Core Viewpoint - Cisco Systems has reported strong earnings and a confident outlook for fiscal year 2026, driven by three distinct growth engines that are reshaping the company's future [1][2]. Group 1: Financial Performance and Projections - Management anticipates revenue between $59 billion and $60 billion for fiscal year 2026, with non-GAAP earnings per share projected to be between $4.00 and $4.06 [2]. - Cisco's stock price forecast is $74.53, indicating an 11.20% upside based on 24 analyst ratings, with a current price of $67.02 [7]. Group 2: AI Infrastructure Growth - Cisco secured over $2 billion in AI-related orders in fiscal year 2025, doubling its original target of $1 billion, highlighting its success in the AI infrastructure market [3]. - The company's product orders in the Service Provider and Cloud customer segment surged 49% year-over-year in the fourth quarter, reflecting strong demand [4]. Group 3: Business Model Transformation - Cisco's shift towards high-margin software and services is supporting its AI-driven growth, with total subscription revenue now accounting for 54% of its total revenue [8]. - The integration of the acquisition of Splunk has led to a 14% year-over-year increase in new logos, expanding Cisco's market reach in cybersecurity and observability [9]. Group 4: Core Business and Upgrade Cycle - A major multi-year upgrade cycle is underway in enterprise and campus networking, driven by the launch of Cisco's Catalyst 9000 "smart switches" [11]. - The need for network modernization is being fueled by the deployment of AI applications, requiring more power, speed, and security [12]. Group 5: Investment Profile - Cisco offers a reliable 2.45% dividend yield with a payout ratio of 43.2% of cash flow, indicating strong sustainability and room for future increases [21]. - The company's P/E ratio is approximately 25.56, providing a reasonable entry point compared to many high-valuation AI stocks [21].

Company Performance - BJ's Wholesale Club reported quarterly earnings of $1.14 per share, exceeding the Zacks Consensus Estimate of $1.1 per share, and showing an increase from $1.09 per share a year ago, resulting in an earnings surprise of +3.64% [1] - The company posted revenues of $5.38 billion for the quarter ended July 2025, which was 1.51% below the Zacks Consensus Estimate, but an increase from $5.21 billion year-over-year [2] - Over the last four quarters, BJ's has surpassed consensus EPS estimates four times, but has not beaten consensus revenue estimates during the same period [2] Stock Performance - BJ's shares have increased approximately 18.8% since the beginning of the year, outperforming the S&P 500's gain of 8.3% [3] - The current consensus EPS estimate for the upcoming quarter is $1.11 on revenues of $5.4 billion, and for the current fiscal year, it is $4.29 on revenues of $21.61 billion [7] Industry Outlook - The Consumer Products - Staples industry, to which BJ's belongs, is currently ranked in the bottom 32% of over 250 Zacks industries, indicating potential challenges ahead [8] - The performance of BJ's stock may be influenced by the overall outlook for the industry, as research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]

Group 1 - Vladimir Dimitrov, CFA has extensive experience in brand and intangible assets valuation, particularly in technology, telecom, and banking sectors [1] - He has worked with some of the largest global brands during his career in London [1] - Dimitrov is focused on identifying reasonably priced businesses that possess sustainable long-term competitive advantages [1]

Key Takeaways Boston Scientific leverages AI in heart diagnostics, arrhythmia mapping and coronary imaging.Johnson & Johnson integrates AI in robotic surgery, digital analytics and connected operating rooms.GE HealthCare and Tempus AI advance AI-powered imaging, precision medicine and clinical decision tools.Rising demand for precision and personalized medicine has significantly augmented the need for artificial intelligence (AI)-enabled medical devices to deliver highly individualized diagnostics and treat ...

Key Takeaways Barrick Mining's Q2 gold output rose 5% to 797,000 ounces after a weak first quarter.Nevada Gold Mines and Pueblo Viejo fueled production gains with double-digit growth.Production is expected to be 54% weighted in the second half, peaking in the fourth quarter.Barrick Mining Corporation (B) saw higher gold production in the second quarter, delivering 797,000 ounces, a 5% increase from the prior quarter. This follows a 30% sequential decline in the first quarter to 758,000 ounces, the lowest qu ...

New York, United States, Aug. 22, 2025 (GLOBE NEWSWIRE) -- Graphjet Technology (“Graphjet” or “the Company”) is now able to produce graphite that is up to the standard and the graphite produced can be used as battery anode material. With this, the Company will now move ahead to finalise collaborations, supply agreements and offtake agreements with its customers in the coming weeks. Whilst the upcoming share consolidation might reduce the number of shares trading in the market, the Company has initiated step ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Toronto, Ontario--(Newsfile Corp. - August 22, 2025) - Argo Gold Inc. (CSE: ARQ) (OTC Pink: ARBTF) (XFRA: A2ASDS) (XSTU: A2ASDS) (XBER: A2ASDS) ("Argo" or the "Company") announces that the board of directors of the Company (the "Board") has approved the adoption of an advance notice bylaw (the "Bylaw") to provide shareholders, directors and management of the Company with a clear framework for nominating directors. The Bylaw is meant to: (i) facilitate an orderly and efficient annual and/or special meeting ...

Bullish (NYSE:BLSH) stock surged after its IPO earlier this month. The listing was priced at $37 per share, and the stock jumped nearly 3x in early trading before pulling back on volatility. It now trades at about $70 per share. In this analysis, we outline a scenario where Bullish could roughly double to $140. The case rests on three factors: rapid growth, rising institutional adoption of crypto, and the massive market opportunity. We note that the math is simplified, but it could still give users an intui ...

Photo by Michael M. Santiago/Getty ImagesGetty ImagesDespite robust performance during the first two quarters, Alphabet (NASDAQ: GOOG) stock has risen only 5% this year, trailing behind the S&P 500's 9% growth. A significant reason for this underperformance is the ongoing lawsuit that might compel Google to divest certain assets. Recently, the undervalued offer from Perplexity AI for Google Chrome is substantially under its actual worth.So, is this the right moment to invest in GOOG stock, which is currentl ...