Feb. 6 at 2:00 AM
$ATEN Up nearly 10.5% today on the close while the broader market continues to take major hits. This is exactly what I was talking about in a previous post. When you have a company executing with discipline, returning capital consistently and positioned in real AI infrastructure (not just hype), the market eventually recognizes it even in tough conditions. They are guiding 10-12% to line growth for 2026, expanding margins, and EPS growth outpacing revenue. That's the kind of fundamental strength that holds up when sentiment turns extremely bearish. While growth names keep bleeding, ATEN is proving that profitable growth with shareholder returns matters more than ever in this environment.
What's also noteworthy is on the ER call they mentioned that they displaced competitors in their Q4 wins (the airline and software provider deals) and that the competitive landscape on the enterprise and security side hasn't changed recently.
$CRWD $FFIV $CSCO $NET
