zoey1970
Feb 5, 2:30 PM
$ATEN In a market where AI is disrupting jobs, layoffs are rising and growth stocks keep getting hit I’m honestly grateful to have A10 Networks as a part of my portfolio. January just had the worst layoff plans since 2009, and that kind of backdrop matters. Despite that ATEN grew revenue 11% in 2025, posted record results, and returned
$86.3M to shareholders through buybacks and dividends. The board just approved another
$0.06 quarterly dividend payable March 2, and they still have
$53.4M left for repurchases.
What I like is this isn’t AI hype. They are positioned in the AI infrastructure buildout, working with 8 of the top 10 cloud providers, while staying disciplined with capital. EPS is growing faster than revenue, margins are expanding and cash keeps coming back to shareholders. In a choppy market with significant stock declines in growth companies and a weakening jobs picture this is the kind of shareholder friendly execution I’m comfortable owning.
$PANW $NET $FTNT $JNPR
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