Riverbed Technology

  • This Network Company Is a Buy From Here

    By Chris Lau - August 8, 2013 | Tickers: CSCO, MSFT, RVBD

    After Riverbed (NASDAQ: RVBD) reported quarterly earnings that included a less optimistic outlook than consensus, investors sold off shares in the company. The Wide Area Network (“WAN”) optimization solutions provider suffered a weak quarter for two reasons: (1) its expensive OPNET acquisition and (2) its reliance on government spending. With shareholders now holding losses, it is time to reset expectations and to consider accumulating Riverbed shares.

    What happened

    Riverbed reported more »

  • Better to Bet on Titans in Computer Equipment Industry

    By Phillip Woolgar - July 25, 2013 | Tickers: CSCO, JNPR, RVBD

    The computer equipment industry is another one of those markets where betting on the titans is often the best choice. The giants have enough cash to buy up companies when appropriate, and expand into sub-markets. While there is also major potential profits when investing in small cap companies in this sector -- due largely to potential takeovers -- knowing which firm to buy on a hunch that it could be bought out 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 »

  • 3 Upgrades Worth Noting on Wednesday

    By Brian Nichols - June 13, 2013 | Tickers: RVBD, SE, TSLA

    Analysts were hard at work on Wednesday -- not only making calls -- but good calls. In this piece, I am looking at three such calls that were thorough, logical, and should be used as part of your research. Then, I'll explore which of these three calls is the best! 

    Calling against the trend

    Lazard’s Ryan Hutchinson is especially bullish when it comes to Riverbed Technology (NASDAQ: RVBD). Hutchinson notes more »

  • How Will 2013 Bode for These 3 Tech Companies?

    By Madhukar Dubey - June 12, 2013 | Tickers: ARUN, MSFT, PANW, RVBD

    Editor's Note: This article has been amended to better describe Riverbed's Steelhead device.

    With Forrester anticipating a smoother ride ahead for the US tech industry, it will be interesting to see how CIOs invest their IT budgets. According to the report, business and government spending on “Information & Communication Technology” products and services is expected to rise by 5.7% in 2013. Earlier in January, Forrester indicated a growth more »

  • Smooth as SILC

    By Wade Michels - May 28, 2013 | Tickers: CSCO, DELL, RVBD, SILC, SYMC

    If you look at enough companies, you will find good ones, make money, and cruise towards financial freedom. But every so often, you'll stumble across an investment that could really move your needle. A game changer, a wealth builder, dare I say a Rule Breaker? Silicom (NASDAQ: SILC) is a low cost business, operating in a growing space, run by smart management.

    For a business to be truly great more »

  • Waking a Sleeping Giant

    By Timothy Green - May 20, 2013 | Tickers: CSCO, JNPR, RVBD

    Cisco (NASDAQ: CSCO) is a company that many people have written off as "dead money." With a range-bound stock price over the past decade amidst slow but steady earnings growth, Cisco hasn't exactly been an exciting stock. But often the least exciting stocks offer the most exciting opportunities, and over the past year the stock offered multiple chances to buy at an insanely low price.

    A few days ago 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 »

  • Riverbed Technology: An Accidental Long Term Investment

    By George Acs - April 23, 2013 | Tickers: CSCO, HPQ, JNPR, ORCL, RVBD

    <img height="202" src="http://g.fool.com/editorial/images/35281/longterm_large.jpg" width="199" />
    These days I am a "Buy and Hold" investor by accident only. What I have discovered is that regardless of how invincible you may imagine yourself to be, accidents do happen.

    After many years of watching my professionally managed accounts see paper gains evaporate and then come back again just long enough to make it clear that cycles do exist, I went on a different path.

    I almost exclusively have more »

  • Don't Always Pick the Low Hanging Tech Fruit

    By Marshall Hargrave - April 14, 2013 | Tickers: CSCO, CTXS, FFIV, JNPR, RVBD

    F5 Networks (NASDAQ: FFIV) took a beating last week, seeing its stock tumble some 20% on disappointing earnings and a poor 2013 outlook, but is the news really all that bad? With the company's positioning in an exciting and high growth industry, it's tough not be intrigued, to not at least take a look at the stock. But I think the stock could be low for a reason more »

  • Why Did This Tech Company Crash?

    By Lee Samaha - April 6, 2013 | Tickers: CTXS, FFIV, RDWR, RVBD

    F5 Networks (NASDAQ: FFIV) pre-announced results and delivered the kind of eye watering earnings miss that only small company technology investors can fully appreciate. In truth it was a pretty nasty miss on the top and bottom lines. As ever the market will react with a savage markdown and then start guessing at the causes. Is this an F5 issue or does is it an issue of broader based technology more »

  • Bear Market Continues in Networking Names; F5 and Radware Plunge on Slashed Outlook

    By Ryan Glosier - April 6, 2013 | Tickers: FFIV, JNPR, RDWR, RVBD

    On Thursday, April 4, leading networking company F5 Networks (NASDAQ: FFIV) lowered its fiscal second-quarter financial guidance. On Friday, investors reacted to the news by dumping the stock as F5 closed the session with a 19% loss and is now sitting near new 52-week low levels. The disappointing guidance also caused caused some moderate weakness in other networking names such as Juniper Networks (NYSE: JNPR) and Riverbed Technology (NASDAQ: RVBDmore »)

  • Billionaire Leon Cooperman Made a Big Bet on This Teleconference Company

    By Meena Krishnamsetty - March 19, 2013 | Tickers: CSCO, CTXS, JNPR, PLCM, RVBD

    A 13G filed with the SEC has reported that Omega Advisors, a hedge fund managed by billionaire Leon Cooperman, owns 9.6 million shares of Polycom (NASDAQ: PLCM), a $1.8 billion market cap technology company whose products are aimed at easing remote voice and video conferencing. This is up from 5.7 million shares at the beginning of January, according to Omega’s 13F for the fourth quarter of more »

  • Best Company to Work for, Best Company to Invest in?

    By Howard Cranford - March 15, 2013 | Tickers: FB, GOOG, NATI, RVBD

    In December of 2012 Forbes released The Best Companies to Work for in 2013, which lists the companies they believe are most beneficial to their employees. The ranking was determined by surveying employees within the company based on key workplace factors. Personally, I believe that investing in a stock is investing in the company behind the ticker, and only the best companies should be in your portfolio. So I set more »

  • The Growth Sectors Within Telco

    By Lee Samaha - March 3, 2013 | Tickers: CIEN, CSCO, FFIV, XXIA, RVBD

    It’s always a good idea to keep an eye on what your stock's peer group are reporting even if they come from overseas. In this article I want to focus on the telco sector and discuss some takeaways for the industry that came out of Spirent Communications' latest results. It’s a UK listed company, a strong rival to Ixia (NASDAQ: XXIA) and has activities that cover many more »

  • Four Analyst Downgrades Worth Noting

    By Brian Nichols - February 12, 2013 | Tickers: SSRX.DL, NUAN, RVBD, TEVA

    A downgrade often means nothing--sometimes it’s just analysts “following the leader” and playing to the trend of a stock, or overreacting. But one way that investors can use an analyst’s call is to read the notes, take the reasons behind the call into consideration, and then use it as part of your research. With that being said, I am looking at four noteworthy downgrades on Friday, and the more »

  • Are Any of These Friday Losers Presenting Value?

    By Brian Nichols - February 11, 2013 | Tickers: GUID, NUAN, RVBD

    There's something psychologically disheartening about a stock that is trading lower. It's often difficult to buy such a stock, especially when the market is trading higher. However, often times these lower trading stocks present great value; and trade lower by mistake. In this article I am looking at three big losers on Friday to determine if any are presenting value.

    Small Cap Falls on Fairly Strong Fundamental Performance more »

  • Is Cisco a Value Stock for 2013?

    By Meena Krishnamsetty - January 9, 2013 | Tickers: ALU, CSCO, JNPR, PANW, RVBD

    Cisco Systems' (NASDAQ: CSCO) impressive financial performance and fairly cheap valuation have made it a popular stock pick for 2013. The first quarter of Cisco’s fiscal year ended in October 2012. Revenue for the quarter was up 6% from the first quarter of the previous fiscal year, primarily due to higher services revenue. With the company generally holding cost increases in check (operating expenses were actually down, though this more »

  • Riverbed Completes OPNET Merger to Little Fanfare

    By Mark Holder - December 31, 2012 | Tickers: BMC, CPWR, IBM, RVBD

    Back at the end of October, in the midst of Hurricane Sandy, Riverbed Technology (NASDAQ: RVBD) made an accretive deal to purchase OPNET Technologies that caused the stock to plummet 18%. While investors clearly didn’t like the stock back then, the mood hasn’t improved significantly now with the stock trading between the original post announcement days range.

    The deal provided the leader in the WAN optimization market inroads more »

  • This IT Stock Offers a Compelling Recovery Story

    By Lee Samaha - December 26, 2012 | Tickers: CREE, IBM, ORCL, RVBD, TIBX

    It’s a Christmas time and it’s time to think about giving and receiving. I’ve no doubt many investors were looking at Tibco Software (NASDAQ: TIBX) and thinking that the stock price crash was a Christmas gift come early. Essentially the company missed estimates in the last quarter, but remains in very attractive markets. The problems were isolated to the US and specifically sales execution within its leadership more »

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