+ Watch FEYE
on My Watchlist
Price point value
Why not give it a spin and see if it's the bottom. Long term it should be good.
1) Revenue growth - significantly above average2) SG&E growth - rate is slowing3) product quality - one of top performers4) Investment/R&D - above average; more acquisitions likely5) 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
Old school cybersecuriy is ineffective. The new FireEye version is rapidly catching on with the Fortune 500, and will soon be a must-have technology. The company wisely cashed in on the elevated stock price with a secondary offering at $80. That, and high R&D expenses, drove the price down. The lock-up expiration proved a non-event. Both the technicals and the long term prospects point to a sharp rebound in the next few months. Funny how there were plenty of institutional investors buying into the secondary at $80, and so few buyers now at $32. But hey, last summer Apple was briefly under $400.
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!
Two star stock bouncing off of a recent low. This company is still in the red for earnings, but market sentiment seems to think there is something to offer.
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.
Oversold after last earning report. On leading edge of Cyber Security market
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
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.
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
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.
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