Bernstein starts Aruba at Underperform, Ubiquiti at Outperform

As is the case with enterprise/carrier Wi-Fi rival Ruckus Wireless, Bernstein is launching coverage on Aruba Networks (ARUN) with an Underperform. The firm's PT is $14, 36% below current levels.

On the other hand, Bernstein has started coverage on Ubiquiti (UBNT) with an Outperform and $65 PT (38% above today's close). Uiquiti also competes in the enterprise Wi-Fi space (its solutions are generally SMB-focused), but the majority of its sales come from other types of wireless networking systems.

ARUN -0.7% AH

From other sites
Comments (2)
  • Philip Marlowe
    , contributor
    Comments (1582) | Send Message
    I guess someone agrees with me that UBNT will eat everyone's lunch in the Wi-Fi access point market.
    10 Mar 2014, 05:38 PM Reply Like
  • salmonslayer
    , contributor
    Comment (1) | Send Message
    According to MarketSm... Composite rating > 99 for the last couple of months UBNT maybe set up for a comeback. Definitely an ALPHA STOCK!
    13 Apr 2014, 09:07 AM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Screener: Search and filter by asset class, strategy, theme, performance, yield, and much more
ETF Performance: View ETF performance across key asset classes and investing themes
ETF Investing Guide: Learn how to build and manage a well-diversified, low cost ETF portfolio
ETF Selector: An explanation of how to select and use ETFs