Core Insights - Cisco has identified a critical vulnerability in its Catalyst SD-WAN products that has been exploited by hackers for at least three years, prompting urgent action from the U.S. government and its allies [1][4] - The vulnerability has a maximum severity score of 10.0, allowing hackers to gain high-level permissions and maintain hidden access to networks, posing significant risks to data security [2][3] Group 1: Vulnerability Details - The bug allows remote access to networks using Cisco's Catalyst SD-WAN products, which are essential for large enterprises and government agencies [1] - Evidence of exploitation dates back to 2023, with affected organizations including critical infrastructure sectors such as power grids and water supply [3] Group 2: Government Response - Multiple governments, including the U.S., Canada, and the UK, have issued warnings about the global targeting of organizations by threat actors [4] - The U.S. cybersecurity agency CISA has mandated that all civilian federal agencies must patch their systems by the end of the week due to the imminent threat [4] Group 3: Ongoing Threats - Cisco has not attributed the attacks to any specific threat group but has tracked a cluster of activity labeled UAT-8616 [5] - In December, Cisco had previously warned about another vulnerability with a severity score of 10.0 in its Async software, which was also being exploited to compromise customer networks [5]

Financial giants have made a conspicuous bullish move on Cisco Systems. Our analysis of options history for Cisco Systems (NASDAQ:CSCO) revealed 11 unusual trades.Delving into the details, we found 63% of traders were bullish, while 27% showed bearish tendencies. Out of all the trades we spotted, 4 were puts, with a value of $342,104, and 7 were calls, valued at $372,260.Expected Price MovementsAnalyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price ...

Cisco Systems (CSCO) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.The ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

Core Viewpoint - The article emphasizes the importance of understanding that past performance does not guarantee future results, highlighting the need for careful analysis when considering investments [2][3]. Group 1 - The article states that the information presented is believed to be factual and up-to-date, but it does not guarantee accuracy and should not be regarded as a complete analysis [2][3]. - It clarifies that no specific investment recommendations or advice are being provided, and any views expressed may not reflect the opinions of the broader organization [3]. - The article notes that the authors are third-party contributors, which may include both professional and individual investors who may not be licensed or certified [3].

Core Viewpoint - Cisco Systems (CSCO) is showing potential for investment due to a recent breakout above the 50-day moving average, indicating a short-term bullish trend [1] Group 1: Technical Indicators - CSCO has reached a key level of support and recently broke out above the 50-day moving average, which is a significant technical indicator for determining support or resistance levels [1] - The 50-day simple moving average is highlighted as a primary indicator for identifying trends in securities [1] Group 2: Stock Performance - Over the past four weeks, CSCO shares have increased by 6.1%, indicating positive momentum [2] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for continued upward movement [2] Group 3: Earnings Estimates - Positive earnings estimate revisions support the bullish outlook for CSCO, with no estimates decreasing in the past two months and six estimates increasing [2] - The consensus estimate for CSCO has also seen an increase, reinforcing the positive sentiment around the stock [2] Group 4: Investment Outlook - The combination of favorable earnings estimate revisions and the technical breakout suggests that investors should monitor CSCO for potential gains in the near future [3]

Core Insights - Hybrid Power Solutions Inc. has appointed Sophic Capital as its capital markets services and investor relations partner to enhance investor awareness and communication strategies [1][2] - The partnership is expected to leverage Sophic Capital's established network to attract investment advisors and institutions, aligning with Hybrid's growth trajectory and increasing customer interest in its clean power solutions [2] - Hybrid Power Solutions focuses on developing fuel-free portable power systems for off-grid applications, emphasizing environmental responsibility and innovation in the clean energy sector [4] Group 1 - The agreement with Sophic Capital includes a monthly fee of $8,000 for an initial term of 12 months, along with options to purchase up to 1,030,000 common shares at a price of $0.04 per share [2] - The options will vest quarterly in four tranches of 257,500 shares each and will expire either 90 days after the termination of the engagement or on February 18, 2031 [2] - Sophic Capital specializes in capital markets strategies for growth companies, particularly in technology and clean technology sectors, making it a suitable partner for Hybrid [3] Group 2 - Hybrid Power Solutions is listed on the Canadian Securities Exchange under the symbol "HPSS" and is committed to leading the clean energy transition [4] - The company aims to benefit from increasing infrastructure activities across various industries, including construction, transportation, law enforcement, and defense [2] - The CEO of Hybrid Power Solutions, Francois Byrne, highlighted the strategic importance of this partnership at a critical growth juncture for the company [2]

Core Viewpoint - Cisco Systems and Qunnect have successfully built and operated a quantum network using fiber optic cables in New York, demonstrating practical applications for quantum computing in real-world settings [1]. Group 1: Quantum Network Development - The quantum network connects Brooklyn and Manhattan, utilizing Qunnect's hardware and Cisco's software to address challenges in existing data centers [1]. - The network operates effectively over a distance of 17.6 kilometers (10.9 miles) of fiber optic cable, maintaining integrity through automatic polarization controllers [1]. Group 2: Technological Innovations - Qunnect's approach minimizes the need for cryogenic cooling, requiring it only at one central hub, while other connected data centers can operate with room-temperature equipment [1]. - The technology corrects for real-world issues that typically affect quantum networks, such as vibrations and complex fiber arrangements [1]. Group 3: Future Applications - Cisco envisions this foundational experiment as a step towards connecting quantum computers within data centers and eventually creating a quantum internet [1]. - Practical applications of quantum networks could include high-speed trading, where quantum entanglement allows for instantaneous information sharing between distant computers [1].

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _____________________________________ FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended January 24, 2026 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-39940 _____________________________________ CISCO SYSTEMS, INC. (Exact ...

Core Viewpoint - Cisco (CSCO) experienced a 9.4% decline in stock price over the past week despite beating earnings expectations, attributed to market fears regarding AI disruption. Analysts maintain a target price of $88.81, indicating a potential upside of 16% from current levels [1]. Financial Performance - Cisco reported earnings of $1.04 per share, exceeding the consensus estimate of $1.02, with revenue of $15.35 billion, reflecting an 8.5% year-over-year increase, although it slightly missed the target of $15.42 billion [1]. - Operating cash flow fell 19% year-over-year to $1.82 billion, raising concerns about financial health [1][2]. Market Sentiment - The stock's decline is linked to a shift in investor valuation of networking and software companies, with fears of a "SaaSpocalypse" where AI could disrupt traditional business models [1]. - Seven senior executives, including the CEO, sold $3.05 million in stock on earnings day, which negatively impacted market perception [1]. Analyst Outlook - Despite the recent selloff, 17 out of 26 analysts maintain a Buy or Strong Buy rating for Cisco, with no Sell ratings. The average target price of $88.81 suggests significant upside potential [1]. - KeyBanc has a Buy rating with a target of $87, while a bullish analyst projects a target of $182 based on AI infrastructure refresh cycles [1]. Growth Catalysts - Cisco secured $2.1 billion in AI infrastructure orders, indicating strong demand from hyperscalers [1]. - A campus networking refresh cycle is underway, with product orders increasing by 18% year-over-year, and the next-generation firewall market is projected to grow at a 12% annual rate through 2031 [1]. Valuation Metrics - Cisco's forward P/E ratio is 18x, significantly lower than its trailing P/E of 28x, suggesting expectations of earnings growth. The PEG ratio stands at 1.3, indicating reasonable valuation relative to its 31% year-over-year earnings growth [1]. - The company offers a 2.2% dividend yield and is engaged in aggressive buybacks, appealing to value-oriented investors [1].