- Juniper Networks provides routing equipment to connect people and firewalls to protect them against hackers, just like many others in the market.
- However, unlike competitors, it is one step ahead with its strategy to be more software-centric and use AI in enterprises.
- Equally important, in the current macroeconomic environment characterized by high inflation and supply chain bottlenecks, it managed to increase operating margins to a higher degree than a much larger peer.
- As for valuations, China's lockdowns should cause more pain to global logistics, but, with supply diversification and the ability to grow margins, the stock still offers a 9% upside opportunity.
- On the flip side, forming part of the tech sector, the stock should continue to suffer from volatility in the short term.
For further details see:
Juniper: Facing Supply Issues Better With Strength In Software And AI