Citrix Systems, Inc.

  • 3 Ways to Profit From Data Growth

    By Madhukar Dubey - August 19, 2013 | Tickers: CSCO, CTXS, FFIV

    Data traffic is expected to grow 23% annually over the next four years. Growing data creates complexity in managing and securing data. Data centers are moving towards the next-generation of virtualization and cloud environment. As a result, many networking companies are updating their products and technology to step up security and data management. Three such companies discussed in this post are developing various technologies to simplify data management and capitalize more »

  • Let Your Portfolio Touch the Clouds With This Stock

    By Mihir Mehta - August 14, 2013 | Tickers: DOX, CTXS, JCOM

    This is the information age, and here, people accept a company’s merit on the basis of its ability to quickly and efficiently convert data into results. This need for results has led to the rapid emergence of cloud service providers that have equipped businesses with the tools and services they need to succeed. J2 Global (NASDAQ: JCOM), a leading cloud services provider, has become a known brand in the more »

  • How This IT Company is Managing Changes in Computing Trends

    By Lee Samaha - August 11, 2013 | Tickers: CSCO, CTXS, FFIV, INTC, MSFT

    It helps to have powerful friends, and very few companies have allies as strong as IT virtualization specialist Citrix Systems (NASDAQ: CTXS). With partners such as Cisco Systems (NASDAQ: CSCO) and Microsoft(NASDAQ: MSFT) helping to push some of Citrix’s newer solutions, the company looks well placed to grow even as its core desktop virtualization sales are slowing. In summary, the stock looks a good value. However, in order more »

  • There's Still Money to Be Made in Forgotten Activism

    By Marshall Hargrave - August 6, 2013 | Tickers: ADBE, ADSK, CTXS

    ValueACT recently started a new activist campaign over at Microsoft, but I believe there's still inherent value to be found in the hedge fund's other major stake in tech. In late 2011, ValueACT took a 5% stake in Adobe Systems (NASDAQ: ADBE) and since then the stock has outperformed the broader market by 100%. 

    ValueACT Capital has a 31.3 million share position in the stock, which makes more »

  • DUPLICATE:How To Trade This Cloud Stock

    By Tanya Kanodia - August 4, 2013 | Tickers: CTXS, ORCL, RHT

    Red Hat Inc. (NYSE: RHT) is the world’s leading provider of open source solutions. It is an American multinational and is engaged in providing various solutions to enterprises. These include its core enterprise operating system platform, Red Hat Enterprise Linux, virtualization, cloud and other storage offerings. Nowadays cloud stocks are a hot topic for investors. These stocks seem very attractive to some of us, but not all of them more »

  • Time to Buy This Out-of-Fashion Tech Stock?

    By Lee Samaha - July 31, 2013 | Tickers: CTXS, FFIV, RDWR

    One of the hardest things to do in investing is to buy a stock that you know is out of fashion. With application delivery controller (ADC) specialist F5 Networks (NASDAQ: FFIV) you have a classic case of a technology company that is attractively valued, but seeing slowing growth.

    Typically, the market doesn’t reward such companies, and you can find yourself waiting a long time for the market to come more »

  • 3 Business Software Stocks to Watch

    By Damian Illia - July 12, 2013 | Tickers: DOX, CTXS, JCOM

    As the business world becomes more complex, those software companies that offer services that simplify everyday tasks hold bright growth prospects. J2 Global (NASDAQ: JCOM), Citrix (NASDAQ: CTXS), and Amdocs (NYSE: DOX) are three of these firms, and thus deserve a closer look from investors. Should we dig in?

    Fax not dead

    J2 Global provides cloud-based communications and messaging services worldwide. Trading close to a 5-year high at about $42 more »

  • Hold This Cloud Stock

    By Tanya Kanodia - June 30, 2013 | Tickers: CTXS, RHT, VMW

    Red Hat Inc. (NYSE: RHT) is the world’s leading provider of open source solutions. It is an American multinational and is engaged in providing various solutions to enterprises. These include its core enterprise operating system platform, Red Hat Enterprise Linux, virtualization, Red Hat Middleware, cloud and other storage offerings. Nowadays cloud stocks are a hot topic for investors, but what about this stock?

    Core business

    Red Hat mainly deals more »

  • Two Open Source Strategies

    By Dana Blankenhorn - June 28, 2013 | Tickers: CTXS, NFLX | Editor's Choice

    There are two strategic reasons why a company would want to sponsor its software as open source. One is good for investors, the other is not good.

    The good reason is to create a standard. A de-facto standard, which anyone can use royalty-free, based on open source software can be a powerful catalyst for a company's growth. The best example in the recent past is Rackspace, which has now more »

  • It's Time to Go Sour on This Software Company

    By Marshall Hargrave - June 25, 2013 | Tickers: ADBE, ADSK, CTXS, IBM

    Adobe Systems (NASDAQ: ADBE) got a nice 5.5% pop in its stock last week, even after reporting fiscal 2Q EPS that fell 66% year-over-year. Although earnings were down due to weak product sales and rising operating expenses, the software company managed to beat consensus by 5% and reiterated positive news on its move from packaged software to the cloud. 

    Adobe now offers the Creative Cloud, which allows customers to more »

  • What I Bought and Sold This Quarter

    By Lee Samaha - June 8, 2013 | Tickers: AGN, CTXS, CL, NTAP, SHW

    In the end, numbers are just numbers and while they are an indispensable part of an investor's self-assessment, they do not always reveal the full details. For example, my last month closed with a negligible loss but the truth is, I started the month notably down after two profit warnings on the last day of April. In retrospect, it was a pleasing month and I think there are some more »

  • Elite Hedge Fund BAM’s Best First-Quarter Picks

    By Meena Krishnamsetty - May 31, 2013 | Tickers: CBI, CTXS, GE, PENN, WPZ

    Dmitry Balyasny's Balyasny Asset Management (BAM) is one of the 500 elite hedge funds we track at Insider Monkey, and for good reason. Its 13F equity portfolio returned at least 14 percentage points in just one quarter alone last year, and this year, many of its stock positions are intriguing, to say the least. Now, in case you aren’t aware, there are material advantages that can be gained more »

  • Is Buying After a Tech Company Warns a Good Tactic?

    By Lee Samaha - May 28, 2013 | Tickers: CTXS, IBM, ORCL

    It’s been an unusual earnings season so far. The market has kept moving higher even though many tech companies have warned. This can appear counter intuitive because tech is usually seen as a cyclical part of the economy. In other words, if tech is slowing down, then the economy will do too. Surely, if tech companies are warning, the market should be pricing in a slowing of growth rather more »

  • A Lot of Potential for Those Who Want Some Adventure in Their Portfolios

    By Matthew Frankel - May 21, 2013 | Tickers: ADBE, CTXS, CRM

    Salesforce.com (NYSE: CRM) is the leader in software-as-a-service (SaaS) computing solutions, which is an industry that is still in its infancy. Through several acquisitions and good internal development, the company has greatly expanded its offerings, and investors and analysts seem to be very optimistic about the future. My concern is that perhaps too much growth is priced in, and that the company won’t be able to produce the more »

  • Why This Tech Stock Looks Like a Good Value

    By Lee Samaha - May 3, 2013 | Tickers: CSCO, CTXS, FFIV

    The difficult earnings season for technology continues, and Citrix Systems (NASDAQ: CTXS) didn't disappoint to disappoint. The market is in no mood to take prisoners right now with any kind of tech company that misses revenue and earnings forecasts. Consequently, the stock took a battering after it missed and guided earnings lower for Q2. On the other hand, I think there are some mitigating circumstances and this drop is more »

  • Buy These Stocks if You Want to Bank on Big Data and the Cloud

    By Shweta Dubey - May 2, 2013 | Tickers: CTXS, INFA, VMW

    With the increasing demand for data security, efficiency, and the growing use of software-as-a-service, IT companies are constantly upgrading technologies in their services and products. Also, they are taking initiatives to cope with the rapidly changing demand emerging from breakthrough technologies like Big Data and Cloud Computing. I have discussed three such companies, which have dealt with these changes perfectly and were successful in defending their market shares.

    VMware (NYSE: VMWmore »)

  • The Slump in These Tech Stocks Could be Ending

    By Chris Lau - May 1, 2013 | Tickers: CTXS, CKSW, IDCC

    When a company reports quarterly earnings that miss expectations or contain a weak outlook, it gives investors something to think about. Even more analysis is required for investors when the stock drops in response.

    When Citrix Systems (NASDAQ: CTXS) reported results, shared plunged. InterDigital Communications (NASDAQ: IDCC) and ClickSoftware Technologies (NASDAQ: CKSW) were in a downtrend prior to earnings announcements, and shares rose slightly in recent sessions.

    Company

    Last Price more »

  • F5 Networks Goes in the Penalty Box

    By Dave Zaegel - April 26, 2013 | Tickers: CSCO, CTXS, FFIV

    F5 Networks (NASDAQ: FFIV) provides solutions that optimize and secure networks.  They are right in the middle of a huge market resulting from the need to process large amounts of data faster and also protect networks from growing security threats.  I have long been a fan of F5 Networks.  It's been on my list of Top 5 Tech Stocks for both Fall 2011 & Fall 2012.  I also put it more »

  • The Key Earnings For The Week of April 22

    By Lee Samaha - April 22, 2013 | Tickers: CHKP, CTXS, SWK, VFC, YUM

    It’s another huge week for earnings. In this article I've suggested some of those companies that I find interesting and provide some ideas for further research. It’s also a good time to try and check the underlying trends in the economy versus what individual companies are saying about them.

    Monday

    BE Aerospace and Hexcel are two of the most interesting stocks in the aerospace sector. The latter more »

  • What to Do With This Cloud Stock?

    By Shas Dey - April 22, 2013 | Tickers: CTXS, ORCL, RHT

    Red Hat (NYSE: RHT) is an American multinational software company and the world’s leading provider of open source solutions. Founded in 1993 and headquartered in Raleigh, North Carolina, it is engaged in providing such solutions to different enterprises. The offerings include its core enterprise operating system platform, Red Hat Enterprise Linux, Red Hat JBoss Middleware, virtualization, cloud, and other storage offerings.

    The company is facing tough competition from its more »

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