Cisco Systems, Inc. (NASDAQ:CSCO) is included among the 15 Best Passive Income Stocks to Buy Right Now. Erste Group Upgrades Cisco (CSCO) to Buy After Strong Start to Fiscal 2026 Image by Steve Buissinne from Pixabay On November 10, Erste Group’s Hans Engel moved Cisco Systems, Inc. (NASDAQ:CSCO) to a Buy ratin‍g from Hold, as reported by The Fly. He t⁠old invest‍ors t⁠hat the company is likely to maintain an op‍erating margin⁠ that stays above the industry averag‍e, alo‌ng with a strong retur⁠n on equi ...

Core Insights - The article discusses the growing interest in passive income, particularly through dividend investing, as a means for individuals to enhance their earnings [1] - Companies that initiate regular dividends have shown to outperform the market significantly, with an average outperformance of 650 basis points in the six months following a dividend announcement [1] - Dividend payments provide stability during uncertain market conditions and high valuations, making them attractive to investors [1] Group 1: Dividend Stocks Overview - The article identifies 15 top passive income stocks, focusing on those with a market capitalization of at least $10 billion and a history of increasing dividends for at least 10 consecutive years [3] - The selected stocks are ranked based on their potential upside, with a minimum forecasted upside of 10% [3] Group 2: Johnson & Johnson (NYSE: JNJ) - Johnson & Johnson has a remarkable dividend record, having raised its payout for 63 consecutive years, demonstrating resilience despite challenges like patent expirations [9] - The company reported third-quarter sales of $24 billion, reflecting a 6.8% increase year-over-year, indicating steady growth in its pharmaceutical portfolio [9] - Johnson & Johnson is recognized for its focus on innovative medicine and MedTech, positioning itself well for future growth [10] Group 3: Cisco Systems, Inc. (NASDAQ: CSCO) - Cisco Systems has been upgraded to a Buy rating, with an upside potential of 10.11%, supported by strong operating margins and a positive outlook for fiscal year 2026 [11][12] - The company reported record revenue of $14.88 billion for fiscal Q1 2026, a 7.53% increase from the previous year, driven by demand for AI infrastructure [13] - Cisco has consistently raised its dividends for 18 years, maintaining a strong position in IT infrastructure and AI solutions [14] Group 4: Bank of America Corporation (NYSE: BAC) - Bank of America has an upside potential of 10.28% and is viewed positively by Morgan Stanley, which maintains an Overweight rating and a $70 price target [15][16] - The bank aims for a 16% to 18% return on tangible common equity, supported by steady revenue growth and a reduction in expense ratios [16] - Bank of America has invested over $5 billion in expanding its financial centers and market presence across the U.S. from 2014 to 2024 [18]

Core Viewpoint - Arista Networks is experiencing strong demand for its networking solutions, particularly in the AI infrastructure sector, but this demand is not translating into improved growth rates due to supply chain constraints and high expectations from investors [2][3][13]. Financial Performance - Arista's Q3 revenue increased by 27.5% year-over-year to $2.31 billion, with non-GAAP earnings rising by 25% to $0.75 per share, slightly exceeding analysts' expectations [4]. - The company's guidance for Q4 indicates a revenue midpoint of $2.35 billion, which is marginally above the consensus estimate of $2.33 billion [4]. - Despite the positive revenue growth, the market is reacting negatively due to high valuations, with Arista trading at 20 times sales and 51 times earnings [6][7]. Market Position and Growth Expectations - Arista's AI offerings are projected to generate $1.5 billion in revenue in 2025, accounting for approximately 17% of the expected total revenue of $8.85 billion [8]. - The company anticipates a revenue increase of 20% to $10.65 billion in 2026, but this represents a slowdown from the 26% growth expected in 2025 [8]. Supply Chain Challenges - The company is facing significant supply chain issues, with lead times for components ranging from 38 weeks to nearly a year, impacting its ability to fulfill orders [10]. - Arista's deferred revenue increased to $4.7 billion, up from $2.5 billion year-over-year, indicating strong demand but also highlighting the challenges in delivering products [11][12]. - Purchase commitments doubled year-over-year to $4.8 billion, reflecting the demand that the company is currently unable to meet due to component shortages [12]. Investor Sentiment - The market's reaction to Arista's latest earnings report has been negative, with shares falling over 12% since the results were released, as investors were expecting stronger guidance to justify the company's high valuation [3][7]. - Analysts do not foresee a significant acceleration in Arista's growth in the near term, which may keep the stock under pressure due to its rich valuation and ongoing supply constraints [15].

Core Insights - Cisco Systems reported quarterly earnings of $1 per share, exceeding the Zacks Consensus Estimate of $0.98 per share, and up from $0.91 per share a year ago, representing an earnings surprise of +2.04% [1] - The company achieved revenues of $14.88 billion for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 0.71% and increasing from $13.84 billion year-over-year [2] - Cisco has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Financial Performance - Cisco's earnings surprise for the previous quarter was +2.06%, with actual earnings of $0.99 per share against an expected $0.97 [1] - The stock has appreciated approximately 21.1% since the beginning of the year, outperforming the S&P 500's gain of 16.4% [3] Future Outlook - The company's future stock performance will largely depend on management's commentary during the earnings call and the revisions of earnings estimates [3][4] - Current consensus EPS estimate for the upcoming quarter is $0.99 on revenues of $14.65 billion, and for the current fiscal year, it is $4.04 on revenues of $59.59 billion [7] Industry Context - The Computer - Networking industry, to which Cisco belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, which may impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that investors should monitor these revisions closely [5][6]

Nov 12, 2025 8:30 AM Eastern Standard Time NETGEAR to Host Investor Day on November 17, 2025 Share Leadership team to showcase business transformation progress and long-term growth strategy SAN JOSE, Calif.--(BUSINESS WIRE)--NETGEAR, Inc. (NASDAQ: NTGR), a global leader in intelligent networking solutions designed to power extraordinary experiences, will host an investor day at the following time and place: The in-person event is by invitation only. Please contact investors@netgear.com to request an invitat ...

Company Overview & Strategy - The company is a leading provider of Data Center & Edge Computing solutions[4] - The company aims to achieve EPS of $3+ as revenues return to $150-160 million[14] - The company plans to achieve double-digit annual growth rates starting from 2026[14] - The company focuses on Edge Systems, Smart NICs, and FPGAs product lines[14] Financial Performance & Position - Q3 2025 revenues were $15.6 million, with a gross profit of $5.0 million (31.8% of revenues) and a net loss of $2.1 million (13.3% of revenues)[29] - Q1-Q3 2025 revenues totaled $45.0 million, with a gross profit of $14.1 million (31.3% of revenues) and a net loss of $6.1 million (13.7% of revenues)[30] - The company has cash & cash equivalents of $75.8 million and no debt[6, 31] - The company's working capital is $93.0 million, and shareholders' equity is $119.6 million[5, 31] Market Segmentation - North America accounts for 75% of the company's last twelve-month revenues[12, 13] - EMEA accounts for 17% of the company's last twelve-month revenues[12, 13] - APAC accounts for 8% of the company's last twelve-month revenues[12, 13]

Company Performance - Extreme Networks reported quarterly earnings of $0.22 per share, matching the Zacks Consensus Estimate, and an increase from $0.17 per share a year ago [1] - The company posted revenues of $310.25 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 4.90%, compared to $269.2 million in the same quarter last year [2] - Over the last four quarters, Extreme Networks has surpassed consensus EPS estimates three times and topped revenue estimates four times [2] Stock Movement and Outlook - Extreme Networks shares have increased approximately 27.1% since the beginning of the year, outperforming the S&P 500's gain of 17.2% [3] - The company's earnings outlook is crucial for assessing future stock performance, with current consensus EPS estimates at $0.25 for the coming quarter and $1.02 for the current fiscal year [4][7] - The estimate revisions trend for Extreme Networks was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Computer - Networking industry, to which Extreme Networks belongs, is currently ranked in the bottom 37% of over 250 Zacks industries, which may impact stock performance [8] - Cisco Systems, a competitor in the same industry, is expected to report quarterly earnings of $0.98 per share, reflecting a year-over-year change of +7.7%, with revenues projected at $14.78 billion, up 6.8% from the previous year [9]

Core Insights - Standex Electronics has launched a refreshed brand identity that signifies its evolution in engineering excellence and collaborative innovation [2][4][5] - The rebranding aligns with Standex International Corporation's broader brand refresh, emphasizing agile development and lean principles to enhance time-to-market while ensuring precision and quality [3][4] - The new brand architecture introduces three aligned divisions under Standex Electronics, simplifying customer access to expertise and resources [5][6] Company Overview - Standex Electronics is headquartered in Fairfield, Ohio, operating eighteen manufacturing facilities across seven countries, employing approximately 1,500 people, and generating annual sales of USD 400 million [7] - The company positions itself as a trusted partner for high-quality, custom-engineered solutions, focusing on electrification and digitalization [4][6] - Standex International Corporation operates in five business segments: Electronics, Engineering Technologies, Scientific, Engraving, and Specialty Solutions, with a global presence [8]

Core Insights - Surge Components, Inc. reported its financial results for the third quarter ending August 31, 2025, highlighting its position as a leading supplier in the industry [1] Operational Highlights - The company continues to provide best-in-class service to customers, which helps maintain its competitive advantage over peers [1] - Surge Components is focused on maintaining superior lead times and stable production, which are critical for customer satisfaction and operational efficiency [1] - The company is actively collaborating with partners to enhance its service offerings and operational capabilities [1]

Core Viewpoint - Cisco Systems is expected to show positive earnings growth in its upcoming release, with a projected EPS of $0.98 and revenue of $14.77 billion, indicating year-over-year increases of 7.69% and 6.69% respectively [2] Group 1: Recent Performance - Cisco Systems closed at $68.92, reflecting a +1.47% increase from the previous day, outperforming the S&P 500's gain of 0.37% [1] - Over the past month, Cisco's shares have appreciated by 1.52%, underperforming the Computer and Technology sector's gain of 8.04% and the S&P 500's gain of 4.26% [1] Group 2: Earnings Estimates - For the full year, earnings are projected at $4.04 per share and revenue at $59.58 billion, representing increases of +6.04% and +5.17% from the prior year [3] - Recent revisions to analyst forecasts for Cisco Systems are crucial as they reflect short-term business trends and can indicate analysts' favorable outlook on the company's health and profitability [4] Group 3: Valuation Metrics - Cisco Systems has a Forward P/E ratio of 16.8, slightly above the industry average of 16.78, indicating it is trading at a premium [7] - The company has a PEG ratio of 2.35, compared to the Computer - Networking industry's average PEG ratio of 1.11, suggesting a higher valuation relative to expected earnings growth [8] Group 4: Industry Context - The Computer - Networking industry, part of the Computer and Technology sector, ranks in the top 19% of all industries according to the Zacks Industry Rank [9] - The Zacks Rank system indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1, highlighting the competitive positioning of Cisco within its industry [9]