In the latest trading session, Cisco Systems (CSCO) closed at $68.92, marking a +1.47% move from the previous day. This move outpaced the S&P 500's daily gain of 0.37%. On the other hand, the Dow registered a loss of 0.14%, and the technology-centric Nasdaq increased by 0.71%. Shares of the seller of routers, switches, software and services have appreciated by 1.52% over the course of the past month, underperforming the Computer and Technology sector's gain of 8.04%, and the S&P 500's gain of 4.26%.The inve ...

Cisco Systems Inc. (NASDAQ:CSCO) is one of the best value stocks in Goldman Sachs’ portfolio. On September 22, 2025, Bank of America Securities analyst Tal Liani reiterated his bullish stance on the stock with a Buy rating and an unchanged price target of $85. Liani pointed to four major growth drivers supporting the outlook: the ongoing campus switching refresh cycle, increasing share in hyperscaler AI infrastructure, improving momentum in security, and synergies from the Splunk acquisition. BofA Reaffir ...

Core Insights - Celestica Inc. (CLS) and AST SpaceMobile, Inc. (ASTS) are significant players in the technology sector, with Celestica specializing in electronics manufacturing services and AST SpaceMobile focusing on space-based cellular broadband networks [1][2] Group 1: Celestica Inc. (CLS) - Celestica has over two decades of manufacturing experience and offers cloud-optimized data storage and networking solutions, driven by the demand for AI-based applications [4] - The company is diversifying its product offerings and expanding into high-value markets, which enhances business resilience by reducing dependence on a single industry [5] - Despite its strengths, Celestica faces margin pressures due to high research and development costs and stiff competition from industry giants like Foxconn and Flex [6] - Celestica's sales and EPS are expected to grow by 20.6% and 43% year-over-year in 2025, respectively, with a positive trend in EPS estimates [12] - The company has experienced a remarkable stock performance, gaining 424% over the past year, significantly outperforming the sector's growth of 30.1% [15][18] - Celestica's valuation metrics are more attractive, with a price/sales ratio of 2.13 compared to AST SpaceMobile's 69.34 [16] Group 2: AST SpaceMobile, Inc. (ASTS) - AST SpaceMobile is developing the first global cellular broadband network in space, utilizing a constellation of satellites to provide service directly to smartphones [2][10] - The company has launched five commercial satellites, with plans to deploy 45 to 60 more by Q1 2026, aiming to enhance cellular coverage in areas lacking terrestrial networks [7][10] - AST SpaceMobile's sales are projected to grow by an extraordinary 1,120% in 2025, but its EPS is expected to decline by 48.5% [12] - The company faces challenges from unfavorable macroeconomic conditions and competition from established players like SpaceX's Starlink, which may pressure its financial performance [11] - AST SpaceMobile's stock has gained 29.8% over the past year, but this is significantly lower than Celestica's performance [15]

Cisco Systems (CSCO) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.The power of a changing ...

Core Insights - Cisco Systems' international operations are crucial for understanding its financial strength and growth potential [1][2] - The company's dependence on international markets is a key determinant of its earnings stability and growth path [2][3] Revenue Performance - For the quarter ending July 2025, Cisco reported total revenue of $14.67 billion, a year-over-year increase of 7.6% [4] - EMEA generated $3.65 billion, accounting for 24.8% of total revenue, which was a decline of 4.86% from the projected $3.83 billion [5] - APJC contributed $2.21 billion, representing 15% of total revenue, exceeding the consensus estimate of $2.1 billion by 5.27% [6] Future Projections - Analysts expect Cisco to report revenues of $14.75 billion for the current fiscal quarter, reflecting a 6.6% increase year-over-year [7] - For the full year, total revenue is projected at $59.58 billion, a 5.2% increase from the previous year, with EMEA and APJC expected to contribute $15.61 billion and $8.39 billion, respectively [8] Market Dynamics - Cisco's reliance on international markets presents both opportunities and challenges, necessitating close monitoring of international revenue trends [9] - Analysts are focused on tracking these trends to refine earnings predictions, considering the impact of geopolitical factors and domestic market positions [10]

Core Insights - Cisco reported quarterly results that narrowly exceeded analysts' expectations, with revenue increasing by 7.6% year over year and net income rising to $2.82 billion, or 71 cents per share, compared to $2.16 billion, or 54 cents per share, in the same quarter last year [1] Financial Performance - For the fiscal first quarter, Cisco management projected adjusted earnings per share between 97 cents to 99 cents on revenue of $14.65 billion to $14.85 billion, slightly above the LSEG consensus of 97 cents per share on $14.62 billion in revenue [2] - For the full fiscal year 2026, Cisco forecasts adjusted earnings per share of $4 to $4.06 and revenue between $59 billion to $60 billion, compared to the LSEG consensus of $4.03 per share and $59.53 billion in revenue [2] Segment Performance - In the fiscal fourth quarter, Cisco generated $7.63 billion in networking revenue, a 12% increase, surpassing the StreetAccount estimate of $7.34 billion [3] - Cisco's security revenue for the quarter was $1.95 billion, up 9%, but below the StreetAccount estimate of $2.11 billion [3] Strategic Initiatives - Cisco announced collaborations to invest in artificial intelligence infrastructure with partners including BlackRock and Microsoft, and joined a Stargate data center initiative involving OpenAI and SoftBank [4] - The company introduced new switches and routers designed to handle AI workloads [4] Market Performance - Cisco's AI infrastructure orders from webscale customers in fiscal 2025 exceeded the original target of $1 billion, with orders more than double that amount [5] - Cisco shares have increased by 19% in 2025, outperforming the S&P 500, which has gained about 10% [5]

Company Performance - Cisco Systems closed at $67.92, reflecting a -1.12% change from the previous day, underperforming the S&P 500's daily gain of 0.02% [1] - Over the past month, Cisco's shares gained 0.06%, lagging behind the Computer and Technology sector's gain of 6.31% and the S&P 500's gain of 4.93% [1] Earnings Forecast - Cisco is expected to report an EPS of $0.97, indicating an 11.49% growth compared to the same quarter last year [2] - The consensus estimate for quarterly revenue is $14.61 billion, representing a 7.12% increase from the previous year [2] Full Year Estimates - For the full year, earnings are projected at $3.79 per share and revenue at $56.59 billion, showing changes of +1.61% and +5.19% respectively from the prior year [3] - Recent analyst estimate revisions suggest a positive outlook for Cisco's business [3] Valuation Metrics - Cisco is currently trading with a Forward P/E ratio of 18.14, which is above the industry average Forward P/E of 16.2 [6] - The company has a PEG ratio of 3.32, compared to the Computer - Networking industry's average PEG ratio of 1.05 [6] Industry Ranking - The Computer - Networking industry ranks in the top 39% of all industries, with a current Zacks Industry Rank of 94 [7] - The Zacks Industry Rank indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - Arista Networks has experienced a significant stock price increase of 61% from its 52-week low, driven by a broader recovery in tech stocks, particularly reflected in the 34% rise of the Nasdaq Composite index [1][2]. Company Performance - Arista Networks specializes in providing hardware and software for cloud networking, including high-speed switches and routers, as well as network management tools [4]. - The company has been instrumental in the growth of cloud computing, with major clients like Meta Platforms and Microsoft contributing over one-third of its revenue last year [5]. - In Q1 2025, Arista's revenue grew by 28% year-over-year, surpassing $2 billion, while its non-GAAP net income increased by 30% to $0.65 per share [6]. Future Outlook - Arista anticipates continued growth, projecting a 25% year-over-year increase in revenue for Q2 and a 17% increase for the full year, with potential to exceed these expectations based on first-half performance [7]. - The demand for high-speed networking, particularly driven by AI applications, presents a significant growth opportunity, with Arista aiming to sell $750 million in AI-related networking solutions this year [9]. - Data center switch sales are expected to grow at an annual rate of 40% through 2029, indicating a positive outlook for Arista's revenue growth [9]. Valuation Considerations - Despite the strong performance, Arista's stock is considered expensive, trading at 47 times trailing earnings and 43 times forward earnings, compared to the Nasdaq-100 index average of 32 [11]. - The company has consistently outperformed Wall Street's earnings expectations over the past four quarters, leading analysts to raise their growth forecasts for Arista [12]. - The switching and routing market is projected to grow, suggesting that growth investors may still find value in Arista Networks despite its current premium valuation [14].

Core Insights - GXO Logistics has signed a multi-year agreement with Sky Italia to manage its supply chain, including storage of Sky's core products and merchandising [1][2] - The Colleferro warehouse, operational since 2010, spans 30,000 square meters and can store over 1 million Sky products, providing a scalable solution for peak business periods [2][3] - GXO's focus on innovation and direct staffing model were key factors in Sky's decision to partner with them, enhancing operational efficiency [3] Company Overview - GXO Logistics is the world's largest pure-play contract logistics provider, with over 150,000 employees across more than 1,000 facilities totaling over 200 million square feet [4] - The company specializes in solving complex logistics challenges for leading blue-chip companies, leveraging advanced technology in supply chain and e-commerce solutions [4]

Core Insights - Cisco Systems' international operations are crucial for assessing its financial strength and growth potential, especially given its global presence in routers, switches, software, and services [1][2][3] Financial Performance - For the quarter ending April 2025, Cisco reported total revenue of $14.15 billion, reflecting an increase of 11.4% year over year [4] - EMEA contributed $3.74 billion, accounting for 26.40% of total revenue, with a slight decrease of -0.02% compared to analyst expectations [5] - APJC generated $2.03 billion, representing 14.38% of total revenue, also showing a surprise of -0.35% against expectations [6] Revenue Forecasts - Analysts project Cisco's total revenue for the current fiscal quarter to be $14.6 billion, indicating a 7% increase from the prior year, with EMEA and APJC expected to contribute $3.83 billion (26.2%) and $2.1 billion (14.4%) respectively [7] - For the full year, total revenue is anticipated to reach $56.47 billion, a 5% increase year over year, with EMEA and APJC projected to contribute $15.01 billion (26.6%) and $8.07 billion (14.3%) respectively [8] Market Dynamics - Cisco's reliance on international markets presents both opportunities and challenges, necessitating close monitoring of international revenue trends to forecast future directions [9] - The current global economic landscape, characterized by interdependencies and geopolitical tensions, influences earnings predictions for companies with a global footprint [10]