Latest news with #SiliconOne
Business Insider
4 days ago
- Business
- Business Insider
Is CSCO Stock a Buy? TipRanks AI Analyst Says Yes
Cisco Systems stock (CSCO) has earned an Outperform rating from TipRanks' A.I. Stock Analysis tool. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Cisco attracts strong interest from investors and Wall Street analysts. Notably, TipRanks' A.I. Analyst also gave Cisco a positive rating, signaling confidence in the stock's potential. The tool assigns an Outperform rating on Cisco stock with a solid score of 78. Meanwhile, the A.I. analyst assigns a price target of $73 to CSCO stock, implying an upside of over 3% from the current levels. For context, TipRanks' A.I. Stock Analysis provides automated, data-backed evaluations of stocks across key metrics, offering users a clear and concise view of a stock's potential. CSCO's Financial Strength Our AI analyst states that Cisco Systems demonstrates robust financial performance with strong profitability and cash flow, underpinning its stability in the communication equipment industry. It explains that the positive momentum aligns well with strategic growth in AI infrastructure and partnerships. Indeed, Cisco is uniquely positioned to facilitate AI deployment with its networking and security portfolios, as well as Silicon One. In addition, product innovation is a strength with the company announcing noteworthy new offerings, including a Unified Cloud Management platform and Hybrid Mesh Firewall. Overall, our AI egghead believes that Cisco is well-positioned for growth, though investors should remain mindful of external challenges such as tariffs and sector-specific headwinds. However, as can be seen above it is not all good news for Cisco. There are macroeconomic risks and some uncertainty around the stock given its failure to disclose AI revenue numbers. There are also some technical and valuation concerns – as seen below. The technical indicators suggest caution due to potential overbought conditions. Valuation remains a concern due to a higher P/E ratio, yet the company's dividend yield adds some long-term investment appeal. What Other Analysts Say David Vogt of UBS raised the firm's price target on Cisco to $74 from $70 and kept a Neutral rating on the shares. He said that increasing campus and data center demand should drive a beat when it reports Q4 earnings this week. JPMorgan analyst Samik Chatterjee raised the firm's price target on Cisco to $78 from $73 and kept an Overweight rating on the shares. The firm adjusted price targets in hardware and networking, saying it expects upside to second half of 2025 estimates from 'robust' cloud spending. However, underlying end market drivers for other customer verticals 'remain a watchpoint' as they exhibit more sensitivity to the economic environment. Is CSCO a Good Stock to Buy Now?
CNBC
28-07-2025
- Business
- CNBC
We're adding to our position in 2 stocks undergoing transformations
We are making two trades shortly after the opening bell. We are buying 200 shares of Cisco Systems at roughly $67.74. Following the trade, Jim Cramer's Charitable Trust will own 1,000 shares of CSCO, increasing its weighting to 1.85% from 1.50% We are buying 50 shares of Honeywell at roughly $224.75. Following the trade, Cramer's Charitable Trust will own 350 shares of HON, increasing its weighting to 2.12% from 1.82%. Shares of Cisco Systems are down more than 1% in premarket trading Monday after analysts at Evercore ISI downgraded their rating on the stock to a hold-equivalent from outperform. The downgrade was due to valuation, with the stock 6% below Evercore's $72 price target – not because of negative fundamentals. Evercore finds the AI story compelling, given large technology customers, known as the hyperscalers, are adopting Cisco's Silicon One networking solution and enterprise spending on AI. However, the analysts argued the stock won't get credit as an AI winner unless the company discloses its AI-related revenue. Remember, Cisco disclosed last quarter it received over $1 billion in AI orders, but it's unclear when those will translate into revenue. We disagree with this downgrade and are taking advantage of this weakness to slowly scale deeper into this new position. There's a lot of momentum in Cisco's business, with share gains happening on both the hyperscale and enterprise sides. At around 17 times forward earnings, the stock isn't expensive, and that valuation doesn't fully appreciate Cisco's AI tailwinds and shift toward subscription revenue. Additionally, with our trading restrictions clear, we are making good on our plan to buy some shares of Honeywell. The stock fell 5% last week despite the company reporting better-than-expected second-quarter results, while also raising its full-year outlook for sales, organic sales growth, and adjusted earnings per share. Normally, a stock would get rewarded for this – especially one that has lagged year to date – but it got dinged because of some headwinds impacting its commercial aerospace business and some energy project delays. We are buyers of this weakness because those issues are temporary and should improve in the second half of the year. More broadly, Honeywell isn't getting enough credit for its breakup into three companies. While there are many moving parts to the story, as management has aggressively changed the company's makeup through numerous acquisitions, these changes are for the better. (Jim Cramer's Charitable Trust is long CSCO and HON. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
Yahoo
30-06-2025
- Business
- Yahoo
Cisco & Wells Fargo to Host Silicon One Tech Talk
SAN JOSE, Calif., June 30, 2025 /PRNewswire/ -- Cisco (NASDAQ: CSCO) will host a Tech Talk to discuss Silicon One. The session will be led by Martin Lund, EVP, Common Hardware Group, and Rakesh Chopra, SVP & Fellow for Silicon One. Interested parties can find more information on Cisco's Investor Relations website at Date: Friday, July 11, 2025 Time: 8:00 AM (PT); 11:00 AM (ET) Cisco Speakers: Martin Lund, EVP, Common Hardware Group Rakesh Chopra, SVP & Fellow for Silicon One Host: Aaron Rakers, Managing Director, Wells Fargo For the direct link to pre-register for this Tech Talk, please click here. This event will be webcast and a replay will be available shortly after the event, which may be found on Cisco's Investor Relations website at About Cisco Cisco (NASDAQ: CSCO) is the worldwide technology leader that is revolutionizing the way organizations connect and protect in the AI era. For more than 40 years, Cisco has securely connected the world. With its industry leading AI-powered solutions and services, Cisco enables its customers, partners and communities to unlock innovation, enhance productivity and strengthen digital resilience. With purpose at its core, Cisco remains committed to creating a more connected and inclusive future for all. Discover more on The Newsroom and follow us on X at @Cisco. Cisco and the Cisco logo are trademarks or registered trademarks of Cisco and/or its affiliates in the U.S. and other countries. A listing of Cisco's trademarks can be found at Third-party trademarks mentioned are the property of their respective owners. The use of the word 'partner' does not imply a partnership relationship between Cisco and any other company. Investor Relations Contact: Press Contact: Sami Badri Robyn Blum Cisco Cisco 469-420-4834 408-930-8548 sambadri@ rojenkin@ View original content to download multimedia: SOURCE Cisco Systems, Inc.
Yahoo
24-06-2025
- Business
- Yahoo
Cisco Systems, Inc. (CSCO): A Bull Case Theory
We came across a bullish thesis on Cisco Systems, Inc. on Kroker Equity Research's Substack. In this article, we will summarize the bulls' thesis on CSCO. Cisco Systems, Inc.'s share was trading at $67.38 as of June 23rd. CSCO's trailing and forward P/E ratios were 27.50 and 16.84, respectively, according to Yahoo Finance. Engineers using the latest Cisco TelePresence technology to collaborate with colleagues around the world. Cisco Systems (CSCO) is undergoing a strategic transformation from a legacy hardware-centric firm to a modern software-driven, AI-enabled platform company. Its pivot is centered around high-margin, recurring-revenue streams in observability, cybersecurity, and AI infrastructure, accelerated by its $28 billion acquisition of Splunk. Splunk positions Cisco as a key player in full-stack observability and security, expanding its relevance in hybrid-cloud environments. AI momentum is also strong, with FY25 infrastructure orders surpassing $1 billion ahead of schedule, validating Cisco's role in powering the data center backbone for AI workloads through its Nexus switches, Silicon One chips, and partnerships with NVIDIA. Though Cisco still derives significant revenue from mature markets like routing and switching, these segments serve as a stable cash engine, funding its pivot. The company maintains a robust capital return profile, supported by strong free cash flow, with a 3% dividend yield and a newly authorized $15 billion buyback program. While Cisco is financially strong, the investment case is not without risk. Execution around Splunk integration, navigating macro headwinds, and staying competitive against cloud-native and hyperscaler threats will be crucial. Valuation-wise, Cisco trades around 15.6× forward earnings, above historical averages but still discounted compared to high-growth tech peers. A DCF implies fair value in the low $50s, modestly below current levels, suggesting shares are fully valued unless growth meaningfully surprises. Still, with its shift toward software, strategic alignment with AI and security megatrends, and shareholder-friendly policies, Cisco offers an attractive long-term profile for investors seeking durable, cash-rich tech exposure with upside optionality if execution stays on track. Previously, we covered a on Cisco Systems, Inc. by Kroker Equity Research in May 2025, which highlighted its AI-led transformation, growing software revenues, and the Splunk acquisition. The stock appreciated by approximately 5.4% since. The thesis still stands as execution remains on track. Kroker Equity Research shares an identical view but emphasizes stronger AI traction and integration risks. Cisco Systems, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 82 hedge fund portfolios held CSCO at the end of the first quarter, which was 84 in the previous quarter. While we acknowledge the risk and potential of CSCO as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Zawya
17-06-2025
- Business
- Zawya
Cisco powers AI-ready data centers, from hyperscale to enterprise
Cisco accelerates AI adoption with seamless infrastructure solutions -- expanded AI PODs, centralized management via Unified Nexus Dashboard, and the first integration demonstrating NVIDIA Spectrum-X Ethernet networking based on Cisco Silicon One, enabling efficient and confident AI workload deployment. Strategic partnerships with neocloud providers position Cisco as a leader in next-gen AI infrastructure, with secure networking as a cornerstone of AI innovation. Cisco's Agile Services Networking redefines networks for the AI era, enabling service providers to modernize infrastructure, monetize AI-driven services, and deliver reliable, high-performance connectivity for AI applications. Dubai, UAE — Today Cisco (NASDAQ: CSCO) unveiled groundbreaking innovations to simplify, secure, and future-proof data centers, empowering organizations to scale their AI ambitions with confidence. Cisco's leadership in hyperscale and AI infrastructure-as-a-service markets demonstrates the foundational role that secure, resilient networking plays in today's data center architecture. In Q3 FY25, Cisco notably surpassed its annual target of $1 billion in AI infrastructure orders from hyperscalers a full quarter ahead of schedule. Building on this momentum, Cisco's latest innovations enable enterprises and service providers to continue to accelerate the transformation of their infrastructure for the AI era. These innovations underscore Cisco's unique position as a trusted partner for hyperscale builders, neocloud providers, enterprises, and service providers, enabling the entire ecosystem to evolve and meet the demands of AI-driven workloads. "The world is moving from chatbots intelligently answering our questions to agents conducting tasks and jobs fully autonomously. This is the agentic era of AI,' said Jeetu Patel, President and Chief Product Officer, Cisco. 'As billions of AI agents begin working on our behalf, the demand for high-bandwidth, low latency and power efficient networking for data centers will soar. Cisco is at the forefront, delivering advanced, secure networking technology that's foundational to the AI-ready data centers of the future.' 'The criticality of secure connectivity becomes more apparent as AI use expands across the enterprise,' said Matt Kimball, Moor Insights & Strategy. 'Cisco's ability to deliver AI-ready infrastructure to its customers, along with its investment in AI-enabled operations differentiates the company. It is this kind of partner and customer-first thinking that leads to AI-powered tools that abstract the complexity associated with deploying and managing AI infrastructure. AI reaching its full potential is dependent on a resilient network on which partners build and deliver solutions and services." Simplifying, Securing, and Modernizing Enterprise AI Infrastructure Enterprises need to evolve and build out their current infrastructure to support their unique AI workloads, all without adding complexity or sacrificing safety and security. Cisco provides enterprise customers with new solutions to modernize their data centers, including hardware innovation and more powerful, simplified management capabilities. Cisco is also continuing to build on its relationship with NVIDIA to deliver validated infrastructure solutions, and to provide a safe and secure foundation for AI agents built with open models. New innovations include: New Unified Fabric Experience with Nexus: Customers will be able to simplify network operations and enhance operational efficiency across environments, converging ACI and NX-OS VXLAN EVPN fabrics with unified data, control, policy enforcement, and management. The Unified Nexus Dashboard consolidates services across LAN, SAN, IPFM, and AI/ML fabrics into a single pane of glass. These capabilities will be available in the next Nexus Dashboard release in July 2025. Maximize AI Networking Performance: Customers can optimize AI workload operations with Cisco Intelligent Packet Flow. Available today, it dynamically steers traffic using real-time telemetry and congestion awareness across AI fabrics. With 'end-to-end" visibility across networks, GPUs, and distributed AI jobs, more issues are detected proactively. Additionally, Cisco and NVIDIA showed progress towards a unified architecture; at Cisco Live, the companies showcased the first technical integration of Cisco G200-based switches and NVIDIA NICs, demonstrating NVIDIA Spectrum-X Ethernet networking based on Cisco Silicon One that supports NX-OS, Nexus Hyperfabric AI and SONiC deployments. Expanded AI PODs: New configurable AI PODs enhance flexibility and scalability for diverse AI workloads, including training and fine-tuning. Cisco also continues to align with NVIDIA's innovation timeline; the NVIDIA RTX PRO 6000 Blackwell Server Edition GPU is now available to order with Cisco UCS C845A M8 servers. Together, the companies continue to work towards delivering validated solutions as part of the Cisco Secure AI Factory with NVIDIA Enabling Safe, Secure AI Adoption with NVIDIA: Cisco AI Defense and Cisco Hypershield provide visibility, validation and runtime protection of the end-to-end enterprise AI workflow, and are now included in the NVIDIA Enterprise AI Factory validated design. With AI Defense, enterprises can secure AI agents built with leading open models and optimized with NVIDIA NIM and NeMo microservices. Optics for Simple Upgrades: New 400G bidirectional (BiDi) optics enables customers to easily transition to 400G networks while preserving their existing duplex multi-mode fiber infrastructure ensuring cost efficiency, scalability and enhanced data center performance. The new optics will be available in the second half of the calendar year 2025. Building Up a New Neocloud Market As demand for AI-powered outcomes continues to increase, organizations are exploring new ways to scale quickly and stay adaptable, leading to the emergence of new GPU-as-a-service and Infrastructure-as-a-service providers – a new Neocloud market. Cisco, building on its expertise in designing and building some of the world's largest networks for global service providers, is playing a leading role in helping these providers establish their footprints. Announced partnerships include: HUMAIN: Saudi Arabia's new AI enterprise is working with Cisco to help build the world's most open, scalable, resilient and cost-efficient AI infrastructure using Cisco Nexus, UCS, Hypershield and Splunk. G42: The UAE-based global technology group announced a strategic collaboration with Cisco, laying the groundwork to advance AI innovation and infrastructure development across public and private sectors. Stargate UAE: Cisco joined the Stargate UAE consortium as a preferred technology partner, providing advanced networking, security and observability solutions to accelerate the deployment of next-generation AI compute clusters. Setting Up Service Providers for Success in the AI Era Cisco's Agile Services Networking architecture is designed not just to handle the increase and change in network traffic characteristics of AI, but also to fundamentally shift service providers' network architectures so they can support and monetize new kinds of services. New innovations include: New Devices: New converged access and edge router devices, powered by Cisco Silicon One. These devices expand the Cisco 8000 series portfolio, which has allowed service providers to reach new levels of network efficiency and functionality. Agentic AI For Service Providers: A new multi-agentic framework for Cisco Crosswork Network Automation with AI capabilities to help accelerate operations and decision-making. This framework allows service providers to solve their most complex challenges through Cisco-built and customer-built AI agents, all working together towards a vision of autonomous networking. Non-terrestrial (satellite) Networking: Seamless integration between terrestrial and satellite networks. This architecture supports robust service assurance, dynamic resource allocation, and new monetization opportunities in remote, underserved sectors like maritime, aviation, IoT, and disaster response. Additional Resources: Executive Blog Post: Reinventing Infrastructure for the Next Wave of AI at Cisco Live Executive Blog Post: Evolving AI-Ready Data Centers with Cisco Full Stack Solutions and Pervasive Security Executive Blog Post: Expanding the Edge of Possibility: Cisco Agile Services Networking for the AI Era Visit the Cisco Newsroom for all Cisco Live 2025 announcements. Cisco Customer Experience helps customers get more from their technology investments. Cisco Capital payment solutions provide choices - ways to pay for your technology in more than 100 countries. Support AI-ready outcomes with new skills training in Cisco U. About Cisco Cisco (NASDAQ: CSCO) is the worldwide technology leader that is revolutionizing the way organizations connect and protect in the AI era. For more than 40 years, Cisco has securely connected the world. With its industry leading AI-powered solutions and services, Cisco enables its customers, partners and communities to unlock innovation, enhance productivity and strengthen digital resilience. With purpose at its core, Cisco remains committed to creating a more connected and inclusive future for all. Discover more on The Newsroom and follow us on X at @Cisco. Cisco and the Cisco logo are trademarks or registered trademarks of Cisco and/or its affiliates in the U.S. and other countries. A listing of Cisco's trademarks can be found at Third-party trademarks mentioned are the property of their respective owners. The use of the word 'partner' does not imply a partnership relationship between Cisco and any other company. Futures Disclaimer: Many of the products and features described herein remain in varying stages of development and will be offered on a when-and-if-available basis. The delivery timeline of these products and features is subject to change.
