Latest news with #SebastienNaji
Business Insider
11-06-2025
- Business
- Business Insider
William Blair Sticks to Its Hold Rating for Cisco Systems (CSCO)
William Blair analyst Sebastien Naji maintained a Hold rating on Cisco Systems (CSCO – Research Report) today. The company's shares closed today at $65.15. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter According to TipRanks, Naji is a 3-star analyst with an average return of 13.2% and a 66.67% success rate. Naji covers the Technology sector, focusing on stocks such as Broadcom, Cisco Systems, and Marvell. Cisco Systems has an analyst consensus of Moderate Buy, with a price target consensus of $70.77. CSCO market cap is currently $261.6B and has a P/E ratio of 27.07. Based on the recent corporate insider activity of 95 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of CSCO in relation to earlier this year.
Yahoo
07-05-2025
- Business
- Yahoo
Marvell Technology Shares Tumble After Investor Day Postponement to 2026
Marvell Technology (NASDAQ:MRVL) shares slid about 10% on Wednesday morning after the company pushed its long?awaited investor day from June 10 to an unspecified date in 2026, citing a dynamic macroeconomic environment. That delay adds fresh anxiety to a stock that's already down roughly 45% year?to?date, wiping out all of last year's gains. Once lauded as a rising AI?chip contender alongside Nvidia (NASDAQ:NVDA) and others, Marvell had counted on deals with Alphabet (NASDAQ:GOOG), Amazon (NASDAQ:AMZN), and Microsoft (NASDAQ:MSFT) to power its custom?silicon ambitions. Investors worry the postponement signals deeper strategic or execution challenges, and could jeopardize marquee opportunities like Amazon's next?generation Trainium chips. In March, Marvell reaffirmed its first?quarter revenue outlook but offered little upside surprise, delivering a narrow forecast that underwhelmed analysts. William Blair's Sebastien Naji kept an Outperform rating, but cautioned the stock may trade sideways until more confidence builds around Marvell's AI roadmap. At about 21 times 2025 earnings, the shares look considerably cheaper than the roughly 40?times peak multiple they once commanded. With its AI chip credentials in question, Marvell faces a critical test: convince the market it can still compete in the ultra?competitive custom?silicon arena. This article first appeared on GuruFocus.
