Last 7 days
0.5%
Last 30 days
-4.3%
Last 90 days
-10.5%
Trailing 12 Months
7.4%
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-09-17 | Austin Thomas A | acquired | - | - | 2,284 | gvp & cao |
2023-09-17 | Austin Thomas A | sold (taxes) | -19,076 | 28.43 | -671 | gvp & cao |
2023-09-01 | DelSanto Anne | sold | -26,298 | 29.22 | -900 | - |
2023-08-15 | Miller Kenneth Bradley | sold | -414,075 | 27.605 | -15,000 | evp cfo |
2023-08-01 | DelSanto Anne | sold | -25,182 | 27.98 | -900 | - |
2023-07-23 | Mobassaly Robert | acquired | - | - | 16,500 | svp general counsel |
2023-07-23 | Mobassaly Robert | sold (taxes) | -255,775 | 30.01 | -8,523 | svp general counsel |
2023-07-17 | Austin Thomas A | sold (taxes) | -28,420 | 29.33 | -969 | gvp & cao |
2023-07-17 | Mobassaly Robert | sold (taxes) | -47,514 | 29.33 | -1,620 | svp general counsel |
2023-07-17 | Austin Thomas A | acquired | - | - | 3,300 | gvp & cao |
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-09-21 | Halpern Financial, Inc. | new | - | 25,064 | 25,064 | 0.01% |
2023-09-20 | BARCLAYS PLC | added | 71.62 | 7,951,000 | 22,094,000 | 0.01% |
2023-09-12 | Farther Finance Advisors, LLC | added | 92.11 | 13,064 | 30,515 | 0.01% |
2023-08-25 | Gould Capital, LLC | added | 1.8 | -64,951 | 819,781 | 0.63% |
2023-08-22 | COMERICA BANK | new | - | - | - | -% |
2023-08-21 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | reduced | -3.26 | -2,175,890 | 16,044,400 | 0.02% |
2023-08-21 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | reduced | -0.07 | -1,907,000 | 19,178,000 | 0.18% |
2023-08-21 | VisionPoint Advisory Group, LLC | reduced | -18.23 | -40,877 | 372,353 | 0.15% |
2023-08-21 | OSAIC HOLDINGS, INC. | reduced | -42.52 | -1,131,660 | 1,245,910 | -% |
2023-08-17 | Coppell Advisory Solutions LLC | new | - | 18,732 | 18,732 | -% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Mar 08, 2023 | blackrock inc. | 10.6% | 34,253,503 | SC 13G/A | |
Feb 14, 2023 | dodge & cox | 10.9% | 35,532,252 | SC 13G/A | |
Feb 09, 2023 | vanguard group inc | 12.23% | 39,689,929 | SC 13G/A | |
Jan 24, 2023 | blackrock inc. | 9.8% | 31,648,536 | SC 13G/A | |
Feb 14, 2022 | dodge & cox | 13.7% | 44,434,416 | SC 13G/A | |
Jan 27, 2022 | blackrock inc. | 10.5% | 34,261,011 | SC 13G/A | |
Jan 26, 2022 | blackrock inc. | 10.5% | 34,261,011 | SC 13G/A | |
Nov 10, 2021 | blackrock inc. | 10.6% | 34,430,237 | SC 13G/A | |
Feb 11, 2021 | dodge & cox | 14.4% | 47,472,697 | SC 13G/A | |
Feb 10, 2021 | vanguard group inc | 11.18% | 36,868,789 | SC 13G/A |
Date Filed | Form Type | Document | |
---|---|---|---|
Oct 02, 2023 | 144 | Notice of Insider Sale Intent | |
Oct 02, 2023 | 4 | Insider Trading | |
Sep 18, 2023 | 4 | Insider Trading | |
Sep 01, 2023 | 144 | Notice of Insider Sale Intent | |
Sep 01, 2023 | 4 | Insider Trading | |
Aug 15, 2023 | 144 | Notice of Insider Sale Intent | |
Aug 15, 2023 | 4 | Insider Trading | |
Aug 01, 2023 | 4 | Insider Trading | |
Aug 01, 2023 | 144 | Notice of Insider Sale Intent | |
Jul 28, 2023 | 10-Q | Quarterly Report |
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
CSCO | 221.1B | 57.0B | -5.96% | 37.24% | 17.53 | 3.88 | 10.55% | 6.78% |
ANET | 58.1B | 5.3B | -4.84% | 66.37% | 33.99 | 11.04 | 50.27% | 65.17% |
MSI | 45.6B | 9.7B | -3.79% | 21.86% | 30.06 | 4.72 | 14.13% | 26.10% |
UI | 8.5B | 1.9B | -20.22% | -51.35% | 20.97 | 4.41 | 14.71% | 7.65% |
MID-CAP | ||||||||
FFIV | 9.6B | 2.8B | -1.61% | 11.90% | 28.91 | 3.42 | 4.80% | -3.31% |
JNPR | 8.9B | 5.7B | -4.30% | 7.39% | 21.65 | 1.57 | 15.00% | 5.32% |
EXTR | 3.1B | 1.3B | -9.80% | 87.30% | 40.06 | 2.38 | 17.99% | 76.35% |
LITE | 3.0B | 1.8B | -15.23% | -33.38% | -23.05 | 1.72 | 3.18% | -166.16% |
VIAV | 2.0B | 1.1B | -14.57% | -31.26% | 78.09 | 1.8 | -14.42% | 64.52% |
VSAT | 1.7B | 2.8B | -37.73% | -40.49% | 1.63 | 0.61 | 13.98% | 1966.89% |
SMALL-CAP | ||||||||
DGII | 965.4M | 438.4M | -18.83% | -22.19% | 32.58 | 2.2 | 21.25% | 132.41% |
COMM | 729.0M | 8.2B | -1.71% | -62.65% | -0.62 | 0.09 | -6.99% | -187.07% |
NTGR | 365.3M | 853.0M | -4.67% | -37.82% | -16.96 | 0.43 | -12.52% | 62.31% |
CMBM | 207.9M | 302.6M | -18.68% | -55.50% | 9.86 | 0.69 | 5.89% | 210.09% |
LTRX | 163.7M | 132.2M | 13.13% | -6.86% | -18.23 | 1.24 | 15.62% | -67.47% |
5.0%
4.4%
1.1%
11.5%
50.8%
12.3%
0%
Y-axis is the maximum loss one would have experienced if Juniper Networks was unfortunately bought at previous high price.
Income Statement (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Revenue | 2.9% | 5,665 | 5,505 | 5,301 | 5,152 | 4,927 | 4,829 | 4,735 | 4,658 | 4,608 | 4,522 | 4,445 | 4,431 | 4,426 | 4,442 | 4,445 | 4,418 | 4,465 | 4,567 | 4,648 | 4,706 | 4,784 |
Gross Profit | 3.9% | 3,199 | 3,080 | 2,958 | 2,882 | 2,786 | 2,774 | 2,740 | 2,707 | 2,672 | 2,610 | 2,574 | 2,576 | 2,597 | 2,614 | 2,617 | 2,608 | 2,641 | 2,705 | 2,741 | 2,782 | 2,843 |
Operating Expenses | 3.4% | 2,590 | 2,504 | 2,439 | 2,412 | 2,346 | 2,356 | 2,353 | 2,375 | 2,336 | 2,269 | 2,221 | 2,142 | 2,150 | 2,175 | 2,175 | 2,148 | 2,159 | 2,146 | 2,169 | 2,203 | 2,194 |
S&GA Expenses | 2.9% | 1,197 | 1,163 | 1,133 | 1,113 | 1,090 | 1,073 | 1,053 | 1,020 | 986 | 952 | 939 | 939 | 945 | 950 | 939 | 918 | 907 | 917 | 927 | 936 | 944 |
R&D Expenses | 3.5% | 1,110 | 1,072 | 1,036 | 1,022 | 1,000 | 1,001 | 1,007 | 995 | 985 | 981 | 958 | 956 | 958 | 961 | 956 | 947 | 957 | 961 | 1,003 | 1,000 | 983 |
EBITDA | -100.0% | - | 876 | 821 | - | 692 | 676 | 598 | 479 | 479 | 489 | 555 | 692 | 703 | 698 | 713 | 729 | - | - | - | - | - |
EBITDA Margin | -100.0% | - | 0.16* | 0.15* | - | 0.14* | 0.14* | 0.13* | 0.10* | 0.10* | 0.11* | 0.12* | 0.16* | 0.16* | 0.16* | 0.16* | 0.17* | - | - | - | - | - |
Interest Expenses | - | - | - | 67.00 | - | - | - | 63.00 | - | - | - | 87.00 | - | - | - | 91.00 | - | - | - | 94.00 | - | - |
Earnings Before Taxes | -17.4% | 494 | 598 | 536 | 493 | 464 | 394 | 310 | 188 | 188 | 199 | 265 | 400 | 407 | 398 | 414 | 429 | 463 | 536 | 533 | 545 | 618 |
EBT Margin | -100.0% | - | 0.11* | 0.10* | 0.10* | 0.09* | 0.08* | 0.07* | 0.04* | 0.04* | 0.04* | 0.06* | 0.09* | 0.09* | 0.09* | 0.09* | - | - | - | - | - | - |
Net Income | -17.8% | 412 | 501 | 471 | 424 | 391 | 340 | 253 | 151 | 207 | 206 | 258 | 395 | 349 | 334 | 345 | 369 | 493 | 564 | 567 | 227 | 169 |
Net Income Margin | -100.0% | - | 0.09* | 0.09* | 0.08* | 0.08* | 0.07* | 0.05* | 0.03* | 0.04* | 0.05* | 0.06* | 0.09* | 0.08* | 0.08* | 0.08* | - | - | - | - | - | - |
Free Cashflow | -100.0% | - | 96.00 | 98.00 | 94.00 | 179 | 703 | 690 | 700 | 679 | 520 | 612 | 582 | 651 | 642 | 529 | - | - | - | - | - | - |
Balance Sheet | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Assets | 0.6% | 9,376 | 9,316 | 9,327 | 8,976 | 8,861 | 8,828 | 8,887 | 8,721 | 8,723 | 8,711 | 9,378 | 8,695 | 8,742 | 8,610 | 8,838 | 8,754 | 8,903 | 9,138 | 9,363 | 9,100 | 9,121 |
Current Assets | 2.5% | 3,751 | 3,658 | 3,617 | 3,209 | 3,072 | 3,038 | 2,957 | 2,740 | 2,646 | 2,600 | 3,271 | 3,039 | 3,001 | 2,973 | 3,210 | 3,188 | 3,759 | 4,310 | 4,582 | 4,291 | 4,105 |
Cash Equivalents | 18.0% | 1,089 | 924 | 880 | 831 | 741 | 1,033 | 943 | 1,033 | 1,009 | 1,012 | 1,383 | 1,402 | 1,521 | 1,460 | 1,277 | 1,266 | 1,443 | 2,173 | 2,506 | 2,523 | 2,712 |
Inventory | 21.6% | 926 | 762 | 619 | 520 | 395 | 317 | 273 | 223 | 212 | - | 210 | - | - | - | - | - | - | - | - | - | - |
Net PPE | 2.7% | 689 | 671 | 667 | 667 | 676 | 689 | 703 | 715 | 725 | 744 | 762 | 769 | 782 | 803 | 831 | 849 | 870 | 892 | 952 | 968 | 987 |
Goodwill | 0% | 3,734 | 3,734 | 3,734 | 3,734 | 3,734 | 3,734 | 3,762 | 3,754 | 3,754 | 3,753 | 3,670 | 3,337 | 3,337 | 3,337 | 3,337 | 3,338 | 3,338 | 229 | 3,109 | 3,094 | 3,096 |
Liabilities | 2.9% | 5,021 | 4,881 | 4,852 | 4,638 | 4,612 | 4,561 | 4,570 | 4,338 | 4,383 | 4,282 | 4,835 | 4,134 | 4,277 | 4,219 | 4,227 | 4,111 | 4,312 | 4,287 | 4,540 | 4,449 | 4,703 |
Current Liabilities | 9.1% | 2,262 | 2,074 | 2,079 | 1,897 | 1,950 | 1,858 | 1,877 | 1,639 | 1,691 | 1,608 | 2,161 | 1,502 | 1,596 | 1,537 | 1,544 | 1,423 | 1,766 | 1,489 | 1,843 | 1,741 | 1,809 |
Short Term Borrowings | - | - | - | - | - | - | - | - | - | - | - | 422 | - | - | - | - | - | - | - | - | - | - |
Long Term Debt | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 1,789 | 1,788 |
LT Debt, Current | - | - | - | - | - | - | - | - | - | - | - | 422 | - | - | - | - | - | 300 | - | 350 | 350 | 350 |
LT Debt, Non Current | -0.9% | 1,603 | 1,617 | 1,601 | 1,596 | 1,626 | 1,648 | 1,687 | 1,692 | 1,694 | 1,685 | 1,706 | 1,714 | 1,720 | 1,713 | 1,684 | 1,688 | 1,491 | 1,790 | 1,789 | - | - |
Shareholder's Equity | -1.8% | 4,355 | 4,435 | 4,475 | 4,338 | 4,249 | 4,267 | 4,317 | 4,384 | 4,341 | 4,430 | 4,544 | 4,561 | 4,464 | 4,391 | 4,611 | 4,642 | 4,591 | 4,851 | 4,823 | 4,651 | 4,418 |
Retained Earnings | -1.9% | -2,425 | -2,381 | -2,375 | -2,504 | -2,625 | -2,677 | -2,653 | -2,697 | -2,757 | -2,762 | -2,669 | -2,669 | -2,768 | -2,831 | -2,741 | -2,832 | -2,888 | -2,806 | -2,831 | -3,023 | -3,175 |
Additional Paid-In Capital | -0.9% | 6,750 | 6,808 | 6,846 | 6,895 | 6,874 | 6,933 | 6,973 | 7,037 | 7,043 | 7,111 | 7,157 | 7,215 | 7,256 | 7,281 | 7,371 | 7,502 | 7,491 | 7,669 | 7,673 | 7,698 | 7,610 |
Shares Outstanding | -1.1% | 318 | 321 | 323 | 325 | 321 | 322 | 322 | 324 | 325 | 326 | 328 | 331 | 331 | 331 | 336 | 342 | 346 | 348 | 346 | 346 | 349 |
Cashflow (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Cashflow From Operations | 635.3% | 706 | 96.00 | 98.00 | 94.00 | 179 | 703 | 690 | 700 | 679 | 520 | 612 | 582 | 651 | 642 | 529 | 646 | 668 | 749 | 861 | 861 | 855 |
Share Based Compensation | 6.6% | 240 | 225 | 209 | 214 | 207 | 210 | 223 | 214 | 212 | 206 | 190 | 194 | 199 | 210 | 202 | 184 | 180 | 181 | 217 | 217 | 208 |
Cashflow From Investing | -36.6% | 245 | 386 | 408 | 347 | 211 | -24.70 | 14.00 | -376 | -457 | -355 | -288 | 262 | 218 | -255 | -528 | -869 | -1,075 | -651 | 565 | 505 | 779 |
Cashflow From Financing | -4.3% | -577 | -554 | -528 | -586 | -634 | -645 | -1,131 | -696 | -747 | -631 | -222 | -707 | -777 | -1,080 | -1,228 | -1,029 | -858 | -554 | -968 | -1,254 | -1,365 |
Dividend Payments | 1.0% | 276 | 274 | 270 | 267 | 264 | 261 | 259 | 261 | 262 | 264 | 264 | 262 | 260 | 259 | 260 | 259 | 256 | 253 | 249 | 224 | 200 |
Buy Backs | 5.9% | 360 | 340 | 315 | 376 | 427 | 438 | 444 | 369 | 419 | 310 | 381 | 506 | 516 | 755 | 555 | 356 | 396 | 155 | 757 | 1,236 | 1,225 |
Condensed Consolidated Statements of Operations - USD ($) shares in Millions, $ in Millions | 3 Months Ended | 6 Months Ended | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Jun. 30, 2023 | Jun. 30, 2022 | Jun. 30, 2023 | Jun. 30, 2022 | |||||||||
Net revenues: | ||||||||||||
Total net revenues | $ 1,430.1 | $ 1,269.6 | $ 2,801.9 | $ 2,437.8 | ||||||||
Cost of revenues: | ||||||||||||
Total cost of revenues | 617.0 | 575.5 | 1,217.6 | 1,094.3 | ||||||||
Gross margin | 813.1 | 694.1 | 1,584.3 | 1,343.5 | ||||||||
Operating expenses: | ||||||||||||
Research and development | 282.0 | 244.3 | 566.8 | 492.9 | ||||||||
Sales and marketing | 308.3 | 274.3 | 611.5 | 547.6 | ||||||||
General and administrative | 65.2 | 67.2 | 133.2 | 127.4 | ||||||||
Restructuring charges | 16.5 | 0.5 | 16.0 | 9.3 | ||||||||
Total operating expenses | 672.0 | 586.3 | 1,327.5 | 1,177.2 | ||||||||
Operating income | 141.1 | 107.8 | 256.8 | 166.3 | ||||||||
Gain (loss) on privately-held investments, net | [1],[2] | (92.2) | 5.9 | (92.0) | [3] | 5.9 | [3] | |||||
Gain on divestiture | 0.0 | 45.8 | 0.0 | 45.8 | ||||||||
Other expense, net | [2] | (7.4) | (14.0) | (16.2) | (26.9) | |||||||
Income before income taxes and loss from equity method investment | 41.5 | 145.5 | 148.6 | 191.1 | ||||||||
Income tax provision | 15.0 | 31.6 | 34.6 | 21.5 | ||||||||
Loss from equity method investment, net of tax | 2.1 | 0.5 | 4.2 | [3] | 0.5 | [3] | ||||||
Net income | $ 24.4 | $ 113.4 | $ 109.8 | $ 169.1 | ||||||||
Net income per share: | ||||||||||||
Basic (in dollars per share) | $ 0.08 | $ 0.35 | $ 0.34 | $ 0.53 | ||||||||
Diluted (in dollars per share) | $ 0.07 | $ 0.35 | $ 0.34 | $ 0.51 | ||||||||
Weighted-average shares used to compute net income per share: | ||||||||||||
Basic (in shares) | 319.3 | 321.0 | 320.8 | 321.1 | ||||||||
Diluted (in shares) | 326.0 | 328.1 | 327.6 | 329.3 | ||||||||
Product | ||||||||||||
Net revenues: | ||||||||||||
Total net revenues | $ 963.2 | $ 839.8 | $ 1,875.8 | $ 1,584.1 | ||||||||
Cost of revenues: | ||||||||||||
Total cost of revenues | 470.7 | 431.9 | 925.6 | 810.4 | ||||||||
Service | ||||||||||||
Net revenues: | ||||||||||||
Total net revenues | 466.9 | 429.8 | 926.1 | 853.7 | ||||||||
Cost of revenues: | ||||||||||||
Total cost of revenues | $ 146.3 | $ 143.6 | $ 292.0 | $ 283.9 | ||||||||
|
Condensed Consolidated Balance Sheets - USD ($) $ in Millions | Jun. 30, 2023 | Dec. 31, 2022 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 1,089.4 | $ 880.1 |
Short-term investments | 144.7 | 210.3 |
Accounts receivable, net of allowances | 908.5 | 1,227.3 |
Inventory | 925.7 | 619.4 |
Prepaid expenses and other current assets | 682.7 | 680.0 |
Total current assets | 3,751.0 | 3,617.1 |
Property and equipment, net | 689.1 | 666.8 |
Operating lease assets | 124.3 | 141.6 |
Long-term investments | 62.3 | 139.6 |
Purchased intangible assets, net | 126.2 | 160.5 |
Goodwill | 3,734.4 | 3,734.4 |
Other long-term assets | 888.2 | 866.7 |
Total assets | 9,375.5 | 9,326.7 |
Current liabilities: | ||
Accounts payable | 371.8 | 347.4 |
Accrued compensation | 280.1 | 306.1 |
Deferred revenue | 1,037.9 | 1,020.5 |
Other accrued liabilities | 572.4 | 404.9 |
Total current liabilities | 2,262.2 | 2,078.9 |
Long-term debt | 1,602.6 | 1,601.3 |
Long-term deferred revenue | 727.3 | 642.6 |
Long-term income taxes payable | 197.2 | 279.4 |
Long-term operating lease liabilities | 95.5 | 117.7 |
Other long-term liabilities | 135.8 | 131.7 |
Total liabilities | 5,020.6 | 4,851.6 |
Commitments and contingencies (Note 13) | ||
Stockholders' equity: | ||
Preferred stock, $0.00001 par value; 10.0 shares authorized; none issued and outstanding | 0.0 | 0.0 |
Common stock, $0.00001 par value; 1,000.0 shares authorized; 317.8 shares and 322.9 shares issued and outstanding as of June 30, 2023 and December 31, 2022, respectively | 0.0 | 0.0 |
Additional paid-in capital | 6,749.7 | 6,846.4 |
Accumulated other comprehensive income | 31.1 | 4.2 |
Accumulated deficit | (2,425.9) | (2,375.5) |
Total stockholders' equity | 4,354.9 | 4,475.1 |
Total liabilities and stockholders' equity | $ 9,375.5 | $ 9,326.7 |