Hortonworks Inc (NASDAQ:HDP) shares dropped sharply today, down nearly 23%, after the database software maker released its second-quarter report that came up short of expectations.

HDP reported revenue of $43.6 million, compared to consensus estimate of $45.3 million. Non-GAAP EPS was $(0.72), compared to consensus of $(0.68). In addition, FY2016 guidance for revenue, billings, and adjusted EBITDA now calls for $177 million, $259 million, and a loss of $61.2 million, respectively, down from the previous $190 million, $265 million, and a loss of $52 million.

Despite the disappointment, D.A. Davidson analyst Jack Andrews remains positive on the stock, reiterating a Buy rating with a $13 price target, which represents a potential upside of 33% from where the stock is currently trading.

Andrews noted, “Heading into 2Q, HDP shares had appreciated 19% in the three and a half weeks since our upgrade. We expect the shares to trade off based on this report, but at ~$9.50, we believe risk/reward is very favorable, and view HDP as an inexpensive call option on a massive, early stage market opportunity.”

As usual, we recommend taking analyst notes with a grain of salt. They are often successful in moving the stock price, but you always need to take things into perspective. According to TipRanks, which measures analysts’ and bloggers’ success rate based on how their calls perform, analyst Jack Andrews has a yearly average return of -5.9% and a 44% success rate. Andrews is ranked #3530 out of 4090 analysts.

Out of the 13 analysts polled by TipRanks, 8 rate Hortonwork stock a Buy, while 5 rate the stock a Hold. With a return potential of 122%, the stock’s consensus target price stands at $21.70.