Juniper sees 3%-6% revenue CAGR from 2015-2017
Juniper is targeting 25% operating margin 2015-2017. The company is targeting $4.1B in capital returns through buybacks and dividends from 2014-2016. Guidance issued earlier at analyst day meeting.
Sentiment: Strong Buy
JNPR Juniper outlook still positive, says Bernstein
After Juniper reported in-line Q3 results but its Q4 guidance missed expectations, Bernstein thinks the company's market share has remained stable, and the firm still expects the company to benefit from a recovery in IP routing spending next year. Bernstein keeps a $30 price target and Outperform rating on the shares.
Agree, they always disappoint.. and the stock tanks after almost every earnings announcement. Always some excuse. Any short term hope will be a buy out while the PPS is down...Elliott is down huge and has two reps on the BOD and owns 10% of the company. With the reduction in share count it is more attractive. They have a solid track record and I have to believe they have a plan to convert this into a gain. They have been saying into the mid 30s but I would take high 20s today.
They need to push for a sell now like they are doing at RVBD and put the long suffering JNPR shareholders out of their misery for buying this stock.
they always disappoint.......I am a stupid long.........this VOMIT will never see 24 in the next 18 months fc the trash in the corner office....next stop 18...................
I have been looking at JNPR, mostly due to it's chart. But fundamentals do not look look so great, so if you know much about the sector or JNPR to think things are going to turn would love to hear it. sector does have long term cycles, from what I have read lately does not favor an upswing, but these predictions are not always the best.
Elliott has a track record of consistent success, with the large position in JNPR and two reps on the BOD they must have a plan for JNPR, RVBD and EMC to turn this major loss around. Time to execute the sell of JNPR to the highest bidder or merge!
"Elliott is noted for its relatively high returns and low volatility. The New York Times has called Paul Singer ‘one of the most revered’ hedge fund managers on Wall Street. Elliott returns have generally outpaced the annual growth of the S&P 500. From inception, Elliott has generated for its investors a 14.6% net compound annual return, compared to 10.9% for the S&P 500 stock index, while having only one-third of the index's volatility"
Look at the stats they are and have been buying back shares. Their best quarter is the 4th qtr. they now pay a div.
If you are buying now you will be a happy trader in 2015 this one will move up nicely.
Sentiment: Strong Buy
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8:17 EDT - Juniper (JNPR) not even meeting downbeat 3Q view given in July could have been even worse earningswise were it not for "an aggressive restructuring and stock-repurchase program," says Cantor Fitzgerald. It adds that with 2015 P/E below 10 ex-cash, "we believe more-aggressive options should now be put on the table"--like putting JNPR on the block. "Juniper is overly sensitive to the vicissitudes around service-provider spending, and execution has been spotty over the years. As such, we believe it makes sense to start shopping Juniper to some of the leading IT vendors or wireless-infrastructure companies" looking to broaden their offerings. JNPR, which has activists as several major shareholders...
Elliott is JNPR's largest shareholder. They will be down ~$200 million on the 39+ million shares purchased $25+ earlier this year on Friday. Time for them to rally the shareholders to force a sell! This company's poor performance has screwed shareholders for years! Nothing but a steady decline since the 1st Q .
Time for a sale!!!
UBS thinks JNPR could be a merger or takeover target. Juniper Networks Inc. (NASDAQ: JNPR) may be the ultimate contrarian tech stock pick. The company’s large layoff in the summer dented the balance sheet as it reported second-quarter earnings way below Wall Street estimates. The stock was down more than 10%, and many of the top firms on Wall Street that cover the stock moved their ratings from Buy to Neutral. Positive activist shareholders moves combined with a solid product cycle have made the stock a recent favorite, so its recent trip to the woodshed may be just the ticket for investors looking to buy some. The company has a big presence in network and enterprise security and could possibly be a merger or straight out takeover target.