Juniper Networks (NYSE:JNPR) Bolsa

Juniper Networks

Juniper Networks Inc is engaged in designing, developing, and selling products and services for high-performance networks to enable customers to build scalable, reliable, secure, and cost-effective networks for their businesses while achieving agility and improved operating efficiency through automation. The company's high-performance network and service offerings include routing, switching, Wi-Fi, network security, artificial intelligence (AI) or AI-enabled enterprise networking operations (AIOps), and software-defined networking (SDN) technologies. In addition to the company's products, the company offers its customers a variety of services, including maintenance and support, professional services, Software-as-a-Service (SaaS), and education and training programs.

Juniper Networks Inc

The companies are expected to integrate Juniper's Mist AI and IBM watsonx with the aim to address the complexities of managing IT networks that can help improve user experiences and lower operational costs.
The latest collaboration will focus on bringing Mist AI, a key part of Juniper's AI-Native Networking Platform that uses AI to optimize the E2E client-to-cloud experience across wireless, wired, SD-WAN, data center and security experiences, with IBM watsonx, IBM's portfolio of AI products designed to accelerate the impact of generative AI and drive productivity in core enterprise workflows.

News

JNPR

Juniper Networks, IBM Plan To Expand Collaboration Around Joint Sales, Marketing And Product Integration Efforts

Juniper Networks Unveils New Solution To Accelerate GPUaaS And AIaaS Deployment For Neocloud And AI Cloud Providers

Tech

Juniper Networks Expands Routing Portfolio With the Launch Of  Juniper Networks ACX7020 Access Edge Router

Wall Street analysts rerated Cisco Systems, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) for its upbeat quarterly report Wednesday amid an exciting earnings season.
Cisco Systems reported <a target="_blank" href="https://www.benzinga.com/news/earnings/25/02/43675860/cisco-systems-shares-climb-on-better-than-expected-q2-results-strong-forward-guidance" rel="noreferrer noopener">quarterly earnings of</a> 94 cents per share, topping the analyst consensus estimate of 91 cents. Quarterly revenue of $13.9 billion beat the $13.87 billion consensus estimate.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/25/02/43691982/iron-mountain-q4-earnings-storage-and-data-center-revenue-growth-dividend-climbs-10-strong-2025-outlook" rel="noreferrer noopener">Iron Mountain Q4 Earnings: Storage And Data Center Revenue Growth, Dividend Climbs 10%, Strong 2025 Outlook</a>
Cisco Systems expects third-quarter EPS of 90 cents-92 cents, versus the 92 cent estimate, and revenue of $13.9 billion-$14.1 billion, versus the $13.86 billion estimate.
<ul>
<li>JP Morgan analyst Samik Chatterjee maintained Cisco Systems with an Overweight and raised the <a href="https://www.benzinga.com/quote/CSCO/analyst-ratings" target="_blank" rel="noreferrer noopener">price target from $69 to $73</a>.</li>
<li>Piper Sandler analyst James Fish reiterated Cisco Systems with a Neutral and raised the price target from $57 to $72.</li>
<li>Rosenblatt analyst Mike Genovese upgraded Cisco Systems to Buy from Neutral with an $80 price target.</li>
<li>BofA Securities analyst Tal Liani maintained Cisco Systems with a Buy and raised the price target to $76 from $72.</li>
<li>Goldman Sachs analyst Michael Ng reiterated Cisco Systems with a Neutral and raised the price target from $56 to $63.</li>
</ul>
JP Morgan: Cisco&#8217;s second-quarter results reinforced the improvement in the demand cycle, revenue upsides for Core Networking driving greater confidence in upsides for fiscal 2025, alleviating concerns around increased scrutiny on Public Sector and Fed spending, highlighting moderate cost headwinds for tariffs, while also noting mitigation levers in the form of both pricing and supply chain flexibility, and downplaying concerns of temporary dislocations in demand trends from the pull-forward of orders to avoid tariffs.
While the macro backdrop remains mixed, Cisco noted priority from Enterprise customers to spend towards modernizing infrastructure and strong Cloud demand, including triple-digit order growth from Hyperscalers and improving demand trends from Telco customers to get their networks ready for AI-led traffic demand.
Regarding Enterprise adoption of AI, Cisco highlighted a significant uptick in interest for integrated systems, which Chatterjee expects to build to be a key driver of improvement in demand for the portfolio with the broader proliferation of AI investments to the Enterprises alongside continued momentum from Hyperscalers.
Additionally, the analyst expects Core Networking to benefit from Enterprise AI adoption and a pull-through of other parts of the portfolio, including Security, as securing data remains a top priority for Enterprises while pursuing AI deployments, where Cisco&#8217;s broader portfolio stands well positioned to benefit.
Piper Sandler: Cisco faced a good setup as Fish previewed, which, given the upside, guide-up, and narrative around data center refresh, AI-traction with hyperscalers, Splunk integration, new product launches, and Campus refresh potentially down the road, has sent shares &gt;5% higher after hours.
The debate from here will center around how much the lead-metric upside had been more straightforward compared to incremental demand versus Splunk contribution.
Estimates are still set up well following the guide raise, and Fish noted that Cisco could sustain mid-single-digit sales growth as the cycles contribute and the business transition is nearing an inflection point. Fish sought a better entry point and preferred other names.
Rosenblatt: Genovese had been arguing that Extreme Networks Inc
(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EXTR#NASDAQ">EXTR</a>) and Juniper Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNPR#NYSE">JNPR</a>) deserve multiple expansions due to growth in software subscriptions, ARR, RPOs, and AI becoming a more significant driver of total business.
The analyst upgraded Cisco and raised the price target for the same reasons. For the second quarter, Cisco increased revenues by 9% to $14.0 billion and produced EPS of $0.94, exceeding consensus on each.
Total product orders grew 29% and 11%, excluding Splunk, with substantial improvement in Service Provider and Cloud orders. There was double-digit growth in ARR, RPOs, and subscriptions, which accounted for 56% of total revenue.
AI infrastructure orders with Web Scalers were more than $350 million in the quarter, bringing the year-to-date total to ~$700 million and putting Cisco on track to exceed $1 billion of AI infrastructure orders in fiscal 2025.
Other positives were triple-digit growth in Web-Scale orders and greater than 20% in Telco orders. Security revenues and orders more than doubled year-over-year. Cisco said it is starting to see AI orders from Enterprise customers.
BofA Securities: The second-quarter results and third-quarter guidance are above expectations. Excluding Splunk, orders were up 11%, Service Provider and Cloud orders up 63%, and double-digit Data Center and Campus order growth.
Demand is picking up on the back of high network utilization at the macro level following a few years of inventory absorption. AI infrastructure buildouts drive demand across Cloud, Service Provider, and Enterprise verticals.
Cisco was well prepared to address the improving demand, offering a solid portfolio of Optical, Routing, Silicon, and other solutions that cater to these needs. Liani expects continued growth in the second half and 2026.
The rerating reflects Liani&#8217;s belief that Networking should see renewed growth on normalization of Campus switching demand and Ethernet-based AI buildouts, new product announcements should support growth re-acceleration of its Security business, and noted Splunk synergies supporting growth initiatives in Security and Observability.
Additionally, Cisco&#8217;s shift to recurring and subscription revenue is positive and helps support the stock, with 50% of revenue now recurring.
Goldman Sachs: The strength in data center switching and improving Campus switching demand drove the upbeat quarter. Service Provider &amp; Cloud orders strength was driven by AI infrastructure readiness projects, with 20%+ growth in telco and triple-digit growth in webscale, including &gt;$350 million of back-end AI orders, which puts Cisco on track to exceed its $1 billion AI fiscal 2025 order target.
Public Sector orders were up on strength in international public sector demand. U.S. federal represents &lt;10% of total revenue, of which ~75% is the Department of Defense, which Cisco noted is less impacted by government efficiency efforts than civilian agencies.
Ng is encouraged by Cisco&#8217;s order momentum year-to-date, which increases visibility into fiscal 2026 and 2027 targets for 4%-6% annual revenue growth and its conservative outlook for gross margins, which reflect the full potential impacts for tariffs on China, Mexico, and China.&nbsp;&nbsp;
Price Action: CSCO stock is up 2.81% at $64.29 at last check Thursday.
Also Read:
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<li><a href="https://www.benzinga.com/news/earnings/25/02/43692627/himax-q4-earnings-beats-estimates-automotive-and-ai-tech-drive-revenue-raises-outlook" target="_blank" rel="noreferrer noopener">Himax Q4 Earnings: Beats Estimates, Automotive And AI Tech Drive Revenue, Raises Outlook</a></li>
</ul>
Photo via Shutterstock

Upgrades

Price Target

Reiteration

Analyst Ratings

Trading Ideas

CSCO

EXTR

Cisco's AI Expansion and Cloud Growth Drive Analyst Upgrades And Price Hikes, Citing Growth Like Extreme & Juniper

Juniper Networks Announced New Additions To Its Leading Wired Access Portfolio That Enable Companies Of All Sizes To Scale Their It Operations, Proactively Mitigate Risks And Successfully Facilitate Strategic Digital Transformation Initiatives

Barclays analyst Tim Long maintains Juniper Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNPR#NYSE">JNPR</a>) with a Equal-Weight and raises the price target from $37 to $39.

Barclays Maintains Equal-Weight on Juniper Networks, Raises Price Target to $39

Juniper Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNPR#NYSE">JNPR</a>) released its Q4 earnings on Tuesday, February 4, 2025 at 04:15 PM.
Here's what's important from the earnings announcement.
<h3>Earnings</h3>
Juniper Networks beat estimated earnings by 12.0%, reporting an EPS of $0.64 versus an estimate of $0.57.
Revenue was up $39.00 million from the same period last year.
<h3>Analysis of Past Earnings</h3>
The company beat on EPS by $0.04 in the previous quarter, leading to a 0.0% increase share price change the next day.
Here's a look at Juniper Networks's past performance:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
<th>Q4 2023</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.44</td>
<td>0.44</td>
<td>0.40</td>
<td>0.64</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.48</td>
<td>0.31</td>
<td>0.29</td>
<td>0.61</td>
</tr>
<tr>
<td>Revenue Estimate</td>
<td>1.26B</td>
<td>1.25B</td>
<td>1.24B</td>
<td>1.41B</td>
</tr>
<tr>
<td>Revenue Actual</td>
<td>1.33B</td>
<td>1.19B</td>
<td>1.15B</td>
<td>1.36B</td>
</tr>
</tbody>
</table>

To track all earnings releases for Juniper Networks <a href="https://www.benzinga.com/quote/JNPR/earnings">visit their earnings calendar here.</a> 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Earnings

Earnings Breakdown: Juniper Networks Q4

The earnings results for Juniper Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNPR#NYSE">JNPR</a>) for Q4 were made public on Tuesday, February 4, 2025 at 04:15 PM.
Here's a comprehensive overview of the announcement.
<h3>Earnings</h3>
Juniper Networks beat estimated earnings by 12.0%, reporting an EPS of $0.64 versus an estimate of $0.57.
Revenue was up $39.00 million from the same period last year.
<h3>Overview of Past Earnings</h3>
In the previous quarter, the company beat on EPS by $0.04, resulting in a 0.0% increase change in the share price the following day.
Here's a look at Juniper Networks's past performance:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
<th>Q4 2023</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.44</td>
<td>0.44</td>
<td>0.40</td>
<td>0.64</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.48</td>
<td>0.31</td>
<td>0.29</td>
<td>0.61</td>
</tr>
<tr>
<td>Revenue Estimate</td>
<td>1.26B</td>
<td>1.25B</td>
<td>1.24B</td>
<td>1.41B</td>
</tr>
<tr>
<td>Revenue Actual</td>
<td>1.33B</td>
<td>1.19B</td>
<td>1.15B</td>
<td>1.36B</td>
</tr>
</tbody>
</table>

To track all earnings releases for Juniper Networks <a href="https://www.benzinga.com/quote/JNPR/earnings">visit their earnings calendar here.</a> 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Juniper Networks Earnings Review: Q4 Summary

The Q4 earnings report for Juniper Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNPR#NYSE">JNPR</a>) was released on Tuesday, February 4, 2025 at 04:15 PM.
Here's what investors need to know about the latest announcement.
<h3>Earnings</h3>
Juniper Networks beat estimated earnings by 12.0%, reporting an EPS of $0.64 versus an estimate of $0.57.
Revenue was up $39.00 million from the same period last year.
<h3>Historical Earnings Summary</h3>
In the previous quarter, the company beat on EPS by $0.04, resulting in a 0.0% increase change in the share price the following day.
Here's a look at Juniper Networks's past performance:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
<th>Q4 2023</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.44</td>
<td>0.44</td>
<td>0.40</td>
<td>0.64</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.48</td>
<td>0.31</td>
<td>0.29</td>
<td>0.61</td>
</tr>
<tr>
<td>Revenue Estimate</td>
<td>1.26B</td>
<td>1.25B</td>
<td>1.24B</td>
<td>1.41B</td>
</tr>
<tr>
<td>Revenue Actual</td>
<td>1.33B</td>
<td>1.19B</td>
<td>1.15B</td>
<td>1.36B</td>
</tr>
</tbody>
</table>

To track all earnings releases for Juniper Networks <a href="https://www.benzinga.com/quote/JNPR/earnings">visit their earnings calendar here.</a> 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Juniper Networks Earnings Report: Q4 Overview

Dividends

Buybacks

Juniper Networks Remains Committed To Paying Dividend; Agreed To Suspend Repurchases Of Shares In Accordance With Terms Of Merger Agreement With HPE

Guidance

Juniper Networks Says It Will Not Be Providing Financial Guidance In Light Of Proposed Transaction With HPE

Juniper Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNPR#NYSE">JNPR</a>) reported quarterly earnings of $0.64 per share which beat the analyst consensus estimate of $0.58 by 10.34 percent. This is a 4.92 percent increase over earnings of $0.61 per share from the same period last year. The company reported quarterly sales of $1.40 billion which beat the analyst consensus estimate of $1.39 billion by 0.77 percent. This is a 2.86 percent increase over sales of $1.36 billion the same period last year.

Earnings Beats

Juniper Networks Q4 2024 Adj EPS $0.64 Beats $0.58 Estimate, Sales $1.40B Beat $1.39B Estimate

Evercore ISI Group analyst Amit Daryanani upgrades Juniper Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNPR#NYSE">JNPR</a>) from In-Line to Outperform and announces $40 price target.

Evercore ISI Group Upgrades Juniper Networks to Outperform, Announces $40 Price Target

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Earnings Scheduled For February 4, 2025

<h2 class="wp-block-heading">New On The Block</h2>
<ul>
<li>Sage Therapeutics, Inc. NASDAQ: SAGE) is officially exploring "strategic alternatives" to make shareholders happy. The process includes anything from a possible business combination to a full-on sale. Who&#8217;s interested? That would be Biogen Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIIB#NASDAQ">BIIB</a>), which submitted an unsolicited offer Sage rejected. Cambridge, Massachusetts-based Sage is known for its ZURZUVAE treatment for women with PPD. Goldman Sachs is providing financial advice and Skadden, Arps, Slate, Meagher &amp; Flom LLP oversees legal matters. </li>
<li>Silvus Technologies, a Los Angeles-based mobile telecom owned by TJC, hired Morgan Stanley to explore a sale or initial public offering. TJC could seek a valuation of as much as $5 billion for Silvus, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-01-30/tjc-is-said-to-weigh-sale-ipo-of-radio-tech-provider-silvus">reported</a> citing sources. TJC, aka The Jordan Company purchased Silvus in December 2019. </li>
<li>Allakos Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALLK#NASDAQ">ALLK</a>) is shutting down its AK006 program, leading to a major downsizing — about 75% of the company will be laid off. The biotech plans to keep around 15 employees to explore strategic alternatives, which CEO Robert Alexander described as "the usual things," according <a href="https://www.fiercebiotech.com/biotech/allakos-axes-program-lays-75-staff-and-seeks-strategic-alternatives-after-phase-1-flop">to</a> Fierce Biotech. The move will significantly deplete Allakos' cash reserves, which stood at $81 million at the end of last year. The company expects to spend $34 million to $38 million on severance and restructuring costs, leaving it with just $35 million to $40 million in reserves by mid-year. The pressure is on to find a new strategic direction quickly.</li>
</ul>
<h2 class="wp-block-heading">Updates From The Block</h2>
<ul>
<li>YouTube star Jimmy Donaldson (aka MrBeast) has secured more than <a href="https://www.benzinga.com/25/01/43325891/backed-by-youtube-king-mrbeast-group-of-american-investors-including-roblox-ceo-lock-in-over-20-billion-for-tiktok-takeover-but-they-have-not-heard-back-directly-from-bytedance">$20 billion</a> for a TikTok offer. An investor group, led by tech entrepreneur Jesse Tinsley, includes Roblox Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RBLX#NYSE">RBLX</a>) CEO David Baszucki and Anchorage Digital CEO Nathan McCauley as investors. Tinsley <a href="https://www.bloomberg.com/news/articles/2025-01-29/tiktok-bidders-to-offer-significantly-more-than-20-billion?sref=KkPzpZvz">told</a> Bloomberg that their offer is &#8220;significantly higher&#8221; than a competing $20 billion bid. Whether Tinsley was referring to the <a href="https://www.benzinga.com/general/entertainment/25/01/42834240/kevin-oleary-joins-the-peoples-bid-for-tiktok-as-pending-ban-looms">Project Liberty bid</a> by former Los Angeles Dodgers owner Frank McCourt and &#8220;Shark Tank&#8221; star Kevin O'Leary is unclear. Also uncertain is whether Microsoft was seriously making a bid, <a href="https://www.benzinga.com/25/01/43260646/microsoft-eyes-tiktok-us-deal-as-trump-confirms-acquisition-talks-are-underway">as indicated by President Trump</a>.</li>
</ul>
<ul>
<li>Hewlett Packard Enterprise&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>) $14 billion purchase of Juniper Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNPR#NYSE">JNPR</a>) hit a roadblock. The Department of Justice is suing the tech company in what marks the first antitrust action of Trump's second term. The deal would result in Cisco Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) and the combined HPE-Juniper entity controlling 70% of the wireless networking industry, regulators <a href="https://www.wsj.com/politics/policy/justice-department-sues-to-block-hewlett-packard-enterprises-bid-for-juniper-networks-99af47ac?mod=deals_news_article_pos1&amp;utm_source=newsletter&amp;utm_medium=email&amp;utm_campaign=newsletter_axiosprorata&amp;stream=top">said</a>. The merger, which was announced last January, has already received U.K. and EU regulatory approvals. </li>
<li>President Vladimir Putin signed a decree allowing Goldman Sachs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GS#NYSE">GS</a>) to sell its Russia subsidiary to Balchug Capital.<a href="https://link.axios.com/click/38421266.59136/aHR0cHM6Ly9heGlvcy5saW5rLzQweWRrelk_dXRtX3NvdXJjZT1uZXdzbGV0dGVyJnV0bV9tZWRpdW09ZW1haWwmdXRtX2NhbXBhaWduPW5ld3NsZXR0ZXJfYXhpb3Nwcm9yYXRhJnN0cmVhbT10b3A/5841ec813f92a47b9bba9e4dBd37e415e" target="_blank" rel="noreferrer noopener"> </a>The deal makes the U.S. bank one of the few Western banks to fully exit the country, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-01-31/putin-allows-goldman-sachs-to-sell-its-business-in-russia?srnd=phx-deals">reports</a>.</li>
</ul>
<ul>
<li>Nippon Steel (TYO:<a class="ticker" href="https://www.benzinga.com/stock/TYO:5401#TYO">5401</a>) launched a $456 million tender offer for the remainder of its subsidiary Sanyo Special Steel (TYO:<a class="ticker" href="https://www.benzinga.com/stock/TYO:5481#TYO">5481</a>), representing a 37% premium.</li>
</ul>
<ul>
<li>Outbrain Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OB#NASDAQ">OB</a>) <a href="https://www.wsj.com/business/deals/outbrain-teads-1-billion-merger-deal-cleared-by-u-k-antitrust-regulator-dbc95d74?mod=deals_news_article_pos1">received</a> U.K. antitrust approval for its $1-billion acquisition of Dutch digital advertising platform from Altice, according to the Wall Street Journal.</li>
</ul>
<ul>
<li>Welltower Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WELL#NYSE">WELL</a>) <a href="https://welltower.com/investors/press-release-details/?id=27351#xd_co_f=YTg5NDI3NDMtNjI0Yy00MWUzLTllMDctNDQwMjQxZTliMTg3~">acquired</a> NorthStar Healthcare Income, a New York-based real estate investment trust focused on senior housing, for $900 million.</li>
</ul>
<ul>
<li>Emerson Electric Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EMR#NYSE">EMR</a>), an automation technology provider, has agreed to acquire the remaining shares it doesn't own of software supplier AspenTech for $265 per share in an all-cash tender offer. The minority stake being now acquired is <a href="https://www.benzinga.com/news/large-cap/25/01/43229951/emerson-electric-to-buy-out-aspentech-minority-stake-in-7-2-billion-cash-deal">valued at $7.2 billion</a>.</li>
</ul>
<h2 class="wp-block-heading">Off The Block</h2>
<ul>
<li>General Mills Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIS#NYSE">GIS</a>) completed the $2.1 billion sale of its U.S. and Canadian yogurt units to French dairies Groupe Lactalis and Sodiaal.</li>
</ul>
<h2 class="wp-block-heading">Bankruptcy Block</h2>
<ul>
<li>Spirit Airlines rejected a $400 million merger proposal from Frontier Group Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULCC#NASDAQ">ULCC</a>). The offer wasn&#8217;t high enough, the bankrupt air carrier said. Spirit, considered the biggest U.S. budget airline, filed a Chapter 11 <a href="https://www.benzinga.com/24/11/42032477/spirit-airlines-eyes-financial-stability-with-chapter-11-filing-and-equity-injection">bankruptcy petition in November</a>.</li>
</ul>
For last week&#8217;s <a href="https://www.benzinga.com/news/asset-sales/25/01/43216373/deal-dispatch-lovely-day-to-sell-guinness-plus-23andme-to-rid-lineage-of-lemonaid">Deal Dispatch, click here</a>.
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Deal Dispatch: Sage And Silvus Are Up For Sale, MrBeast Secures $20B For TikTok

Proposed Acquisition Drives Innovation for Customer Solutions, Enhances an Already Competitive Market, and Fortifies U.S. National Security and the American "Core Tech" Sector
Companies Plan to Vigorously Defend the Transaction in Court
Hewlett Packard Enterprise (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>) and Juniper Networks, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNPR#NYSE">JNPR</a>) today responded to the filing of a complaint by the U.S. Department of Justice seeking to prohibit closing of HPE's proposed acquisition of Juniper:
"We believe the Department of Justice's analysis of this acquisition is fundamentally flawed and we are disappointed in its decision to file a suit attempting to prohibit the closing of the transaction. We will vigorously defend against the Department of Justice's overreaching interpretation of antitrust laws and will demonstrate how this transaction will provide customers with greater innovation and choice, positively change the dynamics in the networking market by enhancing competition, and strengthen the backbone of U.S. networking infrastructure. Consistent with the conclusions reached by all other major antitrust regulators who have reviewed the deal, this transaction brings together two complementary networking offerings and will create a networking player with the scope and scale to more effectively compete with global incumbents. This proposed acquisition will provide customers of all sizes with a modern, secure network built with AI and for AI to ensure a better user and operator experience, and will create more competition, not less."
The facts in support of this transaction are clear:
There is extensive evidence that shows this acquisition is pro-competitive and the product area that is the focus of the DOJ's suit – Wireless Local Area Network (WLAN) – is characterized by robust competition, with at least eight alternatives to HPE and Juniper.
<ul>
<li>The DOJ's claim that the WLAN market is composed of three primary players is substantially disconnected from market realities. As customers shift to AI and cloud-driven business strategies for secure, unified technology solutions to protect their data, barriers to entry have decreased and expansion and competition for WLAN has intensified. As such, WLAN is an extremely competitive market with a broad set of players, all of whom are fighting for business and winning bids in competitive RFP processes. The transaction will not impede the ability of other WLAN vendors to vigorously compete.</li>
<li>These allegations ignore well capitalized competitors in the U.S. – several of which hold market shares comparable to Juniper and one of which holds more than 50% market share. These competitors generate business across all customer sizes and industry verticals, including large enterprise customers, who often solicit bids from five competitors for each opportunity.</li>
<li>The transaction has been approved by antitrust regulators in 14 jurisdictions, including the European Commission and the U.K. CMA, each of which unconditionally cleared the transaction and acknowledged the pro-competitive benefits of this transaction. Other than Israel, the U.S. is the only jurisdiction to not have cleared this deal.</li>
<li>Customers support this transaction, and the Department of Justice has not provided any evidence of customer complaints.</li>
</ul>
The combination creates unparalleled opportunity to better serve both HPE and Juniper customers and acts as an innovation catalyst for the industry.
<ul>
<li>This transaction will benefit customers who gain a comprehensive AI-driven and cloud-native IT portfolio including the networking architecture necessary to manage and simplify their expanding and increasingly complex connectivity needs.</li>
<li>Following the completion of the transaction, the combined company expects to accelerate innovation across the entire networking stack by investing in various R&amp;D initiatives. This innovation will create more compelling solutions for customers and partners.</li>
</ul>
HPE and Juniper's complementary combination will create a compelling, U.S.-based alternative globally to incumbents, fortifying the American "core tech" sector that serves as the backbone of U.S. networking infrastructure.
<ul>
<li>"Core tech" companies build and maintain the critical infrastructure that enables our entire modern economy and includes essential technologies like large-scale compute, semiconductors, and networking. These are essential to safeguarding national security.</li>
<li>The networking space has become a critical arena of vulnerability, particularly as the industry looks toward 6G development and quantum-secure communications.</li>
<li>The transaction will create a robust U.S.-based provider of core technology infrastructure that can help to protect against national security risks in the global technology market.</li>
</ul>
HPE and Juniper remain fully committed to the transaction and believe we will prevail in litigation and close the transaction so we can deliver the benefits of this acquisition to our customers.

Legal

Hewlett Packard Enterprise And Juniper Networks Strongly Oppose Department Of Justice's Decision To File Suit To Block Acquisition; Companies Plan To Vigorously Defend The Transaction In Court

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/31/25</td>
<td>$120.00</td>
<td>$25.6K</td>
<td>80.0K</td>
<td>128.5K</td>
</tr>
<tr>
<td>AAPL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/31/25</td>
<td>$237.50</td>
<td>$47.6K</td>
<td>5.6K</td>
<td>5.8K</td>
</tr>
<tr>
<td>TER</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>02/21/25</td>
<td>$115.00</td>
<td>$27.6K</td>
<td>8</td>
<td>4.4K</td>
</tr>
<tr>
<td>MSTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/31/25</td>
<td>$330.00</td>
<td>$33.5K</td>
<td>2.7K</td>
<td>2.7K</td>
</tr>
<tr>
<td>MU</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$90.00</td>
<td>$43.3K</td>
<td>6.3K</td>
<td>1.9K</td>
</tr>
<tr>
<td>DDOG</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/14/25</td>
<td>$150.00</td>
<td>$27.8K</td>
<td>587</td>
<td>1.8K</td>
</tr>
<tr>
<td>JNPR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$35.00</td>
<td>$31.2K</td>
<td>12.0K</td>
<td>1.5K</td>
</tr>
<tr>
<td>AVGO</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$240.00</td>
<td>$31.3K</td>
<td>1.2K</td>
<td>1.0K</td>
</tr>
<tr>
<td>WDC</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$65.00</td>
<td>$31.5K</td>
<td>2.5K</td>
<td>832</td>
</tr>
<tr>
<td>ENPH</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$70.00</td>
<td>$104.1K</td>
<td>6.1K</td>
<td>801</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a put option sweep that happens to be bullish, expiring in 1 day(s) on January 31, 2025. This event was a transfer of 100 contract(s) at a $120.00 strike. This particular put needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $25.6K, with a price of $256.0 per contract. There were 80028 open contracts at this strike prior to today, and today 128594 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a put option sweep that happens to be bullish, expiring in 1 day(s) on January 31, 2025. This event was a transfer of 100 contract(s) at a $237.50 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $47.6K, with a price of $477.0 per contract. There were 5606 open contracts at this strike prior to today, and today 5844 contract(s) were bought and sold. 
• Regarding TER (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TER#NASDAQ">TER</a>), we observe a call option trade with neutral sentiment. It expires in 22 day(s) on February 21, 2025. Parties traded 69 contract(s) at a $115.00 strike. The total cost received by the writing party (or parties) was $27.6K, with a price of $400.0 per contract. There were 8 open contracts at this strike prior to today, and today 4489 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a put option sweep that happens to be bearish, expiring in 1 day(s) on January 31, 2025. This event was a transfer of 100 contract(s) at a $330.00 strike. This particular put needed to be split into 56 different trades to become filled. The total cost received by the writing party (or parties) was $33.5K, with a price of $335.0 per contract. There were 2732 open contracts at this strike prior to today, and today 2760 contract(s) were bought and sold. 
• For MU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), we notice a call option trade that happens to be bullish, expiring in 50 day(s) on March 21, 2025. This event was a transfer of 50 contract(s) at a $90.00 strike. The total cost received by the writing party (or parties) was $43.3K, with a price of $867.0 per contract. There were 6304 open contracts at this strike prior to today, and today 1957 contract(s) were bought and sold. 
• Regarding DDOG (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DDOG#NASDAQ">DDOG</a>), we observe a call option sweep with bullish sentiment. It expires in 15 day(s) on February 14, 2025. Parties traded 74 contract(s) at a $150.00 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $27.8K, with a price of $376.0 per contract. There were 587 open contracts at this strike prior to today, and today 1845 contract(s) were bought and sold. 
• Regarding JNPR (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNPR#NYSE">JNPR</a>), we observe a put option sweep with bearish sentiment. It expires in 22 day(s) on February 21, 2025. Parties traded 260 contract(s) at a $35.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $31.2K, with a price of $120.0 per contract. There were 12038 open contracts at this strike prior to today, and today 1558 contract(s) were bought and sold. 
• Regarding AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we observe a put option trade with bullish sentiment. It expires in 351 day(s) on January 16, 2026. Parties traded 7 contract(s) at a $240.00 strike. The total cost received by the writing party (or parties) was $31.3K, with a price of $4480.0 per contract. There were 1228 open contracts at this strike prior to today, and today 1044 contract(s) were bought and sold. 
• For WDC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDC#NASDAQ">WDC</a>), we notice a call option trade that happens to be bearish, expiring in 22 day(s) on February 21, 2025. This event was a transfer of 100 contract(s) at a $65.00 strike. The total cost received by the writing party (or parties) was $31.5K, with a price of $315.0 per contract. There were 2557 open contracts at this strike prior to today, and today 832 contract(s) were bought and sold. 
• For ENPH (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>), we notice a put option sweep that happens to be bearish, expiring in 50 day(s) on March 21, 2025. This event was a transfer of 89 contract(s) at a $70.00 strike. This particular put needed to be split into 18 different trades to become filled. The total cost received by the writing party (or parties) was $104.1K, with a price of $1170.0 per contract. There were 6176 open contracts at this strike prior to today, and today 801 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AAPL

AVGO

DDOG

MSTR

NVDA

10 Information Technology Stocks Whale Activity In Today's Session

WIIM

Juniper Networks shares are trading lower following a report suggesting the DoJ is suing to stop HPE's deal to buy the company.

Juniper Networks Shares Halted On Circuit Breaker To The Downside, Stock Now Down -2.30%

<a href="https://www.bloomberg.com/news/articles/2025-01-30/doj-sues-to-stop-hpe-s-14-billion-deal-to-buy-juniper-networks" title="https://www.bloomberg.com/news/articles/2025-01-30/doj-sues-to-stop-hpe-s-14-billion-deal-to-buy-juniper-networks">https://www.bloomberg.com/news/articles/2025-01-30/doj-sues-to-stop-hpe-s-14-billion-deal-to-buy-juniper-networks</a>

'DOJ Sues to Stop HPE's $14 Billion Deal to Buy Juniper Networks' - Bloomberg News

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Hewlett Packard Enterprise and Juniper Networks Strongly Oppose Department of Justice's Decision to File Suit to Block Acquisition

Juniper Networks Reports Preliminary Fourth Quarter and Fiscal Year 2024 Financial Results

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