This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Top 3 Big-Data Stocks for 2012

Editor's note: As part of our partnership with Nightly Business Report, TheStreet's James Rogers joined NBR Monday (watch video and read transcript) to discuss the tech stocks investors should watch.

NEW YORK ( TheStreet) -- We all know that Silicon Valley loves buzzwords, but investors should pay close attention to the "big data" market, which could spell big money for companies such as IBM (IBM - Get Report), EMC (EMC - Get Report) and Teradata (TDC - Get Report).

Big data refers to the management of vast quantities of unstructured data, or information that is outside the realm of traditional databases. Examples include email messages, PowerPoint presentations, audio, video and social media information.

" This is a hot space, to say the least," said Jayson Noland, an analyst at Robert W. Baird, in an email. "I was told the other day that there are 125 start-ups in big data, mostly focused on analytics."

Word on the Street

There's no shortage of publicly trade companies that are riding the big data wave. The biggest names are IBM, EMC and Teradata, which have key weapons in their arsenals. Other companies playing in this rapidly-growing space include Oracle (ORCL), NetApp (NTAP), HP (HPQ) and Hitachi's (HIT) subsidiary Hitachi Data Systems. Business intelligence specialists Qlik Technologies (QLIK) and Tibco Software (TIBX) are also making a name in big data.

"Increasingly, the transformation of business itself is being driven by the ability to harness big data," noted David Goulden, the EMC CFO, during the company's recent fourth-quarter conference call. Businesses that can quickly use the vast troves of data both inside and outside their companies, he added, can gain competitive advantage.

Big data is clearly a growth area. JMP Securities estimates valued the market at $9.1 billion market in 2011, a figure that will reach $86.4 billion by 2021.

Read on for more details on tech's top 3 big-data stocks:

1 of 4

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
EMC $26.50 0.00%
IBM $169.78 0.00%
TDC $43.98 0.00%
AAPL $130.28 0.00%
FB $81.53 0.00%


DOW 18,080.14 +21.45 0.12%
S&P 500 2,117.69 +4.76 0.23%
NASDAQ 5,092.0850 +36.0220 0.71%

Partners Compare Online Brokers

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs