Juniper lost partnerships with Ericsson (ERIC) and Nokia (NOK) which could create margin headwinds for the networking products company, the firm said, according to TheFly.
Morgan Stanley views Sunnyvale, CA-based Juniper as under-invested in an over-invested industry.
Competitive investments are ramping up and Juniper's under investment makes a challenging product cycle transition more likely, the firm added.
Separately, TheStreet Ratings objectively rated this stock according to its "risk-adjusted" total return prospect over a 12-month investment horizon. Not based on the news in any given day, the rating may differ from Jim Cramer's view or that of this articles's author.
The team rates Juniper Networks as a Buy with a ratings score of B. The company's strengths can be seen in multiple areas, such as its revenue growth, notable return on equity, attractive valuation levels, expanding profit margins and largely solid financial position with reasonable debt levels by most measures. The team feels its strengths outweigh the fact that the company has had sub par growth in net income.
You can view the full analysis from the report here: JNPR