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Cisco Systems is set to post its fourth-quarter results soon, and analysts predict a double-digit growth in the company’s bottom-line figure.

The company spent months detailing a multi-billion-dollar backlog of AI demand, but the real tell was how complacent the market had become just before the stock doubled.

NTAP expands its AI infrastructure portfolio with DataPelago, bringing GPU-accelerated processing to storage and aiming to boost enterprise AI efficiency.

If you hold Arista Networks (ANET) stock, you've been rewarded for betting on the AI boom. The shares have climbed 51% over the past year and trade near their 52-week high, a testament to the company's central role in building the networks that power artificial intelligence. But with a price-to-sales multiple of 21.9 sitting at a 10-year peak, the stock is priced for near-flawless execution. That's precisely why it's worth focusing on what could go wrong. The biggest risks for Arista aren't hypo

You could be forgiven for glancing at Cisco (CSCO)’s financials in early 2025 and promptly falling asleep. As of its fiscal third-quarter report for FY 2025 (July fiscal ending), trailing-twelve-month revenue had grown 0.5%. It was a picture of a mature tech titan, not a rocket ship.

What a time it’s been for Cisco. In the past six months alone, the company’s stock price has increased by a massive 50.2%, reaching $110.66 per share. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

AVGO's VCF momentum is lifting software growth as enterprises modernize private clouds for AI, Kubernetes and virtualized workloads.

Instead of returning cash to shareholders, Arista has halted stock buybacks. The company is making a massive bet on future growth, amassing inventory obligations at an unprecedented rate. Purchase commitments have swelled to $8.9 billion, a clear signal that management is preparing for a demand wave.

In the closing of the recent trading day, Cisco Systems (CSCO) stood at $110.7, denoting a -1.11% move from the preceding trading day.

Cisco Systems is piloting Aliro Orchestrator as a quantum network management layer at its Photonics Center in Italy, using live quantum key distribution with Cisco routers. The company has also entered a new partnership with SuccessKPI to bring AI-powered workforce engagement and operational intelligence to Webex Contact Center. These developments extend Cisco's activity in quantum secure networking and AI enabled contact center operations, with unified oversight of human and AI...

Cisco is up nearly 50% this year and just raised its AI order target by 80%, yet the stock sits well below its 52-week high. A bold model now maps a specific path to a price that would shock most analysts.

Here is how Aehr Test Systems (AEHR) and Cisco Systems (CSCO) have performed compared to their sector so far this year.

According to the average brokerage recommendation (ABR), one should invest in Cisco (CSCO). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Recently, Zacks.com users have been paying close attention to Cisco (CSCO). This makes it worthwhile to examine what the stock has in store.

The networking giant is on a tear, powered by a genuine business surge, but for investors arriving now, the critical question is what the ticket costs.

US equities (^DJI, ^IXIC, ^GSPC) closed Friday's session in negative territory — led by the Nasdaq Composite's 1.4% drop — all three of the market indexes seeing weekly losses amid the recent sell-off in semiconductor stocks. Yahoo Finance Markets and Data Editor Jared Blikre examines the day's market moves, taking a closer look at the losses in semiconductor stocks and the gains seen across the software landscape.

AI hype has pushed most tech stocks into nosebleed territory, but a handful of legacy names keep raising dividends quarter after quarter while quietly plugging into the same buildout everyone else is chasing at a premium.

Investing.com -- Morgan Stanley says its latest survey of value-added resellers (VAR) shows one networking company pulling further ahead of its peers, pointing to accelerating spending intentions across both campus and data center customers.

Chuck Robbins inherited a hardware dinosaur that Wall Street wrote off as dead money, then spent a decade quietly rewriting Cisco's future around software, security, and AI. Whether the payoff justifies the wait depends entirely on what happened to patient shareholders.

Management laid out a bigger vision for the business, and investors have more than agreed. The question now is how much of that future is already in the price.

Cisco Systems has delivered a strong 131.2% total return over the past 5 years, yet current checks suggest the stock now sits close to its estimated intrinsic value rather than standing out as a clear bargain. At around US$109.66, the Discounted Cash Flow (DCF) intrinsic value estimate and market based multiples both point to Cisco trading at roughly fair levels, even as recent news flow around AI infrastructure and cybersecurity keeps expectations high. Over 5 years, Cisco Systems has...

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

Cisco has surged 57% this year and CEO Chuck Robbins is calling it the critical infrastructure for the AI era, but Wall Street's price target tells a very different story than the numbers quietly building beneath the surface.

A company famous for its growth is now offering investors a surprising amount of cash, but the market isn't buying the story.

The stock's price tag looks steep today, but the real question is what you are paying for the earnings expected two years from now.

The networking giant is selling AI gear faster than it can build it. That's what drove the stock up, and it's the biggest risk you're taking now.

The stock's recent pop is grabbing attention, but its real value lies in how it moves differently from the market you already own.

Are the Magnificent 7 stocks overpriced? Explore valuation, earnings yield, Graham’s margin of safety, and the risks of paying for perfection.

The company is a clear leader in an industry supercharged by new AI threats, but buying its stock today means paying a steep premium on the bet it can execute a complex and ambitious growth plan.

CSCO's 52% YTD surge is backed by rising AI orders, networking growth, security momentum and stronger earnings visibility.