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Cisco, Applied Materials and Coherent Earnings Preview: Big Tech’s AI Bellwethers Report This Week

This week, Wall Street anticipates earnings reports from three major tech companies: Cisco Systems, Applied Materials, and Coherent Corp, all bellwethers for the AI infrastructure sector. Their results will provide insights into the health of AI spending, with Cisco reporting on August 12, Applied …

Inflation Data, Super Micro, Cisco, Rocket Lab, Tapestry, and More to Watch This Week

Economic news this week will include data on consumer and producer prices, existing-home sales, and small-business optimism. As earnings season winds down, we’ll see results from Simon Property, Applied Materials, Cava, and more. Continue Reading

Earnings Week Ahead: SMCI, CSCO, JD, PLUG, and more

[Business Person Reviewing Quarterly Report During Meeting in Office Setting] The second full week of August features a diverse earnings slate spanning AI infrastructure, semiconductors, space technology, healthcare, financials, and consumer names, with Super Micro Computer (SMCI [https://seekingalpha.com/symbol/SMCI]), Nebius (NBIS [https://seekingalpha.com/symbol/NBIS]), Cisco Systems (CSCO …

Earnings Week Ahead: SMCI, CSCO, JD, PLUG, and more (NASDAQ:SMCI)

[Business Person Reviewing Quarterly Report During Meeting in Office Setting] The second full week of August features a diverse earnings slate spanning AI infrastructure, semiconductors, space technology, healthcare, financials, and consumer names, with Super Micro Computer (SMCI [https://seekingalpha.com/symbol/SMCI]), Nebius (NBIS [https://seekingalpha.com/symbol/NBIS]), Cisco Systems (CSCO …

Hennion & Walsh Asset Management Inc. Sells 11,682 Shares of Cisco Systems, Inc. $CSCO

Hennion & Walsh Asset Management Inc. reduced its stake in Cisco Systems, Inc. by 15.3% in the second quarter, selling 11,682 shares and retaining 64,773 shares valued at approximately $7.6 million. This comes as Cisco exceeds analyst earnings estimates, increases revenue by 12% year-over-year, …

Cardano Risk Management B.V. Invests $154.06 Million in Cisco Systems, Inc. $CSCO

Cardano Risk Management B.V. has invested $154.06 million in Cisco Systems, Inc., acquiring 1.31 million shares, making it their 24th largest holding. This comes as Cisco raised its fiscal 2026 AI infrastructure order forecast to $9 billion, expecting $4 billion in related revenue. Despite …

Cisco Systems Inc (CSCO) Gewinnprognose: Zukünftige EPS & Umsatzwachstumsprognosen

Cisco Is Deploying AI Agents to All 90,000 Employees. Here’s What the Economics Look Like.

Cisco is not running a pilot program. Starting at the end of July 2026, the company is deploying a personalized AI agent to every single one of its 90,000 employees. This is a structural overhaul of how a Fortune 500 company operates, moving beyond …

Cisco Systems (NASDAQ:CSCO) Reaches 58% Rally; Company Now Confronts AI Conversion Challenge

Cisco Systems (NASDAQ:CSCO) has seen a significant 58% rally year-to-date, fueled by optimism around its AI infrastructure orders. However, the company now faces the critical challenge of converting its $9 billion in AI orders into consistent revenue and stable margins, with investors looking for …

Cisco Systems, Inc. $CSCO Holdings Raised by MRA Advisory Group

MRA Advisory Group significantly increased its stake in Cisco Systems (NASDAQ:CSCO) by 327.4% in the second quarter, bringing its total holdings to 17,937 shares valued at approximately $2.1 million. This move is part of a broader trend among institutional investors, who collectively own 73.33% …

Cisco Systems Inc (CSCO) Aktienanalyse & Prognose

Cisco Systems, Inc. $CSCO Shares Sold by Beacon Investment Advisory Services Inc.

Beacon Investment Advisory Services Inc. significantly reduced its stake in Cisco Systems by 18.2% in the second quarter, selling 36,801 shares while retaining 165,957 shares valued at nearly $19.5 million. Despite this, institutional investors and hedge funds still collectively own a substantial 73.33% of …

State Street Corporation (CSCO) discloses 5% beneficial stake in Cisco Systems stock

State Street Corporation has reported a 5% beneficial ownership stake in Cisco Systems (CSCO) common stock, totaling 197,373,659 shares as of June 30, 2026. This disclosure was made in a Schedule 13G filing, indicating that State Street holds no sole voting or dispositive power …

PACSCo Becomes AIM Cash Shell After Mozambique Asset Disposal

Sarasin & Partners LLP Sells 581,182 Shares of Cisco Systems, Inc. $CSCO

Sarasin & Partners LLP significantly reduced its stake in Cisco Systems by selling 581,182 shares, bringing their total holdings to 863,286 shares valued at $101.4 million. This comes as other institutional investors have mostly increased their positions in Cisco. Despite some insider selling and …

13,570 Shares in Cisco Systems, Inc. $CSCO Purchased by Orser Capital Management LLC

Orser Capital Management LLC recently acquired a new stake of 13,570 shares in Cisco Systems, Inc. (NASDAQ:CSCO) during the second quarter, valued at approximately $1,594,000. This comes as several other institutional investors also adjusted their holdings in Cisco, which continues to be a focus …

Can Cisco Systems (NASDAQ:CSCO) Lead the AI Networking Boom?

Cisco Systems is poised to benefit from increased demand in AI networking, resilient campus activity, and growing optical opportunities, despite challenges from elevated component expenses. The company's outlook is supported by its involvement in AI infrastructure, optical systems for data transfer, and strong campus …

Cisco Systems Earnings Are Around the Corner. Trade the Volatility With Leveraged and Inverse ETFs

Cisco Systems (CSCO) is nearing its next earnings report, with the company's stock having significantly climbed due to demand for AI infrastructure. The article highlights bullish indicators such as raised AI infrastructure order outlook and strong Q4 guidance, alongside bearish indicators like the stock …

Cisco Systems to report amid expectations of continued AI infrastructure strength

Cisco Systems is expected to report strong quarterly results, driven by accelerating demand for AI infrastructure and resilient campus networking spending. UBS anticipates revenues and earnings above consensus, with networking revenue exceeding $9.6 billion and product orders outperforming expectations due to strong AI-related demand. …

Cisco Systems (CSCO) Projected to Announce Quarterly Earnings on Wednesday

Cisco Systems (CSCO) is expected to report its Q4 2026 earnings on Wednesday, August 12th, with analysts forecasting $1.17 EPS and $16.82 billion in revenue. The company's previous quarter exceeded expectations, and analysts currently maintain a "Moderate Buy" rating with an average price target …

Martin Capital Partners LLC Has $10.09 Million Stake in Cisco Systems, Inc. $CSCO

Martin Capital Partners LLC reduced its stake in Cisco Systems by 25.9% in Q2 2026, selling 30,068 shares but still retaining 85,898 shares valued at $10.09 million, making Cisco its fifth-largest holding. Despite the reduction, Cisco's stock is supported by strong Q2 earnings, increased …

GAMMA Investing LLC Buys 10,724 Shares of Cisco Systems, Inc. $CSCO

GAMMA Investing LLC increased its stake in Cisco Systems by 8.1% during the second quarter, acquiring an additional 10,724 shares, bringing its total holdings to 142,415 shares valued at $16.73 million. Other institutional investors have also adjusted their positions, and despite some insider selling, …

CGN Advisors LLC Trims Stock Position in Cisco Systems, Inc. $CSCO

CGN Advisors LLC reduced its stake in Cisco Systems by 30.8% in the second quarter, selling over 13,000 shares but still retaining holdings valued at $3.5 million. Despite this, institutional investors collectively own 73.33% of the company, and Cisco recently reported strong quarterly revenues …

Cisco: Ahead of Earnings, We’re On Board With the AI Growth Trajectory

Morningstar has raised its fair value estimate for Cisco Systems (CSCO) to $115 from $90, ahead of the company's fiscal fourth-quarter earnings report. This upward revision reflects a more optimistic long-term view of Cisco's growth trajectory, driven by its strong position in AI networking …

Cisco Systems Inc Stock (CSCO) Moved Up by 3.05% on Aug 4: What Signal Does It Send?

Cisco Systems Inc. (CSCO) saw its stock rise by 3.05% due to strong quarterly guidance and increasing demand for enterprise AI infrastructure. The company benefits from the shift to Ethernet-based AI data centers, which favors its switching and routing products. Analyst updates also reflect …

OLD Republic International Corp Has $75.02 Million Stake in Cisco Systems, Inc. $CSCO

OLD Republic International Corp has reduced its stake in Cisco Systems by 21.1%, selling 171,000 shares but still retaining 638,700 shares valued at $75.02 million, making Cisco its seventh-largest holding. Cisco recently reported strong quarterly results, exceeding analyst expectations, and maintained a quarterly dividend. …

Confluence Investment Management LLC Decreases Stock Holdings in Cisco Systems, Inc. $CSCO

Confluence Investment Management LLC significantly reduced its stake in Cisco Systems (NASDAQ:CSCO) by 45.4% during the second quarter, selling 699,159 shares and now holding 841,787 shares valued at $98,876,000. Despite this reduction, Cisco Systems remains the 25th largest position for the fund, making up …

PACS Group, Inc. Increases Earnings Guidance for the Fiscal Year 2026

Cisco’s 20% quarter beats weak communication-equipment breadth as activity pressure thins

Cisco closed the week at $116.00 after a modest 1.6% gain, keeping a 63-week Trend Signal intact, but the latest move came on only 0.9x 13-week volume and with Market Dynamics losing force.

Shariaportfolio Inc. Makes New Investment in Cisco Systems, Inc. $CSCO

Shariaportfolio Inc. has initiated a new position in Cisco Systems, Inc. (NASDAQ:CSCO) during the first quarter, purchasing 25,978 shares valued at approximately $2.02 million. This investment now constitutes about 0.9% of the firm's portfolio. Cisco recently reported strong quarterly results, exceeding analyst expectations with …

Tenable joins Cisco’s SolutionsPlus Program as an exposure management partner for vulnerability management customers

Tenable has joined Cisco's SolutionsPlus program to offer its unified exposure management capabilities to Cisco customers. This partnership provides global enterprises with a pathway to transition from vulnerability management to Tenable One, an AI-powered exposure management platform. The Tenable One platform aims to enhance …

CSCO, SPOT, DASH Stocks In Focus: Bank Of America Turns Bullish Ahead Of Earnings

Is Cisco (CSCO) Using Emergency Calling Integration to Quietly Reposition Webex in Mission-Critical AI?

Cisco's Webex Calling Multi-Tenant has integrated with Intrado Life & Safety's Emergency Routing Service, enhancing Webex's role in mission-critical communications by offering E911-compliant cloud-based emergency calling. This move aligns with Cisco's broader strategy to integrate collaboration, networking, and security into a unified AI-driven platform. …

First Nebraska Trust Co Buys New Position in Cisco Systems, Inc. $CSCO

First Nebraska Trust Co has acquired a new position in Cisco Systems, Inc. (NASDAQ:CSCO) during the first quarter, purchasing over 208,000 shares valued at approximately $16.2 million. This investment makes Cisco Systems the 16th largest holding in First Nebraska Trust Co's portfolio. Other institutional …

Groupama Asset Managment Raises Stock Holdings in Cisco Systems, Inc. $CSCO

Groupama Asset Management significantly increased its stake in Cisco Systems, Inc. by 15.5% in the first quarter, bringing its total holdings to 149,572 shares valued at $11.6 million. This move aligns with a generally positive analyst sentiment, as Cisco holds a "Moderate Buy" consensus …

Cisco Systems, Inc. $CSCO Shares Sold by South Dakota Investment Council

South Dakota Investment Council significantly reduced its holdings in Cisco Systems by 41.9% in the first quarter, selling 72,209 shares but still retaining a substantial stake. Despite this, other major institutional investors like Vanguard Group and State Street Corp increased their positions. Cisco reported …