Nov. 25 at 2:32 PM
$ATEN A10 keeps stacking catalysts the market is ignoring for now. The company is returning meaningful cash through dividends and buybacks, shrinking the share count while margins & profitability continue to expand. Its security led portfolio is now over 65% of rev, product rev is accelerating & EBITDA margins are pushing toward 30%. The recent
$MSFT Azure partnership around high performance, low latency infrastructure adds another validation point alongside strong North American AI driven demand. Turkcell is a steady int'l reference customer as well, reinforcing A10’s relevance for large providers.
A10 provides high throughput, low latency networking & integrated security (load balancing, DDoS protection, CG-NAT, & traffic automation designed for modern data centers and AI infrastructure. Once the market wakes up to accelerating fundamentals and capital returns, ATEN is positioned to rise materially higher IMO and retail as always will buy at much higher prices
$CRWD $FTNT $CSCO
