AT&T and Cisco: Powering the Future of IoT with 5G Standalone
AT&T and Cisco have significantly deepened their partnership to power the future of IoT with 5G Standalone (SA) technology. This collaboration involves activating a 5G SA-native IoT platform that integrates AT&T's nationwide 5G SA core with Cisco's Mobility Services Platform. The initiative aims to provide secure, scalable, and intelligent enterprise connectivity, enabling advanced features like network slicing and optimized performance for demanding IoT applications across various industries worldwide.
CDW Corp SEC 10-K Report
CDW Corporation has released its 2025 Form 10-K report, detailing a 6.8% increase in net sales to $22,424.1 million, driven by improved customer spending. The company reported a slight decrease in Net Income to $1,066.6 million, impacted by higher interest expenses and taxes. CDW is strategically realigning its customer-facing organization into three new segments—Commercial, Government, and Education—effective January 1, 2026, to better meet market demands and enhance customer engagement, while also managing capital through share repurchases and dividends.
Cisco Stock Rises 17% in 6 Months: Will AI Endeavors Fuel More Gains?
Cisco Systems (CSCO) shares have risen 17.2% in the last six months, outperforming peers and the broader tech sector, primarily due to an aggressive AI expansion and an expanding networking portfolio. The company projects significant AI infrastructure revenues and growing orders for high-performance networking products, indicating strong future prospects. With positive guidance for Q3 and FY26, and a Zacks Rank #2 (Buy), Cisco's AI endeavors are expected to fuel further stock gains despite a premium valuation.
Cisco Stock Rises 17% in 6 Months: Will AI Endeavors Fuel More Gains?
Cisco Systems (CSCO) shares have increased by 17.2% in the past six months, outperforming its sector and peers, driven by significant AI investments and an expanding networking portfolio. The company projects over $3 billion in AI infrastructure revenues from hyperscalers in fiscal 2026 and expects strong growth in networking product orders. Cisco's partnerships, such as with NVIDIA, and its robust guidance for Q3 and fiscal 2026 suggest a positive outlook for future gains due to its aggressive AI push and expanding portfolio.
Cisco Stock Rises 17% in 6 Months: Will AI Endeavors Fuel More Gains?
Cisco Systems (CSCO) stock has climbed 17.2% in the past six months, outperforming its sector due to an aggressive push into AI and an expanding networking portfolio. The company reported strong AI infrastructure orders and anticipates over $3 billion in AI infrastructure revenues from hyperscalers in fiscal 2026. Cisco's partnerships with companies like NVIDIA and its robust product pipeline position it for continued growth, justifying its premium valuation and leading to a Zacks Rank #2 (Buy) rating.
NetApp Gearing Up to Report Q3 Earnings: Here's What to Expect
NetApp (NTAP) is set to release its third-quarter fiscal 2026 earnings on February 26, with non-GAAP earnings per share expected between $2.01 and $2.11, and net sales projected to be between $1.615 billion and $1.765 billion. The company anticipates continued strong demand for its all-flash arrays and cloud solutions, especially with expanding AI-related partnerships. However, an uncertain macroeconomic environment and weakness in the U.S. public sector could pose headwinds to its quarterly performance, and NetApp's current model does not predict an earnings beat.
Cisco Stock Rises 17% in 6 Months: Will AI Endeavors Fuel More Gains?
Cisco Systems (CSCO) stock has surged 17.2% in the past six months, outperforming peers and the broader tech sector, largely due to its aggressive push into AI and an expanding networking portfolio. The company reported strong AI infrastructure orders and anticipates over $3 billion in AI infrastructure revenue from hyperscalers in fiscal 2026, alongside robust growth in its networking products. Cisco also provided optimistic guidance for Q3 and fiscal year 2026, driven by increasing demand for AI infrastructure and networking solutions, reinforcing its premium valuation.
PANW vs. CSCO: Which Cybersecurity Stock Is a Buy Right Now?
This analysis compares cybersecurity giants Palo Alto Networks (PANW) and Cisco Systems (CSCO), highlighting a preference for Cisco due to its steady execution and reasonable valuation. While Palo Alto faces near-term headwinds from acquisition integration costs and share dilution, Cisco is seeing strong adoption of its newer security products and upward earnings estimate revisions.
Dramatic Escalation Frequency and Power of in DDoS Attacks
A new report by Radware indicates a dramatic escalation in the frequency and power of Distributed Denial-of-Service (DDoS) attacks, with a 168% increase in 2025 compared to 2024. These attacks are becoming faster and stronger, making them harder to detect and defend against. Hacktivism is identified as the main driver, with organizations in technology, telecommunications, and financial services being the most targeted sectors.
Citi Lowers PT on Hewlett Packard Enterprise Company (HPE)
Citi analysts have lowered their price target for Hewlett Packard Enterprise Company (HPE) to $26 from $28, citing ongoing uncertainty in the hardware and storage sector ahead of Q4 earnings. This contrasts with Goldman Sachs' earlier upgrade and increased price target based on HPE's acquisition of Juniper Networks, which is expected to boost its higher-margin Networking segment. The article also suggests that while HPE has potential, other AI stocks might offer better upside.
Wall Street Analysts Think Cisco (CSCO) Is a Good Investment: Is It?
This article analyzes Cisco (CSCO) stock based on Wall Street analyst recommendations and the proprietary Zacks Rank system. While Cisco has an average brokerage recommendation (ABR) suggesting a "Buy," the article cautions that ABRs can be biased due to brokerage firms' vested interests. It highlights the Zacks Rank as a more reliable indicator, which currently rates Cisco as a Zacks Rank #2 (Buy) due to positive earnings estimate revisions, suggesting it could be a good investment.
How Cisco's Partnerships With LISC, Per Scholas Are Building Resilience in Western North Carolina
Following Hurricane Helene in September 2024, Cisco initiated partnerships with the Local Initiatives Support Corporation (LISC) and Per Scholas to bolster economic recovery and resilience in Western North Carolina. LISC is working to strengthen hundreds of small and medium businesses and local business development organizations, providing essential resources for disaster recovery and long-term sustainability. Concurrently, Per Scholas is expanding its tech training programs in the region, offering free courses to aspiring tech professionals to develop a skilled workforce crucial for growth and crisis connectivity.
AT&T and Cisco: Powering the Future of IoT with 5G Standalone
AT&T and Cisco are expanding their strategic partnership to advance the future of IoT with 5G Standalone (SA) technology. This collaboration will commercially activate a 5G SA-native IoT platform, integrating AT&T’s nationwide 5G SA core with Cisco’s Mobility Services Platform. The aim is to deliver enhanced connectivity for demanding IoT applications such as connected vehicles, smart cities, and digital healthcare, focusing on ultra-low latency, security, and scalability.
How Cisco's Partnerships With LISC, Per Scholas Are Building Resilience in Western North Carolina
Cisco is partnering with the Local Initiatives Support Corporation (LISC) and Per Scholas to support long-term economic recovery and resilience in Western North Carolina following Hurricane Helene in September 2024. These partnerships aim to strengthen small and medium businesses through LISC, providing them with resources for disaster recovery and growth, and to develop a skilled tech workforce through Per Scholas, offering free training to aspiring tech professionals in the region. This initiative reflects Cisco's commitment as part of its 40 Communities program to invest in and support communities worldwide.
Can Arista's High-Performance Network Software Fuel Its Future Growth?
Arista Networks (ANET) is enhancing its market position through its software-driven networking platform, which includes its Extensible Operating System (EOS) and CloudVision. These technologies offer scalability, automation, and visibility, critical for AI-ready networks. The company is poised to benefit from increased demand for automated networking as enterprises expand AI and multi-cloud deployments, despite competition from Cisco and Hewlett Packard Enterprise.
ISG to Assess Providers of Software-Defined Networking
Information Services Group (ISG) has launched a research study to evaluate providers of software-defined (SD) networking services and solutions. This study, resulting in comprehensive ISG Provider Lens® reports due in June 2026, aims to help enterprises modernize their networks for distributed workforces, cloud adoption, edge deployments, and AI-driven workloads. The reports will cover managed SD-WAN services, edge technologies (including private 5G), and Secure Access Service Edge (SASE), assisting businesses in vendor selection and strategy.
Rakuten, Telefonica make network autonomy gains
Rakuten Mobile achieved Level 4 accreditation from the TM Forum for RAN energy efficiency, demonstrating significant progress in network autonomy. Telefonica also announced its development of 12 Level 4 autonomy use cases by the end of 2025, aiming for full Level 4 autonomy by 2030. Both companies are making strides in using automation and AI to improve network operations and energy conservation.
Israel ranks first worldwide as target of geopolitical cyberattacks
Israel has become the world's most targeted country for geopolitically motivated cyber activity, accounting for 12.2% of all such attacks globally in 2025, according to Radware's 2026 Global Cyber Threat Report. The report highlights a significant shift from sporadic to near-daily cyberattacks against Israeli organizations, with a 168% surge in DDoS attacks and over 120% increase in application-layer attacks. This trend indicates that state and national conflicts are increasingly being played out in cyberspace, with malicious bot activity also rising due to accessible AI tools.
Enterprise Network Equipment Market Size | CAGR of 13.4%
The global Enterprise Network Equipment Market is projected to grow from USD 105.78 billion in 2025 to USD 371.99 billion by 2035, exhibiting a CAGR of 13.4%. North America currently dominates the market. The market growth is driven by the increasing data traffic, adoption of cloud computing, and the need for robust network infrastructure to support digital transformation and hybrid work models.
Zacks Industry Outlook Highlights Cisco, Extreme Networks and Radcom
The Zacks Computer - Networking industry faces macroeconomic challenges and intense competition but is poised for long-term growth driven by AI, 5G, and Wi-Fi 7. Zacks Equity Research highlights Cisco, Extreme Networks, and Radcom as key players benefiting from infrastructure investments and technological advancements. While the industry has outperformed the S&P 500, individual company performance and future growth prospects are discussed, with Cisco receiving a "Buy" rating.
CISO Global appoints Michael Czerneda as VP of sales
CISO Global has appointed Michael Czerneda as Vice President of Sales to spearhead the company's shift towards software-driven growth. Czerneda brings over 30 years of sales leadership experience, previously serving as National Director of Sales at Crexendo Business Solutions. This strategic hire comes as CISO Global navigates financial challenges, including a recent revenue decline and a Nasdaq compliance notification for its stock price.
CISO Global Lands 30 Year Sales Veteran Michael Czerneda to Ignite the Next Wave of Software Growth
CISO Global, Inc. has appointed Michael Czerneda as its new Vice President of Sales, aiming to accelerate software-driven growth. Czerneda brings over 30 years of sales leadership experience from various technology markets, including recent roles at Crexendo, Nextiva, One Stream, and Cisco. His new role will focus on scaling the sales organization and increasing adoption of CISO Global's cybersecurity software products through existing customers and new insurance distribution channels.
Can Ciena Sustain Growth on Rising Optical and Data Demand?
Ciena Corporation is experiencing strong demand for its optical networking products, driven by AI-led network expansion and increased data traffic from cloud and service providers. The company achieved record revenues and orders in fiscal 2025 and anticipates significant growth in fiscal 2026, despite competitive pressures and rising input costs. Ciena is expanding its interconnects portfolio and securing major deals, positioning it well in the evolving data networking market.
Autodesk invests $200M in spatial AI model creator World Labs: report
Autodesk has reportedly invested $200 million in World Labs, an artificial intelligence startup specializing in spatial reasoning models. World Labs' first product, Marble, enables users to generate 3D world models from various inputs like images, videos, or text prompts. This investment highlights Autodesk's interest in advancing AI capabilities for 3D content creation.
CISO Global Hires Sales Chief to Drive Software-Led Cybersecurity Growth
CISO Global, Inc., a Nasdaq-listed cybersecurity software and compliance services provider, has appointed Michael Czerneda as Vice President of Sales. This hire aims to accelerate the company's transition towards scalable, software-driven revenue. Czerneda will focus on building a high-performance sales organization to expand adoption of CISO Global’s cybersecurity software products, leveraging his extensive experience in sales leadership across various technology markets.
Arista Networks (ANET) Margin Slip To 39% Tests High‑Growth AI Narrative
Arista Networks (ANET) reported its FY 2025 results with US$9.0 billion in revenue and US$2.79 EPS, but its net margin slipped to 39% from 40.7% the previous year. This margin decline raises questions about the sustainability of higher margins amidst its expansion into AI, data center, and campus markets, despite strong historical earnings growth. The article also notes Arista's premium P/E ratio compared to the industry average and recent insider selling, suggesting some investor caution regarding its valuation and future growth prospects.
Can Ciena Sustain Growth on Rising Optical and Data Demand?
Ciena Corporation is experiencing accelerating demand for its optical networking portfolio, driven by AI-led network expansion and increased data traffic from cloud and service provider customers, with optical revenues up 19% year-over-year in Q4 2025. The company foresees its total addressable market reaching $13 billion by 2028 and expects revenues between $5.7 billion and $6.1 billion for fiscal 2026, despite competitive pressures and rising costs. While Ciena faces challenges like intense competition from companies like Cisco and Arista, and increasing capital expenditure, its record backlog and growing hyperscaler engagements position it for continued growth.
Pilgrim's Pride's Q4 Earnings Call: Our Top 5 Analyst Questions
Pilgrim's Pride's Q4 results showed revenue growth but missed adjusted EPS expectations due to margin compression, despite strong demand in U.S. retail and foodservice. CEO Fabio Sandri cited persistent inflation and commodity market pressure, particularly in Mexico and Europe, as key factors affecting profitability. Analysts' questions focused on supply-side pressures, commodity price sustainability, Mexico's market volatility, foodservice dynamics, and the impact of diseases in Europe.
5 Must-Read Analyst Questions From Cisco's Q4 Earnings Call
Cisco's Q4 results, aligning with fiscal Q2 2026, showcased robust year-over-year revenue growth driven by strong demand for AI infrastructure and networking solutions, despite rising memory costs. The article highlights key questions from analysts during the earnings call, focusing on AI product mix, networking growth, collaboration with NVIDIA, campus networking upgrades, and the security segment's outlook post-Splunk transition. Management provided insights into these critical areas, indicating future growth catalysts and challenges.
Zacks Industry Outlook Highlights Cisco, Extreme Networks and Radcom
The Zacks Computer - Networking industry faces macroeconomic uncertainty and fierce competition but is poised for long-term growth driven by AI, 5G, and Wi-Fi 7. Key companies like Cisco, Extreme Networks, and Radcom are highlighted for their innovation and market positions, despite the industry's overall bleak near-term outlook as per its Zacks Industry Rank. These companies show promising individual performances, with strong demand in AI infrastructure and networking solutions.
Zacks Industry Outlook Highlights Cisco, Extreme Networks and Radcom
The Zacks Computer-Networking industry faces macroeconomic uncertainty and supply-chain issues but is expected to benefit from AI, 5G, and Wi-Fi 7 upgrades. The industry has outperformed the S&P 500, with key players like Cisco, Extreme Networks, and Radcom showing strong prospects amid increasing demand for their networking solutions. Cisco, in particular, is seeing robust growth in AI infrastructure orders from hyperscalers.
Arista CEO Jayshree Ullal blunt on memory chip constraints
Arista Networks CEO Jayshree Ullal has stated that the company is facing significant challenges due to memory chip supply constraints, leading to "horrendous" prices for these components. This situation, which has worsened considerably in 2026, will likely result in a "one-time increase" on selected memory-intensive SKUs for customers, as Arista can no longer absorb the escalating costs. Despite the pricing pressures, Arista increased its full-year growth guidance, expecting $11.25 billion in revenues.
Investors Heavily Search Cisco Systems, Inc. (CSCO): Here is What You Need to Know
Cisco Systems (CSCO) is a heavily searched stock, with shares returning +2.2% over the past month. The company's earnings estimates have been revised upward, leading to a Zacks Rank #2 (Buy) rating, suggesting potential market outperformance. Forecasts indicate positive growth in both earnings per share and revenue for the current and next fiscal years.
Connection Earns Cisco Gold Provider Designation
Connection has earned Cisco Gold Provider status by successfully auditing its Managed Firewall and Managed XDR services, in addition to its previously awarded Meraki Access service. This achievement validates the strength of Connection's operating model and the dedication of its teams while reinforcing the trust customers place in them. Connection is the first partner globally to be audited and approved under Cisco's new universal requirements for partners utilizing third-party delivery models.
UBS lifts PT on Cisco Systems, Inc. (CSCO) stock
UBS has increased its price target on Cisco Systems, Inc. (CSCO) stock. The article from MSN focuses on this analyst rating update.
UBS Lifts PT on Cisco Systems, Inc. (CSCO) Stock
UBS and JPMorgan have both raised their price targets on Cisco Systems, Inc. (NASDAQ: CSCO) stock to $95 from $90, maintaining "Buy" and "Overweight" ratings respectively. Analysts cited strong AI order momentum, improved FY 2026 revenue visibility, and potential growth for FY 2027, along with the company's partnership with Nvidia in enterprise AI adoption, as key drivers for the positive outlook despite current valuation levels.
UBS Lifts PT on Cisco Systems, Inc. (CSCO) Stock
UBS and JPMorgan have both raised their price targets for Cisco Systems, Inc. (CSCO) to $95 from $90, maintaining "Buy" and "Overweight" ratings respectively. Analysts cited strong AI order momentum, improved revenue visibility for future fiscal years, and potential for upside to estimates due to accelerated revenue growth and a partnership with Nvidia for enterprise AI adoption. Cisco is recognized for its role in powering, securing, and drawing insights from the internet, offering data center switching, network security, and identity/access management technologies.
Telemedicine & Digital Health Research Report 2026: A $180 Billion Market by 2031 from $85.5 Billion in 2025 with Teladoc Health, Amwell, Philips, Siemens Healthineers, GE, Medtronic, Oracle Leading
The Telemedicine & Digital Health market is projected to grow from $85.5 billion in 2025 to $180 billion by 2031, with a CAGR of 13.21%. This growth is driven by the integration of AI, ML, and IoT, expanded digital infrastructure, and rising smartphone penetration, enhancing access and personalized care. North America currently leads the market, supported by favorable telehealth policies and the dominance of cloud-based solutions.
The AI Backbone: A Deep Dive into Arista Networks (ANET) After the Q4 Earnings Beat
Arista Networks (ANET) has emerged as a dominant architect in AI data center networking, demonstrated by its strong Q4 2025 earnings beat and elevated 2026 guidance. The company's focus on ultra-high-speed switching and an open Ethernet-based ecosystem positions it as a primary beneficiary of the growing AI infrastructure investment. Arista's historical success, strong financial performance, and continued innovation, particularly with its Etherlink portfolio, underscore its leadership in a competitive market despite risks like customer concentration and rival technologies.
UBS Lifts PT on Cisco Systems, Inc. (CSCO) Stock
UBS and JPMorgan have both raised their price targets on Cisco Systems (CSCO) stock to $95 from $90, maintaining "Buy" and "Overweight" ratings, respectively. Analysts cite increased AI order momentum, improved revenue visibility for FY 2026 and growth potential for FY 2027, and the company's partnership with Nvidia as reasons for their optimistic outlook. Despite current near-term peak valuation multiples, Cisco is expected to show upside to estimates through revenue acceleration.
Intel Corporation (NASDAQ:INTC) Sees Significant Decline in Short Interest
Intel Corporation (NASDAQ:INTC) recently experienced a significant 16.7% decline in short interest as of January 30th, indicating reduced bearish pressure on the stock. This comes after the chipmaker beat quarterly earnings and revenue estimates, though revenue was down year-over-year and negative margins persist. Wall Street sentiment remains mixed, with analysts weighing potential AI demand tailwinds against ongoing competitive risks and execution challenges for the company.
SAP Fell 13% in the Last 30 Days. Here’s How Much the Stock Could Rise in 2026
SAP SE's stock dropped 13% in the last 30 days due to investors rotating out of enterprise software and a slowdown in current cloud backlog growth, despite overall strong financial results for the year. The company reported significant cloud revenue growth, record Q4 bookings, and positive outlooks for operating profit and free cash flow. Analysts indicate SAP appears undervalued, with an implied upside of 24% to 47% based on continued cloud expansion, margin durability, AI integration, and a substantial share repurchase program.
The Apple Exception: How the Tech Giant Defies the ‘Most Admired’ Market Curse
Apple Inc. continues to defy the "Curse of the Most Admired" by reporting record quarterly revenue of $143.8 billion, driven by the iPhone 17's "AI supercycle" and a strong services business. The company's strategic pivot to "Agentic AI" through a partnership with Google and its robust supply chain management have enabled it to maintain dominance and outpace the S&P 500, despite increased regulatory scrutiny and historical precedents of market underperformance for highly admired companies. Apple's sustained success challenges traditional financial theories, emphasizing its transition from a hardware company to a global utility for computing and AI.
The SaaSpocalypse of 2026: Why AppLovin and Cisco’s Record Earnings are Falling on Deaf Ears
Despite reporting record earnings, AppLovin and Cisco experienced significant stock sell-offs in February 2026, signaling a "SaaSpocalypse" driven by the market's re-evaluation of software companies in the face of autonomous AI. Investors are shifting focus from current profitability to long-term "terminal value," questioning the sustainability of traditional software-as-a-service (SaaS) models as AI agents threaten to disintermediate human workflows and seat-based licensing. The market is now segmenting between AI enablers and those disrupted, with a new emphasis on "outcome-based" pricing and "gross margin per AI-hour" as critical metrics for survival in the emerging "Agent Economy."
ABN Amro Investment Solutions Cuts Position in Cisco Systems, Inc. $CSCO
ABN Amro Investment Solutions significantly reduced its stake in Cisco Systems (NASDAQ:CSCO) by 33.5% in the third quarter, selling 79,243 shares but still holding 157,457 shares valued at $10.77 million. While institutional investors collectively own 73.33% of Cisco, some analysts have recently raised price targets, citing AI catalysts, and the company beat Q2 earnings and revenue estimates while increasing its dividend. However, a mixed short-term outlook is suggested by near-term margin pressure and notable insider selling.
Is Calix’s (CALX) Smarter Home Tools Quietly Redefining Its Long-Term Platform Moat?
Calix, Inc. recently expanded its SmartHome and cloud platforms with HomeOfficeIQ and enhanced Engagement Cloud tools, aiming to deepen its role in secure home connectivity and data-driven marketing for broadband providers. These new offerings reinforce Calix's strategic shift from a hardware-centric model to a higher-margin software and cloud platform, focusing on increasing subscriber loyalty and recurring revenue. While the additions support Calix's service-led investment narrative and could drive higher ARPU, challenges such as customer concentration and competition remain relevant for investors.
A Look At Extreme Networks (EXTR) Valuation After New AI Platform ONE Launch For K 12 Networking
Extreme Networks (EXTR) is being evaluated after launching its AI-powered Extreme Platform ONE for K-12 education, positioning it as undervalued by 39.3% with a narrative fair value near $23.83 compared to its current price of US$14.46. The company's future growth hinges on the successful adoption of its AI networking solutions and ability to secure public sector contracts, presenting both opportunity and risk for investors.
Arista Networks stock jumps on AI demand — but “horrendous” memory costs loom
Arista Networks stock rose 4.8% on Friday after the company provided an upbeat quarterly revenue outlook, driven by strong AI demand from cloud providers like Microsoft and Meta. Despite management flagging "horrendous" memory costs and ongoing shortages, Arista projected flat margins, partially by selectively raising prices. Analysts responded positively, with Evercore ISI raising its price target, while investors will monitor for potential impacts if hyperscalers reduce AI orders or memory shortages persist.
Cisco Systems, Inc. $CSCO Stake Reduced by PNC Financial Services Group Inc.
PNC Financial Services Group Inc. reduced its stake in Cisco Systems, Inc. by 1.9% in the third quarter, now holding 6,601,007 shares valued at approximately $451.6 million. Despite insiders selling over $39 million worth of shares, Cisco beat Q2 earnings and revenue estimates and announced significant AI infrastructure orders and a new chip, though memory shortages are causing near-term gross-margin pressure. Analysts maintain a "Moderate Buy" rating with an average target price of $97.19 for CSCO.
PNC Financial Services Group Inc. Has $881.64 Million Stock Holdings in Oracle Corporation $ORCL
PNC Financial Services Group Inc. reduced its stake in Oracle Corporation by 2.6% in the third quarter, holding 3,134,815 shares valued at $881.64 million. Institutional investors collectively own 42.44% of Oracle's stock, and the company has seen various analyst ratings, with a current average of "Moderate Buy" and a price target of $292.43. Oracle recently announced a quarterly dividend of $0.50 per share and reported quarterly earnings that beat analyst estimates despite a slight revenue miss.
