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JNPR

+33 pts



Management Visit: Juniper is Not Just the Key Ingredient for Gin

By Thomasidea on Aug. 29, 2022, 10:33 a.m.
Tagged topics: Data infrastructure

Views: 12, Votes: 4, Responses: 0, Attachments: 1
JNPR

+55 pts



2Q22 Report: Supply Chain Pressures Margin, But Better Growth

By Thomasidea on July 29, 2022, 1:50 a.m.
Tagged topics: US

Views: 13, Votes: 6, Responses: 0, Attachments: 1
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: 22, Votes: 4, Responses: 1, Attachments: 1
APH , CDW , JNPR , CSCO , FFIV , TEL , QCOM , CIEN

+35 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: 28, 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: 17, Votes: 4, Responses: 0, Attachments: 1
CSCO , JNPR , CIEN , ANET

+34 pts



Strong Orders, Backlog Should Be a Positive

By mooreideas on June 15, 2022, 5:10 p.m.
Tagged topics: analyst checks

Views: 21, Votes: 5, Responses: 0, Attachments: 1
ANET , CMBM , CSCO , HPE , IIVI , JNPR , LITE , NOKIA

+34 pts



Silicon Valley Visit: Lots of Pent Up Demand for IT Infrastructure and Face-to-Face Meetings

By labjordan on June 10, 2022, 1:31 p.m.
Tagged topics: analyst checks

Views: 26, 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: 42, 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: 37, 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: 59, Votes: 5, Responses: 1, Attachments: 1
JNPR

+32 pts



JNPR: Strong Orders, Maintaining Guide Despite Tight Supply Constraints

By josiebe on April 27, 2022, 1:43 p.m.
Tagged topics: earnings results

Views: 20, Votes: 2, Responses: 0, 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: 24, Votes: 2, Responses: 0, Attachments: 1
CIEN , GLW , COMM , JNPR , LITE , IIVI , VIAV

+34 pts



Telco and Cable on Track for Double-Digit Growth; Supports Solid Backdrop for Equipment Suppliers

By labjordan on Feb. 11, 2022, 2:45 p.m.
Tagged topics: analyst checks

Views: 35, Votes: 2, Responses: 0, Attachments: 1
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: 54, 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: 33, 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: 227, Votes: 8, Responses: 2, Attachments: 1
ADI , GFS , MCHP , NXPI , ON , TXN , INTC , AAPL , DELL , HPE , HPQ , ANET , CASA , CIEN , CSCO , INFN , JNPR , PLTR , COMM , GLW , IIVI , LITE

+52 pts



Acute semis shortfalls are easing, but inventory channel checks point to weaker end-demand affecting tech hardware

By bbern3 on Dec. 21, 2021, 11:32 a.m.
Tagged topics: deep dive , supply constrained , semiconductors

Views: 117, Votes: 10, Responses: 0, Attachments: 1
CSCO , NTNX , TEAM , BAND , AKAM , NET , CVLT , ANET , FFIV , JNPR , NTCT , VMW , ZM , JCOM , RNG

+31 pts



Piper Sandler data indicate job postings for infrastructure & communication software above pre-pandemic levels

By josiebe on Sept. 9, 2021, 10:47 a.m.
Tagged topics: analyst checks , job postings , Piper Sandler , strong demand

Views: 185, Votes: 2, Responses: 0, Attachments: 2
COMM , CIEN , JNPR , VIAV , GLW , CSCO

+32 pts



JP Morgan highlights 6 stocks to leverage the upside from the ramping 5G investment cycle

By mooreideas on June 15, 2021, 7:12 p.m.
Tagged topics: buying opportunity , 5G investment cycle , JP Morgan , networking spend , investor sentiments

Views: 245, Votes: 1, Responses: 0, Attachments: 11
AVGO , MRVL , GOOGL , AMZN , MSFT , BABA , ERIC , NOK , CSCO , JNPR , AMD , STM , INTC

+37 pts



$AVGO, $MRVL - JP Morgan sees strong resurgence in custom chip market, believes market leaders Broadcom and Marvell poised to dominate

By mooreideas on May 20, 2021, 1:32 p.m.
Tagged topics: cloud hyperscalers , JP Morgan , strong demand , semiconductors , ARM CPU , ASIC chip market

Views: 520, Votes: 3, Responses: 2, Attachments: 6