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Thursday, January 20, 2011

Is F5 (NASDAQ: FFIV) the next RIM (NASDAQ: RIMM)?

F5 Networks (NASDAQ: FFIV) plunged over 21% today after it reported a quarter that was simply in line with estimates. The company missed revenue consensus by 2 million dollars, bringing in just $269 million.

"This is disgraceful," said Allan Edwards, co-CEO of The Markets Are Open, "Had F5 reported a 2 million surplus instead of a 2 million miss the stock would have been up 30 bucks. Instead, the unfathomable occurred. [...] Investors lost 20% of their investment in a blink of an eye."

This over exaggerated drop was similar to Research in Motion (NASDAQ: RIMM) which missed a quarter by about a penny last year and has not yet recovered. RIM and F5 share similar growth rates, yet RIM has been given an 11PE ratio. F5 still trades with the elites, boasting a 58 PE ratio. Most investors believe that the stock will recover, as this quick drop after earnings has happened in the past.

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