CTXS : Analysis & Opinions

  1. Telecom Calling on New Technology - Industry Outlook

    May 14, 2014
    Telecom Calling on New Technology - Industry Outlook
  2. Red Hat And Other Software Stocks That May Beat Revenue Estimates ...

    August 22, 2013
    Analysts at Lazard believe software makers Citrix Systems (NASDAQ: RHT) are well positioned to benefit from strong government ...
  3. Markets Playing Tetherball With F5 Networks

    July 29, 2013
    Even after a big beat, F5 doesn't look fairly valued yet.
  4. F5 Networks On Its Heels, But Hasn't Fallen Down Yet

    June 3, 2013
    F5 has work to do in convincing the Street that it can be a real growth company again
  5. VMware Stumbles, And The Street Spares No Mercy

    January 31, 2013
    VMware has the Street spooked that growth has topped out.
  6. Citrix Completes Zenprise Acquisition - Analyst Blog

    January 3, 2013
    Citrix Systems Inc. (CTXS), a leading provider of virtualization, networking and cloud computing solutions has completed ...
  7. Red Hat Keeps Booking The Deals, But Is It Growing Enough?

    September 25, 2012
    Red Hat's revenue growth is solid, but profitability is still a concern. I'd be inclined to wait on Red Hat in the hopes ...
  8. Citrix May Be A Relative Bargain, But There's A Lot Left To Prove

    September 25, 2012
    Citrix's bargain stock price comes with some real risks.
  9. VMware and Other Technology Stocks Making Big Moves on September ...

    September 6, 2012
    The market is having a good day so far: the Nasdaq is up 1.9%; the S&P 500 has moved up 1.8%; and the Dow has climbed ...
  10. Today's Major Technology Sector Movers: SMI and More

    July 23, 2012
    This morning's trading has marked a bad day for the market so far. The Nasdaq has declined 1.9%; the S&P 500 has fallen ...
  11. Rumors Roil VMware

    July 18, 2012
    Rumors of a CEO change roil VMware shares.
  12. Disagreement May Mean Opportunity In Citrix Systems

    April 30, 2012
    Citrix carries high multiples, but its stock may still be undervalued. Don't be surprised to see less revenue growth for ...
  13. VMware Priced For Near-Perfection, But Results Not Perfect

    April 20, 2012
    VMware's decelerating growth may worry momentum investors.
  14. F5 Networks Becoming A Multi-Market Threat

    April 20, 2012
    F5 didn't blow the doors off, but good enough is good enough for now.
  15. F5 Networks On The Run Again

    January 23, 2012
    F5 has excellent growth prospects, but ample valuation.
  16. F5 - Is This The End Of The Beginning Or The Beginning Of The ...

    April 25, 2011
    F5 needs to convince investors that it can still produce outstanding growth, to justify its multiple.
  17. What's Beneath The Red Hat?

    March 25, 2011
    Red Hat is cruising on the top line, but where is the operating leverage?
  18. 5 Could-Be Bubbles Waiting To Burst

    October 20, 2010
    Whatever terms one wishes to use, there is no question that there are some overheated segments of the market.
  19. VMWare's Vaporous Valuation

    July 22, 2010
    The growth is great, but can any company grow enough to justify VMWare's valuation?
  20. Computer-Aided Success (PMTC, DASTY, CTXS)

    July 13, 2007
    Research and development is the key to success in the highly competitive enterprise-software game.
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