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Extreme Networks Is The Next Major Networking Player
Thursday, March 30, 2017 - 10:15am | 383Read More...Extreme Networks, Inc (NASDAQ: EXTR) announced plans to purchase data center switching, routing and analytics assets that are currently part of Brocade Communications Systems, Inc. (NASDAQ: BRCD) (Sell Rated) from Broadcom Ltd (NASDAQ: AVGO), following the sale of Brocade to Broadcom next quarter....
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A Preview Of F5's Wednesday Q1 Earnings Report
Tuesday, January 24, 2017 - 9:28am | 308Read More...F5 Networks, Inc. (NASDAQ: FFIV) is scheduled to report its FQ1 2017 results Wednesday. The company would likely report in-line results, and announce a positive outlook, with new products “fully in place,” Wunderlich’s Matthew S. Robison said in a report. He maintains a Hold...
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Why Aerohive's Profit Timing Is Now In Question
Friday, October 14, 2016 - 9:44am | 333Read More...Aerohive Networks Inc (NYSE: HIVE) issued a profit warning for Q3. “We expect Aerohive to remain successful with multisite deployment opportunities, but they tend to have complex/lengthy sales cycles and it appears more are needed for consistent execution,” Wunderlich’s Matthew...
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This Analyst Believes Cisco's Layoffs Will Fund Future M&A
Thursday, August 18, 2016 - 7:41am | 296Read More...The catalysts for Cisco Systems, Inc. (NASDAQ: CSCO) seem to be limited, and the company would have to borrow to “sustain return of capital and M&A without cash repatriation,” Wunderlich’s Matthew S. Robison said in a report. He maintained a Hold rating on Cisco, with a...
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NETGEAR Is A Buy, According To Wunderlich
Wednesday, June 8, 2016 - 10:07am | 333Read More...NetGear, Inc. (NASDAQ: NTGR) is poised to benefit from the trend of consumers increasingly deploying high performance networks in their homes, Wunderlich’s Matthew S. Robison said in a report. He initiated coverage of the company with a Buy rating and a price target of $55. “Several...
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Rambus Shares Initiated At Buy, $15 Target
Friday, June 3, 2016 - 10:39am | 235Read More...Although much of the investment made by Rambus Inc. (NASDAQ: RMBS) in recent years are still in stages of early sales, the company’s substantial fixed revenue offers “valuation headroom for attractive optionality from growth initiatives,” Wunderlich’s Matthew S. Robison...
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Why This Analyst Maintains A Sell Rating Following ViaSat's Q4 Earnings; Stock Falls
Wednesday, May 25, 2016 - 9:51am | 307Read More...ViaSat, Inc. (NASDAQ: VSAT) reported mixed results for F4Q16, with P&L coming in below consensus, while operating cash flow was robust and the book to bill ratio was higher than 1. However, Wunderlich’s Matthew S. Robison maintains a Sell rating on the company, while raising the price...
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Wunderlich Downgrades Brocade, Spooked By Guidance Warning
Tuesday, May 3, 2016 - 9:09am | 281Read More...Brocade Communications Systems, Inc. (NASDAQ: BRCD) announced that its F2Q16 sales could would likely miss expectations, especially for Fibre Channel [FC] storage area networking [SAN]. Wunderlich’s Matthew S. Robison downgraded the rating for the company from Buy to Hold, while reducing...
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Wunderlich Downgrades Ubiquiti Networks To Hold, Says Watch For Lower Entry Points
Friday, August 7, 2015 - 8:16am | 391Read More...In a report published Friday, Wunderlich analyst Matthew S. Robison downgraded the rating on Ubiquiti Networks, Inc. (NASDAQ: UBNT) from Buy to Hold, while lowering the price target from $37 to $36. The analyst believes that further resolution of issues facing the company would be required before...
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Will SpaceX Issues Hurt ViaSat?
Monday, June 29, 2015 - 11:39am | 255Read More...In a report published Monday, Wunderlich analyst Matthew S. Robison maintained a Sell rating and $48 price target on ViaSat, Inc. (NASDAQ: VSAT). The challenges faced by SpaceX have led to doubts regarding the schedule for ViaSat-2. Following the mission failure of the SpaceX Falcon 9 on Sunday,...
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Wunderlich Says It's Time For Sonus Networks To 'Find A New Recipe'
Wednesday, March 25, 2015 - 11:50am | 303Read More...Shares of Sonus Networks, Inc. (NASDAQ: SONS) have continued to tumble, after the company on Tuesday slashed its revenue forecast by a third and said it won't receive a number of expected orders. Wunderlinch downgraded the stock Wednesday morning. Related Link: Sonus Networks Tumbles 30%...
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Wunderlich Securities Reiterates Buy, Lowers PT On Sonus Networks On Model Revision
Monday, March 23, 2015 - 7:30am | 162Read More...In a report published Monday, Wunderlich Securities analyst Matthew S. Robison reiterated a Buy rating on Sonus Networks, Inc. (NASDAQ: SONS), but lowered the price target from $22.00 to $17.00. In the report, Wunderlich Securities noted, "Growth for Sonus (SONS) this year is expected to be driven...
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Ixia Surges After Wunderlich Upgrades, As Product/Market Synergies Gain Traction
Tuesday, March 10, 2015 - 1:16pm | 172Read More...Shares of Ixia (NASDAQ: XXIA) were up on Tuesday after Wunderlich analyst Matthew S. Robison upgraded the stock from Hold to Buy. In a report issued Tuesday, the analyst also boosted his price target from $12 to $14 as product and market synergies gain traction. According to the report, Ixia "...
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Wunderlich Securities Initiates Coverage On DSP Group On Break-Out Growth With Broadband VoIP & IoT
Tuesday, February 3, 2015 - 9:24am | 165Read More...In a report published Tuesday, Wunderlich Securities analyst Matthew S. Robison initiated coverage on DSP Group (NASDAQ: DSPG) with a Buy rating and $14.00 price target. In the report, Wunderlich Securities noted, “DSP Group, Inc. (DSPG) is uniquely positioned to provide connectivity and low power...
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Wunderlich Securities Raises Price Target On CEVA On Positive Outlook Ahead Of Report
Thursday, January 29, 2015 - 11:04am | 180Read More...In a report published Thursday, Wunderlich Securities analyst Matthew S. Robison reiterated a Buy rating on CEVA, Inc. (NASDAQ: CEVA), and raised the price target from $20.00 to $21.00. In the report, Wunderlich Securities noted, “Buy-rated CEVA (CEVA) is to report 4Q14 before regular trading...
