FireEye (NASDAQ:FEYE)

CAPS Rating: 4 out of 5

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Member Avatar applecor2 (67.29) Submitted: 2/5/2016 1:04:37 PM : Outperform Start Price: $13.22 FEYE Score: -5.40

Good moat about to boom

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Member Avatar PeterJana (36.19) Submitted: 1/22/2016 2:43:36 AM : Outperform Start Price: $15.23 FEYE Score: -16.83

outperform

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Member Avatar KEBowman (33.22) Submitted: 1/18/2016 6:05:40 PM : Outperform Start Price: $16.48 FEYE Score: -22.82

computer hacking will continue

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Member Avatar TomFoolNC (28.29) Submitted: 1/18/2016 4:17:58 PM : Outperform Start Price: $16.49 FEYE Score: -22.78

online security, breaches

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Member Avatar sdhwang422 (30.50) Submitted: 1/15/2016 12:42:30 PM : Outperform Start Price: $16.90 FEYE Score: -24.84

Buy at $11-$12

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Member Avatar superstar (99.77) Submitted: 1/12/2016 11:44:17 AM : Underperform Start Price: $17.01 FEYE Score: +23.80

This stock has annoyed me so much, that I went ahead and sold my long position at a loss, and will now short it on caps out of spite. LOL. In all seriousness, FEYE has been a good example of (in my analysis) of a company with parabolic growth and good metrics, just not translating into positive stock movement. It appears to be trading on nothing but negative sentiment, with no end in sight. Anyway, if investment banks took it all the way down to $17, what is stopping them from taking it down to pink sheet status?

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Member Avatar BeFoolery (46.29) Submitted: 1/8/2016 6:18:49 PM : Outperform Start Price: $18.55 FEYE Score: -29.35

oversold now, market for cybersecurity will only increase

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Member Avatar Folsomike (32.52) Submitted: 12/22/2015 1:59:47 PM : Outperform Start Price: $21.08 FEYE Score: -30.74

The cyber security market will continue to grow and FireEye is positioned to grow with it.

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Member Avatar mailman1977 (< 20) Submitted: 12/20/2015 6:25:49 PM : Outperform Start Price: $21.77 FEYE Score: -35.01

Security and cyber security specifically is something companies, government and organisations will need to increase its investments in. FireEye is likeally to be one of the winners in the years to come.

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Member Avatar PanguSandhai (48.77) Submitted: 12/20/2015 2:49:38 PM : Outperform Start Price: $20.98 FEYE Score: -32.53

Niche capability

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Member Avatar jouthus (< 20) Submitted: 12/9/2015 4:14:30 AM : Outperform Start Price: $21.50 FEYE Score: -32.22

CAGR of Security Market will drive the entire industry up, in particular intrusion detection, managed surveillance focused on larger enterprizes. Will FEYE also approach the small/medium businesses with a scaled-down product in the future?

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Member Avatar Jozann (< 20) Submitted: 11/23/2015 12:05:33 PM : Outperform Start Price: $23.28 FEYE Score: -35.01

Cyber security remains extremely important. FEYE has the best products available with strong sales and cash flow. Each security breach increases the likelihood of FEYE continuing to do well. It remains the only company certified by the DHS at this time.

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Member Avatar derbydog85 (< 20) Submitted: 11/6/2015 10:44:54 PM : Outperform Start Price: $23.63 FEYE Score: -35.95

Way over sold due to a slow market. Hackers will always be lurking. The headlines will return. Beat down 53% since July. Opportunity abounds.

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Member Avatar jed71 (99.89) Submitted: 11/5/2015 10:52:20 AM : Outperform Start Price: $21.85 FEYE Score: -31.77

Do you really think security for preventing cyber-attacks is dead? Just because attacks coming out of China have slowed a little? In these days of checking cellphones 5 times every 30 seconds and 24-hour bombardment of financial “news”, some people seem to have developed the attention span of a hermit crab.

This company is being sold hand over fist by shareholders this morning, and I cannot help but laugh at the silliness of it. Here is this morning’s announcement:

“Reports Q3 (Sep) loss of $0.37 per share, $0.08 better than the Capital IQ Consensus of ($0.45); revenues rose 45.0% year/year to $165.6 mln vs the $167.12 mln Capital IQ Consensus. Reports Billings of $210.6 million, an increase of 28% from the third quarter of 2014. Guided for Billings of $225-$230 mln. Reports Non-GAAP operating margin of negative 32%, compared to negative 64% in the third quarter of 2014 Co issues upside guidance for Q4, sees EPS of ($0.38)-($0.36) vs. ($0.40) Capital IQ Consensus Estimate. Expects Q4 Billings of $240-$260 million, gross margin of 72-74%, and operating margin of (31%)-(28%).”

I understand shareholders have become super-sensitive to any sort of bad news, such as negative earnings or “slowing growth” but I think this is a case where people need to look a little more long term. Of COURSE they’re not profitable!! This is a company in parabolic growth mode that is still laying out the infrastructure to ramp up.

Let me point out one big item that everyone seems to be overlooking. Look at that last sentence above!! 72-74% GROSS MARGINS!! That is enormous. I normally don’t chase a company that is this unprofitable, but this company hasn’t even come close to its growth potential. And this is one case where the company can GROW its way to very large profits. This is a best-in-class security firm, with a highly desired product, and a very motivated management team. And they are in a market that is just beginning to show its true potential. Those of you selling this morning are EXTREMELY short sighted. I have not bought in real life, but I have to admit I am very tempted. I am going to wait to make sure the chart stabilizes and then probably jump in for a small real life bet.

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Member Avatar siegwre (< 20) Submitted: 11/5/2015 5:52:45 AM : Underperform Start Price: $23.78 FEYE Score: +35.80

Please update us on FEYE! I have lost 50% since your recommendation.

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Member Avatar optioncoach (84.70) Submitted: 11/4/2015 12:53:48 PM : Outperform Start Price: $29.04 FEYE Score: -45.01

All four of these QCOM, M, WFM, and FEYE have taken pretty good hits over the last few months, but all have potential to be leaders in their industry. Let's get started this quarter by picking them up prior to earnings and letting them ride.

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Member Avatar Tjoe (< 20) Submitted: 10/29/2015 11:08:24 PM : Underperform Start Price: $27.10 FEYE Score: +42.56

It has a long way to go before it will generate positive cash flow.
It has lost approximately 50% of it's share value over the last 6
months.

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Member Avatar TMFEdyboom223 (94.42) Submitted: 10/21/2015 1:01:13 AM : Outperform Start Price: $30.24 FEYE Score: -49.48

Sinking stock, Recurring Revenue, Leader in their field, cash position, insider ownership - It has sparked my interest.

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Member Avatar napcokid (< 20) Submitted: 10/20/2015 1:57:11 AM : Outperform Start Price: $31.12 FEYE Score: -50.94

Cyber security biggest threat to Business and consumers. These guys arre leaders in this space.

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Member Avatar Riesenegger (81.58) Submitted: 10/14/2015 3:56:48 PM : Outperform Start Price: $28.76 FEYE Score: -49.37

High growth rate and big opportunities in his market.

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