에 대한 최신 뉴스 Juniper Networks (NYSE:JNPR) 주식

Juniper Networks

Juniper Networks Inc is engaged in designing, developing, and selling products and services for high-performance networks to enable customers to build scalable, reliable, secure, and cost-effective networks for their businesses while achieving agility and improved operating efficiency through automation. The company's high-performance network and service offerings include routing, switching, Wi-Fi, network security, artificial intelligence (AI) or AI-enabled enterprise networking operations (AIOps), and software-defined networking (SDN) technologies. In addition to the company's products, the company offers its customers a variety of services, including maintenance and support, professional services, Software-as-a-Service (SaaS), and education and training programs.

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신규 블록 세이지 테라퓨틱스(NASDAQ:SAGE)는 주주들을 만족시키기 위한 &#34;전략적 대안&#34;을 공식적으로 탐색하고 있다. 이 과정에는 가능한 사업 결합부터 전면적인 매각까지 모든 것이 포함된다.

딜 디스패치: 세이지와 실버스가 매각 중, 미스터비스트가 틱톡을 위해 20억 달러를 확보

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S&amp;P 500 기업들 중 약 14%가 6월 분기 실적을 발표했으며, 더 넓은 지수를 구성하는 기업들의 혼합 실적 성장률은 여전히 ​​양호하다. 이번 주에는 기술 보고 시즌이 공식적으로 시작될 것이며, 이는 최근 주에 가파른 하락세를 보인 시장의 향방을 잠재적으로 결정할 수 있다.

테슬라, 알파벳, GM 및 포드가 이번 주 실적 발표 주도하며 상승세 유지 위해 고군분투

Juniper Networks Inc

JP Morgan analyst Samik Chatterjee shared earnings previews for several prominent hardware companies, cautioning that these firms may contend with ongoing demand uncertainty and renewed tariff risks in their <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings" rel="noreferrer noopener">upcoming earnings reports</a>.
Chatterjee sees another round of conservative results in the coming week, with stock movements more likely to reflect how investors interpret management&#8217;s efforts to either de-risk the second half of the year or contain expectations for potential full-year downside, especially after stronger-than-expected performances in the first half.
In contrast to HP Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPQ#NYSE">HPQ</a>) and Dell Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), the analyst sees Hewlett Packard Enterprise Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>) and NetApp, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTAP#NASDAQ">NTAP</a>) as better situated to withstand anticipated headwinds in their upcoming earnings.
Also Read:<a href="https://www.benzinga.com/news/large-cap/25/05/45538647/accenture-dell-nvidia-deliver-on-premise-ai-solution-for-regulated-industries" target="_blank" rel="noreferrer noopener"> Accenture, Dell, NVIDIA Deliver On-Premise AI Solution For Regulated Industries</a>
The analyst anticipates that DELL&#8217;s demand drivers, particularly from less macro-sensitive AI spending and its stronger-than-expected AI market share, will effectively offset broader macroeconomic moderation as they look beyond the immediate quarterly results. 
Conversely, the analyst expects HPQ and HPE to be more sensitive to macro trends throughout the year. The analyst also notes that while NTAP shows greater resilience, its revenue upside is limited, as it relies on market share gains to counteract any macro weakness.
Here are the analyst&#8217;s take on some key hardware stocks:
Dell Technologies Inc.: The analyst reiterated the Overweight rating on the stock, raising the price <a href="https://www.benzinga.com/quote/DELL/analyst-ratings" target="_blank" rel="noreferrer noopener">forecast from $108 to $111</a>.
Chatterjee projects the upcoming first-quarter report to look solid on the surface, with strong PC and server demand boosting revenue and margins benefiting from a lower-than-expected mix of AI server sales. However, the analyst cautions that the tariff landscape remains a key concern.
Chatterjee writes that this issue will likely be reflected in second-quarter guidance and possibly in the fiscal 2026 outlook, as the company&#8217;s current baseline assumes higher tariff levels than previously expected, even with reciprocal tariff pauses in place.
The analyst projects revenue of $23.6 billion, reflecting a 6% year-over-year increase. He also predicts gross margins to come in at 22.5%, with operating margins forecasted at 7.9%, pointing to modest strength in profitability metrics.
Hewlett Packard Enterprise Company: Chatterjee sees the stock as the most favorably positioned among hardware <a href="https://www.benzinga.com/quote/HPE/analyst-ratings" target="_blank" rel="noreferrer noopener">names going into earnings, at least on a near-term basis</a>.
The analyst notes that the company&#8217;s guidance already factors in a slowdown in AI server revenue and assumes a higher tariff burden than peers.
Additionally, he highlights potential upside from stronger networking demand, supported by recent positive results from companies like Cisco Systems, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), Extreme Networks, Inc., and Juniper Networks, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNPR#NYSE">JNPR</a>).
Chatterjee estimates revenue at $32.4 billion, reflecting 8% year-over-year growth. He forecasts gross margins at 28.7% and operating margins at 9.5%.
HP Inc.: Per the analyst, the company is in a strong position to post a solid second-quarter result, supported by stronger-than-expected revenue as PC demand was likely pulled <a target="_blank" href="https://www.benzinga.com/quote/HPQ/analyst-ratings" rel="noreferrer noopener">forward ahead of potential tariff-driven price hikes</a>.
Chatterjee notes that this comes with limited margin pressure, helped by delayed policy effects, inventory management, and other mitigating factors.
However, he cautions that macroeconomic uncertainty could limit how much of these near-term gains carry into future quarters, as the company faces two key challenges: navigating higher tariffs than previously guided for and uncertainty around PC demand in the second half of fiscal 2025 following earlier-than-usual buying.
The analyst reiterated the Overweight rating on the stock, raising the price forecast from $29 to $30.
NetApp, Inc.: The analyst expects NetApp to see stable demand, supported by new product launches and delayed deals from the previous quarter, leading to a slight revenue beat in F4Q25E. However, FY26 revenue growth is projected to be in the low-to-mid single digits, below long-term averages, due to a muted macro environment and U.S. Public Sector headwinds.
Despite this, EPS is anticipated to exceed consensus due to resilient gross margins (improved product margins and higher Public Cloud revenue mix) and better operating discipline. This positive outlook is expected to drive NTAP&#8217;s valuation multiple back to recent year averages (14x-15x) from the current 13x.
Read Next:
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Hewlett Packard, NetApp Better Positioned To Sidestep Tariff Headwinds Ahead of Earnings: Analyst

<a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.juniper.net%2F&amp;esheet=54256691&amp;newsitemid=20250519198117&amp;lan=en-US&amp;anchor=Juniper+Networks&amp;index=1&amp;md5=dd335110fb5c08ac0506864b07063ea5">Juniper Networks</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNPR#NYSE">JNPR</a>), a leader in secure, AI-native networks, extends its partnership with ServiceNow to integrate Juniper's <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.juniper.net%2Fus%2Fen%2Fmist-ai-native-networking-platform.html&amp;esheet=54256691&amp;newsitemid=20250519198117&amp;lan=en-US&amp;anchor=AI-native+networking+platform&amp;index=2&amp;md5=fef3486e3bef0d28c8dc5874b0009414">AI-native networking platform</a>, Mist&#x2122;, with ServiceNow <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.servicenow.com%2Fproducts%2Ftelecommunications-service-management.html&amp;esheet=54256691&amp;newsitemid=20250519198117&amp;lan=en-US&amp;anchor=Telecom+Service+Management&amp;index=3&amp;md5=7a6efed7fe8295ff7f4d4ad0cbbe77d7">Telecom Service Management</a>, Inventory and <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.servicenow.com%2Fproducts%2Ftelecom-order-management.html&amp;esheet=54256691&amp;newsitemid=20250519198117&amp;lan=en-US&amp;anchor=Sales+%26amp%3B+Order+Management&amp;index=4&amp;md5=f7639557085b7baf2e5ec49ef0014a87">Sales &amp; Order Management</a> for Telecom. The combined solution brings end-to-end network and service automation together with AI-native, cloud-native and 100 percent API-driven wired, wireless and SD-WAN solutions to drive business transformation and deliver unparalleled efficiencies and cost savings to enterprises and MSPs. This integration is the first of its kind for the solution.
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Juniper Networks Extends Partnership With Servicenow To Integrate Juniper's AI-Native Networking Platform, Mist, With Servicenow Telecom Service Management, Inventory And Sales & Order Management For Telecom

Juniper Networks Announced Key Innovations In The Mist AI-native Networking Platform That Bring Expanded Insight And Assurance To Wired, Wireless And Wan Customers And Partners

Barclays analyst Tim Long maintains Juniper Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNPR#NYSE">JNPR</a>) with a Equal-Weight and raises the price target from $39 to $40.

Barclays Maintains Equal-Weight on Juniper Networks, Raises Price Target to $40

Rosenblatt analyst Mike Genovese maintains Juniper Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNPR#NYSE">JNPR</a>) with a Neutral and maintains $40 price target.

Rosenblatt Maintains Neutral on Juniper Networks, Maintains $40 Price Target

Juniper Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNPR#NYSE">JNPR</a>) reported quarterly earnings of $0.43 per share which met the analyst consensus estimate. This is a 48.28 percent increase over earnings of $0.29 per share from the same period last year. The company reported quarterly sales of $1.28 billion which met the analyst consensus estimate. This is a 11.41 percent increase over sales of $1.15 billion the same period last year.

Earnings

Juniper Networks Q1 Adj. EPS $0.43, Sales $1.28B, Both Inline

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Earnings Scheduled For May 1, 2025

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Shares of stocks in the broader tech sector are trading lower amid overall market weakness amid President Trump's criticism of Fed Chair Powell.

Juniper Networks Announced That It Has Achieved FedRAMP (Federal Risk And Authorization Management Program) "Moderate" Authorization For Juniper Mist Government Cloud

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MicroCloud Hologram Inc. - Ordinary Shares

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Shares of broader tech companies are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

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에 대한 최신 뉴스 Juniper Networks (NYSE:JNPR) 주식

토요일, 2월 01, 2025

일요일, 7월 21, 2024

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