FIRE
Sourcefire, Inc.NASDAQ
FIRE is defunct.
  • Oct. 2, 2013, 5:42 PM
    • American Assets Trust (AAT) will replace Sourcefire (FIRE) in the S&P SmallCap 600 index after the close of trading Oct. 7, as Cisco Systems is acquiring Sourcefire in a deal expected to be completed soon.
    • AAT +2.3% AH.
    | Oct. 2, 2013, 5:42 PM
  • Jul. 29, 2013, 4:09 PM
    • Sourcefire (FIRE): Q2 EPS of $0.20 beats by $0.05.
    • Revenue of $65.1M (+29% Y/Y) beats by $3.08M. (PR)
    | Jul. 29, 2013, 4:09 PM
  • Jul. 29, 2013, 12:10 AM
  • Jul. 28, 2013, 5:35 PM
  • Jul. 25, 2013, 12:45 PM
    Midday top 10 gainers: UPI +42%. IPCI +30%. FIRE +28%. CSE +22%. USU +19%. DLIA +19%. SMSI +16%. URRE +16%. PRAN +14%. HSTM +14%.
    Midday top 10 Losers: CTG -22%. ALGT -13%. HGSH -13%. OME -10%. SPTN -10%. NAFC -10%. EMITF -9%. SILC -9%. DRTX -9%. STM -8%.
    | Jul. 25, 2013, 12:45 PM | 2 Comments
  • Jul. 23, 2013, 12:45 PM
    Midday top 10 gainers: UPI +42%. IPCI +30%. FIRE +28%. CSE +22%. USU +19%. DLIA +19%. SMSI +16%. URRE +16%. PRAN +14%. HSTM +14%. Midday top 10 Losers: CTG -22%. ALGT -13%. HGSH -13%. OME -10%. SPTN -10%. NAFC -10%. EMITF -9%. SILC -9%. DRTX -9%. STM -8%.
    | Jul. 23, 2013, 12:45 PM
  • Jul. 23, 2013, 9:29 AM

    Cisco (CSCO) appears to have two main goals with the Sourcefire (FIRE) acquisition: 1) To grow its exposure to the intrusion prevention system (IPS) space, which is growing rapidly as reports of major hacking incidents put governments and enterprises on edge. Sourcefire, the IPS market's leader, has been expected to grow 25% in 2013. Cisco's security sales fell 4% Y/Y last quarter. 2) To develop end-to-end security platforms that combine traditional firewall tools with more software-centric offerings providing application/service-level security and a deeper understanding of user activity. Palo Alto Networks (PANW - next-gen firewall leader) and Fortinet (FTNT - UTM hardware leader) are each addressing this trend in their own ways. (PR) (John Chambers' security "blank check")

    | Jul. 23, 2013, 9:29 AM
  • Jul. 23, 2013, 9:15 AM
    Premarket gainers: FIRE +28%. CSE +23%. CBMX +22%. ARRY +13%. MTG +10%. IRWD +11%. WEN +9%. NAT +8%. FTNT +8%. PACW +7%. TI +7%. HSOL +7%. PRAN +7%. CDTI +7%. RSH +6%. ALSK +6%. INFU +6%. NQ +6%. CPRX +5%. LXK +5%.
    Losers: PENN -7%. STM -6%.
    | Jul. 23, 2013, 9:15 AM
  • Jul. 23, 2013, 8:10 AM

    Cisco (CSCO) agrees to acquire cyber-security company Sourcefire (FIRE) for $2.7B, with the offer of $76 a share representing a 29% premium to the latter's closing price of $59.08 yesterday. (PR)

    | Jul. 23, 2013, 8:10 AM | 3 Comments
  • Jul. 23, 2013, 7:58 AM
    Sourcefire (FIRE) is halted with news pending.
    | Jul. 23, 2013, 7:58 AM
  • Jul. 11, 2013, 10:13 AM

    A roundup of tech analyst ratings changes: 1) Alcatel-Lucent (ALU +3.3%) has been upgraded to Neutral by Goldman (previous). 2) Finisar (FNSR +4.4%) has been upgraded to Strong Buy by Needham. 3) Palo Alto Networks (PANW +5.3%) has been upgraded to Buy by UBS. 4) Jive Software (JIVE -3%) and Sourcefire (FIRE -1.4%) have been downgraded to Neutral by UBS. 5) Analog Devices (ADI +1.7%) has been upgraded to Buy by Jefferies. 6) Synchronoss (SNCR +2.8%) has been added to Wedbush's Best Ideas List. 7) Linear (LLTC +1.8%) has been upgraded to Buy by Jefferies. 8) Adtran (ADTN +4.3%) has been upgraded to Buy by Goldman following its FQ2 report and FQ3 guidance.

    | Jul. 11, 2013, 10:13 AM
  • Jul. 9, 2013, 5:09 PM

    Jive Software (JIVE), Millennial Media (MM), Tangoe (TNGO), Qlik (QLIK), and Sourcefire (FIRE) are possible acquisition targets as IT giants continue eying software plays, thinks Bernstein's Toni Sacconaghi (ed: Millennial is an ad services firm, and Sourcefire sells both security hardware and software). With PC and enterprise hardware (I, II) demand slumping, hardware vendors have plenty of incentive to grow their software exposure. Sacconaghi estimates software has made up over 60% of acquisitions for IT hardware firms since '02, services 23%, and hardware/other 14%.

    | Jul. 9, 2013, 5:09 PM | 1 Comment
  • May 30, 2013, 4:29 PM

    Palo Alto Networks (PANW) now -13.9% AH in response to its mixed FQ3 results. With shares trading at lofty multiples, there was little margin for error. In its PR, Palo Alto mentions seeing a "touch macroeconomic environment" (peers can sympathize), but doesn't give a specific reason for its revenue miss. Revenue growth of 54% is a slowdown from FQ2's 70%. Still, deferred revenue rose 17% Q/Q to $219.3M. Opex +70% Y/Y to $80M, with sales/marketing spend +71% to $51.7M (51% of revenue). CC getting started (webcast), guidance should be provided. Off in sympathy: CHKP -1.2%. FIRE -2.2%.

    | May 30, 2013, 4:29 PM
  • May 6, 2013, 4:00 PM

    Palo Alto Networks (PANW -1%) closes modestly lower in the wake of Intel's (INTC) deal to buy Finnish security hardware vendor Stonesoft. Stonesoft's product line includes next-gen firewalls, and though its presence in this space doesn't compare with PANW's, Intel's resources and McAfee's security software (could allow for richer content analysis) stands to make it a tougher rival. Stonesoft, which relies on a security engine that can be modified to support different types of hardware, also makes intrusion prevention systems, but shares of Sourcefire (FIRE +0.5%), the leader in this market, have closed slightly higher.

    | May 6, 2013, 4:00 PM | 5 Comments
  • May 1, 2013, 9:10 AM
    Premarket gainers: IQNT +34%. MSPD +31%. TRLA +14%. FIRE +12%. JRCC +11%. CAAS +8%. DWA +9%. GDOT +8%. CAVM +8%. NAVB +5%.
    Losers: HIMX -9%. ELGX -8%. SWI -8%.
    | May 1, 2013, 9:10 AM
  • Apr. 30, 2013, 6:16 PM

    Sourcefire (FIRE) now +9.8% AH following its Q1 report. Though the IPS security hardware leader missed estimates and issued light Q2 guidance, it reiterated its 2013 revenue growth guidance of 25% on its CC, soothing concerns about U.S. federal orders. Meanwhile, UTM security hardware leader Fortinet (FTNT) is almost unchanged AH in spite of issuing soft 2013 guidance to go with its Q1 results. Fortinet expects 2013 revenue of $595M-$605M and EPS of $0.49, below a consensus of $611.9M and $0.57 - a downward revision was probably expected following the company's April 10 warning.

    | Apr. 30, 2013, 6:16 PM