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 Systems (NASDAQ:CSCO | CSCO Price Prediction) has quietly become one of the most important AI infrastructure names on the market. Shares are up 57.05% year to date and CEO Chuck Robbins just told the market that “Cisco is well-positioned as the critical infrastructure for the AI era.” The stock closed Monday at $119.25 and ... Price Prediction: Cisco Will Hit $170 on This Date

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.

Quant ratings reveal relative strength across major competitors

The networking specialist looks expensive at a glance, but a patient investor is buying into future growth at a significant discount.

Management jacked up its forecast in a way that's impossible to ignore, and while the stock has already ripped higher, the real debate is whether this is a new reality or a temporary sugar high.

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.

Equinix Inc. (NASDAQ:EQIX) is one of the 10 oversold NASDAQ stocks to invest in right now. On July 1, Barclays increased its target price for Equinix Inc. (NASDAQ:EQIX) from $1,109 to $1,130, which now yields an adjusted upside potential of over 13%. The firm retained an Equal Weight rating on the stock. Citing larger growth […]

The networking giant is showing independent strength, but understanding how it swings with the market is the key to owning it.

Cisco Systems Inc. President Jeetu Patel said artificial intelligence is likely to reshape the global workforce by creating more jobs than it eliminates over the next five years, while warning that workers who fail to adapt to AI-driven changes could...

The latest trading day saw Cisco Systems (CSCO) settling at $117.09, representing a -1.81% change from its previous close.

Cisco Systems stock has been roughly flat for the past month. I suggested shorting OTM puts and calls on June 19, which has worked well. It's time to repeat this play.

Cisco Systems gains an edge over CrowdStrike, as growing AI security demand and a more attractive valuation strengthen its investment case.

This is a supply-constrained hyper-growth year for Arista Networks (ANET). The company provides high-speed data center switching, with cloud titans Microsoft and Meta as its long-standing anchor customers.

MU, AMAT and CSCO are expanding AI products, partnerships and infrastructure to capitalize on strong demand in 2H 2026.

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 Systems is rumored to be a leading candidate to acquire AI-focused cybersecurity company SentinelOne, which holds FedRAMP High authorization. The potential deal is described as a way for Cisco to strengthen its security portfolio at a time when its own security revenue was reported as flat. Separately, Cisco is expanding its data center footprint in Italy and Bahrain, in line with trends in AI, machine learning, big data, and IoT infrastructure. Cisco Systems, NasdaqGS:CSCO, is...

Management is signaling its strongest demand ever, yet the stock's reaction suggests investors are waiting for the other shoe to drop.

You might think you know this networking giant, but a new business in AI infrastructure is quietly forging its next era of growth.