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The Company offers a complete solution for deploying infinera digital optical networks.
INFN Infinera Corporation 20150907I believe this is a good company that has a product that we will need for the next 4 of 5 years. They are in the an industry that provides optical telecommunications in an era where everybody needs faster and faster connections. They have a high PE of 57.50 but a more risky investor will believe that this just indicates a high level of confidence in this company. They have a Market Cap of 2.47B but have plenty of room to grow. Their closest competitors is Cisco which is 56 times larger. The PEG (5 year expected) is 1.44, slightly higher than Cisco PEG at 1.26.INFN growth estimate is 79% this year and 37% next year. They have consistently managed to out perform street estimates and hopefully will continue to do so. Their current revenue is estimated to be about 870M, and next year they should exceed 1B in revenue. Earnings per share ending this December should be about 0.70/sh and next year should be 0.96/sh. That is excellent growth I could live with.Return on assets (ttm) and Equity (ttm) are not very high at 4.48% and 8.89% respectively. But, in this competitive market they have managed a Qtrly Revenue Growth (yoy) is 25.40% and their Quarterly Earnings Growth (yoy) is 274.60% .They have A total debt of 121.06M but have total cash of 397.22M on hand to keep investing in their company. They only have 3.08% insiders and I would like to have seen that higher, but at least a few members of management have a motivation to keep the company away from harms way.Like most stocks caught in the October doldrums this stock may fall a bit. If it does, it may drop to price that would be good for the long haul.
i say bottom
strong leadership and culture (glassdoor: 90% rec to friend; 95% ceo approve); long-term, patient approach to leading their industry; recent price drop makes them more reasonable (p/e under 70) with strong continued growth in rev and earnings; industry will continue to grow and require constant innovationrisks: still high p/e, competitive industry, down market will hit infn harder than others due to traditional metrics and short-sightedness
Disruptive market leading technology in a rapidly expanding technology sector which is essential for building new networks and expanding existing network
With the larger growth in data transfer I think this company stands to continue to gain market share and become more profitable.
Build the pipeline, make it bigger and faster, and the data will come. Intelligent Optical Transport Networks for all. Did somebody say smart acquisitions or behemoth customers? I expect to be traveling at the speed of 100g.
wOw -- expanding margins, expanding addressable market, and they're just getting started.
IOT, need I say more? FB just went with them, they keep laying the groundwork for it all.
good products and strong position in the market
Now is the time for the global upgrade to fiber optic networks. The Facebook deal is huge.
Infinera's time has finally come. They have an excellent plan and innovative products. New Metro Cloud products have been added to their disruptive long distance solutions. We should continue to see increasing adoption of these products as time goes on.
We were comparing this stock against Ford to determine which we favor more over the next 3+ years. Based on our research, we determined that Infinera is offering a disruptive approach to optical networking, and is well ahead of the competition here. We are greatly impressed by the % of sales being spent on R&D: nearly 20%. As the company has transitioned from being an unprofitable bet on the future into profitability, the stock has doubled over the past year. But that doesn't dissuade us from going INFN over F, as the company has much more growing room and a lighter business model. Four times price-to-sales ratio shows the market's appreciation for the company at this time, and sales are ramping impressively....
Increasing need for more bandwidth will help this company grow.
It's taking a bit of a hit today!? Expansion of Internet bandwidth is a necessity, Infinera is positioned to assist in that.
infinera has all the right things going for it....new technology that is way ahead of the crowd and good corporate leadership.....I am surprised that the market place is so slow to recognize the pluses.....just look at invn.....what a run up with their technology advancements ....I am just wondering when InFn will see the stock price valuation that recognizes their product in the market place.
They are ahead on capacity right now but it's better being ahead of the game so that when there is a demand, they will always have a leg up on competition. Could be 70/share in three years or less.
Monkey has been climbing this tree for over six years now, the idea being that as humans become more and more voraciously addicted to their gizmos and gadgets, the need for better data pipes and plumbing will increase exponentially. And INFN makes the best interwebs information pipes and plumbing solutions in the business, with a sweet razor and blade model that has tremendous margin potential down the road after the initial foundation of razors is sold far and wide. So as far as potential goes, this company has stupid large amounts of it. The downside is that the best technology doesn't always win in the IT infrastructure space due to pricing power wars and issues of size and scale––Infinera is a little guy––so patience and proper allocation considerations are required. Still, a little amount wagered on the right underdog can be just the Banana Hot Fudge Sunday you're looking for.
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