Juniper Networks, Inc. (JNPR) | Investment Case

1. Company Snapshot

1.a. Company Description

Juniper Networks, Inc.designs, develops, and sells network products and services worldwide.The company offers routing products, such as ACX series universal access routers to deploy high-bandwidth services; MX series Ethernet routers that function as a universal edge platform; PTX series packet transport routers; wide-area network SDN controllers; and session smart routers.

It also provides switching products, including EX series Ethernet switches to address the access, aggregation, and core layer switching requirements of micro branch, branch office, and campus environments; QFX series of core, spine, and top-of-rack data center switches; and juniper access points, which provide Wi-Fi access and performance.In addition, the company offers security products comprising SRX series services gateways for the data center; Branch SRX family provides an integrated and next-generation firewall; virtual firewall that delivers various features of physical firewalls; and advanced malware protection, a cloud-based service and Juniper ATP.Further, it offers Junos OS, a network operating system; Contrail networking, which provides an open-source and standards-based platform for SDN; Mist AI-driven Wired, Wireless, and WAN assurance solutions to set and measure key metrics; Mist AI-driven Marvis Virtual Network Assistant, which identifies the root cause of issues; Juniper Paragon Automation, a modular portfolio of cloud-native software applications; and Juniper Apstra to automate the network lifecycle in a single system.

Additionally, the company provides software-as-a-service, technical support, maintenance, and professional services, as well as education and training programs.It sells its products through direct sales, distributors, value-added resellers, and original equipment manufacturers to end-users in the cloud, service provider, and enterprise markets.The company was incorporated in 1996 and is headquartered in Sunnyvale, California.

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1.b. Last Insights on JNPR

Juniper Networks' recent strength is driven by the settlement of the US Department of Justice's antitrust lawsuit, paving the way for Hewlett-Packard Enterprise's $14 billion all-cash acquisition. This development removes a significant barrier to the deal's closure. Additionally, Juniper's leadership in AI-native networks and its positioning as a Leader in the 2025 Magic Quadrant for Enterprise Wired and Wireless LAN Infrastructure by Gartner, for the fourth consecutive time, further supports its growth prospects.

1.c. Company Highlights

Last Price	39.95
Change Percentage	0.05%
Open	39.95
Previous Close	39.95
Market Cap ( Millions)	13359
Volume	8882272
Year High	39.96
Year Low	33.42
M A 50	36.19
M A 200	36.92

FCF Yield	5.05%
Dividend Yield	1.10%
ROE	7.52%
Debt / Equity	39.33%
Net Debt / EBIDTA	95.33%
Price To Book	2.76
Price Earnings Ratio	37.74
Price To FCF	19.8
Price To sales	2.57
EV / EBITDA	21.83

2. Transcript Summary

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3. NewsRoom

Juniper Biosciences Raises Oversubscribed and Upsized $40 Million Seed Financing to Fund Development of Its Innovative Pipeline

Dec -01

Source: globenewswire.com

i2c Named an Established Leader in Juniper Research's Modern Card Issuing Platforms Report & Competitor Leaderboard

Nov -25

Source: businesswire.com

US states can intervene in case over HPE's $14 billion Juniper acquisition, judge rules

Nov -18

Source: reuters.com

Modern Card Issuing Platforms Market to Surpass $4.2 Billion by 2030, as Juniper Research Reveals Global Leaders Driving Fintech Innovation

Nov -17

Source: globenewswire.com

Juniper Research Unveils the Top 10 Trends Set to Shape Fintech & Payments in 2026

Nov -12

Source: globenewswire.com

HPE's $14 billion Juniper acquisition could face state challenge

Oct -15

Source: reuters.com

payabl. Wins Platinum for Virtual Cards Innovation at the Future Digital Awards 2025 Presented by Juniper Research

Oct -08

Source: businesswire.com

Trulioo Earns Dual Honors in Juniper Research's Future Digital Awards for Fintech & Payments 2025

Oct -08

Source: businesswire.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (9.57%)

6. Segments

Automated WAN Solutions

Expected Growth: 8%

Juniper Networks' Automated WAN Solutions growth is driven by increasing demand for cloud-based services, IoT adoption, and digital transformation. Additionally, the need for secure, scalable, and agile networks fuels growth. Furthermore, the shift towards software-defined networking and network function virtualization also contributes to the 8% growth rate.

Hardware Maintenance and Professional Services

Expected Growth: 9%

Juniper Networks' 9% growth in Hardware Maintenance and Professional Services is driven by increasing demand for network infrastructure upgrades, adoption of cloud-based services, and growing need for cybersecurity solutions. Additionally, the company's strategic partnerships and investments in emerging technologies such as 5G, AI, and IoT are contributing to its growth momentum.

AI-Driven Enterprise

Expected Growth: 11%

Juniper Networks' AI-Driven Enterprise growth is driven by increasing demand for network automation, cybersecurity, and cloud adoption. The 11% growth is fueled by enterprises' need for efficient network management, improved security, and scalability. Additionally, the rise of IoT devices and 5G networks is creating new opportunities for AI-driven network solutions.

Cloud-Ready Data Center

Expected Growth: 12%

The 12% growth of Cloud-Ready Data Center from Juniper Networks, Inc. is driven by increasing demand for scalable and secure infrastructure, adoption of hybrid and multi-cloud strategies, and the need for high-performance networking solutions to support digital transformation and IoT initiatives.

7. Detailed Products

Juniper Networks Routers

High-performance routers for service providers and enterprises, offering scalability, reliability, and security

Juniper Networks Switches

Ethernet switches for data center, campus, and branch networks, providing high-density, low-latency, and secure connectivity

Juniper Networks Security Solutions

Comprehensive security solutions, including firewalls, intrusion prevention, and secure access, to protect networks from cyber threats

Juniper Networks SDN and NFV Solutions

Software-defined networking (SDN) and network functions virtualization (NFV) solutions for automated, scalable, and agile networks

Juniper Networks Wi-Fi Solutions

Wireless access points and controllers for secure, high-performance, and reliable Wi-Fi connectivity

Juniper Networks Network Management Solutions

Network management software for monitoring, troubleshooting, and optimizing network performance and security

8. Juniper Networks, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Juniper Networks, Inc. faces moderate threat from substitutes, as customers have limited alternatives for its high-performance networking equipment and services.

Bargaining Power Of Customers

Juniper Networks, Inc. has a diverse customer base, which reduces the bargaining power of individual customers, giving the company an upper hand in negotiations.

Bargaining Power Of Suppliers

Juniper Networks, Inc. relies on a few key suppliers for components and manufacturing services, giving them some bargaining power, but the company's size and diversification mitigate this risk.

Threat Of New Entrants

The high barriers to entry in the networking equipment and services market, including significant R&D investments and established relationships with customers, make it difficult for new entrants to compete with Juniper Networks, Inc.

Intensity Of Rivalry

The networking equipment and services market is highly competitive, with several established players, including Cisco Systems, Hewlett Packard Enterprise, and Nokia, competing fiercely for market share.

9. SWOT Analysis

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

	Value
Debt Weight	29.77%
Debt Cost	5.14%
Equity Weight	70.23%
Equity Cost	8.85%
WACC	7.75%
Leverage	42.38%

11. Quality Control: Juniper Networks, Inc. passed 6 out of 9 key points

Strong Liquidity

Low Debt

Strong Interest Coverage

Healthy Cash Flow

Operating Efficiency

Strong Return On Equity

Consistent Revenue Growth

Consistent Operating Cash Flow Growth

Margin Improvement

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Juniper Networks

A-Score: 5.8/10

Value: 2.8

Growth: 4.4

Quality: 6.4

Yield: 5.0

Momentum: 6.0

Volatility: 10.0

1-Year Total Return ->

Ubiquiti

A-Score: 5.0/10

Value: 0.0

Growth: 8.1

Quality: 8.4

Yield: 1.0

Momentum: 10.0

Volatility: 2.7

1-Year Total Return ->

Belden

A-Score: 4.3/10

Value: 3.6

Growth: 6.0

Quality: 5.3

Yield: 0.0

Momentum: 4.0

Volatility: 6.7

1-Year Total Return ->

Ciena

A-Score: 4.1/10

Value: 0.7

Growth: 4.7

Quality: 5.9

Yield: 0.0

Momentum: 10.0

Volatility: 3.3

1-Year Total Return ->

EchoStar

A-Score: 4.0/10

Value: 7.1

Growth: 4.2

Quality: 1.8

Yield: 0.0

Momentum: 10.0

Volatility: 1.0

1-Year Total Return ->

Zebra Technologies

A-Score: 3.8/10

Value: 3.4

Growth: 5.4

Quality: 6.6

Yield: 0.0

Momentum: 2.5

Volatility: 5.0

1-Year Total Return ->

Peers Metrics

12.e Scoring ^Insights

12.f DCF ^BETA

Parameters

Short Term Growth

3.71%

Short term Time

10.0

Long-Term Growth

2.00%

WACC

7.75%

Juniper Networks, Inc. - US48203R1041

1. Company Snapshot

1.a. Company Description

1.b. Last Insights on JNPR

1.c. Company Highlights

Higher Yield

Less Volatile

Stable Momentum

Earnings Miss

Revenues Miss

Strong Momentum

Fairly Valued

Earnings Beats

Revenues Beats

Expensive

2. Transcript Summary

3. NewsRoom

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (9.57%)

6. Segments

Automated WAN Solutions

Expected Growth: 8%

Hardware Maintenance and Professional Services

Expected Growth: 9%

AI-Driven Enterprise

Expected Growth: 11%

Cloud-Ready Data Center

Expected Growth: 12%

7. Detailed Products

Juniper Networks Routers

Juniper Networks Switches

Juniper Networks Security Solutions

Juniper Networks SDN and NFV Solutions

Juniper Networks Wi-Fi Solutions

Juniper Networks Network Management Solutions

8. Juniper Networks, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Bargaining Power Of Customers

Bargaining Power Of Suppliers

Threat Of New Entrants

Intensity Of Rivalry

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

11. Quality Control: Juniper Networks, Inc. passed 6 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

39.95$

Current Price

39.95$

Potential

-0.00%

Expected Cash-Flows

12.e Scoring ^Insights

12.f DCF ^BETA