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Over the past year, Credo Technology Group Holding Ltd. ( CRDO ) has quickly solidified its place as one of the leading must-own AI companies. Credo is a networking solutions company that specializes in high-performanceAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other ...

Company Overview & Strategy - Extreme Networks focuses on enterprise networking, applying AI technology to deliver secure, automated, and visible enterprise networks [3][5] - The company differentiates itself by bringing AI to networking and offering a platform for networking, viewing its smaller size as an advantage over larger competitors like Cisco and HP [5][6][12] - Extreme Networks provides private networking solutions to enterprise customers, including NFL stadiums (Wi-Fi), Kroger (2,800 stores), and the Japanese government [10][11] - The company emphasizes cloud choice and data sovereignty, which larger players struggle to offer [12] Financial Performance & Market Reaction - The stock was up 7% this year amid high demand for cloud and AI infrastructure [1] - The company experienced a "beat raise quarter" but the stock price decreased by 15-20%, possibly due to margin pressure related to supply chain components being used in larger AI networks [9] - Oppenheimer has a $25 price target on Extreme Networks [8] Competitive Advantages - Extreme Networks has a unique "fabric" technology not offered by larger players [11] - The company believes it has the best AI solution and that momentum is shifting towards companies with strong AI offerings [7]

Core Insights - NETGEAR, Inc. is a significant player in the networking solutions industry, competing with major companies like Cisco and TP-Link, and has recently experienced a slight increase in its consensus price target, indicating positive analyst sentiment [1][6] Price Target Analysis - The average price target for NETGEAR (NTGR) has risen to $40, up from $38.33 in the previous quarter and last year, reflecting growing optimism about the company's growth prospects [2] - Analyst Adam Tindle from Raymond James has set a lower price target of $25, citing potential challenges in the upcoming third-quarter earnings report, suggesting that NETGEAR may not have the optimal conditions for an earnings beat [3][6] Financial Performance - NETGEAR reported a 19% increase in second-quarter revenue, surpassing the Zacks Consensus Estimate, driven by strong demand in the ProAV sector and a recovery in the Home Networking segment [4][6] - Despite the positive financial performance, international revenue patterns remain a concern, significantly influencing Wall Street's forecasts and warranting close monitoring by investors [5]

Group 1 - Actelis Networks, Inc. (ASNS) is a provider of cyber-hardened, rapid-deployment networking solutions for wide-area IoT applications [1] - The Zacks Consensus Estimate for Actelis Networks' current year earnings has been revised 45.5% downward over the last 60 days [1] Group 2 - Equinox Gold Corp. (EQX) is engaged in the exploration and development of mineral properties [2] - The Zacks Consensus Estimate for Equinox Gold's current year earnings has been revised 26.5% downward over the last 60 days [2] Group 3 - Cantaloupe, Inc. (CTLP) operates in the digital payment and software services sector [2] - The Zacks Consensus Estimate for Cantaloupe's current year earnings has been revised 6.7% downward over the last 60 days [2]

Core Points - Cambium Networks has received a staff determination letter from Nasdaq indicating that its securities are now subject to delisting [1] - The company had previously received a deficiency letter from Nasdaq in April [1]

Core Insights - Actelis Networks, Inc. will present at the 27th Annual H.C. Wainwright Global Investment Conference from September 8-10, 2025, in New York City [1] - The presentation is scheduled for September 10, 2025, at 12:30 PM ET, with Deputy CEO and CFO Yoav Efron available for one-on-one meetings [2] Company Overview - Actelis Networks is a leader in hybrid fiber and cyber-hardened networking solutions, focusing on rapid deployment for wide-area IoT applications across various sectors including government, military, and telecom [2] - The company offers fiber-grade performance combined with the flexibility and cost-efficiency of hybrid fiber networks [2] - Actelis' "Cyber Aware Networking" initiative provides AI-based cyber monitoring and protection for edge devices, enhancing network security and resilience [2]

Company Overview - Silicom Ltd. is an industry-leading provider of high-performance networking and data infrastructure solutions, primarily designed to enhance performance and efficiency in Cloud and Data Center environments [4] - The company's solutions aim to increase throughput, decrease latency, and boost the performance of servers and networking appliances, which are essential for advanced Cloud architectures and technologies like NFV, SD-WAN, and Cyber Security [4] - Silicom's products are utilized by major Cloud players, service providers, telcos, and OEMs, serving as components in their infrastructure offerings [5] Upcoming Financial Results - Silicom Ltd. will release its second quarter 2025 results on Thursday, July 31, 2025 [1] - A conference call is scheduled for the same day at 9:00am Eastern Time, where management will review the results and answer investors' questions [2] - Investors can participate via a webcast link on Silicom's website or through designated teleconferencing numbers [2] Customer Relationships and Market Position - The company has established long-term relationships with over 200 customers globally, with more than 400 active Design Wins and over 300 product SKUs [6] - Silicom is recognized as a preferred connectivity and performance partner for technology leaders worldwide [6]

Core Insights - Actelis Networks, Inc. has received a new order to support railway modernization and digitization initiatives in Northern Ireland, deploying advanced networking technology trackside to enhance communications along railway lines [1][2] Group 1: Company Overview - Actelis is a market leader in cyber-hardened, rapid deployment networking solutions for IoT and broadband applications, focusing on sectors such as government, military, and transportation [5] - The company offers hybrid fiber-copper networking solutions that provide fiber-grade performance with cost-efficiency, enhancing network security through its "Cyber Aware Networking" initiative [5] Group 2: Order Details - The order was placed through the Kenton Group, a long-time partner of Actelis, and aims to enable next-generation digital rail operations by delivering secure, high-performance connectivity for critical IoT applications [2][3] - The deployment will leverage existing infrastructure to minimize costs and time, supporting automated signaling systems, real-time asset monitoring, advanced security surveillance, and intelligent train control [2] Group 3: Industry Impact - This order signifies Actelis' expanding presence in the rail transportation sector in the UK and Ireland, addressing the need for robust digital infrastructure to support complex automated control systems and enhanced security applications [3][4] - Actelis' solutions are designed to operate reliably in extreme conditions, facilitating real-time data transmission for operational technology networks and security systems [3][4]

Company Overview - Silicom Ltd. is an industry-leading provider of high-performance networking and data infrastructure solutions, primarily designed to enhance performance and efficiency in Cloud and Data Center environments [4][5] - The company's solutions aim to increase throughput, decrease latency, and boost the performance of servers and networking appliances, which are essential for advanced Cloud architectures and technologies like NFV, SD-WAN, and Cyber Security [4] Upcoming Financial Results - Silicom Ltd. will release its first quarter 2025 results on April 28, 2025, at 9:00am Eastern Time [1][2] - A conference call will be held on the same day to review and discuss the results, with management available to answer investors' questions [2] Participation Details - Investors can participate in the conference call via a webcast link on Silicom's website or by dialing in using provided teleconferencing numbers [2] - A replay of the call will be available for three months following the event on the company's website [3] Customer Relationships - Silicom has established long-term relationships with over 200 customers globally, with more than 400 active Design Wins and over 300 product SKUs, making it a preferred connectivity and performance partner for technology leaders [6]