+ Watch FEYE
on My Watchlist
Small cap - it security. Chosen by Target after hacking.
necessary industry with unlimited applications; unique approach in just developing industry
I currently work for a major government organization. FireEye is one of my favorite security tools to use. It is extremely user friendly and with the buy out of mandiant, sales can only accelerate. Cyber Security is going to be one of the top industries in the next couple of years.
FireEye is a cyber security firm that offers an entirely new architecture for combating cyber crime. Traditional threat protection uses what is known as a signature based model. This model requires knowledge of vector characteristics in order to build software protection. This is the typical virus protection which is always reactive to threats after discovery. FireEye offers a new model based on real-time virtual machine which detects and protects against anomalous behavior (and other factors). FireEye has just acquired Mandiant which provides sophisticated vector removal so they now offer full spectrum cyber security: detection, protection and threat removal. While there are several companies that peddle cyber security products, they have no real competition due to the unique architecture of their products. Their product offerings address traditional server based network storage and the mobile markets. They are developing products to address security for cloud based applications. They already have solid international customer base of commercial and government clients. Their customer base is growing rapidly. They sell their products on a subscription basis so their revenue stream keeps expanding as the customer base grows.
I'm trying hard to get my phobia off of stocks that have already ridden higher without me....normally I like to think they are overvalued, but I'm changing my opinion on what over valued means.....I had FireEye set for a down thumb for the better part of two weeks, but flipped it a few days ago.....It's a momentum stock in the security field. I don't now how proprietary their tools are, but it's showing the pattern of a company that can hold what I would consider a high P/E....growth area, moat, possible attraction to a larger company, (although it may be getting too big for that and I don't trade on rumors, but some people do).The drop today feel into my "new" up thumb. Issuing new shares is dilutive, but sometimes sets a floor as current investors feel validated. I should have held a little as it went below the $82 share price offering, most likely because some of the shares were insiders selling. This can be considered negative, though I don't fault a millionaire from banking some. It also doesn't give the company cash and increases the float.All in all, FireEye is part of my research and effort to stop being negative toward those successful even if the financial metrics for today's books seem far in excess. Will FireEye grow into it's valuation, can it keep the pace...let's find out.
Demand for this will not weaken. The sell-off today is the manifestation of not knowing the mechanics of the mart. I have an order to put 1/3 position on under $80…
Target, Neiman Marcus…who's next?Security will be huge as we move forward.
Currently using the technology. It does far more than current NGFWs. Till the traditional FW companies catch up or pass FireEye has an advantage, similar issue for Palo Alto.
internet security will outperform because of extreme demand
It is internet security is growing very well
These guys have some great technology and are a leadering in the sandboxing space. That said, much of what they're doing is replicable and the valuation at this point is at 40x revenues. They're smartly using their inflated stock price as currency to purchase additional growth and product avenues, but that has limits. I expect a pull-back, particularly given the expiration of insider lockups.
The acquisition of Mandiant helps move the company to the next level (visibly and technically) in an underdeveloped supergrowth portential niche. Big expectations as R&D becomes more mature.
This innovative company is on the crucially relevant cutting-edge of the ever increasing demand for more effective design, development and deployment of essential protective technologies addressing the very long term and continuously morphing field of cybersecurity.
FireEye provides a novel security solution that can be leveraged to fill (part of) the gap left by most conventionel solutions. This is a unique selling point, which makes it a strong product. I expect it to be bought by one of the traditional players within a couple of years.
Security is ongoing and proven need for any business. It would be like leaving your office or brick and mortar shop with the doors open, who would do hat !! very large growing market
With Network Security on the top of every enterprises list of items not to cut out of the budget, FireEye is just in time, especially with the ever growing threat of cyber attacks on multinational corporations. They have the key people in place and I think over time they are going to generate more and more enterprise customers, especially as they are a niche player, they small and nimble which will benefit them greatly over competitors such as Cisco.
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