FireEye (NASDAQ:FEYE)

CAPS Rating: 4 out of 5

Results 1 - 20 of 58 : 1 2 3 Next »

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Member Avatar Bobmoll36 (47.44) Submitted: 4/23/2015 6:20:31 PM : Outperform Start Price: $44.30 FEYE Score: -0.60

Anti hacking big field now.

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Member Avatar ChipNPutt11 (89.28) Submitted: 4/20/2015 9:08:35 PM : Outperform Start Price: $43.86 FEYE Score: -0.08

Financial service companies increasing budget for cyber security. Lots of brilliant troublemakers growing attacks. Regulators are pushing financial firms to ramp up security. Pricing should improve for HACK services.

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Member Avatar JoesCash (86.58) Submitted: 4/16/2015 5:05:02 PM : Outperform Start Price: $41.79 FEYE Score: +4.06

They have a solid start in a business that's only going to get more important in the future.

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Member Avatar gartheee (47.89) Submitted: 4/10/2015 11:42:43 AM : Outperform Start Price: $41.74 FEYE Score: +4.62

Well, I'm not sure, it feels pretty risky alright. There can only be increasing demand for the kinds of services that it provides. The question is of course whether they will be the company of choice for that demand. Going a little riskier here than I usually feel safe doing, but the position is relatively small so I can chalk it up as a lesson if it fails...

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Member Avatar calguy489 (23.06) Submitted: 4/8/2015 4:27:43 PM : Outperform Start Price: $41.17 FEYE Score: +5.08

security

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Member Avatar dcgatlanta (39.31) Submitted: 4/7/2015 10:01:24 AM : Outperform Start Price: $40.03 FEYE Score: +8.25

Secular bull market for on line security products

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Member Avatar TMFInnovator (76.29) Submitted: 4/6/2015 3:21:12 PM : Outperform Start Price: $38.95 FEYE Score: +11.43

- Network security is a $70 billion market and FireEye is growing quickly. The company's top line has increased 40-FOLD in the past three years and is up at least 20% sequentially for each of the past seven quarters.

- Significant competitive advantages. FireEye's secret sauce is its network of cloud-based virtual machines, which can detect, contain, and block attacks that were previously unknown. This holistic approach has allowed the company to set up the industry's first security-as-a-solution model, which can profitably serve customers of all shapes and sizes (and also results in significant switching costs). With 9 million virtual machines globally, FireEye claims it can identify and respond to more malware and zero-day attacks than all of its competitors combined.

- The right people. CEO and Chairman Dave DeWalt was previously CEO of McAfee. Founder and Vice Chairman Ashar Aziz has more than two decades of experience in the field. Together, they own nearly 9% of shares.

Target, Home Depot, JP Morgan, and many others are reminders of the importance of protecting against cyber-crime. This is a huge market opportunity, and I have confidence that FireEye will one of many winners from it.

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Member Avatar Ellisjeff1234 (55.35) Submitted: 4/4/2015 9:01:16 AM : Outperform Start Price: $38.92 FEYE Score: +10.07

They are on a mission against identity theft which is rapidly growing. The demise of identity theft will be partly due to the success of FEYE.

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Member Avatar jmccolley (41.54) Submitted: 3/27/2015 12:52:53 AM : Outperform Start Price: $39.13 FEYE Score: +9.34

Simply the best in the business!

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Member Avatar judyka (< 20) Submitted: 3/24/2015 9:41:38 PM : Outperform Start Price: $33.01 FEYE Score: +28.81

up

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Member Avatar tking123 (62.29) Submitted: 3/17/2015 7:06:24 PM : Outperform Start Price: $42.28 FEYE Score: +2.09

Best in class security

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Member Avatar TMFBoiseKen (95.29) Submitted: 3/15/2015 9:56:03 AM : Outperform Start Price: $42.42 FEYE Score: +1.41

You don't often find insane growth like FireEye has put up -- this company is ON FIRE and in a critical market. The valuation looks like it has gotten ahead of itself, but if FEYE can keep putting up decent number, turn cash flow positive, and maintain a firewall between major companies and cyber thieves, we'll have a major winner here.

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Member Avatar Milo107 (39.79) Submitted: 3/14/2015 12:46:01 PM : Outperform Start Price: $42.42 FEYE Score: +1.41

Top IT security software.

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Member Avatar anash91 (97.25) Submitted: 3/11/2015 10:06:31 AM : Outperform Start Price: $42.44 FEYE Score: +1.36

Cyber Security is going to be more and more needed in the coming years as cyber attacks and cybernetics becomes more essential in developing economies and already developed economies.

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Member Avatar Sean11ty74 (< 20) Submitted: 3/10/2015 8:48:02 AM : Outperform Start Price: $42.44 FEYE Score: +1.36

I think the need for security is going to keep going up

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Member Avatar Bodagetta (< 20) Submitted: 3/7/2015 3:01:23 PM : Outperform Start Price: $43.08 FEYE Score: +0.32

They have a built a competitive moat via Mandiant acquisition. While R&D and Sales costs are high, still rev's are growing every quarter and once R&D/Sales costs settle down, this will be a money machine. I like their subscription model. Also, top of my list as potential MA target within next 18 months.

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Member Avatar AnxiousBorrower (94.18) Submitted: 3/6/2015 5:02:15 PM : Outperform Start Price: $43.08 FEYE Score: +0.32

Security software is going to be required by all companies of any size. Huge market for more than one player.

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Member Avatar CMFMLove (48.02) Submitted: 3/4/2015 10:53:12 AM : Outperform Start Price: $43.17 FEYE Score: +1.05

FireEye provides a service that is absolutely vital. the subscription model ensures a steady revenue stream. Buying on the dip

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Member Avatar benyboy (< 20) Submitted: 3/3/2015 6:47:43 PM : Outperform Start Price: $44.66 FEYE Score: -2.00

jim

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Member Avatar imstillworking (67.14) Submitted: 2/27/2015 4:34:01 PM : Outperform Start Price: $44.23 FEYE Score: -0.84

Demand for more cyber security

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