Articles for Juniper

Juniper Worth $28 Despite Near-Term Market Jitters

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Friday, December 30th, 2011 by Trefis Team

Juniper Networks (NYSE:JNPR) is trading below $20 as lower capital spending in Q4’11 from both service providers as well as enterprise – the two client categories it caters to – seems to be taking its toll. Juniper’s competitor Alcatel-Lucent (NYSE:ALU) has also slumped in the wake of concerns about the macro environment. However, the networking market leader Cisco is doing slightly better than its competitors.

We have a Trefis price estimate of $28.13 for Juniper Networks’ stock based on our DCF valuation model. Below we take a look at why Juniper looks oversold at current price.

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Juniper Jumps Back to #2 in Network Security Market, $28 Fair Value

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Monday, December 12th, 2011 by Trefis Team

According to a recent report by research firm Infonetics, Juniper Networks (NYSE:JNPR) jumped to second spot in the network security market pushing Check Point Software Technologies (NASDAQ:CHKP) to third position. Juniper network security appliance and software revenue increased 22% sequentially compared to the overall market growth of 6.4% in Q3 of 2011. Cisco (NASDAQ:CSCO), however, maintained its lead in the market although its network security appliance and software revenue grew only by 4.5% over the last quarter. The global network security appliance and software market for the quarter was $1.46 billion.

Cisco Gains Market Share in the Carrier Router and Switch Market

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Tuesday, December 6th, 2011 by Trefis Team

According to a recent report by market research firm Infonetics, Cisco (NASDAQ:CSCO) increased its overall carrier router and switch revenue by 3% sequentially in Q3 to $1.43 billion while competitors Alcatel-Lucent (NYSE:ALU), Huawei, Juniper (NYSE:JNPR) and ZTE saw double-digit percent declines. As a result, Cisco’s market share reached over 40% for the first time in 2011. The market, however, was down 7.1% sequentially and increased only 4.5% on a year-over-year basis.

In the IP edge segment (edge routers and carrier Ethernet switches), which makes up 79% of the carrier router and switch market, Cisco expanded its share to 36.2% in the third quarter.

We currently have a $21.20 Trefis price estimate for Cisco, about 15% above current market price.

Juniper Partners with GE on Secure Networking Equipment to Military

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Thursday, November 17th, 2011 by Trefis Team

Juniper Networks (NASDAQ:JNPR) recently announced a partnership General Electric Co. (NYSE:GE), to jointly develop a series of highly scalable and secured networking and routing gadgets. These products would communicate data within the military or aerospace verticals with utmost security. The partnership is expected to put Juniper in a good footing to snap up a number of defense deals, going forward and better compete with arch rivals Cisco (NASDAQ:CSCO) and Alcatel-Lucent (NYSE:ALU).

We currently maintain a $35 Trefis price estimate for Juniper which is significantly above market estimate.

See our full analysis on Juniper

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Cisco Still Leads Enterprise Voice Equipment Market, But Avaya Catching Up

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Monday, October 24th, 2011 by Trefis Team

According to recent data from Telegeography, revenue from enterprise telephony equipment sales fell by 4 percent during the second quarter of 2011 over the same period last year. Though retaining its leading share of 30 percent of the market, Cisco’s (NASDAQ:CSCO) leading position narrowed as rival Avaya gained 3 percentage points to hit 22 percent market share. (Economy constrains enterprise voice equipment market , telegeography.com)) Cisco is the largest telecom hardware vendor in the world and competes with firms like Alcatel-Lucent (NYSE:ALU), Siemens (NYSE:SI), Avaya and Juniper Networks (NYSE:JNPR) among others. We currently have a $20.88 Trefis price estimate for Cisco, about 25% above the market price.

See our full analysis of Cisco.

Juniper Networks Q3’11 Preview: What We’re Watching on Tuesday

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Monday, October 17th, 2011 by Trefis Team

Juniper Networks (NYSE:JNPR) will announce its Q3’11 earnings on Tuesday after the market close. As most analysts maintain a hold rating on Juniper’ stock, we highlight the key trends in order to guide investors through the earnings release. Juniper competes with Cisco (NASDAQ:CSCO), HP (NYSE:HPQ), Alcatel-Lucent (NYSE:ALU) and Huawei-3Com in the network equipment business.

We currently maintain a $35 Trefis price estimate for Juniper Networks, which is significantly above the market price, based on our DCF valuation method.

Juniper Q2 Earnings: Has the New Network Arrived?

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Tuesday, July 26th, 2011 by Trefis Team

Juniper (NYSE:JNPR) plans to report its Q2 2011 earnings on July 26. Here we highlight the key trends in order to guide investors through the earnings release. Juniper competes with Cisco (NASDAQ:CSCO), HP (NYSE:HPQ), Alcatel-Lucent (NYSE:ALU) and Huawei-3Com in the network equipment business.

Our price estimate for Juniper stands at about $35, which is about 15% above the market price.

Cisco’s Downside from Switching Woes

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Friday, June 10th, 2011 by Trefis Team

Cisco (NASDAQ:CSCO) is losing some traction in the switching market, which is evident from its recent earnings announcement. This is the largest contributor to Cisco’s stock value, and so we have lowered our estimates based on this. Competition is heating up leading to market share losses, and this is putting pressure on prices which will ultimately impact Cisco. Cisco competes with companies like Juniper (NYSE:JNPR), HP (NYSE:HPQ) and Alcatel-Lucent (NYSE:ALU) in the networking equipment business.
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3 Reasons Why Cisco is Oversold

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Thursday, June 9th, 2011 by Trefis Team

Cisco’s (NASDAQ:CSCO) stock has plummeted after several of the last earnings announcements. From early February 2011, the price has dropped from around $22 to just over $15, a fall of over 30%. Following each of its post-earnings sell offs, the stock has made attempts to recover its pre-earnings levels sending a signal that some are optimistic that Cisco will recover in the near to medium-term. On that note, we present few reasons as to why Cisco may still be an attractive stock. The company competes with companies like Juniper (NYSE:JNPR), HP (NYSE:HPQ) and Alcatel-Lucent (NYSE:ALU) in the networking equipment business.

Juniper Makes Strong Push in Router and Switching Markets

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Friday, May 20th, 2011 by Trefis Team

Juniper (NYSE:JNPR) reported its earnings last month and based on continued strong performance in routers and switches, we have upgraded our price estimate to $36.95. Juniper seems to be doing well in its core segments and challenging market leader Cisco (NASDAQ:CSCO). Juniper also competes with HP (NYSE:HPQ), Alcatel-Lucent (NYSE:ALU) and Huawei-3Com in the network equipment business.