Latest news with #iSharesU.S.TelecommunicationsETF
Yahoo
10 hours ago
- Business
- Yahoo
How Is Juniper Networks' Stock Performance Compared to Other Communication Equipment Stocks?
With a market cap of $12.2 billion, Juniper Networks, Inc. (JNPR) is a global leader in networking and communications solutions. The company designs, develops, and sells a broad portfolio of products and services that support high-performance network infrastructure for enterprises, service providers, and public sector organizations. Companies valued at $10 billion or more are generally classified as 'large-cap' stocks, and Juniper Networks fits this criterion perfectly. Its offerings span routing, switching, security, and cloud-based solutions, all powered by Junos OS and enhanced through AI-driven technologies. Super Micro Computer Just Struck a Deal with Ericsson. Should You Buy SMCI Stock Here? CEO Jensen Huang Just Sold Nvidia Stock. Should You? Broadcom Just Got a New Street-High Price Target. Should You Buy AVGO Stock Here? Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. Shares of the Sunnyvale, California-based company have dipped 8.1% from its 52-week high of $39.79. JNPR stock has risen 1.3% over the past three months, lagging behind iShares U.S. Telecommunications ETF's (IYZ) 5.2% increase over the same time frame. In the longer term, JNPR stock is down 2.4% on a YTD basis, trailing IYZ's 8.3% return. Moreover, shares of the computer network equipment maker have gained 2.9% over the past 52 weeks, compared to IYZ's 36.7% surge over the same time frame. The stock has been trading below its 50-day and 200-day moving averages since late January. However, it has climbed above its 50-day moving average since late April. Shares of Juniper Networks rose marginally following its Q1 2025 results on May 1. The company reported adjusted EPS of $0.43 and revenue of $1.3 billion, topping forecasts. The 11% year-over-year revenue growth was driven by strong demand from cloud customers amid the AI boom and accelerated enterprise momentum across campus and data center deployments. Nevertheless, JNPR stock has underperformed its rival, Cisco Systems, Inc. (CSCO). CSCO stock has soared 14.7% on a YTD basis and 43.6% over the past 52 weeks. Due to the stock's weak performance, analysts remain cautious about its prospects. The stock has a consensus rating of 'Hold' from 10 analysts' coverage, and as of writing, JNPR is trading below the mean price target of $40. On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on
Yahoo
22-05-2025
- Business
- Yahoo
Stocks & ETFs to Benefit From Trump's Stargate Project
In early January, President Donald Trump announced a $500 billion artificial infrastructure (AI) infrastructure initiative, spearheading a new company called Stargate. Stargate identified NVIDIA NVDA, Microsoft MSFT, and British chip designer Arm (ARM) as "key initial technology partners" to build U.S.-based data centers to power artificial intelligence advancements. OpenAI revealed that $100 billion would be deployed immediately, with up to $500 billion invested over the next four years. Apart from NVIDIA, major American technology companies including Cisco, Oracle, and OpenAI are supporting the newly announced 'UAE Stargate' artificial intelligence data center, according to multiple sources familiar with the matter, as quoted on CNBC. NVIDIA will provide the latest Blackwell GB300 systems for the project, one source confirmed. The company, a global leader in AI chips, will be central to powering the new data center's infrastructure. The UAE Stargate initiative will also work in tandem with the U.S. Stargate AI infrastructure project, launched by President Donald Trump shortly after his second-term inauguration in January, the same source said. Oracle ORCL is also participating in UAE Stargate, with sources noting that co-founder Larry Ellison was present at the U.S. Stargate launch. Cisco CSCO, meanwhile, is contributing through executive-level support, including its president Jeetu Patel being present in the UAE, the CNBC article noted. The UAE-based data center will be constructed in Abu Dhabi by Emirati firm G42, according to a statement from the U.S. Commerce Department. The site will be a massive 10-square-mile campus with a planned 5-gigawatt capacity. The first phase will include a 1-gigawatt compute cluster, the Trump administration announced. In a related development, NVIDIA CEO Jensen Huang announced during the Saudi-U.S. Investment Forum in Riyadh that the company would supply 18,000 Blackwell chips to Saudi firm Humain. These chips will be used in Saudi data centers totaling 500 megawatts. AMD will also be providing chips for the project, with Humain committing a staggering $10 billion in investment. Against this backdrop, below we highlight the stocks and their related ETFs that are likely to gain on the advancements of the Stargate project. NVIDIA – Strive U.S. Semiconductor ETF SHOC Cisco – iShares U.S. Telecommunications ETF IYZ Oracle – Pacer Data and Digital Revolution ETF TRFK Microsoft – iShares Global Tech ETF IXN AMD – iShares Semiconductor ETF SOXX Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Microsoft Corporation (MSFT) : Free Stock Analysis Report Cisco Systems, Inc. (CSCO) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Oracle Corporation (ORCL) : Free Stock Analysis Report iShares Semiconductor ETF (SOXX): ETF Research Reports iShares U.S. Telecommunications ETF (IYZ): ETF Research Reports iShares Global Tech ETF (IXN): ETF Research Reports Pacer Data and Digital Revolution ETF (TRFK): ETF Research Reports Strive U.S. Semiconductor ETF (SHOC): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research 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
Yahoo
15-05-2025
- Business
- Yahoo
ETFs to Gain as Cisco Beats on Q3 Earnings, Lifts 2025 Outlook
Tech prime Cisco Systems CSCO reported robust third-quarter fiscal 2025 results, beating both earnings and revenue estimates. It lifted its outlook for the fiscal year, fueled by continued demand for the company's shares jumped about 2% in after-market hours. Smooth trading is expected to continue in the ETF world as well, thereby making ETFs with the largest allocation to this networking giant compelling. The ETFs include iShares U.S. Telecommunications ETF IYZ, First Trust Nasdaq Cybersecurity ETF CIBR, iShares Edge MSCI USA Value Factor ETF VLUE, Pacer Data and Digital Revolution ETF TRFK and Amplify Cybersecurity ETF HACK. The company's earnings of 96 cents per share outpaced the Zacks Consensus Estimate of 91 cents and improved from the year-ago earnings of 88 cents. Revenues rose 11% year over year to $14.1 billion and beat the consensus mark of $14.06 billion. Product revenues jumped 15% to $10.37 billion, while services revenues climbed 2.6% to $3.78 billion. Cisco is currently benefiting from strong AI momentum fueled by the power of the company's secure networking portfolio, trusted global partnerships, and valued customers (see: all the Communication Services ETFs here).The networking giant raised its fiscal 2025 revenue guidance forecast to the range of $56.5-$56.7 billion from the previous guidance of $56-$56.5 billion. It also lifted its earnings per share guidance to $3.77-$3.79 from $3.68-$3.74. The Zacks Consensus Estimate is pegged at $56.44 billion for revenues and $3.73 for earnings per share. The optimistic outlook is attributed to sustained demand for networking equipment driven by the rise of artificial intelligence the ongoing fiscal fourth quarter, Cisco predicts revenues in the range of $14.5-$14.7 billion and earnings in the band of 96-98 cents per share. The Zacks Consensus Estimate is pegged at $14.54 billion for revenues and 96 cents for earnings per share. iShares U.S. Telecommunications ETF (IYZ)iShares U.S. Telecommunications ETF offers exposure to U.S. companies that provide telephone and Internet products, services and technologies. It follows the Russell 1000 Telecommunications RIC 22.5/45 Capped Index, holding 19 stocks in its basket. Cisco takes the top position at 17.2% of the assets. iShares U.S. Telecommunications ETF has an AUM of $377.6 million and charges 40 bps in annual fees. It has a Zacks ETF Rank #3 (Hold) with a Medium risk Trust Nasdaq Cybersecurity ETF (CIBR)First Trust Nasdaq Cybersecurity ETF follows the Nasdaq CTA Cybersecurity Index, which measures the performance of companies engaged in the cybersecurity segment of the technology and industrial sectors. The index includes companies primarily involved in the building, implementation and management of security protocols applied to private and public networks, computers and mobile devices to provide protection for the integrity of data and network operations. First Trust Nasdaq Cybersecurity ETF holds 32 stocks in its basket, with Cisco taking the fourth spot at 7.2%. It has accumulated $8.7 billion in its asset base and charges 59 bps in annual fees (read: ETFs Set to Gain From Alphabet's Potential Wiz Deal). iShares Edge MSCI USA Value Factor ETF (VLUE)iShares Edge MSCI USA Value Factor ETF offers exposure to large and mid-cap U.S. stocks with lower valuations based on fundamentals and tracks the MSCI USA Enhanced Value Index. It holds 140 stocks in its basket, with Cisco occupying the top position at 6.6% of the assets. iShares Edge MSCI USA Value Factor ETF has amassed $6 billion in its asset base and charges 15 bps in annual fees. It has a Zacks ETF Rank #2 (Buy) with a Data and Digital Revolution ETF (TRFK)Pacer Data and Digital Revolution ETF aims to offer investors exposure to globally listed stocks and depositary receipts of data and digital revolution companies. It follows the Pacer Data Transmission and Communication Revolution Index, holding 77 stocks in its basket. Cisco takes the fourth spot, accounting for 6.1% of the assets. Pacer Data and Digital Revolution ETF has accumulated $57 million in its asset base and charges 60 bps in annual fees. Amplify Cybersecurity ETF (HACK)Amplify Cybersecurity ETF is the first cybersecurity ETF that invests in companies within the growing cybersecurity industry. It tracks the Nasdaq ISE Cyber Security Select Index, holding 23 securities in its basket. Cisco takes the second position with 6.2% of the assets. Amplify Cybersecurity ETF has amassed $2 billion in AUM and charges 60 bps in fees per year. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Cisco Systems, Inc. (CSCO) : Free Stock Analysis Report Amplify Cybersecurity ETF (HACK): ETF Research Reports First Trust NASDAQ Cybersecurity ETF (CIBR): ETF Research Reports iShares U.S. Telecommunications ETF (IYZ): ETF Research Reports iShares MSCI USA Value Factor ETF (VLUE): ETF Research Reports Pacer Data and Digital Revolution ETF (TRFK): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research 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
