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F5 Networks, Inc. (FFIV)

- NASDAQ
  • Nov. 29, 2011, 9:42 AM
    As public Internet traffic continues soaring, so is traffic within the data centers where a large chunk of web content originates: Cisco (CSCO) expects consumer data center traffic to grow nearly 5x between 2010 and 2015, thanks in large part to cloud apps. Cisco still has a dominant position in the overall market for data center networking gear, while F5 (FFIV) leads the fast-growing ADC switch segment.
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  • Nov. 2, 2011, 2:24 PM
    JMP Securities initiates coverage of networking stocks Riverbed (RVBD +6.3%), F5 (FFIV +3.5%), Aruba (ARUN +0.3%), Fortinet (FTNT +0.4%) and Brocade (BRCD +5%) at Outperform, and Cisco (CSCO +0.9%) at Market Perform. Riverbed faces several tech trends propelling long-term growth in the WAN optimization market it already dominates, JMP says.
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  • Oct. 26, 2011, 10:37 AM
    F5 Networks (FFIV +11.4%) takes off after delivering a strong FQ4 report (I, II) and FY12 guidance (20% revenue growth vs. 18.3% consensus), which soothed fears of weak enterprise demand. In addition, F5 mentioned on its CC that sales of its much-anticipated Viprion 2400 mid-range switch are beating expectations.
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  • Oct. 25, 2011, 5:07 PM
    More on F5 Networks (FFIV): Q3 beats estimates on a 24% jump in Y/Y revenue, fueled by rising sales in Japan and the Asia Pacific region. Product sales, which make up a majority of the company's business, were up 20%, an increase the company said in part reflected strong demand for its new mid-range Viprion 2400 and 4400, which exceeded expectations. Shares +8% AH.
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  • Oct. 25, 2011, 5:05 PM
    F5 Networks (FFIV): EPS of $1.06 beats by $0.08. Revenue of $314M (+24% Y/Y) beats by $6M. (PR)
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  • Oct. 25, 2011, 12:10 AM
    Notable earnings after Tuesday's close: ACC, ACE, AGNC, AMZN, BRCM, BXP, CBI, CCI, CHRW, CNI, ESRX, FFIV, FTI, HGSI, HTS, LIFE, LPS, MCK, MTW, NBR, QCOR, QEP, RFMD, RHI, RRC, RSH, SKT, STR, TSS, WU
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  • Oct. 19, 2011, 5:48 PM
    Riverbed (RVBD) is now up 12.3% AH, after the networking gear vendor rebounds from a weak Q2 with a healthy Q3 that included 24% Q/Q growth in EMEA sales - a source of weakness in Q2. Riverbed is guiding for Q4 revenue of $198M-$202M and EPS of $0.24-$0.25, compared with a consensus of $199.5M and $0.23. FFIV is up 1.8% in sympathy. (PR)
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  • Sep. 30, 2011, 10:28 AM
    Inflection Point Investing sees Procera Networks (PKT) as an overlooked way to play the smartphone boom, noting how wireless carriers use the company's hardware to analyze data traffic, with the goal of improving service quality. It also thinks a buyout from FFIV, which was previously considering rival ALLT, is possible.
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  • Sep. 28, 2011, 11:34 AM
    FBN's Shelby Seyrafi is starting coverage on Cisco (CSCO), Riverbed (RVBD), Polycom (PLCM), and F5 (FFIV) with Outperform ratings. Seyrafi likes Cisco's dividend, low valuation, and massive free cash flow, thinks highly of F5 and Riverbed's dominant positions in fast-growing niches; and considers Polycom a "good pure play" for videoconferencing.
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  • Sep. 27, 2011, 10:47 AM
    Jefferies' George Notter is starting Riverbed Technology (RVBD +0.7%) with an Underperform, believing shares are priced expensively, and the company has grabbed much of the "low-hanging fruit" in its core WAN optimization market. Notter is also starting F5 Networks (FFIV +1.9%) and Aruba Networks (ARUN +0.8%) at Hold.
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  • Sep. 26, 2011, 4:17 PM
    Infonetics estimates Cisco's (CSCO) share of the overall market for data center networking gear has declined 8% Y/Y, though the company still has over 3/4 of the market. It also believes H-P's (HPQ) share of the market has tripled Y/Y, and F5 (FFIV) is losing share to Citrix (CTXS) in the fast-growing application delivery networking segment. (previously)
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  • Sep. 6, 2011, 11:32 AM
    Though VMware (VMW) is fresh off a successful developer's conference, S&P's Jim Yin is cutting the company to Hold from Buy, and lowering his PT to $92 from $124. Yin is worried about the impact of the macro problems and IT spending headwinds that have tripped up other fast-growing enterprise tech names, such as FFIV, RVBD, and NTAP.
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  • Aug. 29, 2011, 8:26 AM
    F5 Networks (FFIV) is up 2.5% premarket, and Cisco Systems (CSCO) up 1%, after Ticonderoga reiterates Buy ratings on the companies, believing VMware's (VMW) VMworld conference this week will put the spotlight back on cloud computing. Cisco plans to unveil several products at VMworld.
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  • Aug. 25, 2011, 4:43 PM
    The Navy plans to cut its IT budget by 25% over the next 5 years, further evidence of the tough government spending climate reported by Dell (DELL), F5 (FFIV), and NetApp (NTAP). But with the Navy pushing initiatives such as consolidation, cloud computing, and thin clients, the likes of F5, VMW, and CTXS might be in decent shape once budgets settle.
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  • Aug. 25, 2011, 8:52 AM
    F5 Networks (FFIV) gains 2.8% premarket after catching an upgrade from Stifel to Buy from Hold on valuation. Shares of the tech concern are off 30% in the last two months on concerns over the global demand for networking hardware.
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  • Aug. 18, 2011, 10:28 AM
    High-beta cloud, virtualization, and "big data" infrastructure stocks are some of the biggest losers today. NetApp's (NTAP -19.5%) results are likely playing a role, as is the general sell-off of any asset deemed to be risky. VMW -11.5%. RVBD -16.9%. CTXS -9.8%. APKT -17.2%. N -8.7%. INFA -13.7%. TIBX -13%. FFIV -9.3%.
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Company Description
F5 Networks Inc provides Application Delivery Networking (ADN) technology that secures and optimizes the delivery of network-based applications and the security, performance and availability of servers, and other network resources.
Sector: Technology
Country: United States