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Bloomberg88d agoneutral
Cisco Shares Dip After Company Discusses Margin ‘Headwind’

(Bloomberg) -- Cisco Systems Inc. shares slipped after Chief Financial Officer Mark Patterson warned that the company would see “ups and downs” with its gross profit margin as it pushes further into AI infrastructure. Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersBillionaire Rinehart Bets $100 Million on US Defense StocksTrump Says Holding Off on New Iran Strikes After Gulf AppealElon Musk Loses Case Against Sam Altman Over OpenAI’s OverhaulStocks and Oil Whip

Take a closer look at Nvidia stock using Yahoo Finance's AlphaSpace
Yahoo Finance Video88d agoneutralVIDEO
Take a closer look at Nvidia stock using Yahoo Finance's AlphaSpace

Yahoo Finance has launched AlphaSpace, a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets and make smart decisions faster. Yahoo Finance Executive Editor Brian Sozzi demonstrates how to use the platform by taking a closer look at AI chip stock Nvidia (NVDA) ahead of its first quarter earnings on Wednesday. Innovator From Goldman Sachs Asset Management chief investment strategist Tim Urbanowicz weighs in with his firm's general outlook on Nvidia.

Cisco Systems (CSCO) Is Up 20.4% After Record Q3, AI Outlook Hike And Restructuring Shift – Has The Bull Case Changed?
Simply Wall St.89d agobearish
Cisco Systems (CSCO) Is Up 20.4% After Record Q3, AI Outlook Hike And Restructuring Shift – Has The Bull Case Changed?

Cisco Systems recently reported record fiscal third-quarter 2026 results, with revenue of US$15.84 billion and net income of US$3.37 billion, while also declaring a US$0.42 quarterly dividend payable on July 22, 2026, to shareholders of record on July 6, 2026. The company sharply raised its fiscal 2026 AI infrastructure order outlook to US$9 billion, backed by accelerating hyperscaler demand and a restructuring that concentrates investment on silicon, optics, security, and AI-focused...

3 Growth Stocks We Approach with Caution
StockStory89d agoneutral
3 Growth Stocks We Approach with Caution

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

Cisco Systems CEO Sees AI Fueling a “Networking Super Cycle”
MarketBeat89d agoneutral
Cisco Systems CEO Sees AI Fueling a “Networking Super Cycle”

Cisco Systems (NASDAQ:CSCO) Chairman and Chief Executive Officer Chuck Robbins said at JPMorgan’s Technology Conference that the company is seeing broad-based demand tied to artificial intelligence, describing the current environment as a “networking super cycle.” In a keynote discussion with JPMor

Fair Isaac Corporation (FICO) Stock Is Up, What You Need To Know
StockStory89d agoneutral
Fair Isaac Corporation (FICO) Stock Is Up, What You Need To Know

Shares of credit scoring and analytics company FICO (NYSE:FICO) jumped 2.2% in the afternoon session after 10-year Treasury yield eased to 4.46% following a preliminary agreement between President Trump and President Xi to keep the Strait of Hormuz open.

Zscaler (ZS) Stock Is Up, What You Need To Know
StockStory89d agoneutral
Zscaler (ZS) Stock Is Up, What You Need To Know

Shares of cloud security platform Zscaler (NASDAQ:ZS) jumped 1.3% in the afternoon session after a robust earnings report and upgraded annual revenue forecast from networking giant Cisco Systems, fueled optimism in the software sector.

Zeta Global (ZETA) Stock Trades Up, Here Is Why
StockStory89d agoneutral
Zeta Global (ZETA) Stock Trades Up, Here Is Why

Shares of marketing technology company Zeta Global (NYSE:ZETA) jumped 3.3% in the afternoon session after a robust earnings report and upgraded annual revenue forecast from networking giant Cisco Systems, fueled optimism in the software sector.

Why Okta (OKTA) Stock Is Trading Up Today
StockStory89d agoneutral
Why Okta (OKTA) Stock Is Trading Up Today

Shares of identity management company Okta (NASDAQ:OKTA) jumped 3.6% in the afternoon session after a robust earnings report and upgraded annual revenue forecast from networking giant Cisco Systems, fueled optimism in the software sector.

Why Cloudflare (NET) Stock Is Trading Up Today
StockStory89d agoneutral
Why Cloudflare (NET) Stock Is Trading Up Today

Shares of cloud security and performance company Cloudflare (NYSE:NET) jumped 4.5% in the afternoon session after a robust earnings report and upgraded annual revenue forecast from networking giant Cisco Systems, fueled optimism in the software sector.

Why Palantir Technologies (PLTR) Stock Is Up Today
StockStory89d agoneutral
Why Palantir Technologies (PLTR) Stock Is Up Today

Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 2.9% in the afternoon session after a robust earnings report and upgraded annual revenue forecast from networking giant Cisco Systems, fueled optimism in the software sector.

Cisco (CSCO) Gets Major Price Target Increase from HSBC
Insider Monkey89d agoneutral
Cisco (CSCO) Gets Major Price Target Increase from HSBC

Cisco Systems, Inc. (NASDAQ:CSCO) is included among the 10 Best “Dogs of the Dow” Stocks to Buy for the Rest of 2026. On May 15, HSBC Holdings plc upgraded Cisco Systems, Inc. (NASDAQ:CSCO) to Buy from Hold. It sharply raised its price target on the stock to $137 from $77. The firm said Cisco delivered […]

CSCO Q1 Deep Dive: AI Demand and Networking Modernization Drive Double-Digit Growth
StockStory89d agoneutral
CSCO Q1 Deep Dive: AI Demand and Networking Modernization Drive Double-Digit Growth

Networking technology giant Cisco (NASDAQ:CSCO) reported revenue ahead of Wall Street’s expectations in Q1 CY2026, with sales up 12% year on year to $15.84 billion. On top of that, next quarter’s revenue guidance ($16.8 billion at the midpoint) was surprisingly good and 6.5% above what analysts were expecting. Its non-GAAP profit of $1.06 per share was 2.3% above analysts’ consensus estimates.

Why Cisco (CSCO) Stock Is Up Today
StockStory89d agoneutral
Why Cisco (CSCO) Stock Is Up Today

Shares of networking technology giant Cisco (NASDAQ:CSCO) jumped 14.6% in the morning session after it reported first-quarter results that topped Wall Street's expectations and provided surprisingly strong guidance for the upcoming quarter.

Cisco Job Cuts Reshape AI Infrastructure And Security Investment Story
Simply Wall St.90d agobearish
Cisco Job Cuts Reshape AI Infrastructure And Security Investment Story

Cisco Systems (NasdaqGS:CSCO) is cutting nearly 4,000 jobs as part of a broad workforce reduction. The company is reorganizing to focus more on AI infrastructure, silicon, security, and optics. The shift represents one of Cisco’s largest corporate transformations in recent years. Cisco sits at the center of global networking, supplying routers, switches, and software that underpin internet and enterprise traffic. The renewed focus on AI, silicon, security, and optics ties directly into long...

Jim Cramer Reveals Big Win For Cisco (CSCO)
Insider Monkey90d agoneutral
Jim Cramer Reveals Big Win For Cisco (CSCO)

We recently published Jim Cramer’s Latest Thoughts On Cisco, NVIDIA & Other AI Stocks. Cisco Systems, Inc. (NASDAQ:CSCO) is one the stocks discussed by Jim Cramer. Networking equipment manufacturer Cisco Systems, Inc. (NASDAQ:CSCO)’s shares are up by 83% over the past year and by 55% year-to-date. Evercore ISI discussed the firm on May 4th as […]

Jim Cramer Says “This Time, Cisco Deserved the Run”
Insider Monkey91d agoneutral
Jim Cramer Says “This Time, Cisco Deserved the Run”

Cisco Systems, Inc. (NASDAQ:CSCO) was among Jim Cramer’s Mad Money stock calls as he urged investors to exercise caution when it comes to red-hot AI stocks. Discussing Cerebras’s IPO, Cramer said: It took away from the extraordinary performance of Chuck Robbins at Cisco, showed an incredible acceleration, both sales and earnings. Cisco was the largest […]