Ciena just posted a record quarter with earnings well above estimates, yet its stock cratered 10% while networking peers Arista and Cisco held firm or climbed. The divergence points to a specific pressure point that separates Ciena's story from the broader AI networking boom.
Cisco and IBM both cut dividend checks to shareholders this month, but one company earns a grade that might surprise income investors who judge payouts by yield alone.
Cisco is posting hyperscaler AI order numbers that would make pure-play networking rivals jealous, yet its valuation still reflects a company selling switches to office parks. Something in that gap deserves a closer look.
Sergio Freitas is a senior director of engineering at Cisco and oversees 10 to 20 agents daily. Now that agents are writing more code, it requires more review, Freitas said.
The tech company granted access to a personal agent for all global employees this week.
This article was written by Doug Nathman, with research by his team at Trefis.
Nvidia grabs the AI headlines, but a 69% gain over the past year hints that a quieter networking giant may be capturing just as much of the buildout. The question is whether Cisco's biggest surge is still ahead or already priced in.
Prior month 53.9Manufacturing PMI flash 53.2 versus 53.9 estimate.Services PMI 56.8 versus 54.0 estimate. Prior month 54.6.Composite 56.0 versus 54.5 prior. The manufacturing index was lower than expectations, but the services in the composite indices were higher. All 3 indices remain above the 50 l…
InvestorPlace - Stock Market News, Stock Advice & Trading Tips Microsoft, TSM, and Cisco are showing real AI demand as revenue begins to catch up with record infrastructure spending. The post Microsoft, TSM, and Cisco Are Breaking the AI Bubble Narrative appeared first on InvestorPlace.
Cisco just posted its strongest earnings surprise in years, yet the stock dropped sharply the next day. Whether that selloff is a warning sign or a rare entry point comes down to three catalysts that most investors are overlooking.
While flashier AI names grabbed headlines, Cisco quietly rewired itself for the infrastructure boom and just delivered numbers that stopped Wall Street's skeptics cold. The question now is whether the market has actually caught up to what the business has become.
Cisco just blew past analyst expectations by a wide margin, yet shares are sliding. CEO Chuck Robbins says the skeptics are missing something fundamental about who is actually writing the checks for AI infrastructure.
Hardware companies are benefiting big from the massive demand cycle for AI buildouts.
Cisco delivered a better-than-expected earnings report, but the stock sold off anyway. Even with a forecast that topped estimates, Piper Sandler analysts wrote that Cisco's guidance looked "conservati...
Two optics companies beat earnings estimates and watched their stocks crater while rivals selling into the exact same AI demand surge went flying in the opposite direction. The divergence comes down to something buried in the cash flow disclosures that most headlines missed.
Cisco beat earnings, crushed revenue estimates, and racked up billions in AI orders, yet the stock cratered 7% anyway. Five analyst firms still raised their price targets, but the spread between the most bearish and most bullish tells a story of deep Wall Street disagreement about where Cisco goes f…
Cisco cratered despite beating estimates, cool wholesale inflation gave traders a fresh reason to buy, and JPMorgan just raised its Microsoft target to $625. Here is what is moving markets and what it means for your positions today.
Lenovo just handed PC and server makers a stunning earnings surprise overnight, and the ripple effects are tearing hardware stocks in opposite directions before the open. What separates the winners from the one notable casualty comes down to a single, uncomfortable dynamic.
Cisco and Coherent both slide despite solid earnings, while StubHub plummets as higher costs offset a World Cup boost.
Cisco reported record results on Wednesday, citing an artificial-intelligence “supercycle,” but Wall Street is pointing to squeezed gross margins.
Demand for AI helped drive the company's revenue past estimates in the latest quarter.
Analysts and traders were jolly about the continued AI trade as others were thinking it's oversold. The bulls were good with AI stocks being in the green but Cisco which reported last night, temporarily broke up its all-time high but then sold off and is now over 6% downU.S. markets are starting Thu…
Cisco Systems (CSCO) shares fell in extended trading despite the tech conglomerate reporting stronger-than-expected Q4 earnings, supported by robust artificial intelligence (AI)-driven demand. The com...
“Customers know that if they pause or slow down they run the risk of being way behind,” Chief Executive Chuck Robbins said.
An 18% revenue surge and blowout 2027 forecast weren't enough to sustain Cisco's stock momentum.
Cisco's results topped estimates, but they weren't good enough to satisfy Wall Street. The company said it sees revenue this quarter of between $18 billion and $18.2 billion, way above analysts' expec...
The company continued to receive billions of dollars in orders from artificial-intelligence hyperscalers.
Cisco Systems forecast fiscal 2027 revenue above Wall Street expectations on Wednesday, signaling confidence that strong demand for its AI networking gear will continue to power growth.
Cisco heads into tonight's Q4 report near all-time highs after a massive AI-driven run, but with consensus sitting at the top of guidance and margin pressure quietly building, what happens after the bell could either justify the rally or reset expectations fast.
Cisco is set to post earnings after the closing bell Wednesday, with traders anticipating a move that could bring the stock back near its June highs.
Cisco Systems (CSCO) shares are inching lower ahead of the AI infrastructure giant's Q4 earnings scheduled to be released after the market closes on August 11. Consensus is for CSCO to record $1.17 a ...
Cisco and Coherent both report earnings the same afternoon, putting two very different AI networking bets head to head. One carries a 93% crowd-backed beat probability while the other just shed 14% in a single session, and only one belongs in a retirement portfolio.
Economic news this week will include data on consumer and producer prices, existing-home sales, and small-business optimism. As earnings season winds down, we'll see results from Simon Property, Appli...
Cisco Systems, Inc. designs, develops, and sells technologies that help to power, secure, and draw insights from the internet in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company offers data center switching; network security, identity and access management, and secure access service edge; threat intelligence, detection, and response solutions; interconnects public and private wireline and mobile networks, delivering connectivity to campus, data center, and branch networks; WEBEX suite, collaboration devices, and contact center; communication platform as a service software, including perpetual licenses, subscription arrangements, and hardware solutions; network assurance, monitoring and analytics, and observability suite; issue resolution, software support, and hardware replacement; professional services, such as planning, design, implementation, and high-value consulting; service and support packages, financing, and managed network services; and regional, national, and international wireline carriers, webscale products, internet, and cable. It also delivers connectivity to campus, data center, and branch networks; wireless products, including indoor and outdoor wireless coverage designed for seamless roaming use of voice, video, and data applications; end-to-end collaboration solutions through cloud, on-premise, or within hybrid cloud environments, transition collaboration solutions from on-premise to the cloud; and network assurance, monitoring and analytics, and observability suite. In addition, it offers technical support and advisory services. The company serves businesses, public institutions, governments, and service providers. It sells its products and services directly, through systems integrators, service providers, resellers, and distributors. Cisco Systems, Inc. was incorporated in 1984 and is headquartered in San Jose, California.
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