19 days ago
Cisco Systems (CSCO) stock trades at $107.44, and its options price a range over the next twelve months from near $74 to near $156. The market gives the shares about a two-in-three chance of finishing inside that band, and the band carries no view on direction. It measures size, and for Cisco that is about as much movement as the stock has shown over the past year.
How Much Could Your Cisco Shares Gain Or Lose Inside That Band?
From $107.44, the top of the band is about 45% higher, a gain of about $48 a share. The bottom is about 31% lower, a loss of about $33 a share. The upside is larger on both measures because a stock can rise without limit but cannot fall below zero.
The market puts about one chance in six on a finish below $74, and the same odds on a finish above $156. A fall to the floor would take nearly a third off a position. If a drop that size would push you to sell, the position is sized for a calmer stock than Cisco is priced to be.
Is Cisco Stock Priced To Move More Than It Did Over The Past Year?
#shares
How Much Could Your Cisco Shares Gain Or Lose Inside That Band?
From $107.44, the top of the band is about 45% higher, a gain of about $48 a share. The bottom is about 31% lower, a loss of about $33 a share. The upside is larger on both measures because a stock can rise without limit but cannot fall below zero.
The market puts about one chance in six on a finish below $74, and the same odds on a finish above $156. A fall to the floor would take nearly a third off a position. If a drop that size would push you to sell, the position is sized for a calmer stock than Cisco is priced to be.
Is Cisco Stock Priced To Move More Than It Did Over The Past Year?
#shares
20 days ago
Ciena surged 5% Friday to erase its post-earnings selloff, with Arista Networks also gaining 5% as money rotated into networking equipment as a group.
IYW gained just 2% and SPY 1% while networking stocks surged 4-5%, confirming the move as a targeted sector rotation, not a broad tech rally.
Ciena's 10.7% weekly gain makes it the group's swing name, where the post-earnings gap is nearly filled and further upside requires fresh buyers or a new catalyst.
Just released. Our ******* ysts combed the entire stock market and named the ten best stocks to buy right now, and Cisco Systems didn't make the cut. Enter your email to see the names that beat CSCO. The report is free. Enter your email and see if any of your stocks made the cut.
Ciena (NYSE:CIEN) stock is up 5% to $351.38 in early Friday afternoon trading, extending a rebound that's now stretched across the full week. The move reverses the post-earnings selloff that followed Ciena's September 3 fiscal third quarter release. Today's advance has effectively closed the door on the initial negative reaction to the report and pushed the stock back through the level it held before the release.
#Stock #Friday
IYW gained just 2% and SPY 1% while networking stocks surged 4-5%, confirming the move as a targeted sector rotation, not a broad tech rally.
Ciena's 10.7% weekly gain makes it the group's swing name, where the post-earnings gap is nearly filled and further upside requires fresh buyers or a new catalyst.
Just released. Our ******* ysts combed the entire stock market and named the ten best stocks to buy right now, and Cisco Systems didn't make the cut. Enter your email to see the names that beat CSCO. The report is free. Enter your email and see if any of your stocks made the cut.
Ciena (NYSE:CIEN) stock is up 5% to $351.38 in early Friday afternoon trading, extending a rebound that's now stretched across the full week. The move reverses the post-earnings selloff that followed Ciena's September 3 fiscal third quarter release. Today's advance has effectively closed the door on the initial negative reaction to the report and pushed the stock back through the level it held before the release.
#Stock #Friday
21 days ago
On August 31, Advanced Micro Devices, Inc. (NASDAQ:AMD), Cisco Systems, Inc. (NASDAQ:CSCO), and Humain announced that their joint AI infrastructure buildout in Saudi Arabia is officially live. The deployment links AMD's Instinct MI355X GPUs and EPYC CPUs directly with Cisco's Silicon One-based 800G switches, giving Humain a foundation to offer GPU-as-a-service across the Middle East. Beyond this immediate launch, the trio plans to deploy up to 250 MW of capacity powered by next-gen AMD MI400 Series GPUs starting in 2027, staying on track for a massive 1 GW platform by 2030.
The milestone highlights how compute and networking have fused into a single market. But financially, AMD and Cisco present two very different investment profiles.
Advanced Micro Devices, Inc. (NASDAQ:AMD)'s Q2 2026 results demonstrated massive top-line expansion, driven almost entirely by data center demand. Revenue surged 50% year-over-year to $11.5 billion, while non-GAAP EPS rose 82% to $1.66. Its Data Center segment alone more than doubled to $6.7 billion (+107% YoY), accounting for 58% of total revenue as EPYC server chips and Instinct GPUs continue to gain enterprise traction.
Cisco Systems, Inc. (NASDAQ:CSCO)'s Q4 and full-year FY2026 report reflected a mature cash-flow powerhouse capturing an architectural transition. Q4 revenue grew 18% YoY to a record $17.3 billion, pushing full-year revenue up 12% to $63.3 billion. Non-GAAP EPS for Q4 reached $1.22 (+23%), with FY2026 non-GAAP EPS hitting $4.33. Cisco logged $9.3 billion in AI infrastructure orders for the fiscal year (up 4.5x YoY) and maintained a non-GAAP operating margin of 35.9%, generating $14.2 billion in annual operating cash flow.
While AMD clearly leads on top-line growth velocity, Cisco holds the upper hand in raw profitability, structural gross margins (66.3%), and shareholder return via capital repurchases and dividends.
#revenue #advanced
The milestone highlights how compute and networking have fused into a single market. But financially, AMD and Cisco present two very different investment profiles.
Advanced Micro Devices, Inc. (NASDAQ:AMD)'s Q2 2026 results demonstrated massive top-line expansion, driven almost entirely by data center demand. Revenue surged 50% year-over-year to $11.5 billion, while non-GAAP EPS rose 82% to $1.66. Its Data Center segment alone more than doubled to $6.7 billion (+107% YoY), accounting for 58% of total revenue as EPYC server chips and Instinct GPUs continue to gain enterprise traction.
Cisco Systems, Inc. (NASDAQ:CSCO)'s Q4 and full-year FY2026 report reflected a mature cash-flow powerhouse capturing an architectural transition. Q4 revenue grew 18% YoY to a record $17.3 billion, pushing full-year revenue up 12% to $63.3 billion. Non-GAAP EPS for Q4 reached $1.22 (+23%), with FY2026 non-GAAP EPS hitting $4.33. Cisco logged $9.3 billion in AI infrastructure orders for the fiscal year (up 4.5x YoY) and maintained a non-GAAP operating margin of 35.9%, generating $14.2 billion in annual operating cash flow.
While AMD clearly leads on top-line growth velocity, Cisco holds the upper hand in raw profitability, structural gross margins (66.3%), and shareholder return via capital repurchases and dividends.
#revenue #advanced
28 days ago
Cisco (CSCO) rates BUY with a $134 price target, backed by $9.3 billion in hyperscale AI orders and 40% Q4 networking order growth.
Cisco's 21x forward P/E makes it the value standout versus Arista (ANET) near 70x trailing and HPE weighed down by acquisition charges.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
Cisco Systems (NASDAQ:CSCO) has quietly become one of the most important names in the AI infrastructure buildout, yet trades like a legacy networking vendor. With $9.3 billion in FY2026 hyperscale AI orders and management guiding to $7.5 billion in AI infrastructure revenue in FY2027, the setup for the next twelve months looks compelling.
Our 24/7 Wall St. price target for Cisco is $134.21, roughly 21.47% above the recent close of $110.49. Our recommendation is buy, with a high confidence rating of 90%.
#cisco #Networking
Cisco's 21x forward P/E makes it the value standout versus Arista (ANET) near 70x trailing and HPE weighed down by acquisition charges.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
Cisco Systems (NASDAQ:CSCO) has quietly become one of the most important names in the AI infrastructure buildout, yet trades like a legacy networking vendor. With $9.3 billion in FY2026 hyperscale AI orders and management guiding to $7.5 billion in AI infrastructure revenue in FY2027, the setup for the next twelve months looks compelling.
Our 24/7 Wall St. price target for Cisco is $134.21, roughly 21.47% above the recent close of $110.49. Our recommendation is buy, with a high confidence rating of 90%.
#cisco #Networking
1 month ago
Advanced Micro Devices (AMD) is inching higher on Monday after the chipmaker announced a live artificial intelligence (AI) infrastructure platform in Saudi Arabia. This new initiative in collaboration with Cisco (CSCO) and sovereign tech firm HUMAIN could accelerate AMD's competitive push against Nvidia (NVDA) in regional cloud computing.
At the time of writing, AMD stock is trading at more than 2x its price at the start of this year.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Bill Gates Says 'We Need Time to Prepare' for an Economic Upheaval — Especially the $20-an-Hour Workers Being Replaced by $10-an-Hour Robots
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR
#fans
At the time of writing, AMD stock is trading at more than 2x its price at the start of this year.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Bill Gates Says 'We Need Time to Prepare' for an Economic Upheaval — Especially the $20-an-Hour Workers Being Replaced by $10-an-Hour Robots
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR
#fans
1 month ago
San Jose, California-based Cisco Systems, Inc. (CSCO) designs, manufactures, and sells Internet Protocol-based networking and other products related to the communications and information technology industry. With a market cap of $433.3 billion, the company offers enterprise network security, software development, data collaboration, cloud computing, and other related services.
Companies worth $200 billion or more are generally described as "mega-cap stocks," and CSCO definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance within the communication equipment industry. Cisco stands as a ***** an in the networking industry, bolstered by its formidable market share and brand reputation. Cisco's brand is synonymous with reliability and innovation in networking, cybersecurity, and collaboration products, which has helped it maintain a loyal customer base and attract new clients.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR
#Networking #csco #Stock
Companies worth $200 billion or more are generally described as "mega-cap stocks," and CSCO definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance within the communication equipment industry. Cisco stands as a ***** an in the networking industry, bolstered by its formidable market share and brand reputation. Cisco's brand is synonymous with reliability and innovation in networking, cybersecurity, and collaboration products, which has helped it maintain a loyal customer base and attract new clients.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR
#Networking #csco #Stock
1 month ago
Throughout the buildout of artificial intelligence, the biggest issue that companies keep banging their heads on has been computing capacity. Big tech companies are spending hundreds of billions of dollars this year on servers, chips, and networking equipment, and it appears they'll be spending even more in 2027.
That's why some companies are getting creative—and creating partnerships—in an effort to stand out from the crowd and get AI hardware in the hands of data centers. One recent example is Cisco Systems (CSCO), which is expanding its Secure AI Factory with Nvidia (NVDA) by including a partnership with Super Micro Computer (SMCI).
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR
#Stock
That's why some companies are getting creative—and creating partnerships—in an effort to stand out from the crowd and get AI hardware in the hands of data centers. One recent example is Cisco Systems (CSCO), which is expanding its Secure AI Factory with Nvidia (NVDA) by including a partnership with Super Micro Computer (SMCI).
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR
#Stock
1 month ago
I've been taking a look at Cisco (CSCO) since I saw a long setup back in Feb. 2026 after its record-breaking Q2 FY2026 at just under $80. Then the stock skyrocketed a massive 70% plus since, to a new all-time high of $130.37 on June 4, 2026.
And now after a retracement to the current levels, Jim Cramer just weighed in on the Aug. 27 Mad Money Lightning Round with his clearest endorsement yet.
"Cisco actually had a really good quarter, and I know that they gave very conservative guidance, but that's all it was," Cramer said.
The answer is I would absolutely buy, buy, buy.
I haven't seen Cramer use the phrase "buy, buy, buy" lightly. Three buys. No hedging. In Cramer's vocabulary, that's about as unambiguous as it gets.
#cramer #since #i 've #lightning
And now after a retracement to the current levels, Jim Cramer just weighed in on the Aug. 27 Mad Money Lightning Round with his clearest endorsement yet.
"Cisco actually had a really good quarter, and I know that they gave very conservative guidance, but that's all it was," Cramer said.
The answer is I would absolutely buy, buy, buy.
I haven't seen Cramer use the phrase "buy, buy, buy" lightly. Three buys. No hedging. In Cramer's vocabulary, that's about as unambiguous as it gets.
#cramer #since #i 've #lightning
1 month ago
Morgan Stanley is forecasting that Cisco (CSCO) could be entering a new period of lasting growth. According to **** yst Meta Marshall, the company appears to be entering a "more durable growth phase," as quoted by Seeking Alpha. The firm also has an "Overweight" rating on the tech giant with a price target of $135. Fueling that call are several key catalysts, including upgrades with networking equipment, demand for artificial intelligence, and cybersecurity.
One of the biggest catalysts for Morgan Stanley's bullishness is that Cisco's customers are still in the early stages of upgrading their networking equipment. As of now, Marshall says that only about 7% of Cisco's Catalyst 4K and 6K (switches that are used by companies to connect computers, phones, servers, and other devices together) have been updated so far. That means there are still plenty of other companies that will need to upgrade.
Walmart Stock Is More Expensive Than Nvidia Amid Earnings Miss
SpaceX Stock Just Crashed Below Its IPO Price: Here's the Bull Case **** ody Can Ignore
A Major Bitcoin Short Squeeze Is Taking MicroStrategy Stock Higher. What Comes Next.
#morgan #Growth #catalysts
One of the biggest catalysts for Morgan Stanley's bullishness is that Cisco's customers are still in the early stages of upgrading their networking equipment. As of now, Marshall says that only about 7% of Cisco's Catalyst 4K and 6K (switches that are used by companies to connect computers, phones, servers, and other devices together) have been updated so far. That means there are still plenty of other companies that will need to upgrade.
Walmart Stock Is More Expensive Than Nvidia Amid Earnings Miss
SpaceX Stock Just Crashed Below Its IPO Price: Here's the Bull Case **** ody Can Ignore
A Major Bitcoin Short Squeeze Is Taking MicroStrategy Stock Higher. What Comes Next.
#morgan #Growth #catalysts
1 month ago
Consensus has the earnings arriving, and the multiple falling, yet the scenario that follows leaves a holder within a few percent of today's price unless the market goes on paying a richer forward multiple than it does today.
Cisco Systems (CSCO) trades at about $111 a share, roughly 30 times the last twelve months of normalized earnings. That is a demanding price for a networking company; the defense is that the earnings ***** ysts expect will grow into it. They would. What that is worth to a holder is the smaller answer.
Thirty Times Today, Twenty Times On Fiscal 2028 Earnings
Today's price is about 21.5 times the earnings ***** ysts expect for fiscal 2027, and about 20.0 times what they expect for fiscal 2028, a multiple 34% lower than the trailing one. That drop is not an earnings growth rate: the trailing figure is normalized net income with stock-based compensation added back, a basis not defined identically to the ***** ysts' own adjusted earnings, so the two multiples are not a like-for-like series. Consensus for fiscal 2027, about $5.13 a share on the ***** ysts' adjusted basis, is barely ahead of the $5.05 to $5.11 non-GAAP range management guided.
Margins Have To Hold While The Mix Fights Them
#earnings #consensus #holder
Cisco Systems (CSCO) trades at about $111 a share, roughly 30 times the last twelve months of normalized earnings. That is a demanding price for a networking company; the defense is that the earnings ***** ysts expect will grow into it. They would. What that is worth to a holder is the smaller answer.
Thirty Times Today, Twenty Times On Fiscal 2028 Earnings
Today's price is about 21.5 times the earnings ***** ysts expect for fiscal 2027, and about 20.0 times what they expect for fiscal 2028, a multiple 34% lower than the trailing one. That drop is not an earnings growth rate: the trailing figure is normalized net income with stock-based compensation added back, a basis not defined identically to the ***** ysts' own adjusted earnings, so the two multiples are not a like-for-like series. Consensus for fiscal 2027, about $5.13 a share on the ***** ysts' adjusted basis, is barely ahead of the $5.05 to $5.11 non-GAAP range management guided.
Margins Have To Hold While The Mix Fights Them
#earnings #consensus #holder
1 month ago
Cisco's stock has the momentum of a genuine business transformation, but after a powerful run, investors must ask if the price of admission is simply too high.
Cisco Systems (CSCO) builds the plumbing for the digital world. For decades, its networking equipment has directed traffic across the internet and inside corporate data centers. Now, the market is betting that the explosion in artificial intelligence is creating a gusher of new demand for its gear. The stock's trend strength ranks in the top 8% of large U.S. companies, a clear signal of investor conviction. But after a roughly 67% run over the past year, the question for any would-be buyer is sharp and unavoidable: is this a genuine business super cycle with room to run, or is all the good news already baked into the price?
Photo by Zozz_ on Pixabay
Is This A Real Business Super Cycle, Or Just A Stock Chart?
The momentum here reflects more than a line on a chart; a formidable business engine powers it. Cisco's operating margin over the last twelve months is 24%, comfortably ahead of the S&P 500 median of 18.4%. Revenue growth is also outpacing the market, at 9.2% versus an index median of 8.3%. This isn't a fluke; the company's three-year average operating margin is a sturdy 24%.
#super #momentum
Cisco Systems (CSCO) builds the plumbing for the digital world. For decades, its networking equipment has directed traffic across the internet and inside corporate data centers. Now, the market is betting that the explosion in artificial intelligence is creating a gusher of new demand for its gear. The stock's trend strength ranks in the top 8% of large U.S. companies, a clear signal of investor conviction. But after a roughly 67% run over the past year, the question for any would-be buyer is sharp and unavoidable: is this a genuine business super cycle with room to run, or is all the good news already baked into the price?
Photo by Zozz_ on Pixabay
Is This A Real Business Super Cycle, Or Just A Stock Chart?
The momentum here reflects more than a line on a chart; a formidable business engine powers it. Cisco's operating margin over the last twelve months is 24%, comfortably ahead of the S&P 500 median of 18.4%. Revenue growth is also outpacing the market, at 9.2% versus an index median of 8.3%. This isn't a fluke; the company's three-year average operating margin is a sturdy 24%.
#super #momentum
2 months ago
Cisco Systems (NASDAQ:CSCO), a global networking hardware and security provider, closed at $113.47, down 8.40%. The stock fell after better-than-expected fiscal fourth-quarter results and guidance, but investors are focusing on margin pressure, even as the stock is still up nearly 50% this year.
Trading volume reached 61.1 million shares, coming in about 137% above its three-month average of 25.7 million shares.
The S&P 500 (SNPINDEX:^GSPC) rose 0.65% to 7,799, and the Nasdaq Composite (NASDAQINDEX:^IXIC) gained 0.81% to 26,803. In networking equipment and enterprise communications technology, Arista Networks (NYSE:ANET) fell 3.27% to $203.62, while Hewlett Packard Enterprise (NYSE:HPE) rose 1.75% to $59.82 as investors weighed Cisco Systems' earnings reaction and broader spending trends.
Investors approached Cisco's fiscal fourth-quarter earnings with high expectations for the company. Cisco stock was up 60% year-to-date entering today's trading. While the company delivered record top and bottom-line results, total (non-GAAP) gross margin for the quarter dropped to 66.3% from last year's 68.4%. This decline was partly attributed to the increased cost of components used in AI hardware, such as memory.
AI-related demand remains strong, however. Some **** ysts also noted the decline in gross margin, but suggested that operating margins would expand in fiscal 2027. This expansion could result in profits growing faster than revenue.
That may make today's plunge a good opportunity to at least begin a position in Cisco stock.
#cisco #quarter #trading
Trading volume reached 61.1 million shares, coming in about 137% above its three-month average of 25.7 million shares.
The S&P 500 (SNPINDEX:^GSPC) rose 0.65% to 7,799, and the Nasdaq Composite (NASDAQINDEX:^IXIC) gained 0.81% to 26,803. In networking equipment and enterprise communications technology, Arista Networks (NYSE:ANET) fell 3.27% to $203.62, while Hewlett Packard Enterprise (NYSE:HPE) rose 1.75% to $59.82 as investors weighed Cisco Systems' earnings reaction and broader spending trends.
Investors approached Cisco's fiscal fourth-quarter earnings with high expectations for the company. Cisco stock was up 60% year-to-date entering today's trading. While the company delivered record top and bottom-line results, total (non-GAAP) gross margin for the quarter dropped to 66.3% from last year's 68.4%. This decline was partly attributed to the increased cost of components used in AI hardware, such as memory.
AI-related demand remains strong, however. Some **** ysts also noted the decline in gross margin, but suggested that operating margins would expand in fiscal 2027. This expansion could result in profits growing faster than revenue.
That may make today's plunge a good opportunity to at least begin a position in Cisco stock.
#cisco #quarter #trading
2 months ago
US stocks climbed on Thursday, with the S&P 500 (^GSPC) posting a record high after another inflation reading that eased September rate-hike bets and a slew of earnings reports.
The broad-based index rose roughly 0.6%, while the tech-heavy Nasdaq Composite (^IXIC) moved up 0.8% after a calm day on Wall Street. The Dow Jones Industrial Average (^DJI), meanwhile, gained 0.1%.
Cisco (CSCO) and Cerebras (CBRS) stocks tanked on Thursday morning after the two AI-related companies reported earnings. Applied Materials (AMAT), which makes chipmaking equipment, reports results after the market close following a whopping 190% gain for its stock over the past year.
Data from the Producer Price Index, which tracks inflation from the sellers' perspective, showed prices rising by less than expected, another positive sign for investors after Wednesday's Consumer Price Index report showed inflation easing in July. So-called core readings showed slowdowns of both monthly and annual price appreciation.
Though cooling CPI and PPI data prompted traders to fade bets of a September rate hike, it likely wasn't enough to settle the divide among policymakers, and Fed watchers still expect at least one rate hike by the end of the year.
#rate #hike #thursday #september
The broad-based index rose roughly 0.6%, while the tech-heavy Nasdaq Composite (^IXIC) moved up 0.8% after a calm day on Wall Street. The Dow Jones Industrial Average (^DJI), meanwhile, gained 0.1%.
Cisco (CSCO) and Cerebras (CBRS) stocks tanked on Thursday morning after the two AI-related companies reported earnings. Applied Materials (AMAT), which makes chipmaking equipment, reports results after the market close following a whopping 190% gain for its stock over the past year.
Data from the Producer Price Index, which tracks inflation from the sellers' perspective, showed prices rising by less than expected, another positive sign for investors after Wednesday's Consumer Price Index report showed inflation easing in July. So-called core readings showed slowdowns of both monthly and annual price appreciation.
Though cooling CPI and PPI data prompted traders to fade bets of a September rate hike, it likely wasn't enough to settle the divide among policymakers, and Fed watchers still expect at least one rate hike by the end of the year.
#rate #hike #thursday #september
2 months ago
Hurlston said two AI data center links could double a hyperscaler's entire decade of backbone capacity, with Lumentum pump laser shipments set to quadruple.
Hyperscalers are pre-funding Lumentum's buildout through long-term agreements, with CIEN and AAOI up 85% and 296% YTD on the same scale-across demand wave.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Ciena didn't make the cut. Grab the names FREE today.
Shares of Lumentum (NASDAQ:LITE) are trading at $936.95 in Thursday's session, hovering near flat after opening at $925.02. The broader optical complex is mixed as the group digests a heavy earnings week. Ciena (NYSE:CIEN) is up 6.04%, while Coherent (NYSE:COHR) is down 3.66% and Cisco (NASDAQ:CSCO) is off 8.27%.
Despite choppiness in earnings season, optics stocks have generally rallied across the past year. A quote from Lumentum CEO delivered during the company's Q4 earnings call on Monday provides context into why so many stocks that have been flat for a decade are now seeing their share charts inflect up at a record rate.
#stocks #decade #across
Hyperscalers are pre-funding Lumentum's buildout through long-term agreements, with CIEN and AAOI up 85% and 296% YTD on the same scale-across demand wave.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Ciena didn't make the cut. Grab the names FREE today.
Shares of Lumentum (NASDAQ:LITE) are trading at $936.95 in Thursday's session, hovering near flat after opening at $925.02. The broader optical complex is mixed as the group digests a heavy earnings week. Ciena (NYSE:CIEN) is up 6.04%, while Coherent (NYSE:COHR) is down 3.66% and Cisco (NASDAQ:CSCO) is off 8.27%.
Despite choppiness in earnings season, optics stocks have generally rallied across the past year. A quote from Lumentum CEO delivered during the company's Q4 earnings call on Monday provides context into why so many stocks that have been flat for a decade are now seeing their share charts inflect up at a record rate.
#stocks #decade #across
2 months ago
Analysts have been raising price targets for Cisco Systems (CSCO), which is set to report fiscal Q4 earnings on Aug. 12 (after the market close). CSCO stock has been trading in a range for a while now. Shorting one-month out-of-the-money (OTM) puts and calls is an attractive play that has worked well for investors.
CSCO closed at $121.43 on Friday, which is roughly where it was two months ago. For example, on June 1, it closed at $121.33. That was just two weeks after its last earnings release on May 13.
Complacency in Gold May Be Hiding the Next Big Move
Advanced Micro Devices Dips on Lower FCF, But Short Put Plays Attract Value Investors
Option Volatility And Earnings Report For Aug 10-14
#csco
CSCO closed at $121.43 on Friday, which is roughly where it was two months ago. For example, on June 1, it closed at $121.33. That was just two weeks after its last earnings release on May 13.
Complacency in Gold May Be Hiding the Next Big Move
Advanced Micro Devices Dips on Lower FCF, But Short Put Plays Attract Value Investors
Option Volatility And Earnings Report For Aug 10-14
#csco
2 months ago
Cisco Systems, Inc. (CSCO) is a global technology company headquartered in San Jose, California, that develops networking hardware, cybersecurity, collaboration, observability, and AI-driven infrastructure solutions for enterprises, governments, and service providers. The company has evolved from its networking roots into a leading provider of secure connectivity and AI-era digital infrastructure, with a growing focus on software and subscription-based services. Cisco has a market cap of $456.7 billion, making it one of the world's largest technology companies.
This company has outperformed the broader market over the past 52 weeks. Shares of Cisco have rallied 72.6% over this time frame, while the broader S&P 500 Index ($SPX) has gained 21.8%. Moreover, on a YTD basis, the stock is up 50.4%, compared to SPX's 11% rise.
General Motors vs. Ford: 1 Auto Giant Is Winning the EV Race
1 ****** anese Company Just Waved a Red Flag for Micron Stock. How to Play It Here.
Stocks Rally on Easing Geopolitical Risks and US Economic Strength
#company #broader
This company has outperformed the broader market over the past 52 weeks. Shares of Cisco have rallied 72.6% over this time frame, while the broader S&P 500 Index ($SPX) has gained 21.8%. Moreover, on a YTD basis, the stock is up 50.4%, compared to SPX's 11% rise.
General Motors vs. Ford: 1 Auto Giant Is Winning the EV Race
1 ****** anese Company Just Waved a Red Flag for Micron Stock. How to Play It Here.
Stocks Rally on Easing Geopolitical Risks and US Economic Strength
#company #broader
3 months ago
Dow Jones futures will open Sunday evening, along with S&P 500 futures and Nasdaq futures. Taiwan Semiconductor, Goldman Sachs, JPMorgan Chase, GE Aerospace headline the first big earnings week. Key inflation reports and Federal Reserve Chairman Kevin Warsh also are on tap.
The stock market had a mixed but generally positive week, even as oil prices rebounded. The S&P 500 and Nasdaq had strong gains while the Dow Jones edged lower, but right at all-time highs.
Cisco Systems (CSCO), Robinhood Markets (HOOD), Sandisk (SNDK), Micron Technology (MU) and Nvidia (NVDA) are stocks around buy areas. Meanwhile, ******* e Exploration Technologies (SPCX), better known as ******* eX, hit a new low.
Nvidia chipmaker Taiwan Semiconductor (TSM) and ASML (ASML) kick off chip earnings, while Goldman Sachs (GS), Morgan Stanley (MS), JPMorgan Chase (JPM) lead a slew of big banks. GE Aerospace (GE), UnitedHealth (UNH), J.B. Hunt Transport Services (JBHT), United Airlines (UAL) and American Airlines (AAL) also are ahead. All are setting up in various fashions.
On Tuesday, investors will get the June CPI inflation report, with PPI inflation on Wednesday. Fed chief Warsh will testify before Congress on those two days.
The stock market had a mixed but generally positive week, even as oil prices rebounded. The S&P 500 and Nasdaq had strong gains while the Dow Jones edged lower, but right at all-time highs.
Cisco Systems (CSCO), Robinhood Markets (HOOD), Sandisk (SNDK), Micron Technology (MU) and Nvidia (NVDA) are stocks around buy areas. Meanwhile, ******* e Exploration Technologies (SPCX), better known as ******* eX, hit a new low.
Nvidia chipmaker Taiwan Semiconductor (TSM) and ASML (ASML) kick off chip earnings, while Goldman Sachs (GS), Morgan Stanley (MS), JPMorgan Chase (JPM) lead a slew of big banks. GE Aerospace (GE), UnitedHealth (UNH), J.B. Hunt Transport Services (JBHT), United Airlines (UAL) and American Airlines (AAL) also are ahead. All are setting up in various fashions.
On Tuesday, investors will get the June CPI inflation report, with PPI inflation on Wednesday. Fed chief Warsh will testify before Congress on those two days.
3 months ago
Cisco Systems Inc. (NASDAQ:CSCO) is one of the best QQQ Stocks to invest in. On July 2, Cisco and the College Board announced that a new AP Cybersecurity course will launch for the 2026-2027 school year as part of the AP Career Kickstart program. Cisco Networking Academy will support this initiative by providing schools with industry-aligned curriculum, hands-on laboratory exercises, and professional development resources for educators.
The course is designed to bridge the gap between academic preparation and professional readiness. Students can earn college credit through AP exam performance while simultaneously preparing for the industry-recognized Cisco Certified Support Technician/CCST Cybersecurity certification, providing them with a competitive advantage for future careers.
This collaboration aims to address the global cybersecurity workforce shortage by streamlining how schools implement technical training. Following a successful pilot program that engaged 3,100 students across 30 states, the national rollout seeks to establish a more accessible and sustainable pipeline of talent for the cybersecurity industry.
Cisco Systems Inc. (NASDAQ:CSCO) is involved in the manufacture, design, and sale of Internet Protocol-based networking products and services **** ociated with the communications and IT industry.
While we acknowledge the potential of CSCO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
The course is designed to bridge the gap between academic preparation and professional readiness. Students can earn college credit through AP exam performance while simultaneously preparing for the industry-recognized Cisco Certified Support Technician/CCST Cybersecurity certification, providing them with a competitive advantage for future careers.
This collaboration aims to address the global cybersecurity workforce shortage by streamlining how schools implement technical training. Following a successful pilot program that engaged 3,100 students across 30 states, the national rollout seeks to establish a more accessible and sustainable pipeline of talent for the cybersecurity industry.
Cisco Systems Inc. (NASDAQ:CSCO) is involved in the manufacture, design, and sale of Internet Protocol-based networking products and services **** ociated with the communications and IT industry.
While we acknowledge the potential of CSCO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
3 months ago
Cisco Systems, Inc. (NASDAQ:CSCO) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years.
On June 25, 2026, KeyBanc raised its price target on Cisco Systems, Inc. (NASDAQ:CSCO) to $130 from $125 and kept an Overweight rating. KeyBanc's chief investment officer survey for the first half of 2026 showed that the gap "between the haves and the have-nots in the IT budget just got wider." The firm said AI and AI-readiness spending rose sharply in priority, and it recommended investors stick with security, data, infrastructure, and monitoring names.
On June 16, Equinix (EQIX) expanded its collaboration with Cisco and Nvidia (NVDA) to accelerate enterprise AI. The companies will enable customers to deploy Cisco Secure AI Factory with Nvidia across Equinix's global data center network, using standardized AI factory blueprints and automation. Equinix is also working with Presidio to deploy the Programmable AI Technology Hub Lab, a real-world environment inside Equinix data centers where customers can test, validate, and refine AI infrastructure before broader deployment.
Source: Pixabay
On June 12, Morgan Stanley raised its price target on Cisco to $130 from $120 and kept an Overweight rating. Morgan Stanley said Cisco and Arista Networks (ANET) remain its preferred ways to play "an underappreciated front-end networking refresh cycle," as inference and rising CPU intensity drive a front-end refresh.
On June 25, 2026, KeyBanc raised its price target on Cisco Systems, Inc. (NASDAQ:CSCO) to $130 from $125 and kept an Overweight rating. KeyBanc's chief investment officer survey for the first half of 2026 showed that the gap "between the haves and the have-nots in the IT budget just got wider." The firm said AI and AI-readiness spending rose sharply in priority, and it recommended investors stick with security, data, infrastructure, and monitoring names.
On June 16, Equinix (EQIX) expanded its collaboration with Cisco and Nvidia (NVDA) to accelerate enterprise AI. The companies will enable customers to deploy Cisco Secure AI Factory with Nvidia across Equinix's global data center network, using standardized AI factory blueprints and automation. Equinix is also working with Presidio to deploy the Programmable AI Technology Hub Lab, a real-world environment inside Equinix data centers where customers can test, validate, and refine AI infrastructure before broader deployment.
Source: Pixabay
On June 12, Morgan Stanley raised its price target on Cisco to $130 from $120 and kept an Overweight rating. Morgan Stanley said Cisco and Arista Networks (ANET) remain its preferred ways to play "an underappreciated front-end networking refresh cycle," as inference and rising CPU intensity drive a front-end refresh.
3 months ago
Arista Networks, Inc. (NYSE:ANET) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years.
On June 23, 2026, JPMorgan removed Amphenol (APH) and Arista Networks, Inc. (NYSE:ANET) from its Equity Focus List following a transfer of coverage. Both stocks remain Overweight-rated.
On June 18, KeyBanc **** yst Brandon Nispel raised the firm's price target on Arista Networks to $200 from $178 and kept an Overweight rating after meetings with the company. Nispel said the meetings confirmed "exceptional demand," with one catalyst coming from XPU and another from inference. KeyBanc also said supply concerns and deferred revenue confusion appear largely addressed and look more transitory against Arista's secular demand profile.
On June 12, Morgan Stanley raised its price target on Arista Networks to $190 from $180 and kept an Overweight rating. Morgan Stanley said Arista and Cisco (CSCO) remain its preferred ways to play "an underappreciated front-end networking refresh cycle," as inference and rising CPU intensity drive a front-end refresh.
Arista Networks, Inc. (NYSE:ANET) develops, markets, and sells data-driven, client-to-cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.
On June 23, 2026, JPMorgan removed Amphenol (APH) and Arista Networks, Inc. (NYSE:ANET) from its Equity Focus List following a transfer of coverage. Both stocks remain Overweight-rated.
On June 18, KeyBanc **** yst Brandon Nispel raised the firm's price target on Arista Networks to $200 from $178 and kept an Overweight rating after meetings with the company. Nispel said the meetings confirmed "exceptional demand," with one catalyst coming from XPU and another from inference. KeyBanc also said supply concerns and deferred revenue confusion appear largely addressed and look more transitory against Arista's secular demand profile.
On June 12, Morgan Stanley raised its price target on Arista Networks to $190 from $180 and kept an Overweight rating. Morgan Stanley said Arista and Cisco (CSCO) remain its preferred ways to play "an underappreciated front-end networking refresh cycle," as inference and rising CPU intensity drive a front-end refresh.
Arista Networks, Inc. (NYSE:ANET) develops, markets, and sells data-driven, client-to-cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.
4 months ago
Latest Jaylen Brown Trade Rumors Say Celtics Superstar 'Wouldn't Want To Play For' This Team originally appeared on NESN. Add NESN as a Preferred Source by clicking here.
With the NBA Finals recently concluding and the start of the NBA Draft still six days away, trade rumors are dominating the headlines.
There's arguably no bigger name circulating through the chatter than Milwaukee Bucks forward MVP forward Giannis Antetokounmpo, and the Boston Celticscontinue to be linked heavily to the two-time MVP.
Celtics All-Star guard Jaylen Brown has been at the center of the Antetokounmpo trade rumors for months as well.
Senior NBA writer Marc J. Spears provided an update on the situation Wednesday and said that Brown "wouldn't want to play for" Milwaukee.
With the NBA Finals recently concluding and the start of the NBA Draft still six days away, trade rumors are dominating the headlines.
There's arguably no bigger name circulating through the chatter than Milwaukee Bucks forward MVP forward Giannis Antetokounmpo, and the Boston Celticscontinue to be linked heavily to the two-time MVP.
Celtics All-Star guard Jaylen Brown has been at the center of the Antetokounmpo trade rumors for months as well.
Senior NBA writer Marc J. Spears provided an update on the situation Wednesday and said that Brown "wouldn't want to play for" Milwaukee.
4 months ago
Is CSCO a good stock to buy? We came across a bullish thesis on Cisco Systems, Inc. on r/investing_discussion by Variant_Invest. In this article, we will summarize the bulls’ thesis on CSCO. Cisco Systems, Inc.'s share was trading at $118.33 as of May 26th. CSCO’s trailing and forward P/E were 39.44 and 24.94 respectively according to Yahoo Finance.
Photo by Markus Spiske on Unsplash
Cisco Systems, Inc. designs, develops, and sells technologies that help to power, secure, and draw insights from the internet in the Americas and internationally. CSCO is widely viewed by the market as a slow-moving legacy networking incumbent that missed the cloud transition and was outcompeted for years by more agile peers. That perception frames it as a low-growth, hardware-heavy business with limited relevance in the current artificial intelligence infrastructure cycle. However, the underlying business trajectory is increasingly diverging from that narrative.
Read More: 15 AI Stocks That Are Quietly Making Investors Rich
Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential
Photo by Markus Spiske on Unsplash
Cisco Systems, Inc. designs, develops, and sells technologies that help to power, secure, and draw insights from the internet in the Americas and internationally. CSCO is widely viewed by the market as a slow-moving legacy networking incumbent that missed the cloud transition and was outcompeted for years by more agile peers. That perception frames it as a low-growth, hardware-heavy business with limited relevance in the current artificial intelligence infrastructure cycle. However, the underlying business trajectory is increasingly diverging from that narrative.
Read More: 15 AI Stocks That Are Quietly Making Investors Rich
Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential
4 months ago
Is CSCO a good stock to buy? We came across a bullish thesis on Cisco Systems, Inc. on r/investing_discussion by Variant_Invest. In this article, we will summarize the bulls' thesis on CSCO. Cisco Systems, Inc.'s share was trading at $118.33 as of May 26th. CSCO's trailing and forward P/E were 39.44 and 24.94 respectively according to Yahoo Finance.
Photo by Markus Spiske on Unsplash
Cisco Systems, Inc. designs, develops, and sells technologies that help to power, secure, and draw insights from the internet in the Americas and internationally. CSCO is widely viewed by the market as a slow-moving legacy networking incumbent that missed the cloud transition and was outcompeted for years by more agile peers. That perception frames it as a low-growth, hardware-heavy business with limited relevance in the current artificial intelligence infrastructure cycle. However, the underlying business trajectory is increasingly diverging from that narrative.
Read More: 15 AI Stocks That Are Quietly Making Investors Rich
Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential
Photo by Markus Spiske on Unsplash
Cisco Systems, Inc. designs, develops, and sells technologies that help to power, secure, and draw insights from the internet in the Americas and internationally. CSCO is widely viewed by the market as a slow-moving legacy networking incumbent that missed the cloud transition and was outcompeted for years by more agile peers. That perception frames it as a low-growth, hardware-heavy business with limited relevance in the current artificial intelligence infrastructure cycle. However, the underlying business trajectory is increasingly diverging from that narrative.
Read More: 15 AI Stocks That Are Quietly Making Investors Rich
Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential
