CSCO : Analysis & Opinions

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  1. ‘Cloud Titan’ Customers Give Arista Its Edge

    December 9, 2016
    Arista says its cloud software and high-speed network switches position it for long-term upside.
  2. Moody’s: Tax Reform to Improve Cisco’s Credit

    December 8, 2016
    The networking hardware firm could finance its $21.2 billion debt with a portion of overseas cash.
  3. Credit Suisse: Juniper Gaining on Competitors

    December 8, 2016
    Analysts upgraded the networking company to outperform and raised price target 15%.
  4. JPMorgan: Cloud Could Hurt IT Vendors (CSCO)

    December 7, 2016
    Analyst Rod Hall says the unique advantages of the cloud could result in sharp declines for the non-public portion of the ...
  5. Analysts Bullish on Cisco Rival Arista (CSCO, ANET)

    December 7, 2016
    Barclays lifts Arista's price target 28%, indicating long-term growth and positioning to outcompete rivals Cisco and Juniper ...
  6. Donald Trump Vs. Silicon Valley (CSCO)

    December 7, 2016
    Tech is against restricting H1-B visas while praising the Donald on billions in proposed tax cuts.
  7. UBS on Cisco’s Declining Switching Business (CSCO)

    December 7, 2016
    Analyst Steve Milunovich says investors should be somewhat worried, stating declines are industry rather than company specific ...
  8. Cisco Systems’ 2 Growth Markets for 2017 (CSCO)

    December 6, 2016
    As the tech firm counters consecutive declines in its legacy hardware business, Cisco will push ahead into the emerging cybersecurity ...
  9. Cisco CEO Addresses Facebook's OCP (CSCO, FB)

    December 6, 2016
    The legacy networking hardware firm's CEO Chuck Robbins highlights Cisco's involvement in FB's OCP, plus continued relevance ...
  10. Arista Downgraded by Morgan Stanley (CSCO, ANET)

    December 5, 2016
    Analysts say market share gains won by the networking hardware firm against rival Cisco have already been reflected in the ...
  11. Behind the Cisco-Arista Battle (CSCO, ANET)

    December 5, 2016
    Behind the ongoing legal battle pitting Cisco as a market-leading bully suppressing competition versus an new industry thief ...
  12. Trump’s Illusion: Why Jobs Will Flow to Mexico

    December 2, 2016
    Mexico City: President-Elect Trump's rescue of 1,100 Carrier jobs won't stop more U.S. work from moving to Mexico
  13. Analysts: Cisco Losing Out to Arista (CSCO, ANET)

    December 1, 2016
    BMO Capital analyst Tim Long indicates 18% upside in the networking firm's stock, highlighting its growing market share in ...
  14. Analysts Upbeat on Nutanix in Wake of IPO (NTNX, CSCO)

    December 1, 2016
    The cloud computing firm posts its first earnings report as a public company. Investors disappointed in wider loss, analysts ...
  15. Nutanix Down, Reports Smaller Loss (NTNX, CSCO)

    November 30, 2016
    The data center hardware startup which made its debut as the largest tech IPO of 2016, shifts focus to compete in the hybrid ...
  16. What’s Ahead for Cisco Systems in FY17? (CSCO)

    November 25, 2016
    After posting a fiscal Q1 earnings beat, investors were disappointed in a weak Q2 outlook, while management remains optimistic ...
  17. Apple Closing AirPort Routers Biz (AAPL, GOOG)

    November 23, 2016
    The Cupertino company is moving workers from its router division to other projects.
  18. Arista Networks Import Ban Lifted, Stock Jumps

    November 22, 2016
    With its legal battle with Cisco (NASDAQ: CSCO) over alleged patent infringements still unresolved, Santa Clara, California-based ...
  19. Arista Up on Legal Win Against Cisco (ANET, CSCO)

    November 21, 2016
    Analysts lift the networking hardware firm's PT, noting pressure off gross margins as it continues to compete against Cisco ...
  20. Goldman Predicts Surge in Buybacks (AAPL, MSFT)

    November 21, 2016
    The investment bank foresees stock repurchases to account for the largest share of cash used by S&P 500 companies for the ...
  21. Analysts Take on Cisco’s Weak Q2 Forecast (CSCO)

    November 18, 2016
    Analysts clash over Cisco's lower-than-expected fiscal Q2 outlook, attributing a decline to weakness in telecom providers ...
  22. Analysts: Cisco Still an Attractive Tech Play (CSCO)

    November 17, 2016
    Drexel Hamilton analyst Brian White indicates upside in an overall restructuring to emerging growth markets, despite weakness ...
  23. Cisco CEO: 'Look Beyond One Quarter' (CSCO)

    November 17, 2016
    Cisco stock slumped due to weaker-than-expected guidance while Robbins assures investors have "a lot to be excited about," ...
  24. Cisco Reports Solid Quarter, Falls on Guidance

    November 17, 2016
    Unfortunately for Cisco (NASDAQ: CSCO) shareholders, the 4% drop shares took in after-hours trading Wednesday following ...
  25. Cisco: Guidance Disappoints, Stock Falls (CSCO)

    November 16, 2016
    Despite posting an earnings and revenue surprise in fiscal Q1, investors are placing more emphasis on the firm's negative ...
  26. Cisco Reports Q3, Stock Slumps After Hours (CSCO)

    November 16, 2016
    Waning demand for the networking hardware giant's legacy businesses pulled revenue down, while the firm secured growth in ...
  27. Goldman: Juniper Beats Cisco and Arista (JNPR, CSCO)

    November 16, 2016
    Analysts add the networking firm to Goldman's conviction list, indicating Juniper is ahead of competitors in the high growth ...
  28. Cisco Releases Smart-Cities Cloud Solutions (CSCO)

    November 15, 2016
    The old-guard tech company continues its push into IoT with a new cloud-based solution to provide cities with real-time data ...
  29. Facebook's Backpack: Threat to Cisco, Juniper? (FB, CSCO)

    November 15, 2016
    Facebook wants to make sure it has enough network capacity to keep up with bandwidth demand.
  30. Cisco’s Upcoming Q1 Report: What to Expect (CSCO)

    November 14, 2016
    Analysts foresee the legacy IT provider to post a revenue decline and flat earnings growth in the fiscal first quarter, returning ...
  31. Cisco Unveiling a Cloud-Based Smart City Solution

    November 14, 2016
    According to virtually every forecast, there's no escaping the burgeoning Internet of Things (IoT) market. Estimates about ...
  32. Another Big Move in Stocks is Imminent (SPY, CSCO)

    November 14, 2016
    Volatility is ticking higher and expected to continue in the coming weeks. Here are ideas on how to take advantage.
  33. Cisco: Cloud Traffic to Quadruple by 2020 (CSCO)

    November 10, 2016
    Cisco released its sixth-annual report “Cisco Global Cloud Index (2015-2020)” that indicates cloud traffic to quadruple by ...
  34. Ericsson, Cisco Ally Amid Weak Outlook (ERIC, CSCO)

    November 10, 2016
    After posting consecutive quarters of earnings and sales decline, the networking and telecom equipment firm seeks growth ...
  35. How Trump’s Tax Plans Could Boost Tech (QQQ, AAPL)

    November 10, 2016
    Trump’s promise to offer a tax holiday on repatriated cash may help tech firms with billions trapped abroad.
  36. How a President Trump Would Disrupt Tech (AAPL, MSFT)

    November 9, 2016
    A Trump presidency could provide mega-tax breaks via repatriating overseas cash mounds. Other plans for trade and skilled ...
  37. Big Tech Is Sitting on $1.77 Trillion (AAPL, MSFT)

    November 7, 2016
    Moody's reports corporations hold about half of all cash held by US non-financial companies, while levels of corporate cash ...
  38. Arista: Cisco Rival Up on Q3 Beat (ANET, CSCO)

    November 4, 2016
    The computer networking company reported adjusted earnings up 41%, while revenue rose 33.4% YOY, exceeding analysts' top ...
  39. Cisco: Exec Gets $5.5M Termination Package (CSCO)

    November 4, 2016
    Former head of global engineering, Pankaj Patel, follows a wave of top engineers to leave the networking giant since the ...
  40. LinkedIn Targets IT Leaders (MSFT, FB, CSCO, JNPR)

    October 28, 2016
    As a number of tech companies design and build their own IT infrastructure, the trend could take major business from traditional ...
  41. Juniper’s Earnings Beat Vs. Cisco's (JNPR, CSCO)

    October 26, 2016
    Both networking hardware companies secured last-quarter earnings and guidance beats, focusing on developing cloud-based offerings. ...
  42. Ericsson Appoints New CEO (ERIC, CSCO)

    October 26, 2016
    The networking telecommunication company hopes board veteran Börje Ekholm will help revive Ericsson amid declining demand ...
  43. Internet of Things Poses Massive Cyberthreat (SYMC, PANW)

    October 24, 2016
    Legacy IT firms and cloud-based cyber startups alike rush to offer organizations worldwide a secure connection between billions ...
  44. IoT Behind Wave of Tech M&A (CSCO, INTC)

    October 20, 2016
    In order to grab a piece of the booming IoT market, old guard tech giants and chip makers scramble to buy up peers and team ...
  45. Imperva Sale on Hold, Stock Down 16% (IMPV, CSCO)

    October 20, 2016
    The cybersecurity specialist's stock traded down 16% after news indicated a halt to the company's sale which received interest ...
  46. Clinton Win May Boost Cybersecurity Stocks (CSCO)

    October 20, 2016
    The hacked Democratic Party databases served as a key topic in the presidential debates, as Clinton calls for boosting cyberthreat ...
  47. Cisco Alters Revenue Models, Ups Efficiency (CSCO)

    October 20, 2016
    The tech giant's new CDO, Kevin Bendy, slashed costs by streamlining Cisco's autonomous revenue models in order to reinvest ...
  48. Cisco Buys Virtual Meeting Provider Worklife

    October 19, 2016
    Though it's still reliant on its legacy switching and router business, Cisco (NASDAQ: CSCO) has added to the arsenal of ...
  49. Facebook’s Open Compute Takes on Cisco (FB, CSCO)

    October 19, 2016
    As part of Facebook's larger open-source hardware project, a new ultra-fast 100G switch further inspires a collaborative ...
  50. Cisco Names Amy Chang to Board (CSCO)

    October 17, 2016
    The appointment of Amy Chang falls in line with the legacy tech firm's transition to become a major player in emerging markets ...
  51. Legacy Tech Stocks as Dividend Plays (CSCO, HPQ)

    October 15, 2016
    Old-guard IT hardware company, Cisco Systems, and PC and printer market leader, HP Inc. show solid returns amid larger business ...
  52. Gigamon: New Cybersecurity Winner? (GIMO, CSCO)

    October 14, 2016
    Merrill Lynch analysts up Gigamon's price target and upgrade the cybersecurity stock to a buy, noting a distinct advantage ...
  53. Ericcson Q3 Warning Causes Stock Dive (ERIC, CSCO)

    October 12, 2016
    The Swedish Telecommunications giant released preliminary Q3 earnings marking the largest quarterly decline in 13 consecutive ...
  54. Cisco Shake Ups Continue as CTO Is Ousted

    October 11, 2016
    When Chuck Robbins took the helm at Cisco (NASDAQ: CSCO) in July 2015, replacing longtime leader John Chambers, he made ...
  55. On Guard: Cybersecurity Roundup (CUDA, PANW)

    October 10, 2016
    Market leaders position to benefit from enterprise cloud adoption and the rising cybercrime threat, highlighted by last week's ...
  56. 3 Plays for the Booming IoT Space (CSCO, IBM)

    October 4, 2016
    As the IDC projects an IoT market worth $1.7 trillion by 2020, investors are eyeing these technology stocks intertwined with ...
  57. BTIG Muses on Imperva Takeover (IMPV, CSCO)

    October 4, 2016
    As the cybersecurity software stock sustains a sharp incline after news of interest from Cisco and IBM, BTIG projects a minimal ...
  58. Legacy Tech Looks Toward an IoT Future (IBM, CSCO)

    October 4, 2016
    Old-guard tech firms experiencing slowed growth in traditional hardware and software refocus on profitability in analytics, ...
  59. What Nutanix IPO Means for Tech (NTNX, CSCO)

    October 3, 2016
    The data-center-hardware maker's higher-than-expected share price and more than 100% stock surge indicates a new trend in ...
  60. Tech Giants Clash Over Cloud Collaboration (GOOG, CSCO)

    October 3, 2016
    Google rebrands enterprise product suite, G-Suite, as tech giants such as Cisco integrate cloud, machine learning and IoT ...
  61. Watch These Stocks for a Breakout Move (CSCO, CRH)

    October 3, 2016
    These three stocks are moving within a tight price band following a rally, and will likely see a breakout soon.
  62. Cisco Scores a Major Internet of Things Win

    September 30, 2016
    When CEO Chuck Robbins took the helm at Cisco (NASDAQ: CSCO) about a year and a half ago, he made it clear that the company's ...
  63. Apple in Enterprise Tech Deals (AAPL, SAP)

    September 30, 2016
    The global tech giant seeks new revenue streams amid weak iPhone demand, shifting focus away from consumer targets to new ...
  64. Cisco Announces $4B Mexico Investment (CSCO)

    September 28, 2016
    The legacy IT provider will join major U.S. industry leaders expanding production in Mexico as part of a larger initiative ...
  65. Juniper Jumps Into Services (JNPR, CSCO)

    September 27, 2016
    The networking hardware company joins the growing number of IT leaders shifting core operations away from product sales to ...
  66. Can Cisco Maintain Dividend Growth? (CSCO)

    September 23, 2016
    Income-focused investors wary of Cisco's acquisition spending may be relieved by Cisco's solid free cash flow and improving ...
  67. Imperva: Cisco, IBM Among Prospective Buyers (IMPV, CSCO)

    September 23, 2016
    News of interest from tech giants to acquire California-based cybersecurity software company sent Imperva shares soaring ...
  68. Juniper Networks Welcomes Suitors (JNPR, CSCO)

    September 22, 2016
    While the networking and security hardware vendor appears to be on sale, the list of Juniper’s potential public suitors could ...
  69. Cisco Teams With Salesforce on Cloud, IoT (CSCO, CRM)

    September 22, 2016
    As old-guard Cisco restructures its core business to focus on cloud, collaboration and IoT, it secures a new alliance with ...
  70. Cisco, Salesforce Form a Cloud and IoT Alliance

    September 22, 2016
    Longtime tech stalwart Cisco (NASDAQ: CSCO) has been working feverishly to become a significant player in the cloud and ...
  71. 3 Books the CEO of Cisco is Reading (CSCO)

    September 19, 2016
    Chuck Robbins, the chief executive officer of Cisco, has some interesting books on his summer reading list, including one ...
  72. Expect Good Dividends From These 2 Tech Stocks (GLW, CSCO)

    September 16, 2016
    Long-term investors can bank on promising dividend growth in the upcoming year out of a growing wearable tech pioneer and ...
  73. Barrick Gold, Cisco to Add Digital Tech to Mining (ABX, CSCO)

    September 16, 2016
    Barrick Gold and Cisco are looking to revolutionize the mining industry.
  74. Analysts See Potential in These 2 Tech Stocks (PANW, CSCO)

    September 15, 2016
    Amid an industry vulnerable to disruption, investors place bets on growth of cybersecurity leader Palo Alto Networks and ...
  75. Cisco Price Target Up as it Prices $6B in Debt (CSCO)

    September 14, 2016
    As Deutsche Bank ups the tech leader’s stock price target and Cisco raises funds, we can expect Cisco to charge ahead with ...
  76. Huawei Enters Cloud Computing Space (CSCO, VMW)

    September 13, 2016
    The Shenzhen-based tech giant's private cloud initiative will target growth markets outside of China.
  77. Barrick Gold Partners with Cisco Systems (CSCO)

    September 13, 2016
    The world’s largest gold miner partners with tech giant to incorporate digital technology into all aspects of its mining ...
  78. U.S. Decides Not to Investigate Cisco on Bribery Charges

    September 9, 2016
    The news may help add stability to Cisco stock by eliminating the risk of a major investigation and possible penalty.
  79. Cisco Systems Stock Could Undergo a Revival (CSCO)

    September 6, 2016
    Cisco Systems is moving away from its position as a legacy IT provider by shifting from hardware to software, security and ...
  80. Analysts are Eyeing These 3 Technology Stocks (SINA, MU, CSCO)

    September 4, 2016
    Investors act on relevant company news and key market shifts, buying up these three hot stocks and helping to lift share ...
  81. Top 5 Communication Stocks of 2016 (T, CSCO)

    September 1, 2016
    Note how the fundamentals of communication stocks compare with industry averages, when searching for portfolio candidates ...
  82. Cisco Buys ContainerX to Boost Data Center Suite

    August 30, 2016
    CEO Chuck Robbins has made no secret of the fact that a key aspect of Cisco's (NASDAQ: CSCO) business model transition includes ...
  83. Who Is Driving Cisco's Management Team (CSCO)

    August 25, 2016
    Three key members of the Cisco management team and board of directors drive the most important business and corporate governance ...
  84. Behind FireEye's 16.8% Decline Since the 2013 IPO (FEYE)

    August 24, 2016
    Analyze FireEye's stock price history to determine its major drivers. Learn how speculative valuations and market correlations ...
  85. U.S. Upholds Import Ban Against Arista Networks

    August 24, 2016
    The U.S. Trade Representative recently upheld an import ban by the International Trade Commission (ITC) against Arista Networks' ...
  86. There's 21% Upside in Cisco Shares: Analysts (CSCO)

    August 21, 2016
    The upgrade represents a 21% premium on Cisco's closing price of $30.53.
  87. Cisco Confirms Job Cuts, But Not as Bad as Rumored

    August 18, 2016
    Rumors were swirling ahead of Cisco's (NASDAQ: CSCO) fiscal fourth-quarter and full-year 2016 earnings announcement on Wednesday ...
  88. Cisco Rumors: Massive Layoffs Coming Soon

    August 17, 2016
    Ahead of fiscal fourth-quarter 2016 and full-year earnings that are scheduled for release Wednesday after the close, Cisco ...
  89. Massive Layoffs at Cisco, Earnings Coming Up (CSCO)

    August 16, 2016
    Investors will look for signs to affirm whether they've placed the right long-term bets.
  90. 3 Heavily Shorted Tech Stocks (INTC, AMD)

    August 14, 2016
    Tech is riding high nowadays. But these three tech stocks have been shorted by investors.
  91. 8 Stocks for Active Traders (VRX,FCX,F,BAC,SIRI)

    August 10, 2016
    These eight stocks have the potential to deliver significant returns in a short period of time.
  92. Cisco Systems Set To Challenge 2007 Resistance (CSCO)

    August 9, 2016
    Cisco is trading just three points below the 2007 high and could test that level after August 17th earnings.
  93. Apple Quietly Becomes a Seller to Big Corporations

    August 9, 2016
    Known mainly for its consumer devices, Apple has quietly become a major seller to corporate customers buying iPads, iPhones ...
  94. Top 5 Corporate Donors in Tech (GOOG, MSFT)

    July 19, 2016
    Pay attention to philanthropic donations from publicly traded tech companies when basing portfolio selections on principles ...
  95. Cisco Stock Trades Ex-Dividend Tuesday (CSCO)

    July 5, 2016
    Cisco will send its dividend payment on July 27 to shareholders of record as of July 7.
  96. Ken Fisher's Q1 Investment Moves: AAPL,EBAY,CSCO

    July 5, 2016
    Ken Fisher made some interesting changes in AAPL, EBAY, and CSCO to his portfolio in the first quarter.
  97. IBM and Cisco Ink Cloud Partnership

    July 1, 2016
    Fresh off a slew of cloud-related news, IBM (NYSE: IBM) and Cisco (NASDAQ: CSCO) have agreed to a partnership that will, ...
  98. Cisco Acquires a Cloud Security Provider

    July 1, 2016
    Like others of its ilk, longtime enterprise networking leader Cisco (NASDAQ: CSCO) is transforming its business to focus ...
  99. Cisco Buys CloudLock to Enhance Security Play (CSCO)

    June 29, 2016
    Cisco announced it has spent $293 million for cloud security provider CloudLock, extending the tech giant's shopping spree ...
  100. Cisco Inks a "Smart Country" Deal With Israel

    June 27, 2016
    In keeping with former CEO and current Executive Shairman John Chamber's long -time objective to dominate the smart city ...
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