The post-Covid hangover in the networking-hardware sector is negatively impacting stocks in the group. Analyst James Fish from Piper Sandler expressed concerns about the financial performance of Juniper Networks, especially in light of its pending acquisition by Hewlett Packard Enterprise.
Industrial Earnings Preview: General Electric$GE航天航空(GE.US)$, 3M$3M(MMM.US)$, RTX$雷神技术(RTX.US)$, Lockheed Martin$洛克希德马丁(LMT.US)$ GE at Highest Close Since 2017; 3M and RTX down by more than 10% from recent highs. Lockheed Martin narrowly in the green over the last year. Transport Sector Upbeat Notes Bernstein upgrades Union Pacific and Norfolk Southern to outperform. UBS upgrades J.B. Hunt$JB亨特运输服务(JBHT.US)$to buy; s...
Sacconaghi doubts Juniper acquisition will notably alter HPE's growth. He thinks Wall Street's estimates for HPE's 2024 fiscal year are inflated and the deal focus may benefit rivals like Dell. He foresees HPE's stock remaining stagnant in the coming year.
Analysts predict a smooth deal closure between Juniper and HPE, expecting the combined entity to be a strong competitor against market leader Cisco. Juniper's Mist AI technology is anticipated to integrate well with HPE's product line.
$慧与科技(HPE.US)$$瞻博网络(JNPR.US)$Hewlett Packard Enterprise announced late Tuesday that it has reached an agreement to acquire Juniper Networks in an all-cash deal for $40 a share. The transaction is worth about $14 billion. The news follows a day after The Wall Street Journal reported that HPE was in "advanced talks" to buy the networking company. Shares of Juniper, which hit a 52-week high during Tuesday's session, ...
$慧与科技(HPE.US)$acquires Juniper Networks$瞻博网络(JNPR.US)$ 💰 Worth over half of its market cap. 💵 All cash at $40 per share or ~$14B. 🌐 Expected to double its networking business.
Raymond James analyst Simon Leopold expressed concerns about HPE's ability to integrate its Aruba unit with Juniper's Mist, despite estimating the deal could add over 10% to HPE's earnings per share. He noted potential regulatory review due to overlapping markets.
RECAP US benchmark stock indexes traded mixed in choppy markets, recovering from earlier sharp declines, while government bond yields declined after midday on Tuesday. The$道琼斯指数(.DJI.US)$fell 0.42% to 37,525, after slumping about 300 points earlier in the day. The$标普500指数(.SPX.US)$declined 0.15% to 4,756, also off intraday lows. The$纳斯达克综合指数(.IXIC.US)$rose 0.09% to 14,867, reboundi...
Morning Movers Gapping up $CrowdStrike(CRWD.US)$Shares of the cybersecurity company rose 2% after Morgan Stanley upgraded CrowdStrike to overweight from equal weight. The investment bank said CrowdStrike was seeing improving demand and has a promising artificial intelligence platform. The move comes after CrowdStrike's stock rose more than 5% on Monday. $Match group(MTCH.US)$The Tinder owner climbed nearly 16% after a report...
瞻博网络股票讨论区
Dow Soars Past $38,000, Cybersecurity Stocks Rally
GE at Highest Close Since 2017; 3M and RTX down by more than 10% from recent highs.
Lockheed Martin narrowly in the green over the last year.
Transport Sector Upbeat Notes
Bernstein upgrades Union Pacific and Norfolk Southern to outperform.
UBS upgrades J.B. Hunt $JB亨特运输服务(JBHT.US)$ to buy; s...
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HPE will acquire Juniper Networks for $14 billion
The news follows a day after The Wall Street Journal reported that HPE was in "advanced talks" to buy the networking company.
Shares of Juniper, which hit a 52-week high during Tuesday's session, ...
💰 Worth over half of its market cap.
💵 All cash at $40 per share or ~$14B.
🌐 Expected to double its networking business.
专栏Wall Street Today | Stocks Remained Lower, Aside from CES Tech Buzz
US benchmark stock indexes traded mixed in choppy markets, recovering from earlier sharp declines, while government bond yields declined after midday on Tuesday.
The $道琼斯指数(.DJI.US)$ fell 0.42% to 37,525, after slumping about 300 points earlier in the day. The $标普500指数(.SPX.US)$ declined 0.15% to 4,756, also off intraday lows. The $纳斯达克综合指数(.IXIC.US)$ rose 0.09% to 14,867, reboundi...
专栏Today's Morning Movers and Top Ratings: NFLX, CRWD, PYPL, JPM and More
Gapping up
$CrowdStrike(CRWD.US)$ Shares of the cybersecurity company rose 2% after Morgan Stanley upgraded CrowdStrike to overweight from equal weight. The investment bank said CrowdStrike was seeing improving demand and has a promising artificial intelligence platform. The move comes after CrowdStrike's stock rose more than 5% on Monday.
$Match group(MTCH.US)$ The Tinder owner climbed nearly 16% after a report...
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