F5 Networks

  • 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 »

  • 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 »

  • 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 »

  • Which of These Three Computer Networking Firms Should You Own?

    By Phillip Woolgar - July 26, 2013 | Tickers: FFIV, JKHY, SYKE

    As businesses move to further integrate their operations through networking and the world becomes increasingly digital, major profits lie ahead for computer networking firms. The highly-specialized industry makes customers satisfaction a key to being profitable. Once a company can trust the computer networking firm with which it is doing business, it often keeps coming back to the same service provider. The following firms have proven their capabilities at retaining clients more »

  • Do Ciena's Results Mean its Time to Buy Telco?

    By Lee Samaha - June 14, 2013 | Tickers: T, CIEN, FFIV, VZ

    It would probably be an understatement to say that it has been a difficult earnings season for companies selling into the telco service providers. After hopes of a second half recovery in 2012 were dashed by a second half slowdown the idea was that pick-up would be pushed into 2013. So far it hasn’t worked out like that. Indeed a host of companies have warned and lowered guidance and more »

  • Synergies to Provide a Catalyst for Riverbed

    By Mark Holder - June 13, 2013 | Tickers: CSCO, FFIV, RVBD

    The market for network performance appliances has become so competitive that Riverbed Technology (NASDAQ: RVBD) now trades at a below-market earnings multiple of 12. With the purchase of OPNET last year, the network performance company for globally connected enterprises is facing a weak market for network equipment while it still works to achieve the synergies promised as part of the merger

    The network equipment sector is facing a couple of more »

  • Notes From the Latest Tech Crash

    By Lee Samaha - June 10, 2013 | Tickers: CHKP, FFIV, FTNT, PANW

    The most surprising thing about Palo Alto Networks' (NYSE: PANW) recent results were that the market was surprised by them. In truth it has been a difficult first quarter for technology companies, and despite having defensive characteristics (IT security threats are definitely not going away) its sector hasn’t been oblivious to the difficulties. In summary Palo Alto missed estimates and guided lower than the market consensus with the usual more »

  • A Fable of Three Networking Insects

    By Leo Sun - May 17, 2013 | Tickers: CSCO, FFIV, JNPR

    For a while, the networking gear industry looked like it was on shaky ground. Last month, a series of poor earnings reports from network gear manufacturers F5 Networks (NASDAQ: FFIV), Radware, and Netgear spooked investors, since all three companies blamed budget cuts in both the public and private sectors for their quarterly woes.

    In two previous articles, however, I noted that F5 Networks and Radware’s weakness came from their more »

  • 10 Stocks for 2013: 5 Losers

    By Dave Zaegel - May 16, 2013 | Tickers: AAPL, EBAY, FFIV, ISRG, LULU

    At Fastball Financial, we started the year by building a diversified portfolio of 10 Stocks for 2013.  The goal of the 10 Stocks for 2013 is to provide you with a portfolio of ten great stocks for:

    1. Diversification across industries and market caps
    2. Growth in some of the hottest themes and industries
    3. Sufficient stability and dividends to offset potential market losses

    Thus far, the results unfortunately haven't been all more »

  • Three Reasons to Expect Tech to Outperform

    By Lee Samaha - May 14, 2013 | Tickers: FFIV, ASGN, RHI

    It has been a somewhat perplexing reporting season for many companies in cyclical industries. I’ve detected a recurring trend with a number of technology and industrial companies. Simply put, Q4 of last year ended quite strongly, and encouraged a sense of optimism that many companies haven't lived up to in 2013. The result is that many warned and lowered guidance.

    Is now the time to take advantage of more »

  • Can This IT Security Play Hit Guidance?

    By Lee Samaha - May 9, 2013 | Tickers: CHKP, FFIV, FTNT, PANW

    A few weeks ago IT security company Fortinet (NASDAQ: FTNT) helped kick off a pretty dismal reporting season for technology by pre-announcing a weak set of results. Since then a plethora of other companies have reported and given a myriad set of reasons and excuses for missing. I think it’s fair to conclude that there was a marked reluctance among business to sign off on large tech deals in more »

  • After Solid Earnings, This Stock Is Set to Fly Higher

    By Harsh Chauhan - May 7, 2013 | Tickers: CAVM, CSCO, FFIV

    When Cavium (NASDAQ: CAVM), which supplies chips for networking and communication equipment, had released its fourth quarter report in February this year, I was quite confident that the stock could be a winner in 2013. The stock has appreciated around 8% so far this year, but frankly, its performance should have been better. After rising steadily in the first calendar quarter, shares of Cavium have simply fallen off a cliff 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 »

  • Data Center Growth - What it Means for These Two Tech Companies

    By Madhukar Dubey - April 28, 2013 | Tickers: CSCO, FFIV, JNPR

    According to a recent report, data center traffic is expected to grow to 6.6 zettabytes per year by 2016 from only 1.8 zettabytes in 2011. This huge demand will compel network carriers to increase network infrastructure spending. Though this market is crowded with big players like Cisco (NASDAQ: CSCO), HP, Dell, IBM etc., there are some other companies carving out a niche because of their unique offerings. I more »

  • A Mixed Set Of Results For This IT Security Play

    By Lee Samaha - April 27, 2013 | Tickers: CHKP, FFIV, FTNT, PANW, RVBD

    It’s very easy to get a bee in your bonnet with investing, and there are certain issues and metrics that just become the one big thing that guides the performance of certain stocks. In the case of IT security play Check Point (NASDAQ: CHKP) it is its falling (and now negative) product and license sales growth. In summary, there are mitigating circumstances, and there was some good news in 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 »

  • 3 Stocks to Buy as Risk Aversion Rises Again

    By Chris Lau - April 24, 2013 | Tickers: ETFC, FFIV, SNDK

    A weekly drop of 2.6% in the equal-weighted Nasdaq 100 in the week of April 15 is creating an even bigger gap between analyst target prices and stock price. Led by a decline in commodity stocks and in banking, the technology sector is following suit.

    Take E*TRADE Financial (NASDAQ: ETFC) as an example that supports a negative change in sentiment. E*TRADE is down 17% from a 52-week more »

  • This Under-Appreciated Networking Company Deserves a Look

    By Matthew Frankel - April 24, 2013 | Tickers: CSCO, FFIV, NTGR

    NETGEAR (NASDAQ: NTGR) is what I refer to as an “under the radar” stock.  This is a company whose products are very widely used (either you or someone very close to you most likely has a NETGEAR router in the house), but the stock doesn’t get much coverage in the media or on investment websites.  With the company set to report earnings on Friday, I thought now was a more »

  • Is it Time to Invest in Telco?

    By Lee Samaha - April 22, 2013 | Tickers: T, FFIV, FTNT, VZ

    We are still early in earnings season but already there are signs that corporations have been affected by a sense of caution in the quarter. Of course these things are part and parcel of an uncertain political environment, and long term investors usually see them as decent buying opportunities. The problem with this approach is that when companies start reporting disappointments it will look similar to what they might say more »

  • A Buying Opportunity With This Tech Stock Crash?

    By Lee Samaha - April 15, 2013 | Tickers: CSCO, FFIV, FTNT

    We are very early into earnings season but already two leading tech companies have reported weaker earnings thanks to a reluctance among telco service providers to close deals. F5 Networks (NASDAQ: FFIV) previously disappointed and now it’s the turn of Fortinet (NASDAQ: FTNT) to warn over missing estimates.

    Fortinet Warns in Q1

    The preliminary announcement of results brought with it some disappointing expectations.

    • Total billings expected to be $147-149 more »
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