FireEye (NASDAQ:FEYE)

CAPS Rating: 3 out of 5

Results 1 - 20 of 25 : 1 2 Next »

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Member Avatar Gilcon (< 20) Submitted: 10/19/2014 8:46:20 AM : Outperform Start Price: $28.87 FEYE Score: +1.35

Possible target.

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Member Avatar rayankh (72.08) Submitted: 10/7/2014 2:33:39 PM : Outperform Start Price: $28.21 FEYE Score: +7.01

Cyber security play

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Member Avatar TheLongView4u (60.67) Submitted: 8/18/2014 4:55:24 PM : Outperform Start Price: $28.88 FEYE Score: +6.34

feeling out rock bottom

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Member Avatar hairball23 (25.17) Submitted: 8/18/2014 4:33:54 PM : Outperform Start Price: $28.88 FEYE Score: +6.34

Too Low, some downside maybe but this will more likely reverse course soon relative SnP

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Member Avatar malleableplato (< 20) Submitted: 7/9/2014 10:55:50 AM : Outperform Start Price: $34.23 FEYE Score: -10.51

Price point value

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Member Avatar bcellars (25.06) Submitted: 7/9/2014 10:33:49 AM : Outperform Start Price: $33.44 FEYE Score: -8.41

Why not give it a spin and see if it's the bottom. Long term it should be good.

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Member Avatar LukB4ULeap (< 20) Submitted: 6/11/2014 11:25:23 AM : Outperform Start Price: $34.46 FEYE Score: -12.04

1) Revenue growth - significantly above average
2) SG&E growth - rate is slowing
3) product quality - one of top performers
4) Investment/R&D - above average; more acquisitions likely
5) Management development - top management is learning what market expects concerning financial/operations performance; if not, management will change at top, but underlying business is still solid

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Member Avatar MotleyGiu (40.60) Submitted: 6/3/2014 12:43:17 PM : Outperform Start Price: $31.15 FEYE Score: -3.92

Cyber security matters...and will matter even more over the next 5-10 years. These guys seem cutting edge, strong balance sheet, great product portfolio and a valuation that now seems reasonable (in the light of their competitive position in a fast growing space). Let's spot the bad cyber guys, happy hunting!

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Member Avatar anindakumars (25.24) Submitted: 5/12/2014 12:16:32 PM : Outperform Start Price: $27.66 FEYE Score: +6.92

super niche company cyber sec will take top dollars in the coming years. Has had a staggering drop. Company is investing in technology and people today to earn in the future.

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Member Avatar IdogbertI (71.44) Submitted: 5/8/2014 3:53:25 PM : Outperform Start Price: $28.25 FEYE Score: +3.35

Oversold after last earning report. On leading edge of Cyber Security market

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Member Avatar Colton11290 (60.42) Submitted: 4/21/2014 2:01:10 AM : Underperform Start Price: $47.26 FEYE Score: +40.30

While I would agree that what this company offers is most likely nothing short of necessary for the new age of technology we have now found ourselves in, I would disagree with anyone thinking this will be the company that offers it. Simply look under the risk factors of the 10-K: never been profitable, may not ever be profitable. They don't plan to replace any of the conventional IT security services out there now, merely interoperate with them. So when these much larger, much more profitable companies decide they can just include the same service what happens to FireEye? I suppose there is room for an acquisition argument, but certainly not at a forty times price to sales valuation and close to a six times price to book valuation. And this is after a fifty percent drop in the stock! Insider selling hasn't exactly been very reassuring either. Ultimately, I think that this company could be successful if all the chips land perfectly for them, but even under those circumstances it's hard to justify the stock price at these levels

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Member Avatar myjay (< 20) Submitted: 3/26/2014 1:03:31 PM : Outperform Start Price: $62.23 FEYE Score: -55.51

Small cap - it security. Chosen by Target after hacking.

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Member Avatar milla516 (< 20) Submitted: 3/14/2014 1:31:07 PM : Outperform Start Price: $77.13 FEYE Score: -65.70

necessary industry with unlimited applications; unique approach in just developing industry

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Member Avatar km00nster (< 20) Submitted: 3/12/2014 10:35:04 PM : Outperform Start Price: $78.25 FEYE Score: -65.42

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.

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Member Avatar brittlerock (< 20) Submitted: 3/9/2014 12:04:45 PM : Outperform Start Price: $81.55 FEYE Score: -66.28

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.

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Member Avatar InvestorDeb (71.64) Submitted: 3/7/2014 1:17:27 PM : Outperform Start Price: $80.96 FEYE Score: -66.02

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…

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Member Avatar Jfly2020 (< 20) Submitted: 3/4/2014 7:04:07 PM : Outperform Start Price: $89.80 FEYE Score: -69.80

Target, Neiman Marcus…who's next?

Security will be huge as we move forward.

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Member Avatar Mystic (< 20) Submitted: 2/21/2014 4:38:34 PM : Outperform Start Price: $72.46 FEYE Score: -63.69

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.

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Member Avatar plowboy (< 20) Submitted: 2/1/2014 1:58:59 PM : Outperform Start Price: $71.43 FEYE Score: -66.84

internet security will outperform because of extreme demand

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Member Avatar rule72 (42.32) Submitted: 1/25/2014 1:01:03 AM : Outperform Start Price: $68.07 FEYE Score: -64.08

It is internet security is growing very well

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