[alingtonsky]

1/29/2010 7:19:50 AM
-Following Juniper Networks' (NASDAQ:JNPR) "very strong 4Q sales/EPS" Barclays Capital Equity Research issued a note to clients early Friday reiterating its Overweight rating on the stock and retaining their high end estimates given likely conservative guidance.
Barclays analyst Jeff Kvaal said the carrier strength, which was up 22% quarter-over-quarter drove sales to $941 million, well above high end of the company's guidance of $895 million. US, and AT&T (NYSE:T) in particular, played a role in the growth. Meanwhile, enterprise sales as well as favorable margin mix shift to product permitted the op margin to reach 24.4%.
Management clarified that routing markets should grow above 13% - 15% in 2010 and Juniper should pick up share.
Barclays retained its high end 2010 EPS estimate of $1.28, adding that consensus estimates of $1.11 should rise with upside possible of $1.40, and introduced its 2011 EPS estimate of $1.63.
Kvaal concluded, "Further revenue upside and rising visibility on margin leverage should drive the shares."


Barclays Reiterates Juniper Networks OW Rating and High End Estimates (JNPR) - Comtex SmarTrend Alert

[alingtonsky]

October 20, 2010, 9:31 AM ET

Oppenheimer analyst Ittai Kidron this morning raised his rating on Juniper Networks (JNPR) to Outperform from Perform, setting a $36 price target. The stock closed yesterday at $30.54. The upgrade follows the company’s Q3 earnings report yesterday after the close.
“Juniper reported in-line Q3 results and Q4 guidance, and while the lack of sales upside may be disappointing, it primarily reflects timing rather than underlying demand weakness,” he writes in a research note. Kidron contends the company has “a good chance of achieving its 20% growth target.”
Adds Kidron: “We like Juniper’s growth profile ahead of a favorable product cycle, share gain potential and margin expansion opportunities. We would take the opportunity to buy Juniper on weakness and establish a long-term position.”

Juniper: Oppenheimer Upgrades - Tech Trader Daily - Barrons.com)


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[alingtonsky]

11:31 AM ET

* Top-Rated Company

Nov 12, 2010 (SmarTrend News ) -- SmarTrend has detected shares of Juniper Networks (JNPR) have bullishly opened above the pivot of $33.94 today and have reached the first resistance level of $35.26.
We are watching for a cross of the next upside pivot targets of $35.99 and $38.04. Also, the shares are currently trading above the 50-day moving average of $31.21 and above the 200-day moving average of $28.41.

Juniper Networks (JNPR) Crosses Pivot Point Resistance at $35.26 - Investors.com

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[alingtonsky]

Friday, november 12, 2010
Juniper's Valuation Justifiably Tops Cisco's


Juniper has earnings growth superior to its larger rival.


Nov. 11, 2010)
JUNIPER NETWORKS REPORTED total revenue of $1.01 billion for the third-quarter, up 22.9% year-over-year and 3.5% sequentially, which was in line with the consensus estimate of $1.01 billion, while the pro forma earnings per share at 32 cents also came in line with the consensus expectation of 32 cents.
The pro forma net income for the quarter came in at $172 million up 40.0% year-over-year and 4.6% sequentially.
Juniper (ticker: JNPR) benefitted from a strong growth in the Service Provider (up 21% year-over-year to $634 million) and Enterprise markets ...

http://online.barrons.com/article/SB...mod=BOL_hpp_oe

November 12, 2010

Juniper upgraded to Outperform from Market Perform at First Global

http://www.theflyonthewall.com/perma...t-First-Global

[alingtonsky]

January 26, 2011 9:20 AM
Citi raised its Juniper Networks (NYSE: JNPR) to $42 from $36 and reiterated its rating of Buy in a research report published today.
In the report, Citi states, "While Bears on the story may point to guidance being sub-seasonal on a sequential basis, we believe management is entering 2010 with a healthy dose of conservatism—particularly coming off such a strong 4Q and given that JNPR remains in the early stages of a number of major product cycles (notably the MX3D in Edge Routing, the T4000 Core Routing, Stratus in the Data Center and Falcon in Wireless Packet Core). Our $42 target is based on 21x our CY2012 non-GAAP EPS estimate of $2.00."


Read more: Citi Raises Juniper Networks Price Target To $42, Reiterates Buy (JNPR) | Benzinga.com

[alingtonsky]

January 26, 2011 10:37 AM EST

Ticonderoga maintains a 'Buy' on Juniper Networks (NYSE: JNPR), PT increased from $37 to $50.

Ticonderoga analyst says, "Last night, Juniper Networks reported 4Q10 sales of $1.19 billion (up 18% Q/Q) that exceeded our projection of $1.12 billion (up 11% Q/Q; Street was also at $1.12 billion), while pro forma EPS of $0.42 was well above our estimate of $0.36 (Street was at $0.37) but included a $0.04 tax benefit. In 2011, we believe Juniper's portfolio increasingly plays well into the trend toward surging IP traffic driven by video, the ramp of the mobile Internet with 4G networks, social media initiatives and the buildout of the cloud. In light of another strong quarter, new initiatives in 2011 and the increasing importance of network real estate, we believe Juniper's stock has the potential for healthy upside this year."

"We are increasing our 1Q11 revenue projection to $1.11 billion from $1.09 billion while reducing our pro forma EPS estimate to $0.33 from $0.34 on near-term dilution from acquisitions (~$0.02 in 1Q). For 2011, we're raising our revenue projection to $4.92 billion (up 20%) from $4.80 billion, but maintaining our pro forma EPS estimate at $1.61 (the Street is at $1.54). We are also introducing our estimates for 2012 with revenue of $5.6 billion (up 14%) and a pro forma EPS of $1.85."

StreetInsider.com - Ticonderoga Maintains a 'Buy' on Juniper Networks (JNPR); Accelerating the Momentum with New Products, Deals and New Hires

[alingtonsky]

01/26/2011 - 10:59am

Morgan Stanley raised its 2010 and 2012 EPS estimates for Juniper Networks (NASDAQ:JNPR ) and maintained its overweight rating and $37 price target.
The bank now sees 2010 EPS of $1.08, up from $1.03 per share, and 2011 EPS of $1.65, up from $1.62 per share.

Morgan Stanley Raised Its EPS Estimates For Juniper Networks (NASDAQ:JNPR) | Comtex SmarTrend)

[alingtonsky]

January 26, 2011 12:29 PM EST

Canaccord Genuity maintains a 'Buy/Top Pick' on Juniper Networks (NYSE: JNPR), Pr. Target $42.

Canaccord analyst says, "Acquisition-related dilution modestly impacts operating margin trends over ~2 quarters. However, with solid SP demand catalysts, recent improvements to enterprise sales incentives/structure, and a compelling product pipeline, we think Juniper is in position for a potential break-out performance over the next 12-18 months...For 2011, we expect more defined commentary at the March 3 Analyst Meeting but adjust our revenue forecast +$35M to $4.88B (+19%) vs. $4.74B consensus. Our EPS estimate goes to $1.53 vs. $1.56 as we anticipate H1 dilution partially offset by H2 accretion. Our 2012 forecast assumes +17% growth to $5.7B with 25.5% operating margin, for $1.94 in EPS – up from our prior $5.6B/$1.91."

StreetInsider.com - Canaccord Genuity Maintains a 'Buy/Top Pick' on Juniper Networks (JNPR);

[alingtonsky]

February 03, 2011 10:27 AM

Jefferies is out with its report on Juniper (NYSE: JNPR), initiating JNPR at Buy with a $46.00 price target.
In its note to clients, Jefferies writes, "The company is guiding for top line growth of 20%+ compounded annually over the next 3-5 years. They expect the Service Provider business segment and Enterprise business segment to grow at compounded annual rates of 18-20% and 25-30%, respectively. Our analysis suggests that these growth projections are beatable. Moreover, Street expectations don't fully recognize Juniper's growth potential."


Read more: Jefferies Initiates Juniper at Buy (JNPR) | Benzinga.com

[alingtonsky]

February 17, 2011 06:21 EDT

Juniper will be main beneficiary from Cisco's stumbles, says Auriga
Auriga raised its target for Juniper (JNPR) shares to $54 from $45 on expectations the company will be the prime beneficiary of Cisco's (CSCO) recent product missteps. The firm would be a buyer of Juniper shares at current levels and maintains a Buy rating on the stock.

Theflyonthewall.com equity news: JNPR;CSCO Juniper will be main beneficiary from Ciscos stumbles says Auriga