Posts for Ticker ‘JNPR’

Top 10 Analyst Upgrades, Downgrades, Initiations (ADBE, FDX, JNPR, LVS, MSFT, ORCL, QCOM, CRM, NCTY, WYNN)

These are this Friday’s top early analyst upgrades, downgrades, and initiations from Wall Street research calls which may be moving shares of the underlying stocks:

Adobe Systems (NASDAQ: ADBE) Started as Buy at UBS.
FedEx (NYSE: FDX) Started as Overweight at Piper Jaffray.
Juniper Networks (NASDAQ: JNPR) Raised to Outperform at Oppenheimer.
Las Vegas Sands (NYSE: LVS) Started as Buy at Deutsche Bank.
Microsoft Corporation (NASDAQ: MSFT) Started as Buy at UBS.
Oracle Corp. (NASDAQ: ORCL) Started as Buy at UBS.
QUALCOMM Inc. (NASDAQ: QCOM) Raised to Outperform at Wells Fargo.
Salesforce.com (NYSE: CRM) Started as Neutral at UBS.
The9 Ltd (NASDAQ: NCTY) Cut to Neutral at JPMorgan.
Wynn Resorts Ltd. (NASDAQ: WYNN) Started as Buy at Deutsche Bank.

You can join our open email distribution list which goes out several times per week to be notified of key merger news, key analyst calls, top early morning day trader alerts, along with news of IPO’s, key offerings, guru investor data on Buffett and others, mergers, and more.

JON C. OGG

Posted on: November 13, 2009 – 7:59 am in Analyst Calls, Technology Companies, , , , , , , , , ,

Major Tech Earnings on Deck (AAPL, TXN, SNDK, STX, WDC, YHOO, EBAY, VMW, EMC, AMZN, BRCM, JNPR, SYNA, MSFT)

This week is going to make last week’s earnings flood look like elementary school.  We have the floodgates opening for technology, web, software, hardware, and IT, and 24/7 Wall Street has previewed 14 of the top technology stocks that are on deck to report earnings this coming week:  Apple Inc. (NASDAQ: AAPL), Texas Instruments Inc. (NYSE: TXN), SanDisk Corp. (NASDAQ: SNDK), Seagate Technology (NASDAQ: STX), Western Digital Corp. (NYSE: WDC), Yahoo! Inc. (NASDAQ: YHOO), eBay Inc. (NASDAQ: EBAY), VMware, Inc. (NYSE: VMW), EMC Corp. (NYSE: EMC), Amazon.com, Inc. (NASDAQ: AMZN), Broadcom Corp. (NASDAQ: BRCM), Juniper Networks, Inc. (NASDAQ: JNPR), Synaptics Inc. (NASDAQ: SYNA), and Microsoft Corporation (NASDAQ: MSFT).

We have provided the first details for earnings, Thomson Reuters consensus data, added color of our own on the earnings trends, listed key issues to watch, and included the performance from the June 30 close and from the March 9 close that traders are using as the key pivotal turning day where the bear market died and a new bull market run began.
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Posted on: October 17, 2009 – 11:25 am in Calendar, Earnings, Internet, Semiconductor, Technology Companies, , , , , , , , , , , , , , ,

Today’s Best Market Rumors (10/15/2009) (ERTS)(CLWR)(MSFT)(ARUN)(GS)(LAZ)

newspaperUpdated throughout the day.

Updated 2.15 PM:   Electronic Arts (NASDAQ:ERTS) may buy social game business Playfish for $250 million. (Business Insider)

Updated 1:40 PM EST: CKX Inc. (NASDAQ: CKXE) refuting reports that it is selling stock (VSInvestor.com)

Updated  11.50 AM EST: Shares in J. Sainsbury, the UK supermarket chain, ran up on rumors that the Qatari sovereign wealth fund is interested in increasing its 26% stake in the firm.  (MarketWatch)

Updated 11.10 AM EST:  Clearwire (NASDAQ:CLWR) may get a large investment from partner Sprint (NYSE:S) (Barron”s)

eBay (NASDAQ:EBAY) division Skype may buy Gizmo5 for $50 million (TechCrunch)

The family of deceased Larard (NYSE:LAZ) CEO Wasserstein may sell New York Magazine. (NYPost)

Shares of Goldman Sachs (NYSE:GS) are down because earnings missed Wall St. “whisper” numbers  (ClusterStock)

Apple (NASDAQ:AAPL) may build an FM tuner into iPods and iPhones so that users can buy music they listen to on the radio through iTunes.  (9 to 5 Mac)

Aruba Networks (NASDAQ:ARUN) may be for sale. Alcatel-Lucent (NYSE:ALU), Siemens (NYSE:SI), Juniper (NASDAQ:JNPR), and IBM (NYSE:IBM) are considered possible buyers. (Barron’s)

Acer may overtake Dell (NASDAQ:DELL) as the No. 2 PC maker in the world. (Digital Daily)

Google (NASDAQ:GOOG) may launch an online bookstore which could provide competition to Amazon’s (NASDAQ:AMZN) Kindle. (Reuters)

Apple is planning to planning to take advantage of the launch of Microsoft (NASDAQ:MSFT) Windows 7 to sell Macs (BusinessWeek).

Apple’s Steve Jobs may be more popular than Jesus.  (Fortune)

GM may make a financial rescue of its Korean Daewoo Auto & Technology Center.

Douglas A. McIntyre

Posted on: October 15, 2009 – 9:10 am in Rumors, , , , , , , , , , , , , , ,

Apple (NASDAQ:AAPL) Short Interest Steady, Down In Other Techs

bearThe short interest in Apple (NASDAQ:AAPL) was steady in the period that ended on September 30 at 16 million shares.The bet being made against RIM (NASDAQ:RIMM) rose 13% to 13% to 19.2 million.  The shares short in other major techs stocks dropped.

Shares short in Broadcom (NASDAQ:BRCD) dropped 14% to 19.1 million. Shares short in Juniper (NADSAQ:JNPR) dropped 11% to 36.8 million. The short interest in Symantec (NASDAQ:SYMC)  dropped 8% to 12.9 million shares. Read More »

Posted on: October 10, 2009 – 2:53 pm in Short Interest, , , , , , , , , , , , , , , , , , , , , ,

Top Analyst Downgrades (ALU, CTAS, CCL, CMC, CTV, JNPR, PRU, STI, TLAB)

These are the early analyst downgrades and cautious research calls seen from Wall Street firms this Wednesday morning:

Alcatel-Lucent (ALU) downgraded to Neutral at RW Baird.
Cintas (CTAS) downgraded to Underperform at RW Baird.
Carnival (CCL) downgraded to Neutral at Credit Suisse.
Commercial Metals (CMC) downgraded to Neutral at UBS.
CommScope (CTV) downgraded to Neutral at RW Baird.
Juniper (JNPR) downgraded to Neutral at RW Baird.
Prudential (PRU) downgraded to Equal Weight at Morgan Stanley.
SunTrust (STI) Started as Underperform at Wells Fargo
Tellabs (TLAB) downgraded to Neutral at RW Baird.

JON C. OGG

Posted on: September 23, 2009 – 7:56 am in Analyst Calls, , , , , , , , ,

Key Tech Majors Hit New 52-Week Highs (AAPL, BIDU, CIEN, CTXS, EBAY, GOOG, JNPR, TLAB, WDC)

Money Stack ImageBurning Money PicWhile the markets have started to sell off by what feels almost as ’sharply,’ we have noticed late morning that a huge number 0f major technology stocks have hit 52-week highs on an intra-day basis.  Traders used this is a chance to lock in gains.  We have some added color on each below to see where these are coming from and where they were in the past.  In fact, most of these are back to or above pre-Lehman levels…

Apple Inc. (NASDAQ: AAPL) is still positive and shares hit a new high of $186.79 today.  This is the highest level since June-2008 and is still under the highs of January 2008 and December-2007 when Apple was north of $200.00.

Baidu, Inc. (NASDAQ: BIDU) is now down on the day and under $400.00 but the stock hit an intra-day high of $408.00.

Ciena Corp. (NASDAQ: CIEN) hit a new high of $16.63 and is now challenging levels not seen since August and September of last year.

Citrix Systems, Inc. (NASDAQ: CTXS) must be doing well with its Xen virtualization, GoToMeeting and GoToMyPC.  Its shares are still up and it hit a new high of $37.95… highs not seen since February-2008.

eBay Inc. (NASDAQ: EBAY) seems to be carefree over the Skype suit.  This hit a new high of $24.62 today, but keep in mind that this was a $40.00 stock two years ago.

Google Inc. (NASDAQ: GOOG) almost took out $500… The search leader stock is still in positive territory but it was up almost 2% this morning and hit $497.37… Two years ago this was north of $700.00 and we were all goo-goo eyed over whether $900 or $1,000.00 was a reality.

Juniper Networks, Inc. (NASDAQ: JNPR) hit $27.53 this morning and was up close to 2% at the time.  That is up over 100% from year-lows and still well under the $30’s highs of two years ago.

Tellabs Inc. (NASDAQ: TLAB) is back under $7.00 now, but this one hit a high of $7.15 this morning.  Two years ago, this was a $10.00-plus stock.

Western Digital Corp. (NYSE: WDC) is magically back up to $37.00, up a whopping 300% from the death-blow lows over the last year.  This is now within striking distance of its early-2008 highs of $40.00 for one day in June-2008.

Traders are taking advantage of these highs now based on the notion that the future is still not going to be as robust the past and the expectations of growth in the past.  Some of us might even say, they are finally taking advantage of the opportunity to lighten up after monumental gains.

JON C. OGG

Posted on: September 17, 2009 – 1:51 pm in HI/LOW, Technology Companies, Trading Alert, , , , , , , , ,

Full Expectations For Cisco Earnings (CSCO, JNPR, BRCD, COMS, ALU)

CSCO LogoCisco Systems, Inc. (NASDAQ: CSCO) is set to report earnings after the closing bell on Wednesday.  Be advised that estimates could change ever so slightly before the formal number if there are any last minute changes from analysts.  Thomson Reuters has the estimates pegged at $0.29 EPS and $8.52 billion in revenues.  This will also mark Cisco’s fiscal year-end for 2009.  The guidance and the tone in CEO John Chambers’ voice will probably be more important here than the EPS figure.
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Posted on: August 4, 2009 – 10:47 pm in Earnings, Technology Companies, Telecom, , , , ,

Top Day Trader Alerts (RIGL, MSFT, SPWR, ALGN, AMZN, JNPR, ERIC, SEPR)

The following are some of the top stocks to watch for active trading today based on pre-market and after-hours volume activity. There are links through to more detailed coverage and volume analysis at VSInvestor.com:

Rigel Pharmaceutical Inc. (Nasdaq: RIGL) shares are down sharply after its rheumatoid arthritis candidate missed its efficacy endpoint in a trial.

Microsoft Corp. (Nasdaq: MSFT) are the most active in the premarket, after it reported  lower-than-expected revenue that fell 17.3% from the same period last year.

SunPower Corp. (Nasdaq: SPWR) shares are among the biggest premarket gainers after the company posted a 10-cent a shre earnings beat, and gave upside guidance.

Align Technology Inc. (Nasdaq: ALGN) shares also are on the rise, after an earnings beat.

Amazon.com Inc. (Nasdaq: AMZN) shares are down nearly 6 percent as one of the most active decliners, after it reported in-line EPS.

Juniper Networks Inc. (Nasdaq: JNPR) shares are down on strong premarket volume despite better-than-expected earnings results, as gross margins were disappointing.

LM Ericsson Telephone Co. (Nasdaq: ERIC) shares are down 7 percent after it reported earnings this morning.

Sepracor Inc. (Nasdaq: SEPR) shares are up on strong volume following its earnings and raised fiscal 2009 guidance.

-The 24/7 Wall St. Team

Posted on: July 24, 2009 – 7:49 am in Pre-Market Activity, Trading Alert, , , , , , , ,

Media Digest 7/22/2009 Reuters, WSJ, NYTimes, FT, Bloomberg

newspaperReuters:   A tech alliance between China and Taiwas is hurting Korea.

Reuters:   Spple (AAPL) easily beat forecasts.

Reuters:   CIT (CIT) still faces a number of financial challenges.

Reuters:   Yahoo!’s (YHOO) outlook was below expectations.

Reuters:   Bernanke says unemployment could hurt the recovery. Read More »

Posted on: July 22, 2009 – 2:59 am in Press Digest, , , , , , , , , , , , , , , , , ,

Key Analyst Upgrades in Technology (ADBE, ALU, BBBB, CSCO, JNPR, INTC)

We have five standout analyst calls in coverage this morning’s analyst universe for technology stocks.  While Intel is in here, there are actually several other more important calls on the analyst front this morning.

Adobe Systems (ADBE) was raised to Buy from Hold at Kaufman.  Alcatel-Lucent (ALU) was raised to Buy from Underperform at BofA/Merrill.
Blackboard (BBBB) is more in software, but it was upgraded to Overweight from Market Weight at Thomas Weisel.  Cisco Systems (CSCO) was raised to Buy from Hold at Citigroup, as was Juniper Networks (JNPR).

Also, after Intel (INTC) reported such strong numbers, we are seeing analysts ratchet price targets.  Credit Suisse stayed at ‘outperform’ but raised target to $22 from $18…. FBR stayed at ‘market Perform’ but raised the target to $18.50… Broadpoint AmTech kept a Buy and raised teh target to $23 from $19… Auriga is staying cautious, but lifted its price target to $13 from $12…

Jon C. Ogg

Posted on: July 15, 2009 – 7:56 am in Analyst Calls, Technology Companies, , , , , ,

Cybersecurity: Obama’s Next Big-Ticket Agenda Item

uncle sam

It’s taken a back seat to health care, but one of the next big agenda items for President Obama’s administration is cybersecurity, a priority that is becoming all the more clear following July 4 hacker attacks on the White House, the Pentagon and the New York Stock Exchange.

The Associated Press reports that the attack on U.S. and South Korean government agencies last week was even broader than first realized. Other agencies targeted by the malicious code included the National Security Agency, Homeland Security Department, State Department, the Federal Trader Commission, the Treasury, the Nasdaq stock market (Nasdaq:NDAQ) and The Washington Post (NYSE:WPO). Read More »

Posted on: July 8, 2009 – 12:33 pm in Defense, Editor's Picks, Software, , , , , , , , , ,

What The Ultimate Data Domain Buyer Really Wins (DDUP, EMC, NTAP, SYMC, CSCO, JNPR)

Money Stack ImageData Domain, Inc. (NASDAQ: DDUP) keeps getting higher and higher bids in the bidding war that has erupted between EMC Corp. (NYSE: EMC) and NetApp, Inc. (NASDAQ: NTAP).  Interestingly enough, this has an implication for Symantec Corporation (NASDAQ: SYMC) as well.  There is one question that keeps coming up… Why Is Data Domain worth so much to these companies???
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Posted on: July 6, 2009 – 11:57 am in Mergers and Buy Outs, Software, Technology Companies, , , , , ,

Huawei Wants More Video Router Business (CSCO, JNPR, COMS)

Huawei LogoHuawei Technologies Co., Ltd. is one of the inaccessible companies to invest in for Americans.  Yet it runs head to head against Cisco Systems Inc. (NASDAQ: CSCO) and other router and backbone giants for business in the global networking push.  Today, the company announced the launch of its new NetEngine V6 400G-platform universal service router at CommunicAsia in Singapore.  This also competes with Juniper Networks, Inc. (NASDAQ: JNPR) and the company was tied with 3Com Corporation (NASDAQ: COMS) in China for some time via H3C.

Will this kill Cisco? No of course not.  But it is one more move toward carrier-grade solutions with faster speed and more efficiency over the old legacy routers that are still powering much of the web’s infrastructure. Read More »

Posted on: June 16, 2009 – 1:32 pm in China, Technology Companies, , ,

Top Analyst Downgrades (ASTI, RATE, CHL, JNPR, MTL, SNP, TOT)

These are the top pre-market analyst downgrades and cautious research calls we have seen from Wall Street early this Tuesday morning:

Ascent Solar (ASTI) Cut to Neutral at Merriman Curhan Ford.
Bankrate (RATE) Cut to Hold at Citigroup.
China Mobile (CHL) Removed from Conviction Buy List at Goldman Sachs.
Juniper Networks (JNPR) Cut to Neutral at UBS.
Mechel (MTL) Cut to Equal Weight at Morgan Stanley.
Sinopec (SNP) Removed from Conviction Buy List at Goldman Sachs.
Total (TOT) Cut to Hold at Citigroup.

JON C. OGG

Posted on: June 2, 2009 – 6:33 am in Analyst Calls, , , , , , ,

Short Sellers Flee Tech Stocks (MSFT)(CSCO)(ORCL)(JNPR)

bearThe sharp rally in technology stocks over the past two weeks has pushed short sellers out of the market.

The short interest in Microsoft (MFST) fell 29% in the period ending May 15 to 56.5 million shares. Shares sold short in Cisco (CSCO) dropped 26% to 50.1 million. The short interest in Oracle (ORCL) plunged 26% to 37.4 million. Shares short in Juniper (JNPR) dropped 18% to 43.2 million. Read More »

Posted on: May 27, 2009 – 6:56 pm in Autos, Banking, Financial Stocks, Hardware, Internet, Short Interest, Software, Technology, , , , , , , , , , , , , ,

Top Analyst Upgrades (CSIQ, EXPE, FCX, JNPR, K, LNC, OWW, TLEO, THS)

These are some of the top analyst upgrades and positive research calls which we have seen from Wall Street early this Thursday morning:

Canadian Solar (CSIQ) Raised to Outperform at Oppenheimer.
Expedia (EXPE) Started as Buy at Soleil.
Freeport-McMoRan (FCX) Raised to Overweight at JPMorgan.
Juniper Networks (JNPR) Raised to Overweight at Barclays.
Kellogg (K) Started as Outperform at RBC.
Lincoln National (LNC) Raised to Buy at UBS.
Orbitz Worldwide (OWW) Started as Buy at Soleil.
Taleo (TLEO) Started as Buy at Jefferies.
Treehouse Foods (THS) Started as Outperform at William Blair.

JON C. OGG

Posted on: May 21, 2009 – 6:42 am in Analyst Calls, , , , , , , , ,

Short Sellers Move Into Banks, Out Of Tech (C)(BAC)(WFC)(DELL)(INTC)(CSCO)(MSFT)

bearShort sellers may have helped themselves by moving out of tech stocks just as shares in the sector began to make big advances.

In the period ending. May 11, short interest in Microsoft (MSFT) fell 10% to 79.7 million shares. Shares sold short in Cisco (CSCO) fell 9% to 68.6 million. The short interest in Juniper (JNPR) was off by 5% to 52.4 million. Shares short in Oracle (ORCL) were down 2% to 50.3 million.

The only significant deviation in the retreat of short in selling in the tech sector was PC and chip stock in companies where revenue has been weakened by global demand. Share short in Dell (DELL) rose 14% to 41.2 million and the short interest in Intel (INTC) moved up 6% to 85.6 million. Read More »

Posted on: May 12, 2009 – 3:18 am in Banking, Financial Stocks, Short Interest, Technology, , , , ,

Top 10 Analyst Upgrades/Downgrades (AMZN, BEBE, DYN, ENR, JNPR, JNJ, LVS, NFLX, PG, SKS)

These are the top ten analyst upgrades and downgrades we have seen from Wall Street this Monday morning:

Amazon.com (AMZN) Raised to Buy at Citigroup.
bebe Stores (BEBE) Raised to Outperform at FBR.
Dynegy (DYN) Cut to Hold at Jefferies.
Energizer (ENR) Cut to Sell at UBS.
Juniper Networks (JNPR) Cut to Perform at Oppenheimer.
Johnson & Johnson (JNJ) Raised to Outperform at Wachovia.
Las Vegas Sands (LVS) Raised to Overweight at JPMorgan.
Netflix (NFLX) Started as Buy at Merriman Curhan Ford.
Procter & Gamble (PG) Raised to Buy at Sun Trust Robinson Humphrey.
Saks (SKS) Raised to Overweight at JPMorgan.

Jon C. Ogg
April 20, 2009

Posted on: April 20, 2009 – 7:13 am in Analyst Calls, , , , , , , , , ,

Juniper Guidance, Oddly Moving Cisco (JNPR, CSCO)

money-stack-image11burning-money-pic7Juniper Networks, Inc. (NASDAQ: JNPR) has issued preliminary guidance for the quarter ended March 31, 2009. The networking company said that the revenue range is going to be between $760 million to $765 million.  This is below the prior guidance of $800 million to $830 million and under the First Call estimate of $794.3 million.  The first result might not be as bad as you think, and this may even have a Cisco Systems Inc. (NASDAQ: CSCO) angle to it.
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Posted on: April 7, 2009 – 3:55 pm in Earnings, Earnings Warning, Technology Companies, ,

Short Data Shows How Bad Bank Investors Were Bloodied

bear25Based on the rise in the short interest in banks at mid-month, it is clear how badly investors betting bank stocks would go down were mauled.

As of March 15, shares short in AIG (AIG) were up 17% to 183 million. The short interest in Bank of America was up 54% to 172 million. Shares short in Wells Fargo (WFC) moved up 35% to 156 million.

Astonishingly, the short interest in Citigroup (C) rose 391% in the two weeks between the end of February to mid-March, hitting 998 million shares. Short sellers covering those positions would have accounted for a significant portion of the rise in Citi’s stock price. Read More »

Posted on: March 25, 2009 – 8:09 am in Short Interest, , , , , , , , , , , , , ,