Held by
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portfolios on TandT
Bookmarked by
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Avg position size
—
of holders' portfolios
13F filers
1
institution
Sector
Communication Equipment
P/S (TTM)
2.6
EV / FCF (TTM)
21.0
Juniper Networks, Inc. operates globally, focusing on the design, development, and sale of advanced networking products and associated services. The company's offerings encompass a wide array of routing solutions, such as the ACX series of universal access routers tailored for high-bandwidth service delivery, the MX series Ethernet routers functioning as adaptable edge platforms, and PTX series packet transport routers. They further provide wide-area network (WAN) software-defined networking (SDN) controllers and intelligent session routers. In terms of switching, Juniper furnishes EX series Ethernet switches designed to fulfill the access, aggregation, and core layer networking demands of micro-branches, branch offices, and campus environments. Their portfolio also includes QFX series switches for data center core, spine, and top-of-rack applications, along with Juniper access points that ensure reliable Wi-Fi connectivity and robust performance. For security, their products feature SRX series services gateways, specifically engineered for data center protection. The Branch SRX family offers integrated, next-generation firewall functionalities. Additionally, they provide virtual firewalls that mirror the capabilities of physical firewalls, alongside advanced malware protection, known as Juniper ATP, delivered as a cloud-based service. Beyond hardware, Juniper delivers extensive software solutions, including Junos OS, their network operating system; Contrail Networking, an open-source, standards-based SDN platform; and Mist AI-driven assurance solutions for wired, wireless, and WAN networks to monitor and optimize key metrics. The Mist AI-powered Marvis Virtual Network Assistant is designed to intelligently pinpoint the root causes of issues. For network automation, they offer Juniper Paragon Automation, a modular suite of cloud-native software applications, and Juniper Apstra, which streamlines the entire network lifecycle within a unified system. Furthermore, the company extends various services such as software-as-a-service (SaaS), technical assistance, maintenance, specialized professional services, and comprehensive education and training programs. Juniper distributes its products through diverse channels, including direct sales, distributors, value-added resellers (VARs), and original equipment manufacturers (OEMs), serving end-users across cloud, service provider, and enterprise markets. Founded in 1996, Juniper Networks, Inc. is headquartered in Sunnyvale, California.
www.juniper.netNo one on the platform currently holds JNPR.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-03-31 | 966,991 | $35.0M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2025-06-02 | $0.2200 | 2025-06-23 |
| 2025-03-03 | $0.2200 | 2025-03-24 |
| 2024-12-02 | $0.2200 | 2024-12-23 |
| 2024-08-30 | $0.2200 | 2024-09-23 |
| 2024-06-03 | $0.2200 | 2024-06-24 |
| 2024-02-29 | $0.2200 | 2024-03-22 |
| 2023-11-30 | $0.2200 | 2023-12-22 |
No one on the platform has traded JNPR yet.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 5.5% | 7.0% | 8.8% | — | — | — |
| Rev. Growth % | -8.8% | 2.7% | ||||
| Profit Margin % | 5.7% | 6.3% | 8.2% | |||
| Free Cash Flow Margin % | 13.3% | 10.0% | 12.9% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is -0.9% on the P/E track.
At today's price, your expected annual return is +4.8% on the P/E track.
At today's price, your expected annual return is +9.3% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $5.6B | +3.7% | $2.20 | $1.94–$2.38 | 18.1× | 7 |
| 2027 | $5.9B | +4.6% | $2.31 | $2.17–$2.38 | 17.3× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2025-05-01 | $0.41 | $0.43 | +4.9% |
| 2025-02-04 | $0.58 | $0.64 | +10.3% |
| 2024-10-31 | $0.45 | $0.48 | +7.7% |
| 2024-07-25 | $0.44 | $0.31 | -29.5% |
| 2024-04-25 | $0.41 | $0.29 | -28.4% |
| 2024-01-30 | $0.64 | $0.61 | -4.7% |
| 2023-10-26 | $0.55 | $0.60 | +9.1% |
| 2023-07-27 | $0.55 | $0.58 | +5.5% |
| $18.7B |
| — |
| INFNInfinera Corporation | $6.64 | +0.00% | $1.6B | — |
| MAXRMaxar Technologies Inc. | $52.99 | +0.02% | $4.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
$HPE this stock is flying under the radar, out of $SMCI and $DELL HPE has the better margins expansion. With $JNPR fully under HPE and market cap of only $26B there’s so much more room for growth. $HPE has a backlog similar to what $SMCI has last quarter, and with the transition to being the 2nd largest networking company market cap should be closer to $40b+. Accumulate before the next ER report.
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$ATEN A10's differentiation is their focus on high performance, scalable solutions for large enterprises and service providers rather than the SMB market, plus their strong positioning in AI infrastructure buildout with cloud providers. They work with 8 of the top 10 cloud providers and 9 of the top 10 telecom operators globally. Lets also not forget North America has been a major growth driver, up 30% for the full year and now representing 64% of quarterly revenue. This isn't about chasing small deals. They are winning mission critical deployments like the global airline and data analytics software provider they closed in Q4. These are the types of sticky, high value customers that expand over time. While competitors for example like $PANW $NET $FTNT $JNPR fight across all market segments, A10 stays focused on where they can deliver the most value at scale.
View on StockTwits ↗$ATEN In a market where AI is disrupting jobs, layoffs are rising and growth stocks keep getting hit I’m honestly grateful to have A10 Networks as a part of my portfolio. January just had the worst layoff plans since 2009, and that kind of backdrop matters. Despite that ATEN grew revenue 11% in 2025, posted record results, and returned $86.3M to shareholders through buybacks and dividends. The board just approved another $0.06 quarterly dividend payable March 2, and they still have $53.4M left for repurchases. What I like is this isn’t AI hype. They are positioned in the AI infrastructure buildout, working with 8 of the top 10 cloud providers, while staying disciplined with capital. EPS is growing faster than revenue, margins are expanding and cash keeps coming back to shareholders. In a choppy market with significant stock declines in growth companies and a weakening jobs picture this is the kind of shareholder friendly execution I’m comfortable owning. $PANW $NET $FTNT $JNPR
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2/2: U.S. judge sets discovery framework for states challenging DOJ settlement in HPE–Juniper $14 billion merger | View: Regulatory overhang and remedy risk now extend into at least late Q1 2026… $HPE $JNPR $XLK
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A U.S. federal judge ruled on Tuesday that a group of U.S. states will be allowed to intervene in the legal proceedings surrounding Hewlett-Packard Enterprise’s proposed $14 billion acquisition of Juniper Networks. Judge Casey Pitts, presiding in San José, California, granted Colorado and several other states permission to submit their views on the deal, which the U.S. Department of Justice has moved to settle in a way that would allow the transaction to move forward. The judge emphasized that his decision only concerns the states’ right to participate and does not determine whether he will conduct a deeper inquiry into the circumstances under which the DOJ reached the settlement. Those states have described the process leading to the agreement as questionable and potentially troubling, suggesting that further scrutiny may ultimately be warranted. $HPE $JNPR
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$NOK Hope $NOK turn into $JNPR or $QCOM based on their success in network infrastructure industry
View on StockTwits ↗pt 6/8: U.S. state AGs prepare to sue to block HPE’s $14BN Juniper deal, adding to DOJ review risk $HPE $JNPR $IGN
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People were upset the missed the $AAPL and $NFLX train that they held on to their $JNPR and $INTC thinking they would also get 2000% returns NFLX was a generational buying opportunity. 800x since the dot com bubble low
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Arista Networks deep dive, Buy and $180 target. AI networking lead, EOS and CloudVision, 800G adoption, Ethernet vs InfiniBand, plus valuation and customer mix risks. $ANET $CSCO $JNPR Source: OwlPost ANET analysis. https://owlpostai.com/stocks/ANET/arista-networks-anet-engineering-the-fabric-of-the-ai-revolution/
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$UI 1. EPS blew past expectations ($3.54 adj., $4.41 GAAP). 2. Revenue +50% YoY, gross margin ripping from 40% → 45%. 3. $500 M buyback + 33% dividend hike = float shrink + income magnet. 4. Founder owns 90%+ — insiders don’t dump, they devour. 5. Enterprise revenue +42% — while $HPE/$JNPR are busy divesting, UI is busy eating their lunch. 6. Short interest near 12% with days-to-cover ticking up $SPY
View on StockTwits ↗Morgan Stanley upgraded Hewlett Packard Enterprise to Overweight from Equal Weight and reaffirmed a positive view on Dell Technologies , noting both are well-positioned for July-quarter results amid strong enterprise hardware spending trends. HPE target set at $28, citing Juniper Networks acquisition accretion and multiple expansion potential. DELL target raised to $144 from $136, highlighting upside to Q2 estimates, confidence in $ 15B+ AI server revenue target for FY26, and recent share pullback. Morgan Stanley expects broadly positive results for enterprise hardware makers, driven by robust AI computing/networking spend, stable server demand, and strong PC refresh cycle. Checks show improved enterprise spending in May–June, with distributors/resellers reporting stronger-than-expected growth in PCs, servers, and storage. $JNPR $DELL $HPE $MS
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$HPE $JNPR BREAKING NEWS --- (BLOOMBERG LIVE) 'DOJ 'PERVERTED JUSTICE' IN HPE DEAL, DISMISSED OFFICIAL SAYS'
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.