Posts on FFIV

Latest ideas and analyses related to F5 Inc. Common Stock

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AAPL , QCOM , XRX , FFIV , JNPR , TEL , APH , GLW , ST , NATI , INFN , TER

+38 pts



Thoughts Into The EPS Prints This Week (AAPL, QCOM, XRX, FFIV, JNPR, TEL, APH, GLW, ST, NATI, INFN, TER)

By scorpioduck on July 25, 2022, 2:06 p.m.
Tagged topics: earnings preview

Views: 19, Votes: 4, Responses: 1, Attachments: 1
APH , CDW , JNPR , CSCO , FFIV , TEL , QCOM , CIEN

+33 pts



Playing Defense with Positioning as Demand Moderation Looms for 2023; U/g APH, CDW, JNPR to OW, D/g CSCO, FFIV, TEL to N

By bbern3 on July 14, 2022, 11:01 a.m.
Tagged topics: analyst downgrade , analyst upgrade

Views: 19, Votes: 3, Responses: 0, Attachments: 2
CVLT , FFIV , JNPR , FIVN , NTNX , TEAM

+33 pts



Channeling Our "Inner Belichick" | Making 2nd Half Adjustments; Downgrading CVLT, FFIV, JNPR

By josiebe on July 13, 2022, 1:12 p.m.
Tagged topics: analyst downgrade

Views: 16, Votes: 4, Responses: 0, Attachments: 1
IIVI , LITE , ANET , CMBM , CDW , CSCO , GLW , FFIV , NSIT , LAZR , JNPR , KEYS , QCOM , WOLF , XRX

+50 pts



Networking & Hardware Themes Across Companies and Investor Conversations from 50th Annual TMC Conference

By realjoe on May 27, 2022, 3:17 p.m.
Tagged topics: investment themes

Views: 38, Votes: 5, Responses: 2, Attachments: 1
AMD , INTC , NVDA , MRVL , AVGO , ANET , JNPR , FFIV

+18 pts



The high level play on Intel is that it is aiming to become, for lack of a more American term, a national champion. Gelsinger has...

By wineced142@azteen.com on May 9, 2022, 9:04 p.m.
Tagged topics: analyst checks

Views: 35, Votes: 7, Responses: 0, Attachments: 0
AMD , INTC , FFIV , ANET , JNPR , NVDA , AVGO , MRVL

+45 pts



AMD vs INTC and Data Center Spending Trends

By josiebe on May 9, 2022, 5:20 p.m.
Tagged topics: analyst checks

Views: 55, Votes: 5, Responses: 1, Attachments: 1
ANET , AVYA , CDW , CSCO , CIEN , COMM , DELL , FFIV , FN , HPE , HPQ , IIVI , INFN , JNPR , KEYS , LITE , NATI , NTAP , VIAV , WOLF , XRX

+33 pts



Networking & Hardware - investors finally returning to fundamentals

By bbern3 on April 18, 2022, 10:58 a.m.
Tagged topics: earnings preview

Views: 20, Votes: 2, Responses: 0, Attachments: 1
CTXS , VMW , FFIV

+33 pts



$CTXS acquisition most favorable for $VMW and $FFIV, could be a sign of "tech wreck" coming to a close

By labjordan on Jan. 31, 2022, 11:16 a.m.
Tagged topics: valuations , mergers and acquisitions

Views: 135, Votes: 2, Responses: 0, Attachments: 1
AAPL , QCOM , QRVO , SWKS , ANET , CIEN , FFIV , KEYS

+82 pts



Handset industry looks attractive given identifiable catalysts through 2022, and discount valuations

By mooreideas on Jan. 25, 2022, 12:51 p.m.
Tagged topics: earnings preview , buy the dip

Views: 366, Votes: 6, Responses: 0, Attachments: 2
AAPL , XRX , FFIV , JNPR , TEL , APH , GLW , WOLF , NATI

+37 pts



Positive set up into earnings

By CdnInvstr on Jan. 24, 2022, 3:44 p.m.
Tagged topics: earnings preview

Views: 49, Votes: 4, Responses: 0, Attachments: 1
CSCO , ANET , JNPR , FFIV , HPE , DELL , AAPL

+32 pts



Checks indicate supply headwinds showing signs of easing, though still elevated

By bbern3 on Jan. 20, 2022, 4:34 p.m.
Tagged topics: analyst checks , supply constrained

Views: 27, Votes: 1, Responses: 0, Attachments: 1
AAPL , ANET , CDW , CIEN , FFIV , KEYS , QCOM , TEL , WOLF , DELL , JNPR , ST

+78 pts



Current Value over Growth rotation is driving support for 2021 underperformers rather than focusing on fundamentals

By bbern3 on Jan. 20, 2022, 4:01 p.m.
Tagged topics: sector rotation , growth vs value

Views: 215, Votes: 8, Responses: 2, Attachments: 1