writing requistions/POs. As other companies find out the capabilities of ARIBA, they will adopt this gem and the stock will climb to higher multiples as it traded in the past.

Hassjo (99.02) Submitted: 4/25/2008 10:07:51 AM : Start Price: $10.99 ARBA Score: -17.76

Insider selling

plumazul (< 20) Submitted: 1/3/2008 10:35:30 PM : Start Price: $10.75 ARBA Score: +22.29

ARBA has turned the corner. With gaap profits ahead, look for a $20/share price

shirleyb123 (< 20) Submitted: 9/28/2007 12:14:37 PM : Start Price: $10.95 ARBA Score: +24.78

Recently received a strong upgrade from underperform to strong buy.

burgerandsoda (87.12) Submitted: 5/8/2007 5:52:34 PM : Start Price: $8.58 ARBA Score: -50.84

This is all you get from Ariba every quarter...."Excluding a $3.9 million charge for amortization of intangible assets and an $8.4 million charge for stock-based compensation, Ariba said it earned 10 cents per share in the recent quarter."

leepal (24.68) Submitted: 2/2/2007 3:32:25 PM : Start Price: $9.65 ARBA Score: -33.25

only change is be sold to another company, poorly managed

MKArch (96.74) Submitted: 1/25/2007 6:45:25 PM : Start Price: $9.06 ARBA Score: -39.35

In an era of solid economic growth over the last couple of years Ariba's growth has been flat with quarterly revenues consistently in the mid $70MM's, small GAAP losses every quarter but they continue to tout a small non GAAP earnings gain by eliminating their disproportionate employee stock based compensation as a one time expense. A one time expense every quarter. In a nutshell if Ariba's "Spend Management" can't gain any traction in a couple of years of economic prosperity they are going to get crushed when things slow down. Ariba sometimes marches to the beat of a different drummer. I picked them to under perform today after running up 15% on another lousy earnings report (maybe less lousy than analyst predicted). This company is going no where fast, I don't know exactly when but Ariba is due to get crushed.