One Stop Systems (OSS) announced a new $1.1 million initial order from a top-tier aerospace prime contractor to support next-generation in-flight entertainment systems. The Company expects this initial order to be delivered by the fourth quarter of 2026. Under the terms of the contract, OSS will provide 200 ADB-10G ruggedized Ethernet switches. “This award with a top-tier global aerospace prime contractor reflects the growing adoption of our rugged networking platforms in commercial in-flight entertainment ...

MORRISVILLE, N.C.--(BUSINESS WIRE)--Extreme Networks, Inc. ("Extreme†) (Nasdaq: EXTR) today released financial results for its second quarter of fiscal 2026 ended December 31, 2025. Extreme FY26 Results - Seven Consecutive Quarters of Revenue Growth Share Kevin Rhodes, Executive Vice President and Chief Financial Officer stated, "Second quarter results exceeded our expectations for revenue and profitability. Our results highlight the leverage in our business model, where earnings growth exceeds revenue gr ...

Core Insights - Cisco Systems, Inc. (CSCO) is a leading technology company with a market cap of $304.3 billion, specializing in internet technologies including routers, switches, cybersecurity, cloud networking, and data center infrastructure [1] Performance Overview - Over the past 52 weeks, CSCO shares have increased by 32.2%, outperforming the S&P 500 Index, which gained 16% during the same period [2] - Year-to-date, CSCO's stock is up 1.4%, slightly trailing behind the S&P 500's 1.9% return [2] Sector Comparison - CSCO has also outperformed the First Trust NASDAQ Cybersecurity ETF (CIBR), which rose 10.7% over the past 52 weeks and 1.3% year-to-date [3] Analyst Ratings and Growth Expectations - On January 26, CSCO shares rose 3.2% following an upgrade from Evercore Inc. (EVR), which anticipates high single-digit revenue growth and low-teens EPS growth in the coming years, driven by strong demand in campus networking and potential AI-related revenues reaching $3 billion by fiscal 2026 [4] - For the current fiscal year ending in July, analysts project CSCO's EPS to grow by 7.5% year-over-year to $3.30, with a strong earnings surprise history [5] - The consensus rating among 24 analysts is a "Moderate Buy," with 14 "Strong Buy," one "Moderate Buy," and nine "Hold" ratings [5] Price Targets - The configuration of analyst ratings has become more bullish, with 13 analysts suggesting a "Strong Buy" rating [6] - Evercore Inc. upgraded CSCO to "Outperform" with a price target of $100, indicating a 28% upside potential from current levels, while the mean price target of $85.90 suggests a 9.9% premium from current prices [6]

Cisco - Cisco has been upgraded to "outperform" by Evercore ISI, with the price target raised from 80 to 100, indicating significant upside potential [1][2] - Analysts project steady growth for Cisco over several years, with high single-digit sales growth and low teens profit growth, suggesting solid growth at a reasonable price [2] - A major driver for Cisco's growth is the upcoming campus network refresh cycle, as companies typically upgrade their office networks every 7 to 10 years, with the last major upgrade occurring about eight years ago [3] - Cisco's products are seen as faster, smarter, and AI-ready, positioning the company well for the upcoming demand [4] - Approximately 20% of Cisco's customer base is affected by the end-of-life hardware replacements, which is driving upgrades [5] - AI is expected to be a significant revenue driver for Cisco, with major cloud players and government customers being key buyers [6] AppLovin - AppLovin has been upgraded to "buy" by Needham, with a price target of 700, implying over 30% upside from current levels [7][8] - The upgrade is driven by confidence in AppLovin's e-commerce ad business, which has evolved beyond gaming to become a comprehensive digital advertising platform [9] - Needham has raised its 2026 e-commerce revenue estimate for AppLovin to approximately 1.5 billion, up from a previous estimate of just over 1 billion, indicating strong growth expectations [10][11] Netflix - Netflix has been upgraded to "accumulate" from "sell" by Philip Securities, with a new price target of 100, suggesting double-digit upside potential [12] - The upgrade comes despite recent pressures on Netflix's stock, attributed to short-term noise in valuation models, with analysts maintaining a positive long-term outlook [13] - Netflix's core advantage lies in its pricing power as a leader in the streaming space, allowing for revenue growth without the need for aggressive subscriber acquisition [14] - Advertising is anticipated to be a significant growth driver for Netflix, similar to trends observed in other companies like AppLovin [15]

Core Insights - Actelis Networks has secured an order to supply advanced networking equipment for an infrastructure project in Chino, California, expanding its presence on the West Coast [1][2]. Group 1: Company Overview - Actelis Networks, Inc. is a market leader in cyber-hardened, rapid-deployment networking solutions for IoT and broadband applications [1][4]. - The company specializes in hybrid fiber and cyber-hardened networking solutions, providing fiber-grade performance with the flexibility of hybrid fiber-copper networks [4]. Group 2: Project Details - The order includes Actelis' ethernet and optical connectivity solutions aimed at modernizing Chino's communication infrastructure [2]. - The deployment is expected to enhance operational efficiency and support mission-critical connectivity requirements for the municipality [2]. Group 3: Leadership Insights - Tuvia Barlev, Chairman and CEO of Actelis, highlighted the strong momentum in California, emphasizing the need for rapid infrastructure modernization without significant capital investment [3]. - The deployment in Chino is seen as a critical step towards faster, smarter, and more cost-effective infrastructure modernization [3].

Core Viewpoint - ADTRAN Holdings, Inc. is expected to outperform its previously issued revenue guidance for the fourth quarter and full year of 2025, with preliminary unaudited revenue figures indicating significant growth [2][3]. Revenue Summary - For the fourth quarter of 2025, preliminary revenue is projected to be between $290.0 million and $293.0 million, surpassing the prior guidance of $275.0 million to $285.0 million [3]. - Full year preliminary U.S. GAAP revenue is anticipated to be between $1,082.2 million and $1,085.2 million [3]. Operating Margin Summary - Preliminary GAAP operating margin for the fourth quarter is expected to range from 1.4% to 1.7% [4]. - Preliminary non-GAAP operating margin for the fourth quarter is projected to be between 6.0% and 6.9%, aligning with the previously announced guidance of 3.5% to 7.5% [4]. - For the full year, preliminary GAAP operating margin is expected to be between (1.5)% and (1.4)%, while preliminary non-GAAP operating margin is projected to be between 4.6% and 4.9% [4]. Earnings Per Share Summary - The company anticipates that fourth quarter non-GAAP earnings per share will exceed current analyst consensus estimates, although the specific variance cannot be confirmed at this time [5]. Management Commentary - The Chairman and CEO, Tom Stanton, noted that the preliminary fourth quarter results reflect higher demand and strong execution, indicating an outperformance amid typical year-end seasonality [6].

Core Viewpoint - Cisco Technologies has obtained a patent titled "Extending Cluster Member Eligibility to Additional Computing Resources," with the authorization announcement number CN113039520B, and the application date is November 2019 [1] Group 1 - The patent indicates Cisco's ongoing innovation in expanding computing resources within its cluster technology [1]

Core Insights - Nvidia dominates the data center GPU market and is expanding into networking, particularly with its rack-scale AI solutions [1] - In Q3 fiscal 2026, Nvidia's networking revenue reached $8.2 billion, a 162% increase year over year, driven by demand from major companies building AI data centers [2] - The networking attach rate for Nvidia's AI systems is nearly 90%, indicating strong integration of networking products with AI solutions [4] Networking Growth - The networking requirements for AI data centers differ significantly from standard cloud data centers, necessitating high data throughput for GPU efficiency [5] - Nvidia has captured an 11.6% share of the data center Ethernet switch market, ranking third behind Arista Networks and Cisco Systems [6] - The introduction of the Rubin platform, which integrates GPUs, CPUs, and networking technologies, is expected to enhance networking revenue significantly in 2026 and beyond [7][8] Customer Demand - Nearly 90% of customers purchasing Nvidia AI systems also acquire networking products, highlighting the growing demand for ultra-fast networking gear in large-scale AI data centers [9]

Company Overview - Arista Networks is a networking equipment provider specializing in Ethernet switches and software for data centers, with its primary product being the extensible operating system (EOS) that operates uniformly across all devices [8] - The company has been gaining market share since its establishment in 2004, focusing on high-speed applications, and counts Microsoft and Meta Platforms among its largest customers, with approximately 75% of sales generated from North America [8] Current Market Position - The current trading volume for Arista Networks stands at 512,611, with the stock price down by 2.81%, currently at $126.28 [11] - Analysts have set an average price target of $159.0 for Arista Networks, with two professional analysts providing insights in the last 30 days [10] - An analyst from Morgan Stanley maintains an Overweight rating on the stock with a target price of $159, while an analyst from Piper Sandler has also upgraded its rating to Overweight with the same price target [11] Options Activity - Recent options activity for Arista Networks has shown a significant bearish sentiment among deep-pocketed investors, with 54% of the sentiment being bearish and only 16% bullish [2] - A total of 24 extraordinary options activities were tracked, with 5 puts totaling $188,958 and 19 calls amounting to $1,075,440 [2] - The expected price movement for Arista Networks is projected to be between $100.0 and $160.0 over the past three months based on trading activity [3] Volume and Open Interest - The average open interest for Arista Networks options is recorded at 348.75, with a total volume of 1,213.00 [4] - The options volume and open interest for high-value trades have been tracked within the strike price corridor from $100.0 to $160.0 over the last 30 days [4]

Core Insights - Arista Networks, Inc. specializes in high-performance hardware networking switches designed for modern data centers and cloud environments, focusing on scalability and reliability [1][8] Product Offerings - The flagship switches include the 7000 and 7800 Series, optimized for high-performance spine-and-leaf architectures, supporting speeds up to 400G and 800G Ethernet, suitable for hyperscale cloud and AI networking [2][8] - Additional switch series include the 720XP and 710 Series for campus and enterprise networks, the 7280 Series for low-latency applications, and the 7500R Series for large-scale modular deployments [2] - New rugged switches, the 710HXP 28TXH and 710HXP 20TNH, are designed for harsh environments and support multi-gig and high-power PoE [4] Technological Features - Arista's switches incorporate features like EVPN-VXLAN for network virtualization, precise time synchronization, and real-time telemetry, enhancing traffic monitoring and network automation [3] Competitive Landscape - Arista faces competition from Cisco Systems, which offers the Catalyst and Nexus Series switches, and Hewlett Packard Enterprise, which has introduced the Aruba CX 10040 switch and expanded its campus switch lineup [5][6] Financial Performance - Arista's shares have increased by 7.4% over the past year, outperforming the industry growth of 6.2% [7] - The company has a forward price-to-sales ratio of 14.39, significantly above the industry average of 4.66 [10] - Earnings estimates for 2025 and 2026 remain static at $2.88 and $3.31, respectively, over the past 60 days [11] Market Position - The launch of next-generation R4 Series switches, including 800 GbE platforms, is expected to strengthen Arista's position in high-performance, AI-driven, and cloud-scale networking [4] - Arista currently holds a Zacks Rank 2 (Buy), indicating positive market sentiment [14]