Market Overview

Infrastructure Software Industry Update (FFIV, CHKP, ARUN, BCSI, FTNT)


Analysts Jonathan Ruykhaver and Aleksandr (Alex) Zukin at ThinkEquity LLC have released an update on the Infrastructure Software industry. Analysts believe that the sector sentiment has strengthened, as meaningful improvements in the macroeconomic environment continue to benefit IT spending trends and investor sentiment.

Analysts’ checks with customers and partners suggest that trends in the Application Delivery Networking (AND) market remains strong for F5 Networks, Inc. (NASDAQ: FFIV). According to analysts, momentum from first-quarter has continued into the second-quarter and with a strong backlog and improved closure rates, F5 Networks is positioned exceed Street expectations. The company has maintained its Buy rating.

Analysts’ checks with Check Point Software Technologies Ltd.’s (NASDAQ: CHKP) customers and partners suggest positive activity around key growth initiatives, including Nokia customer conversion and software blade adoption. Analysts believe that the company remains well-positioned fundamentally and have therefore maintained their Buy rating for it.

Among the other companies in their coverage in the infrastructure software sector, analysts at ThinkEquity LLC have a Buy rating for Aruba Networks, Inc. (NASDAQ: ARUN), Blue Coat Systems, Inc. (NASDAQ: BCSI), Fortinet, Inc. (NASDAQ: FTNT), ArcSight Inc. (NASDAQ: ARST), McAfee, Inc. (NYSE: MFE), Symantec Corporation (NASDAQ: SYMC) and Sourcefire, Inc. (NASDAQ: FIRE).

Posted-In: Aleksandr (Alex) Zukin Jonathan Ruykhaver ThinkEquity LLCAnalyst Color Analyst Ratings


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