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F5 Networks, Inc. (FFIV)

- NASDAQ
  • 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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  • Aug. 17, 2011, 11:35 AM
    Mobile analytics firm Validas estimates data consumption by AT&T (T) and Verizon (VZ) smartphone owners grew 116% and 150%, respectively, over the last 6 months - likely fueled by soaring iPhone and Android sales, and higher mobile video usage. ERIC, JNPR, FFIV, and ALLT are some of the names that stand to gain from higher capex to support mobile data services.
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  • Aug. 15, 2011, 11:18 AM
    Juniper (JNPR -0.6%), which tanked in July following a dismal Q2 report, is being downgraded to Sell by Goldman, which is concerned about Juniper's exposure to macro weakness in developed nations. On the flip side, Goldman is upgrading F5 (FFIV +2.3%) to Neutral, believing the company "can sustainably grow EPS in the high teens."
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  • Aug. 15, 2011, 7:55 AM
    F5 Networks (FFIV), which fell hard during the market's decline before rallying on a Friday upgrade, is acquiring the assets of rival Crescendo Networks. Crescendo has been a thorn in F5's side, and acquiring the company's FPGA chip technology could allow F5 to more quickly support new protocols and feature sets in its switches.
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  • Aug. 12, 2011, 11:27 AM
    F5 Networks (FFIV +7%) jumps after William Blair ups the stock to outperform, saying it's "too inexpensive to pass up". The firm notes the company's strong competitive position and history of successfully navigating downturns.
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  • Aug. 12, 2011, 9:00 AM
    Premarket gainers: MNKD +12%. NVDA +12%. MCP +9%. SODA +7%. AVL +7%. ALU +6%. AIB +6%. BUD +6%. NOK +5%. E +4%. BCS +4%. LYG +4%. FFIV +4%. CAT +4%. MGM +4%. SD +3%. SNY +4%. ING +3%. BAC +3%. AMR +3%. RIO +3%. STD +3%. UL +3%. UBS +3%. TEF +3%. RIG +3%.
    Losers: FRF -17%. MOBI -15%. DDS -10%. AONE -5%. AU -3%. JCP -3%. GFI -3%. RENN -4%.
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  • Aug. 11, 2011, 10:06 AM
    Networking and telecom hardware vendors, and the component suppliers who service them, are joining Cisco (CSCO +16.2%) in strongly outperforming the NASDAQ. JNPR +4.8%. JDSU +6.3%. CAVM +9.6%. NETL +7.4%. APKT +6.6%. PMCS +4.5%. OPLK +4.9%. ALU +3.2%. FFIV +3.5%. BRCD +4.7%.
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  • Aug. 2, 2011, 2:10 PM
    Quick take on Oppenheimer/Cisco: Concerns about weak public-sector and European demand for networking gear are backed up by F5's (FFIV) CC remarks about federal deal slippage, and Riverbed's (RVBD) weak EMEA results. However, while carriers may be cautious due to macro issues, soaring online video and mobile data demands will likely prop up spending.
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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