Considering the ongoing fundamental transformation of the company, I give a buy rating to Cisco Systems, Inc. ( CSCO ). For now, I believe that the market is still pricing the company according to its statusI am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne. My investing background mix corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets. I specialize in financial modelling, valuatio ...

Core Viewpoint - The ongoing fundamental transformation of Cisco Systems, Inc. is leading to a buy rating for the company, indicating that the market may not fully reflect its current status [1]. Company Analysis - Cisco Systems, Inc. is undergoing significant changes that are expected to enhance its market position and valuation [1]. - The current market pricing of Cisco does not align with its transformative efforts, suggesting potential undervaluation [1]. Analyst Background - The analysis is conducted by a finance professional with a Master's in Banking & Finance, specializing in corporate finance, M&A, and investment analysis, particularly in real estate, renewable energy, and equity markets [1]. - The analyst has extensive experience in financial modeling, valuation, and qualitative analysis, with hands-on roles in private equity and asset management [1].

The U.S. Supreme Court on Friday agreed to hear an appeal by Cisco Systems in which the tech company and President Donald Trump's administration are asking the justices to limit the reach of a federal... ...

Whales with a lot of money to spend have taken a noticeably bearish stance on Cisco Systems.Looking at options history for Cisco Systems (NASDAQ:CSCO) we detected 11 trades.If we consider the specifics of each trade, it is accurate to state that 27% of the investors opened trades with bullish expectations and 54% with bearish.From the overall spotted trades, 2 are puts, for a total amount of $107,124 and 9, calls, for a total amount of $474,726.Predicted Price RangeTaking into account the Volume and Open In ...

Core Insights - The article highlights the significant growth in Ethernet switch sales, driven by the demand for high-speed switches (200 Gb/s, 400 Gb/s, and 800 Gb/s), which accounted for $5.43 billion, or 37% of the total Ethernet switch market revenue [1] - The overall Ethernet switch revenue reached a historical high of $14.67 billion in Q3 2025, reflecting a year-over-year growth of 35.2% [1][12] - The rise of ODMs (Original Design Manufacturers) in the data center Ethernet switch market is notable, as they have gained a dominant position, impacting traditional vendors like Cisco and Arista [13] Ethernet Switch Market Growth - Ethernet switch sales based on the Ethernet protocol saw a year-over-year increase of 35.2%, reaching approximately $14.7 billion in Q3 2025, marking a historical peak [1][12] - The sales growth is primarily attributed to high-end switches, with 200 Gb/s and above switches contributing significantly to the revenue [1] - The total shipment of Ethernet ports reached around 73.5 million, more than double the previous year's figures, with 27.9 million ports for switches operating at 200 Gb/s and above [12] Vendor Performance - Cisco's Ethernet switch revenue for Q3 2025 was $4.37 billion, showing an 8.9% growth and maintaining a market share of 29.8% [8] - Huawei's revenue was $1.20 billion, with a growth rate of 15.2%, while HPE experienced a remarkable growth of 218.9%, reaching $1.83 billion [8] - Nvidia's revenue from Ethernet switches was $1.01 billion, reflecting a growth of 167.7% [8] Routing Device Market - Routing device sales slightly exceeded $3.6 billion in Q3 2025, with a year-over-year growth of 15.8% [15] - Service providers and large-scale data centers accounted for 74% of the router sales, indicating a strong demand in these sectors [15] - Cisco's router revenue grew by 31.9% to $1.35 billion, showcasing the success of its integrated Silicon One architecture [16]

Group 1: Battery Industry - A joint meeting was held by four government departments to discuss the regulation of the power and energy storage battery industry, involving 16 companies including major players like CATL and BYD [2] Group 2: Automotive Industry - The Ministry of Industry and Information Technology is soliciting public opinions on seven proposed mandatory national standards for intelligent connected vehicles, including safety requirements for automatic parking systems [3] - Geely has obtained a Level 3 autonomous driving road test license for its Zeekr 9X model in Hangzhou [9] - Xpeng Motors' CEO predicts that 2026 will mark the true beginning of autonomous driving in China and the U.S., with the company's second-generation VLA achieving Level 4 autonomous driving capabilities [11] - Dongfeng Motor is in discussions to produce passenger vehicles in Turkey, with plans to start production within the year [12] Group 3: Strategic Partnerships and Investments - GAC International has formed a strategic partnership with Grab to collaborate on delivering 20,000 high-performance electric vehicles in Southeast Asia over the next two years [10] - Intramco, a company under Xincheng Capital, has partnered with Leap Motor to supply charging products for its future electric vehicles produced in Europe [14] - Faraday Future aims to achieve positive cash flow and a gross margin of 20% within three years, as announced during its shareholder day event [15] Group 4: Technology and Innovation - Hyundai's stock price surged following the announcement of increased investments in robotics and artificial intelligence, alongside a meeting between its chairman and NVIDIA's CEO [6] - Elon Musk's AI startup xAI completed a $20 billion funding round, exceeding its initial target of $15 billion, with investors including NVIDIA and Cisco [7] Group 5: Economic Cooperation - The Ministry of Commerce is accelerating negotiations for the second phase of the China-South Korea Free Trade Agreement, focusing on enhancing economic cooperation and exploring new areas such as high-end manufacturing and green industries [4] - Guangzhou's government has released a plan to cultivate strategic industries, including artificial intelligence and new energy storage, as part of its advanced manufacturing strategy [5]

Cisco Systems, Inc. (NASDAQ:CSCO) is included among the 12 Best DOW Stocks to Buy in 2026. Cisco (CSCO) Unlikely to Pursue Axonius Acquisition, Says TD Cowen Analyst Ken Wolter / Shutterstock.com On January 5, TD Cowen analyst Shaul Eyal said the firm’s channel checks and industry conversions suggest that Cisco Systems, Inc. (NASDAQ:CSCO) acquiring Axonius “is not imminent and is currently not in our cards.” TD Cowen also noted that names like SentinelOne, Varonis, and Tenable could attract interest fr ...

Cisco Systems (CSCO) shares clock seven straight sessions of losses on Wednesday, as the stock was 0.9% lower at $74.59. The communications equipment company lost 3.3% in the preceding six sessions. Overall, the stock climbed over 30% in the year 2025, compared to the 16.7% rise ...

For all the talk of a “broadening trade,” the S&P 500 Information Technology sector ETF ( XLK ) still beats the S&P 500 ETF ( SPY ) over the past 12 months. One of the blue-chip tech winners in the last yearFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to financial data. ...

截图来自社交平台X 硅谷大模型厂商正纷纷化身"基建狂魔"，疯狂融资以扩张算力。 当地时间1月6日，马斯克于2023年创立的大模型公司xAI宣布超额完成E轮融资，共筹集200亿美元。 参与本轮的投资者有，与马斯克关系密切的"老朋友"Valor Equity Partners和卡塔尔投资局，还有 Stepstone Group、Fidelity Management&Research Company、MGX和Baron Capital Group等xAI的重要合 作伙伴。 xAI特别强调，英伟达和思科是本轮的战略投资者，"它们继续支持xAI快速扩展我们的计算基础设施， 并建设全球最大的GPU集群"。 纽约时报称，即使按照xAI此前设定的150亿美元融资目标计算，公司估值也将达到2300亿美元，超额 认购后，公司估值显然将超过这一已十分巨大的数字。 目前的顶级大模型厂商中，Anthropic估值约3500亿美元，OpenAI估值则高达8300亿美元。此外，目前 最受市场瞩目的潜在IPO的明星公司，还有由马斯克旗下高达1.5万亿美元的SpaceX，以及，估值约1600 亿美元的云厂商Databricks，这些公司被认 ...