Riverbed Technology, Inc. (NASDAQ:RVBD)
The Company is into development of innovative and comprehensive solutions that address the inter-related root causes of poor performance of wide-area distributed computing: latency and protocol chattiness, and bandwidth limitations.
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Recs
rick0853
(47.39)
Submitted: 2/4/2012 7:58:44 AM :
Start Price:
$26.44
RVBD Score:
+4.37
internet performance will be important
Recs
Recs
brow0905
(79.73)
Submitted: 1/26/2012 1:42:03 PM :
Start Price:
$29.72
RVBD Score:
-8.71
lets go to the cloud...
Recs
VTDave
(46.14)
Submitted: 12/30/2011 10:35:30 AM :
Start Price:
$23.89
RVBD Score:
+9.29
RVBD is a huge player in WAN optimization and continues to gobble up market share. At it's current price, the TTM P/E is about 68, near the bottom of their historic range. The FTM P/E is even better - 21.3. If they even get close to analysts 2012 estimates, I think the stock will explode.
Recs
Inhouseanalyst
(< 20)
Submitted: 11/17/2011 6:04:18 PM :
Start Price:
$23.63
RVBD Score:
+1.82
Gaining market share; excellent growth; new product development; can outpace competitors with new technology
Recs
ipsiety
(26.59)
Submitted: 9/20/2011 9:45:04 AM :
Start Price:
$29.56
RVBD Score:
+13.74
Too much expectation build up at a P/S=5 !
Recs
dfishman44
(< 20)
Submitted: 9/13/2011 7:07:18 PM :
Start Price:
$23.71
RVBD Score:
+3.16
Stock will play catch-up.
Recs
rymico
(39.20)
Submitted: 8/30/2011 5:02:09 PM :
Start Price:
$23.87
RVBD Score:
+2.63
In an media-rich, dependent on data culture, optimization is everything
Recs
almodovar
(31.89)
Submitted: 8/26/2011 11:33:05 AM :
Start Price:
$22.10
RVBD Score:
+10.51
time to buy Riverbed again.
Recs
bordereiver
(31.84)
Submitted: 8/25/2011 9:17:30 AM :
Start Price:
$21.43
RVBD Score:
+15.95
Lagging now while they integrate their acquisitions. Still a rule breaker.
Recs
Jeffrey2012
(< 20)
Submitted: 8/7/2011 7:31:16 AM :
Start Price:
$31.60
RVBD Score:
+13.09
The company's performance is secretly deteriorating behind a wall of overly optimistic growth forecasts. During the past 2 quarters, DSO has gone from 27 - 28 - 37 in the recent quarter. For a company that is growing by 35+ avg, this is a bit disconcerning.
Another issue: the company has had tremendous insider selling through out the year. As I go over their 10Q and conference calls over their bubbly outlooks over their business, they seem to be running for the exits behind the scenes. Terrible management guidance.
Another issue: for a company that claims to have the best technology and is the current leading supplier of wan technology, they sure can't seem to stop with the acquisitions. They are not being clear about the costs of the acquisitions and I am thus concerned if they are over paying for niche technologies that they claim are so underserved.
Another issue: their share count keeps balooning after shrinking which is very disingenuous shareholders. Their growing share count will force them to make up for the eps dilution to keep ever growing bottom line results which may very well cause a flameout in the coming 2nd half.
Their 2nd half performance will likely be severely impacted due to the ever deteriorating conditions arising from the sovereign crisis in Europe and the potential for serious fiscal contraction in the U.S amongst others.
Recs
beadnell
(62.50)
Submitted: 8/4/2011 9:57:12 AM :
Start Price:
$28.42
RVBD Score:
+10.85
I'm being contrarian here, but I don't understand how I can make money or CAPS points from something with such a high P/E ratio, unless I am a little bearish.
Recs
ChampionGRWRS
(35.57)
Submitted: 8/2/2011 4:19:05 PM :
Start Price:
$28.10
RVBD Score:
-8.45
Networking & Communication Devices Pick
Recs
Harryjack
(20.45)
Submitted: 8/1/2011 8:24:31 PM :
Start Price:
$28.60
RVBD Score:
-8.38
This is the "Apple" in the web WAN optimization - they have the leading products, have signed great customers, and have a huge upside market as companies standardize on their product to secure corporate networks and optimize their capacity. Their customers have given high marks for service and support.
Recs
elgimp
(< 20)
Submitted: 7/31/2011 11:32:49 PM :
Start Price:
$29.58
RVBD Score:
-9.15
valuation - deduct the cash and its in the 20's PE - great for a growth stock
Recs
Speed03
(43.32)
Submitted: 7/27/2011 8:59:18 PM :
Start Price:
$29.31
RVBD Score:
-8.48
its all in the clouds.....
Recs
macheu02
(42.14)
Submitted: 7/27/2011 11:40:55 AM :
Start Price:
$29.83
RVBD Score:
-9.19
Riverbed took a big hit over a small miss in earnings. This stock is suffering from a market reaction not a fundamental devaluation. RVBD has no long term debt and cash on hand to cover it's short term obligations. I expect the stock to slowly climb back as the panic settles, if it makes its estimates for next quarter the stock should jump back by the end of the year.
Recs
salmonfun100
(< 20)
Submitted: 7/20/2011 2:19:36 PM :
Start Price:
$31.63
RVBD Score:
-13.49
price seems too change fast, beaten down couldbe a good entry
Recs
nosfool
(62.58)
Submitted: 7/20/2011 11:28:33 AM :
Start Price:
$31.71
RVBD Score:
-13.96
major player in cloud computing, sell off overdone, strong organic growth as well as growth through acquisition that positions RVBD well for the future
Recs
JPNot
(< 20)
Submitted: 7/20/2011 10:04:49 AM :
Start Price:
$31.93
RVBD Score:
-14.49
Buying on the dip here.
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