Sharemaestro company-news research for Cisco Systems, Inc. (CSCO34), showing current tone, evidence confidence, direct company coverage, sector and industry context, completed price response and the source headlines used on the page. Scores describe published news evidence. Confidence describes the amount, freshness, source breadth and direct company relevance of that evidence. Price context is shown separately.
SAO
Brazil
Measured evidence
Company news sentiment
CSCO34 news sentiment
Cisco Systems, Inc.
Company headlines compared by relevance, subject, source independence, tone and the market's completed price response.
Weighted tone68Neutral is 50
Constructive news tone
89/100 evidence confidence
100% direct company focus
22 current stories across 4 publishers
Current company news
News confirmed by price
Constructive news tone is drawn from 22 fresh independent stories, including 22 company-specific items across 4 publishers.
Latest source headline SpaceX Passes First Lockup Expiry Test With $500 Billion Rally finance.yahoo.com · 13 Aug 2026 08:45What supports the read
22 current stories are mapped specifically to CSCO34.
The read spans 4 publishers rather than depending on one outlet.
Cross-story agreement is 85/100, indicating a comparatively coherent tape.
Constructive news tone is being confirmed by positive weekly price action.
What tempers the read
No material evidence constraint is currently dominant.
68/100
Weighted toneConstructive news tone
89/100
Evidence confidencehigh confidence
100%/100
Company focus22 direct stories
85/100
Evidence agreement15/100 dispersion
News history
Tone and story flow over 21 days
24 Jul03 Aug13 Aug
Weighted toneStory volumeNeutral 50
Evidence confidence
What supports the score
Confidence rises through sample depth, independent publishers, direct company relevance, freshness and agreement. A high or low tone score is not itself evidence of reliability.
Sample depth100
21.08 effective storiesSource breadth80
4 independent publishersDirect relevance100
company-specific evidence shareFreshness92
recency-weighted evidenceAgreement85
cross-story consistencySource independence33
lower publisher concentrationPrice context
Sentiment against the 26-week price path
Constructive news tone is being confirmed by positive weekly price action.
13 Feb15 May07 Aug
Weekly close, indexedSentiment score
Sentiment confirms active trendPositive but stretched
News subjects
What is shaping the score
Earnings7119 stories · 86%
Guidance861 stories · 5%
Balance sheet711 stories · 5%
Macro sensitivity471 stories · 5%
Source mix
Where the evidence comes from
finance.yahoo.com7518 stories · 82%
seekingalpha.com652 stories · 9%
nasdaq.com681 stories · 5%
cnbc.com361 stories · 5%
Recurring subjects
Subjects appearing most often
Earnings17AI6Fourth Quarter5Networking4Guidance4Tech3Dividends3Revenue Growth2Price Target2Net Income2
Earlier readings
How the score has changed
ConstructiveBalanced or withheldCautious
Source headlines
The news behind the score
Every row shows the public evidence used to understand the read. Direct company stories carry more weight than industry or sector context; duplicate coverage is consolidated before scoring.
#171Tone
finance.yahoo.comDirect company coverage
SpaceX Passes First Lockup Expiry Test With $500 Billion Rally
(Bloomberg) -- Since SpaceX went public in June, Wall Street had been dreading Aug. 6, when the first lockup preventing early investors from selling the stock expired and millions of shares were set to flood the market. Most Read from Bloomberg Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Seeks Immediate Halt to Judge's Penalties in IRS Case Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Iran Takes More Robust Military Stance With US Talks Frozen They needn't have worried. SpaceX
Artificial IntelligenceEarningsEarnings ReleaseEarnings ReportFree Cash FlowInitial Public Offering
- Published
- 13 Aug 2026 08:45
- Catalyst
- Balance sheet
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#268Tone
nasdaq.comDirect company coverage
Stocks Close Higher on Favorable CPI Report and Positive AI News
The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks closed higher on Wednesday due to strength in AI and chip stocks after CoreWeave and Super Micro reported better-than-expected earnings. Stocks also received a lift from Wednesday’s favorable CPI report, which supported T-note prices and reduced the odds of a rate hike at the next FOMC meeting to 40% from 51% on Tue
AIChip StocksCpiEarningsEarnings GrowthEarnings Results
- Published
- 13 Aug 2026 08:31
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#374Tone
seekingalpha.comDirect company coverage
Stem reaffirms FY2026 revenue $140M-$190M while tracking toward high end of $10M-$15M adjusted EBITDA
Earnings Call Insights: Stem, Inc. (STEM) Q2 2026 MANAGEMENT VIEW * "Halfway through 2026, I am pleased to see evidence of this transformation in the results" and "the second quarter marked our fifth consecutive quarter of positive adjusted EBITDA," Arun Narayanan (CEO & Director) said, adding that the company saw "meaningful commercial momentum across the PowerTrack platform" and is "reaffirming our full year 2026 guidance today." * Narayanan emphasized mix-driven profitability and cost discipline: "We achieved record non-GAAP gross margins in the second quarter" and "because we have had mini
EarningsGuidanceM AMarginsRatingsSoftware
- Published
- 13 Aug 2026 08:18
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#484Tone
finance.yahoo.comDirect company coverage
Cisco Systems Inc (CSCO) (Q4 2026) Earnings Call Highlights: Record Revenue and AI Super Cycle ...
This article first appeared on GuruFocus. Revenue: Record $17.3 billion in Q4, up 18% year-over-year; full-year record revenue of $63.3 billion, up 12%. Product Revenue: $13.5 billion in Q4, up 24% year-over-year. Services Revenue: $3.8 billion in Q4, flat year-over-year. Non-GAAP Net Income: $4.9 billion in Q4, up 23%; full-year $17.2 billion, up 13%. Non-GAAP EPS: $1.22 in Q4, up 23%; full-year $4.33, up 14%. Non-GAAP Gross Margin: 66.3% in Q4, down 210 basis points year-over-year; product gross margin 64.8%, services gross margin 71.6%. Non-GAAP Operating Margin: 35.9% in Q4; full-year 34.8
AI InfrastructureDividendsEarningsFree Cash FlowNetworkingRevenue Growth
- Published
- 13 Aug 2026 05:03
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#558Tone
finance.yahoo.comDirect company coverage
Cisco (CSCO) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
For the quarter ended July 2026, Cisco Systems (CSCO) reported revenue of $17.25 billion, up 17.6% over the same period last year. EPS came in at $1.22, compared to $0.99 in the year-ago quarter. The reported revenue represents a surprise of +2.36% over the Zacks Consensus Estimate of $16.85 billion. With the consensus EPS estimate being $1.17, the EPS surprise was +4.27%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's fin
EarningsRevenueTech
- Published
- 12 Aug 2026 22:30
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#675Tone
finance.yahoo.comDirect company coverage
Cisco Earnings Beat, Revenue Outlook Above Estimates. But Shares Fall.
Cisco stock rose amid fiscal Q4 earnings and revenue that topped estimates while the company's fiscal 2027 sales outlook came in above views. Continue Reading
Earnings
- Published
- 12 Aug 2026 21:47
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#790Tone
finance.yahoo.comDirect company coverage
Cisco Systems (CSCO) Beats Q4 Earnings and Revenue Estimates
Cisco Systems (CSCO) came out with quarterly earnings of $1.22 per share, beating the Zacks Consensus Estimate of $1.17 per share. This compares to earnings of $0.99 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +4.27%. A quarter ago, it was expected that this seller of routers, switches, software and services would post earnings of $1.04 per share when it actually produced earnings of $1.06, delivering a surprise of +1.92%. Over the last four quarters, the company has surpassed consensus EPS estimates four ti
Computer NetworkingEarningsEarnings EstimateEarnings ReleaseEarnings ReportEarnings Surprise
- Published
- 12 Aug 2026 21:20
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#846Tone
finance.yahoo.comDirect company coverage
Cisco Stock Falls After Hours as Services Revenue Miss Overshadows Record Fourth-Quarter Results
Cisco Systems' (CSCO) shares dropped after the closing bell Wednesday as the company's fiscal fourth PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in
- Published
- 12 Aug 2026 21:17
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#963Tone
finance.yahoo.comDirect company coverage
Dow Jones Futures: Cisco, Coherent Are Earnings Movers Late After Nebius, Lumentum, CoreWeave Lead AI Rally
AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late. Continue Reading
Earnings
- Published
- 12 Aug 2026 20:58
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1036Tone
cnbc.comDirect company coverage
Stocks making the biggest moves after hours: Cisco, Jack in the Box, Cerebras, StubHub & more
Check out the companies making the biggest moves after the bell: Jack in the Box — The fast food chain gained more than 1% on better-than-expected earnings for the company's fiscal third quarter. Jack in the Box earned 96 cents per share, topping a FactSet estimate of 88 cents per share. Red Robin Gourmet Burgers — The restaurant chain posted second-quarter results that beat analyst expectations, sending shares higher by nearly 2%. Red Robin earned 12 cents per share, excluding certain items, on revenue of $277.6 million. Analysts expected the company to break even on revenue of $265.8 million
After Hours MovAfter Hours Movers 12 Aug 26Breaking News MBreaking News MarketsBusinessCerebras System
- Published
- 12 Aug 2026 20:51
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1150Tone
seekingalpha.comDirect company coverage
Earnings Snapshot: Cerebras Q2 revenue misses estimates, but cloud revenue up 287%; outlook impresses
[Cerebras Q2 Earnings and FY26 Outlook] Earnings Snapshot (Seeking Alpha) MORE ON CEREBRAS SYSTEMS INC. * Cerebras Systems Long-Term View: Delivery Speed Is The Next Frontier Of AI [https://seekingalpha.com/article/4934280-cerebras-systems-long-term-view-delivery-speed-is-the-next-frontier-of-ai] * Cerebras Is Winning The Inference Race, Yet I'm Still Not Buying [https://seekingalpha.com/article/4923223-cerebras-is-winning-the-inference-race-yet-im-still-not-buying] * Cerebras: The Next Generation In The AI Arms Race [https://seekingalpha.com/article/4921962-cerebras-the-next-generation-in-the
Earnings News
- Published
- 12 Aug 2026 20:48
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1269Tone
finance.yahoo.comDirect company coverage
Cisco Networking Sales Surge on AI Demand. Why the Stock Is Down.
Cisco Systems is the latest tech hardware company to report strong financial results driven by ongoing artificial-intelligence demand. On Wednesday, Cisco reported adjusted earnings of $1.22 a share on revenue of $17.3 billion for the fiscal fourth quarter ended on July 25. Cisco’s networking segment—which includes gear used in AI data centers—has grown as enterprise demand for AI infrastructure continues to rise. Continue Reading
AIEarningsFinancial ResultsFourth QuarterTech
- Published
- 12 Aug 2026 20:47
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1386Tone
finance.yahoo.comDirect company coverage
Cisco forecasts strong fiscal 2027 as AI boom fuels networking demand
Investing.com -- Cisco Systems forecast fiscal 2027 revenue and profit above Wall Street estimates on Wednesday, betting that surging demand for networking equipment and artificial intelligence infrastructure will sustain growth into the new year. Cisco Systems' upbeat outlook underscored the strength of an AI-driven networking cycle, with robust demand from hyperscale customers adding momentum to its core networking business and supporting expectations for continued growth. The networking equipment maker expects first-quarter adjusted earnings of $1.32 to $1.34 per share, compared with analys
AIDividendsEarningsEarnings Per ShareFourth QuarterNet Income
- Published
- 12 Aug 2026 20:45
- Catalyst
- Guidance
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1480Tone
finance.yahoo.comDirect company coverage
Cisco Earnings Beat. Fiscal 2027 Revenue Outlook Above Estimates.
Cisco stock rose amid fiscal Q4 earnings and revenue that topped estimates while the company's fiscal 2027 sales outlook came in above views. Continue Reading
Earnings
- Published
- 12 Aug 2026 20:37
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1588Tone
finance.yahoo.comDirect company coverage
Cisco’s (NASDAQ:CSCO) Q2 CY2026 Sales Beat Estimates, Guides for Strong Full-Year Sales
Cisco's (NASDAQ:CSCO) Q2 CY2026 Sales Beat Estimates, Guides for Strong Full-Year Sales Networking technology giant Cisco (NASDAQ:CSCO) reported Q2 CY2026 results exceeding the market's revenue expectations , with sales up 17.6% year on year to $17.25 billion. On top of that, next quarter's revenue guidance ($18.1 billion at the midpoint) was surprisingly good and 8.1% above what analysts were expecting. Its non-GAAP profit of $1.22 per share was 4.4% above analysts' consensus estimates. Is now the time to buy Cisco? Find out in our full research report. Cisco (CSCO) Q2 CY2026 Highlights: Reve
Business ServicesEarningsEarnings GrowthEarnings Per ShareGrowth RateGuidance
- Published
- 12 Aug 2026 20:19
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1685Tone
finance.yahoo.comDirect company coverage
Cisco Beats on Sales Outlook, Citing ‘Broad-Based’ Record Demand
(Bloomberg) -- Cisco Systems Inc. gave a sales projection for the current quarter that far exceeded Wall Street's expectations, a sign of success for the company's efforts to supply a larger share of the AI data center market with its networking gear. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Tata Sons Chairman to Step Down, Deepening Leadership Turmoil Epstein Victim Files Cleared for Release Over Maxwell's Protest Josh Kushner, Bob Iger Buy LA Lakers for $12.5 Billion Revenu
AIEarningsFourth QuarterNetworkingRestructuringSemiconductors
- Published
- 12 Aug 2026 20:14
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1772Tone
finance.yahoo.comDirect company coverage
Cisco forecasts annual revenue above estimates on sustained AI spending
Aug 12 (Reuters) - Cisco Systems forecast fiscal 2027 revenue above Wall Street expectations on Wednesday, signaling confidence that strong demand for its AI networking gear will continue to power growth. Shares of the San Jose, California-based company rose 3% in extended trading. They have climbed over 56% so far this year. Cisco has benefited from hyperscale cloud providers and enterprises building out their infrastructure to handle the complex demands of generative AI. The networking giant received AI infrastructure orders from hyperscalers worth $4 billion for the fourth quarter
AIEarningsFourth QuarterGuidanceNetworkingTech
- Published
- 12 Aug 2026 20:09
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1884Tone
finance.yahoo.comDirect company coverage
CISCO REPORTS FOURTH QUARTER AND FISCAL YEAR 2026 EARNINGS
SAN JOSE, Calif., Aug. 12, 2026 /PRNewswire/ --Cisco Logo News Summary: Record top and bottom-line performance with double-digit growth in Q4 and FY 2026, exceeding the high end of guidance ranges Exceptional FY 2026 operating margin results, demonstrating strong execution and operating efficiency Broad-based, record high demand for Cisco technology with a networking supercycle underway Q4 total product orders up 35% year over year; up 25% excluding hyperscalers, with double-digit growth across every geography and customer market Networking product orders grew 40% year over year in Q4, marking
DividendsEarningsFourth QuarterGuidanceNet IncomeNetworking
- Published
- 12 Aug 2026 20:05
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1983Tone
finance.yahoo.comDirect company coverage
Earnings To Watch: Cisco (CSCO) Reports Q2 Results Tomorrow
Networking technology giant Cisco (NASDAQ:CSCO) will be reporting earnings this Wednesday after market close. Here's what to look for. Cisco beat analysts' revenue expectations last quarter, reporting revenues of $15.84 billion, up 12% year on year. It was a very strong quarter for the company, with a solid beat of analysts' EPS guidance for next quarter estimates and revenue guidance for next quarter exceeding analysts' expectations. Is Cisco a buy or sell going into earnings? Read our full analysis here, it's free for active Edge members. This quarter, the market is expecting Cisco's revenue
EarningsIt ServicesPrice TargetPrice TargetRevenue GrowthShare Price
- Published
- 12 Aug 2026 19:01
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#2047Tone
finance.yahoo.comDirect company coverage
CloudSEK Identifies More than 2,500 Organisations Potentially Impacted by AI Supply Chain Exposure Affecting 434,000 Software Pipelines
Global companies across the technology, finance, telecom, cybersecurity, manufacturing, and logistics sectors are among the organisations linked to the exposure JERSEY CITY, N.J., Aug. 12, 2026 /PRNewswire/ -- CloudSek, an AI-native predictive cyber-intelligence company, today announced that it has identified more than 2,500 organisations that may have been potentially affected by a major AI supply chain incident involving LiteLLM in March 2026, with approximately 434,000 automated software-development pipelines linked to the exposure. LiteLLM is an open-source tool widely used by organisation
AICloudCybersecurityData BreachSupply Chain
- Published
- 12 Aug 2026 18:51
- Catalyst
- Macro sensitivity
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#2188Tone
finance.yahoo.comDirect company coverage
Update: Benign Inflation, Upbeat Earnings Reports Help Lift Equities Intraday
Stocks_Chart market equity trading wall street -Shutterstock (Updates with latest market prices and developments.)US benchmark equity indexes were higher intraday as traders digested a benign consumer inflation report and the latest batch of corporate earnings.The Nasdaq Composite was up 0.6% at 26,609.2 after midday Wednesday, while the Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now
- Published
- 12 Aug 2026 18:13
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#2259Tone
finance.yahoo.comDirect company coverage
Cisco Earnings Expected to Be Strong Thanks to Continued AI Demand
Cisco Systems is scheduled to report fiscal fourth-quarter earnings on Wednesday after the market closes. Continue Reading
Earnings
- Published
- 12 Aug 2026 17:33
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
Earlier company news
CSCO34 news archive
Stored newest first for historical research. These older headlines are retained for reference and do not contribute to the current sentiment gauge above.
Aug
12
2026
finance.yahoo.comArchivedPositive tone
Dan Ives Says CoreWeave, Cisco Earnings ‘Pieces of the Puzzle’ for AI Trade: ‘Get the Popcorn Out’
CoreWeave Inc(NASDAQ:CRWV) stock is trading higher Wednesday after the company beat Street estimates and shared a strong backlog. The stock is one of two highlighted by tech investor Dan Ives this week that could show the momentum trade in AI is still in its early innings. Dan Ives on AI Trade Dan Ives has moved on from being an analyst at Wedbush, but he's just as bullish on the AI sector in his new role leading Yorkville Ives. With stock market indexes at record highs, Ives was recently asked if the momentum trade of AI will continue. "It's third inning, you could argue maybe even second inning in [the] AI revolution," Ives told CNBC earlier this week. Ives said the AI trade is no longer just about Capex spending, but also about monetization. The tech investor named both CoreWeave and Cisco Systems(NASDAQ:CSCO) as earnings to watch this week as "pieces of the puzzle" for the momentum. "It continues to be 'get the popcorn out.'" Ives said those earnings could show momentum ahead of the highly anticipated quarterly results from NVIDIA Corporation(NASDAQ:NVDA) later this month. Read Also:Neocloud Stocks Catch Fire As CoreWeave Doubles Revenue CoreWeave Results, Cisco on Deck CoreWeave reported quarterly revenue up 112.5% year-over-year on Tuesday. The company reported a revenue backlog of $104 billion, with "unprecedented demand" for CoreWeave Cloud cited. That backlog total doesn't include more than $25 billion that was added early in the current quarter. "Customer demand is accelerating, as enterprise adoption broadens and we continue to deepen our technology platform," CoreWeave CEO Michael Intrator said. After CoreWeave comes Cisco, with fourth-quarter results coming Wednesday after market close. The company has beaten analyst estimates for revenue in four straight quarters and in eight of the past 10 quarters overall. Analysts expect the company to report a new quarterly record revenue total of $16.82 billion. The company has also beaten analyst estimates for earnings per share in four straight quarters and in eight of the past 10 quarters overall. Cisco stock jumped over 13% after the last quarterly results. A strong double-beat from Cisco and guidance could see shares trade higher. Momentum from CoreWeave and Cisco could carry forward the AI momentum trade heading into Nvidia earnings, as predicted by Ives. Nvidia will report second-quarter financials on Aug. 26. Read Also:QUICK SPARK: Dan Ives Says AI Is Still in Its 1955 Las Vegas Moment Image via Shutterstock Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market. Story Continues Get the latest stock analysis from Benzinga: CISCO SYSTEMS (CSCO): Free Stock Analysis Report COREWEAVE (CRWV): Free Stock Analysis Report This article Dan Ives Says CoreWeave, Cisco Earnings 'Pieces of the Puzzle' for AI Trade: 'Get the Popcorn Out' originally appeared on Benzinga.com © 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. View Comments
AIEARNINGSEARNINGS PER SHAREMOMENTUMQUARTERLY RESULTSTECH
- Published
- 12 Aug 2026 17:53
- Catalyst
- Market update
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
12
2026
finance.yahoo.comArchivedPositive tone
Does Cisco’s Expanded AI Infrastructure Orders and Employee Agents Change The Bull Case For Cisco Systems (CSCO)?
Cisco Systems recently briefed investors and industry audiences on its AI and networking ambitions through conference presentations in Taipei and Santa Clara, while preparing to release its fiscal Q4 2026 results after the market close on August 12. At the same time, Cisco has begun rolling out personalized AI agents to its roughly 90,000 employees and raised its full-year AI infrastructure order outlook, underscoring how deeply AI is being woven into both its operations and revenue goals. We'll now examine how Cisco's expanding AI infrastructure orders and internal AI agent rollout might reshape its existing investment narrative. This technology could replace computers: discover 25 stocks that are working to make quantum computing a reality. Cisco Systems Investment Narrative Recap Cisco's investment case today centers on whether you believe its AI focused networking and security portfolio can support continued earnings growth while the stock already trades near consensus fair value. The near term catalyst is the upcoming Q4 2026 earnings and AI order commentary, with a key risk that AI infrastructure demand from a concentrated set of hyperscale customers proves more volatile than hoped. The latest AI briefings and conferences do not fundamentally change that risk. The most relevant recent development here is Cisco's fiscal 2026 AI infrastructure order outlook increase to US$9,000,000,000, paired with its internal rollout of personalized AI agents to 90,000 employees. This links the headline AI orders that many see as a core growth driver to tangible, company wide adoption and operational change, which could be important context as you weigh the sustainability of AI related demand and the sensitivity of results to any slowdown in cloud or AI spending... Read the full narrative on Cisco Systems (it's free!) Cisco Systems' narrative projects $77.0 billion revenue and $18.4 billion earnings by 2029. This requires 8.2% yearly revenue growth and a $6.4 billion earnings increase from $12.0 billion today. Uncover how Cisco Systems' forecasts yield a $130.23 fair value, a 8% upside to its current price. Exploring Other PerspectivesCSCO 1-Year Stock Price Chart Some of the most optimistic analysts, who were penciling in revenue of about US$81,300,000,000 and earnings near US$19,600,000,000 by 2029, see Cisco's AI order momentum very differently, so it is worth comparing their expectations with the risk that hyperscaler buildouts or vendor choices shift more than you might assume. Explore 5 other fair value estimates on Cisco Systems - why the stock might be worth 8% less than the current price! Story Continues Form Your Own Verdict Don't just follow the ticker - dig into the data and build a conviction that's truly your own. A great starting point for your Cisco Systems research is our analysis highlighting 4 key rewards that could impact your investment decision. Our free Cisco Systems research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Cisco Systems' overall financial health at a glance. No Opportunity In Cisco Systems? Opportunities like this don't last. These are today's most promising picks. Check them out now: Find 49 companies with promising cash flow potential yet trading below their fair value. Capitalize on the AI infrastructure supercycle with our selection of the 57 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow. Uncover the next big thing with 19 elite penny stocks that balance risk and reward. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused ana
AI-INFRASTRUCTUREEARNINGSEARNINGS GROWTHHYPERSCALE-CUSTOMERSNETWORKINGREVENUE GROWTH
- Published
- 12 Aug 2026 17:13
- Catalyst
- Market update
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
12
2026
finance.yahoo.comArchivedNeutral tone
Stock Market Today: Nasdaq Charges Higher On Inflation Data; Nvidia Ally Soars (Live Coverage)
Stock Market Today: The Dow Jones index rises on a key CPI inflation report. Nvidia partner CoreWeave soars on earnings. Continue Reading
EARNINGSINFLATION
- Published
- 12 Aug 2026 15:11
- Catalyst
- Market update
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
12
2026
finance.yahoo.comArchivedPositive tone
Project Worldwide Consolidates AI & Digital Transformation Practice Under Wondersauce
Project Worldwide Expanded Global Practice Integrates Engineering Scale, Enterprise AI, and Experiential Design to Bridge Physical and Digital Brand Ecosystems Project Worldwide Consolidates AI & Digital Transformation Practice Under WondersauceLeft to right: Chris Meyer and John Sampogna NEW YORK, Aug. 12, 2026 (GLOBE NEWSWIRE) -- Project Worldwide, an alliance of leading independent creative agencies, today announced the consolidation of its unified global AI and digital transformation practice under agency partner Wondersauce. The expanded practice helps organizations modernize their digital foundation to accelerate growth and improve efficiency. Wondersauce now serves as Project's business transformation partner, bringing together strategy, design, engineering, data, and AI in a single offering. Bridging Physical Activations and Always-On Digital Ecosystems For decades, Project Worldwide has delivered high-impact physical brand activations through several of its agencies including George P. Johnson (GPJ) who delivers innovative live, digital and hybrid brand experiences for the world's leading brands including Google, Cisco, IBM, Salesforce, DP World and more. The expanded practice now connects these physical experiences with digital products and content into a seamless, integrated customer journey. "Project Worldwide is built around creating experiences that move people, including some of the world's most complex brand activations," said Chris Meyer, CEO of Project Worldwide. "Today, those experiences extend to the platforms and intelligent systems that shape daily customer relationships. Expanding Wondersauce allows us to help clients connect physical engagement with the technology required to unlock growth." Core Practice Capabilities Everything about how brands operate is changing: how people discover them, how they engage with them, and how the work behind them gets done. In the intelligence age, growth comes through transformation, not all at once, but one meaningful shift at a time. Today, Wondersauce is expanding its capabilities to help enterprise organizations navigate that change. Digital Products & Platforms: Designing and building enterprise websites, mobile applications, e-commerce experiences, and digital platforms that improve customer engagement and business performance. AI Search & Discovery: Optimizing brand visibility, credibility, and discoverability across AI-powered search engines, Large Language Models (LLMS), and answer engines. Visioning Sprints: Working with executive teams to define priorities, align stakeholders, and create actionable roadmaps for modernization. Workflow Redesign: Simplifying how work gets done through better processes, connected systems, automation, and practical AI applications. Story Continues "In the intelligence age, we are seeing a total transformation in how brands connect with audiences and manage their internal operations," said John Sampogna, CEO of Wondersauce. "Sustainable growth no longer comes from massive overhauls, but from the cumulative impact of intentional, incremental shifts. Wondersauce is designed to help partners navigate this evolution by prioritizing practical innovation that yields tangible business outcomes." A Globally Distributed Delivery Model Headquartered in NYC, Wondersauce supports continuous global delivery through an expanded presence across North America, Costa Rica, Colombia, and India. This model provides enterprise clients with access to technical talent and around-the-clock engineering support while maintaining local strategic partnership. "AI is fundamentally changing how businesses innovate and engage customers," said Rasheed Sait, Project's Chief Growth Officer, India & South Asia. "This expansion gives clients access to a global network of talent, enabling us to build smarter, faster and more scalable solutions that transcend borders." About Project Worldwide Project Worldwide is a 100% employee-owned global independent network of 1
AIBRAND-EXPERIENCESBUSINESS-TRANSFORMATIONDIGITAL-TRANSFORMATION
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- 12 Aug 2026 14:02
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finance.yahoo.comArchivedPositive tone
US Equity Futures Higher Pre-Bell as Traders Await Inflation Report
US equity futures were edging higher pre-bell Wednesday as traders looked forward to the latest national inflation report, which will be a major factor in the near-term direction of interest rates.Dow Jones Industrial Average futures were 0.2% higher, S&P 500 futures were up Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now
- Published
- 12 Aug 2026 12:52
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finance.yahoo.comArchivedPositive tone
2 Growth Stocks with Explosive Upside and 1 Facing Headwinds
2 Growth Stocks with Explosive Upside and 1 Facing Headwinds Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle. The risks that can come from buying these assets are precisely why we started StockStory — to isolate the long-term winners from the losers so you can invest with confidence. Keeping that in mind, here are two growth stocks with significant upside potential and one whose momentum may slow. One Growth Stock to Sell: Genesis Energy (GEL) One-Year Revenue Growth: +16.6% Operating a 64% stake in the Poseidon Pipeline, one of the Gulf of Mexico's largest crude oil pipelines, Genesis Energy (NYSE:GEL) provides midstream services like pipeline transportation, storage, and processing for crude oil and natural gas producers and refiners. Why Do We Pass on GEL? Flat sales over the last five years suggest it must find different ways to grow during this cycle High extraction costs and unfavorable asset economics are reflected in its low gross margin of 25.8% 5× net-debt-to-EBITDA ratio makes lenders less willing to extend additional capital, potentially necessitating dilutive equity offerings Genesis Energy's stock price of $15.06 implies a valuation ratio of 8x forward EV-to-EBITDA. Check out our free in-depth research report to learn more about why GEL doesn't pass our bar. Two Growth Stocks to Watch: iRhythm (IRTC) One-Year Revenue Growth: +25.6% Pioneering the shift from bulky, short-term heart monitors to sleek, wire-free patches, iRhythm Technologies (NASDAQ:IRTC) provides wearable cardiac monitoring devices and AI-powered analysis services that help physicians detect and diagnose heart rhythm disorders. Why Is IRTC Interesting? Annual revenue growth of 24% over the last two years was superb and indicates its market share increased during this cycle Earnings per share have massively outperformed its peers over the last five years, increasing by 17.4% annually Free cash flow profile has moved into positive territory over the last five years, indicating the company has achieved financial self-sustainability At $137.99 per share, iRhythm trades at 216.1x forward P/E. Is now a good time to buy? See for yourself in our full research report, it's free. Everpure (P) One-Year Revenue Growth: +21% Founded in 2009 as a pioneer in enterprise all-flash storage technology, Everpure (NYSE:P) provides all-flash data storage hardware and software that helps organizations manage their data more efficiently across on-premises and cloud environments. Story Continues Why Is P a Top Pick? Offerings are pivotal for their customers' operations as its ARR has averaged 19.3% growth over the past two years Earnings per share grew by 61.1% annually over the last five years, massively outpacing its peers Strong free cash flow margin of 17.5% enables it to reinvest or return capital consistently Everpure is trading at $89.50 per share, or 34.5x forward P/E. Is now the right time to buy? Find out in our full research report, it's free. Stocks We Like Even More ONE MORE THING: Top 6 Stocks for This Week. This market is separating quality stocks from expensive ones fast. AI is taking down whole sectors with no warning. In a rotation this fast, you need more than a list of good companies. Our AI system flagged Palantir before it ran 1,662% between October 2022 and February 2026. AppLovin before it ran 753% between February 2024 and February 2026. Nvidia before it ran 1,178% between January 2023 and February 2026. Each week it produces 6 new names that pass the same tests. Get Our Top 6 Stocks for Free HERE. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+271% between June 2020 and June 2025). Find your next big winner with StockStory today. View Comments
ENERGYFREE CASH FLOWGROWTH-STOCKSHEALTHCAREREVENUE GROWTHTECHNOLOGY
- Published
- 12 Aug 2026 12:33
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finance.yahoo.comArchivedPositive tone
Market’s Momentum Darlings Resurface as Optical Stocks Take Off
(Bloomberg) -- One of the stock market's favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Tata Sons Chairman to Step Down, Deepening Leadership Turmoil Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Pakistan Says Deal Is Close Even as Iran, US Harden Stances Stocks like Applied Optoelectronics Inc., Lumentum Holdings Inc., Coherent Corp., Fabrinet and Corning Inc. are on a scorching run, with each climbing more than 25% since late July. The leader, Applied Opto, has soared 76% in just nine sessions, while Coherent has gained 48% over that stretch. The move comes as investors grow increasingly confident that ambitious AI capital expenditure plans from technology giants like Microsoft Corp., Alphabet Inc., Amazon.com Inc. and Meta Platforms Inc. will keep going. "Optical stocks are on fire because they're the bottleneck within AI, which adds to their pricing power and orders, and fuels their momentum," said Michael Monaghan, portfolio manager at Founder ETFs. "So long as we see a continued acceleration in capex spending, they should continue to move up." Applied Opto, Coherent, Fabrinet and Corning all gained in premarket trading Wednesday after Lumentum's fourth-quarter earnings and first-quarter outlook both topped analyst expectations. Optical components use light to move data faster and more efficiently than traditional copper wiring. Demand for this equipment has exploded amid an unprecedented build out of data centers for artificial intelligence computing. The stocks took off earlier this year as cash poured in to meet that demand. From the start of 2026 through the middle of May, Corning, Lumentum and Coherent leaped more than 100% and were among the 15 best performers in the S&P 500 Index, while Applied Opto, which isn't in the broad equities benchmark, surged 446%. Right around that time, however, investors started turning skeptical about AI spending. The change in sentiment was first apparent in semiconductor stocks, but it eventually spilled over into a broader technology selloff that lasted through the end of July. However, as the Big Tech companies started showing strong cloud-computing sales and committed to continuing their massive spending, the vibes shifted again, sending the beneficiaries of all that cash, like optical firms, racing higher all over. At this point, the outlook for capex from the major hyperscalers is more important to these stocks than the companies' individual results. Story Continues "Right now people are watching the capital spending more so than earnings or revenue," Monaghan said. "If the spending slows down, you'll see these names roll over." The latest catalyst for optical stocks was last week's report from Reuters that the Federal Communications Commission is drafting a ban on imports of some Chinese data center components, including certain optical transceivers. While the plan isn't final, if enacted it would likely result in even more money heading to US optical equipment manufacturers. "If we see a China ban, that would only increase the bottleneck status of domestic suppliers," Monaghan said. "However, there's risk and volatility that comes along with that, because if a bottleneck gets solved or ends, you can see value get pulled really quickly." Accelerating Demand Demand is expected to accelerate in 2027, according to Bloomberg Intelligence. Revenue at Applied Opto jumped more than 80% last year and that pace is expected to accelerate to 130% this year and 174% in 2027, according to data compiled by Bloomberg. Lumentum is also projected to post a pronounced rise in revenue growth in its current fiscal year. Meanwhile, the companies are already showing improved fundamentals from all t
AI-INVESTMENTEARNINGSFOURTH QUARTEROPTICAL-COMPONENTSREVENUE GROWTHSEMICONDUCTORS
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- 12 Aug 2026 11:45
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finance.yahoo.comArchivedPositive tone
Amid Polycom's 2026 End-of-Life Shift and Cisco's Hardware Upgrades, New Patent Landscape Report Identifies Key IP Holdings in the Video Conferencing Market
Company Logo Amid a wave of technological shifts in 2026 including Cisco's rollout of Webex AI Agents, Microsoft Teams' enterprise security overhauls, Apple's iOS 26 FaceTime enhancements, and major hardware transitions away from legacy Polycom platforms—this comprehensive IP study analyzes the foundational patent portfolios of tech giants like Tencent, Samsung, and Qualcomm. The report provides critical intelligence on R&D trends, patent filings, and the strategic positioning of key market players. Dublin, Aug. 12, 2026 (GLOBE NEWSWIRE) -- The "Video Conferencing" has been added to ResearchAndMarkets.com's offering. Video Conferencing Patent Landscape Report: Global Innovation, Competitive Intelligence, and Technology Trends, 2010-2023 The Video Conferencing Patent Landscape Report delivers a comprehensive analysis of 30,286 patents filed across major global jurisdictions between 2010 and 2023. Drawing on international patent filings, the report examines innovation in video conferencing systems, real-time meetings, remote communication, digital collaboration, image and audio transmission, enterprise communications, user-interface interaction, video processing, and network-based conferencing. By combining quantitative patent data with artificial intelligence, natural language processing, topic modeling, patent clustering, descriptive statistics, and International Patent Classification analysis, the report provides a structured view of the global video conferencing technology landscape. It enables organizations to evaluate patent activity, competitive positioning, market coverage, emerging technologies, and potential innovation opportunities across video coding and decoding, image processing, audio processing, communication networks, conferencing devices, digital data transmission, and real-time collaboration platforms. The report is organized into four primary areas: Landscape Overview, Market and Competitor Analysis, Technology Analysis, and Key Players' Patent Profiles. These sections support strategic decision-making in research and development, new product development, technology licensing, investment, collaboration, mergers and acquisitions, intellectual property strategy, and market entry. Video Conferencing Patent Landscape Overview The landscape overview tracks global video conferencing patent activity from 2010 through 2023. The analyzed portfolio includes 19,001 active patents, 6,266 pending applications, and 4,924 patents identified as inactive, discontinued, or expired. Patent activity peaked in 2022, and more than 70% of the identified patents were registered from 2015 onward, demonstrating sustained innovation and commercial interest in digital communication technologies. Story Continues The United States leads global video conferencing patent registrations, followed by Europe. China and other jurisdictions also contribute to the international patent landscape, although at lower levels. These findings reinforce the United States' prominent position in video conferencing innovation while highlighting continued international investment in remote collaboration, communications software, networking infrastructure, and connected-device technologies. Market and Competitor Analysis The market analysis examines patent coverage, leading applicants, portfolio owners, highly cited organizations, collaboration networks, filing activity, and pending applications. Apple Inc. leads identified patent applications with 3,591 patents, followed by Tencent America with 2,288, Cisco Technologies with 898, Microsoft Technology Licensing with 590, and Polycom Inc. with 518. Other prominent applicants include Samsung Electronics, Genesys Telecommunications, Avaya, Qualcomm, and Capital One Services. Apple holds the largest patent portfolio in the analyzed landscape, followed by Tencent and Microsoft. It also leads among highly cited applicants with 64,183 citations, ahead of Osterhout Group and SkyBell Technologies. The analysis connects
DIGITAL-COLLABORATIONINNOVATIONMARKET RESEARCH REPORTSPATENTSTECHVIDEO-CONFERENCING
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- 12 Aug 2026 09:21
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finance.yahoo.comArchivedPositive tone
CPI, Cisco earnings, and more: What investors need to watch Wednesday
Asking for a Trend Host, Josh Lipton previews what investors should watch on Wednesday, August 12, including the latest Consumer Price Index (CPI) report, which will offer a fresh look at inflation and the health of the consumer. Cisco (CSCO) reports fiscal fourth-quarter results, while Bloomin' Brands (BLMN) also reports earnings. Video Transcript 00:02 Speaker A Time now for to watch Wednesday, August 12th. First up, key inflation data set to release in the morning, expected to be one of the most important economic releases of the week. 00:15 Speaker A The CPI inflation report will be put under the microscope after recent labor market data showed jobs fall far below expectations. 00:23 Speaker A Consumer price index for July is expected to see a gain compared to June, where inflation saw an unexpected decline. 00:28 Speaker A Turning to earnings, Cisco is reporting fiscal fourth quarter results with Wall Street looking for signs of sustainable growth. The company recently benefiting from AI infrastructure demand and is expected to report an increase in revenue compared to the prior quarter. 00:39 Speaker A Investors will also be keeping an eye out for guidance. 00:41 Speaker A Meanwhile, quarterly results from Brinker International provide more color on consumer spending. Analysts will be focusing on same store sales as well as any potential tailwinds from ad spending and improved food quality. 00:50 Speaker A However, headwinds for commodity inflation and labor costs will also be factors at play for the Chili's restaurant chain owner. View Comments
EARNINGSFOURTH QUARTERGUIDANCEINFLATIONQUARTERLY RESULTS
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- 12 Aug 2026 00:05
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finance.yahoo.comArchivedPositive tone
Seeking AI Exposure? Use This Zacks Tool
For investors with confidence in a specific market niche, Zacks Thematic Investment Screens has you covered with 37 dynamic investment themes. Whether you're interested in cutting-edge technology, renewable energy, or healthcare innovations, our themes are built to help you sort through the noise quickly and find the stocks that offer exposure to the trends you seek. Let's take a closer look at the Artificial Intelligence theme and a stock the screen returned, namely Cisco Systems CSCO. Artificial Intelligence Screen The Zacks Artificial Intelligence thematic screen features a diverse set of companies involved in the AI frenzy, ranging from creators of software and hardware that power AI to those applying and utilizing the technology through automation, diagnostics, cognitive tasks, and more. Cisco Earnings Outlook Cisco noted broad-based, record-high demand for its technology in its latest earnings release. Importantly, data center switching orders grew sizably from the year-ago period, helping reflect its important and growing role amid the buildout. Both EPS and sales revisions have seen positive revisions for the upcoming release over recent months, with Cisco expected to see 15% YoY sales growth on 18% higher earnings.Zacks Investment Research Image Source: Zacks Investment Research Bottom Line While stocks in each theme aren't direct recommendations, they offer a solid starting point. Leverage the Zacks Rank and other metrics to identify the best stocks for your strategy. Each featured stock comes with a Zacks report, giving you the tools to analyze performance and potential. For those interested in viewing the full list Thematic Investing Screens, please click here >>> Thematic Investing Screens – Zacks Investment Research. 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 This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research View Comments
ARTIFICIAL-INTELLIGENCEEARNINGSEARNINGS RELEASETECH
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- 11 Aug 2026 23:06
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finance.yahoo.comArchivedPositive tone
Is Cisco Systems Stock Poised for New Highs as Q4 Earnings Approach?
Cisco Systems CSCO) is set to report its fiscal fourth-quarter results after the closing bell on Wednesday, Aug. 12, putting the networking giant back in the spotlight as investors assess whether its impressive momentum can continue. CSCO has been one of the market's stronger performers, with enthusiasm surrounding artificial intelligence (AI) infrastructure demand and an accelerating networking refresh cycle helping support investor sentiment. With Cisco's stock soaring nearly 60% year to date and just 5% from a 52-week and all-time high of $130 a share, its upcoming earnings report could determine whether there is enough fundamental support to extend the rally. The key question for investors is whether Cisco's improving growth profile and rapidly expanding AI opportunity justify buying CSCO ahead of earnings or whether much of the optimism is already reflected in its valuation.Zacks Investment Research Image Source: Zacks Investment Research Cisco Enters Q4 Earnings With Strong Momentum As shown in the EPS surprise performance chart above, Cisco stock surged after reporting its most recent Q3 results in May and has now soared +170% over the last two years. This comes as Cisco delivered an impressive fiscal third quarter, reporting record revenues of $15.8 billion, up 12% year over year. Non-GAAP earnings increased 10% to $1.06 per share. The top and bottom line results exceeded the high end of management's guidance and comfortably topped Wall Street's expectations by roughly 2%, respectively.Zacks Investment Research Image Source: Zacks Investment Research Perhaps more encouraging was the strength of Cisco's underlying demand trends. Total product orders jumped 35% YoY and increased 19% when excluding hyperscale customers. Networking product order growth accelerated to more than 50%. Cisco's traditional networking franchise is also benefiting from what it characterized as a major multi-year campus networking refresh cycle (private networks that link buildings and infrastructure within a specific area). Campus networking orders increased by more than 25% in Q3, while data center switching orders surged by more than 40%. Those trends give Cisco an encouraging setup heading into its Q4 report. Management previously guided for fourth-quarter revenue to hit a new quarterly peak of between $16.7 billion and $16.9 billion. Cisco also projected Non-GAAP earnings to be at a new quarterly high of $1.16-$1.18 per share, with the company expecting a non-GAAP gross margin of 65.5%-66.5% and an operating margin of 34%-35%. It's also noteworthy that Cisco raised its full-year outlook following its Q3 results, now expecting full-year revenue at $62.8-$63 billion and adjusted earnings of $4.27-$4.29 per share, compared with its previous guidance of $61.2-$61.7 billion in revenue and $4.13-$4.17 in adjusted EPS. Story Continues Notably, the Zacks Consensus calls for Cisco's Q4 sales to increase nearly 15% to $16.85 billion, with Q4 EPS expected to rise 18% to $1.17 per share (Current Qtr below). Analyst consensus expectations call for annual revenue to be up 11% to $62.95 billion, with FY26 EPS projected to rise 12% to $4.28.Zacks Investment Research Image Source: Zacks Investment Research AI Infrastructure Could Be Cisco's Biggest Catalyst AI remains one of the most important pieces of the Cisco investment story. Demand from hyperscale customers has accelerated substantially. Cisco booked $5.3 billion of AI infrastructure orders through the first three quarters of fiscal 2026 and subsequently raised its full-year AI order expectation to $9 billion from $5 billion. Management also increased its fiscal 2026 AI infrastructure revenue expectation to $4 billion from $3 billion. That momentum is significant because Cisco is increasingly positioned to participate in the massive infrastructure buildout needed to connect AI clusters and data centers. As AI workloads become larger and more complex, networking performance becomes increasingly critical,
AIDIVIDENDSEARNINGSEARNINGS REPORTNETWORKINGSHARE-BUYBACK
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- 11 Aug 2026 18:46
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finance.yahoo.comArchivedPositive tone
Cisco (CSCO) Puts 90,000 Workers On Personalized AI Agents With New Revenue Targets
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Cisco Systems (NasdaqGS: CSCO) is rolling out personalized AI agents to its entire 90,000-person workforce as part of a broad internal transformation. The company is pairing the deployment with major infrastructure investment and company-wide model routing to manage AI workloads across teams and functions. Cisco is setting defined AI-driven revenue targets, tying the internal rollout to measurable business outcomes and new income streams. The move signals a push to use standardized agentic workflows to reshape productivity, cost structure, and how Cisco creates value with AI. Cisco is far from the only large technology stock building around this theme. It can be useful to compare its approach with other companies exposed to the same AI buildout through 56 AI infrastructure stocks.NasdaqGS:CSCO Earnings & Revenue Growth as at Aug 2026 Cisco Systems operates across global communications and networking, providing the hardware, software, and security tools that keep internet traffic flowing and protected. Its decision to embed AI agents internally builds on this broad footprint in routing, switching, and data center infrastructure. 4 things going right for Cisco Systems that this headline doesn't cover. How could Cisco's 90,000 AI agents affect its business model? The full workforce rollout pushes Cisco Systems to standardize AI assisted workflows across sales, engineering, support, and back office functions. That supports its shift toward recurring software and subscription revenue, since the same tooling it adopts internally can feed into packaged offers around Webex, security, and AI enabled networking for customers. Does this change the Cisco Systems Narrative investors have been using? This move leans into the existing Narrative that AI infrastructure demand and integrated security are key revenue drivers, but it also heightens execution risk. Success would support the catalyst around higher margin software and AI driven security, while any internal friction or cost overruns would reinforce concerns about complexity and integration of new platforms. If we take a look at the community Narrative for Cisco Systems, we can see how this news fits into the bigger investment story. What should investors watch next to assess whether this AI push is working? The clearest checkpoint is how Cisco tracks against its updated AI revenue targets of US$4b for FY2026 and at least US$6b for FY2027. Commentary at upcoming events such as the August 4, 2026 FMS conference and future earnings calls around agent usage, cost per task, and AI related orders will help indicate whether the rollout is translating into commercial momentum. Story Continues For the full picture including more risks and rewards, check out the complete Cisco Systems analysis. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include CSCO. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments
AIEARNINGSINFRASTRUCTURENETWORKINGREVENUE-GROWTH
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- 11 Aug 2026 16:13
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finance.yahoo.comArchivedPositive tone
Frost & Sullivan: Cisco Receives the 2026 Global Enterprise Desktop Phone Company of the Year Recognition for Outstanding Enterprise Communications Innovation
The company is redefining enterprise desk phone solutions through an integrated device experience that combines secure communications, intelligent workplace management, and operational excellence across the modern enterprise. SAN ANTONIO, Aug. 11, 2026 /PRNewswire/ -- This week we are pleased to congratulate Cisco on being recognized as Frost & Sullivan's 2026 Global Company of the Year in the enterprise desktop phone industry for its outstanding achievements in product innovation, customer experience, and technology leadership. The recognition highlights Cisco's consistent leadership in driving measurable customer outcomes, strengthening its market position, and delivering customer-centric innovation in an evolving enterprise communications landscape. Cisco has consistently demonstrated its ability to anticipate evolving enterprise requirements. The company's sustained investment in software-enabled and hardware-enabled innovation, AI integration, and secure communications has enabled it to scale globally while supporting organizations as they modernize workplace collaboration and hybrid work environments. Its portfolio of desk phone solutions combines secure enterprise calling, meetings, desk reservations, emergency notifications, AI-powered audio intelligence, and smart workspace management in a unified platform. Integrated with Cisco Spaces and Collaboration Control Hub, the solution simplifies deployment, strengthens manageability, enhances workplace visibility, and delivers seamless operation across enterprise environments. Cisco's broader communications ecosystem, including back-end calling, messaging, meetings, contact center capabilities, communications platform as a service, observability services, hardware endpoints, room meeting systems, and media gateways, provides organizations with a comprehensive communications platform that improves operational efficiency while reducing complexity. "The ability to integrate Cisco phones with Cisco Spaces and Control Hub simplifies IT management and provides insights that enable IT and corporate real estate teams to make informed decisions about workplace technology investment, reducing the complexity of purchasing, deploying, managing, and training. This level of management integration is a structural differentiator that competing solutions cannot replicate without assembling multiple separate tools," according to Chris Pennell, Industry Principal at Frost & Sullivan. Cisco's unwavering commitment to customer experience strengthens its position in the market. By simplifying enterprise communications through a unified device and platform strategy, Cisco enables organizations to reduce operational complexity while improving user productivity. Cisco's customer-first approach reinforces its strong market position by helping organizations simplify enterprise communications and improve everyday user productivity. Its unified device and platform strategy reduces operational complexity, while the Cisco Desk Phone 9800 Series brings secure enterprise calling, workplace services, and intelligent device management into a single integrated solution. Cisco also extends the value of its portfolio through sustainability initiatives such as circular product design, extensive use of post-consumer recycled materials, Energy Star certification, and carbon emissions reporting. Story Continues Frost & Sullivan commends Cisco for setting a high standard in competitive strategy, execution, and market responsiveness. The company's vision, continuous innovation, and customer-first approach are reshaping the future of the enterprise desktop phone industry by transforming traditional desk phones into intelligent workplace endpoints. Cisco's software-enabled platform, AI-powered capabilities, and integrated communications ecosystem provide enterprises with the flexibility, reliability, security, and operational excellence needed to support today's hybrid workforce while preparing for future workplace evo
ENTERPRISE-COMMUNICATIONSINNOVATIONTECHNOLOGY-LEADERSHIP
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- 11 Aug 2026 14:00
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finance.yahoo.comArchivedPositive tone
Cisco Launches 40 Communities Johannesburg: A New Chapter of Community-Led Transformation in South Africa
NORTHAMPTON, MA / ACCESS Newswire / August 11, 2026 / Cisco Systems Inc. by Brian Tippens Read on Cisco's Blog As part of my work at Cisco, I often emphasize the power of proximity and how true impact isn't delivered from a distance; it happens when we show up, listen, and align our global resources with the heartbeat of local communities. This is the foundation of our 40 Communities (40C) Initiative: bringing together four decades of trust, expertise, and innovation to engage, support, and invest in 40 communities around the world over 10 years. Already, we've seen some early successes in our existing 40C sites in Western Northern Carolina in the US and Mumbai, India, where we're working to bridge local challenges in partnership with community partners. These solutions include creating pathways for employment opportunities, introducing learning programs to develop AI and cybersecurity skills, rebuilding homes in disaster-stricken areas, and tackling water and waste management issues. We have work to do, but I'm proud of the progress we're making to address critical issues for these communities. New 40C Site: Johannesburg As we continue to expand and drive impact through our 40C Initiative, I am excited to share that our next site is Johannesburg, our first in Africa. Cisco's history in South Africa spans three decades, rooted in the belief that technology is the great equalizer. Through programs like Country Digital Acceleration (CDA) and Cisco Networking Academy we've been able to complete 24 projects to digitally transform South Africa and educate over 600,000 learners in digital skills. To reach these heights, I am truly grateful that our work in South Africa wasn't done in isolation. It was made possible through meaningful partnerships with government entities such as the Department of Higher Education and Training, South Africa; the State Information Technology Agency; and the National Library of South Africa, among others. Many of the relationships were introduced and built through our work with community organizations - and the reason why our local community partnerships are critical. They help us get connected to local leaders, government and NGOs, and help us build an ecosystem of resources to tap into to meet our social impact and business goals. A New Collaboration: Masibambisane with Jozi My Jozi At the center of this work is Masibambisane (pronounced "mah-see-bahm-bee-SAH-neh" meaning, "let us work together"), a multi-year collaboration with Jozi My Jozi, a citywide coalition of more than 140 organizations spanning government, business, civil society, academia, and local communities. Cisco will become Jozi My Jozi's first U.S.-based strategic partner, and Jozi My Jozi will serve as Cisco's anchor institution for 40C Johannesburg. Together, we aim to co-create and co-execute on local revitalization opportunities and initiatives that build overall capacity within the community, yield measurable outcomes, and ensure long-term sustained impact across four priority workstreams: Story Continues Digital education and skilling Connected safety Smart mobility and transit Responsible giving, volunteer engagement, and community activation To bring these workstreams to life, we'll combine Jozi My Jozi's deep local relationships, coalition leadership, and ecosystem coordination with Cisco's technology expertise, solution architectures, and global resources. Together, we'll identify opportunities across Cisco's portfolio, including Cisco Networking Academy, Country Digital Acceleration (CDA), and other innovation initiatives, to strengthen community outcomes and accelerate long-term revitalization. "This partnership is about much more than technology. It is about bringing together the energy of our people, the commitment of our partners and Cisco's global capability to help restore hope, dignity and pride in Johannesburg. Jozi My Jozi is a super-connector for this city, and Cisco is a global connector. Through Masibambisane, w
COMMUNITY-DEVELOPMENTDIGITAL-EDUCATIONPARTNERSHIPSSOCIAL-IMPACT
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- 11 Aug 2026 13:35
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2026
finance.yahoo.comArchivedPositive tone
Cisco’s 90K Agent Rollout: The CFO Math Behind Full-Workforce Agentic Deployment
The Economics of Scale Starting at the end of July 2026, Cisco is deploying personalized AI agents to its entire 90,000-person workforce. This is not a pilot program; it is a standardized infrastructure shift intended to change how the company produces work. To manage the massive volume of requests from 90,000 users, Chief Product Officer Jeetu Patel has implemented a model routing mechanism. This system directs complex, high-stakes tasks to expensive frontier models while offloading routine work to smaller, more efficient, and less costly alternatives. While Cisco has not disclosed the total cost of this deployment, secondary sources estimate the annual AI token bill at approximately $900 million. This figure, which should be viewed as an unofficial estimate rather than a corporate disclosure, breaks down to roughly $200 per employee per week. To maintain control over these costs and ensure data security, Cisco has opted to run much of this model routing infrastructure on-premises rather than relying exclusively on third-party cloud providers, as noted in a Fortune interview with CFO Mark Patterson. The Workforce Tradeoff This technological integration is occurring alongside a significant shift in human capital. In May 2026, Cisco announced approximately 4,000 job cuts, representing less than 5% of its workforce. CEO Chuck Robbins framed these reductions as a strategic realignment toward silicon, optics, security, and AI in a company blog post. Patterson has explicitly stated that these cuts were not savings-driven, but rather a reflection of changing operational priorities. The practical impact is already visible in high-level administrative tasks. Patterson noted that 80% to 90% of the first draft of the Management's Discussion and Analysis (MD&A) section in Cisco's public SEC filings is now produced by AI. This shift is being mirrored in the development of a "CFO cockpit," an AI-powered dashboard that synthesizes performance data across products and geographies to forecast business trajectories and recommend specific actions. Why Cisco is the Template Cisco is increasingly viewed as the enterprise template for AI adoption because it is balancing aggressive infrastructure investment with clear revenue targets. The company raised its FY2026 AI revenue target to $4 billion, with a minimum of $6 billion projected for FY2027. This financial confidence is supported by a massive increase in AI infrastructure orders, which rose from $2 billion in FY2025 to $9 billion in guidance for FY2026, according to Cisco's Q3 FY2026 earnings report. Investors have responded: CSCO stock is up 52% year-to-date as of July 2026, outperforming its sector's 14.7% gain. Story Continues By building the infrastructure to support agents internally and tying the rollout to specific, measurable revenue goals, Cisco provides a blueprint other large organizations are already studying. The question is not whether other enterprises will follow this template, but how quickly. What Remains Unknown Several variables remain. The actual cost of the 90,000-employee deployment is undisclosed, and the $900 million annual token estimate — sourced from secondary reporting on remarks by Jeetu Patel, not from Cisco's own filings — serves only as a proxy for scale. Whether the model routing approach can hold its cost advantage as usage grows across 90,000 employees is untested at this magnitude. And while Patterson describes the 4,000 job cuts as unrelated to savings, the timing of workforce reduction alongside full-scale AI deployment is the kind of pattern that invites scrutiny from the people whose jobs are changing. View Comments
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- 11 Aug 2026 12:55
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Aug
11
2026
finance.yahoo.comArchivedPositive tone
How To Earn $500 A Month From Cisco Stock Ahead Of Q4 Earnings
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Ahead of Cisco Systems, Inc's fourth-quarter earnings report on Wednesday, Aug. 12, investors may be eyeing potential gains from the company's dividends. Currently, Cisco has an annual dividend yield of 1.38%, which is a quarterly dividend amount of 42 cents per share ($1.68 a year). So, how can investors exploit its dividend yield to pocket a regular $500 monthly? To earn $500 per month or $6,000 annually from dividends alone, you would need an investment of approximately $433,627 or around 3,571 shares. For a more modest $100 per month or $1,200 per year, you would need $86,701 or around 714 shares. Don't Miss: Think Your 'Safe' Stocks Protect You? You're Ignoring the Real Growth Triggers — Here's What to Add Now Caught With Nothing Saved for Retirement? These 5 Game‑Changing Tips Could Still Save You To calculate: Divide the desired annual income ($6,000 or $1,200) by the dividend ($1.68 in this case). So, $6,000 / $1.68 = 3,571 ($500 per month), and $1,200 / $1.68 = 714 shares ($100 per month). Note that dividend yield can change on a rolling basis, as the dividend payment and the stock price both fluctuate over time. How that works: The dividend yield is computed by dividing the annual dividend payment by the stock's current price. For example, if a stock pays an annual dividend of $2 and is currently priced at $50, the dividend yield would be 4% ($2/$50). However, if the stock price increases to $60, the dividend yield drops to 3.33% ($2/$60). Conversely, if the stock price falls to $40, the dividend yield rises to 5% ($2/$40). Similarly, changes in the dividend payment can impact the yield. If a company increases its dividend, the yield will also increase, provided the stock price stays the same. Conversely, if the dividend payment decreases, so will the yield. Trending: Think you're saving enough for your kids? You might be dangerously off — see why Photo via Shutterstock Read Next: Still Learning the Market? These 50 Must-Know Terms Can Help You Catch Up Fast A single bad hire can set a startup back years. Here are the 5 hires founders most often misjudge — and why Building Wealth Across More Than Just the Market Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn't tied to the fortunes of just one company or industry. Story Continues Arrived Backed by Jeff Bezos, Arrived Homes makes real estate investing accessible with a low barrier to entry. Investors can buy fractional shares of single-family rentals and vacation homes starting with as little as $100. This allows everyday investors to diversify into real estate, collect rental income, and build long-term wealth without needing to manage properties directly. Realberry Institutional-quality real estate has traditionally been difficult for individual investors to access. Realberry gives accredited investors direct access to private real estate opportunities backed by a team with 35 years of experience, $3.4 billion in assets under management, and $481 million in cumulative distributions paid to investors as of Q4 2025, according to the company. With a portfolio spanning 13 million square feet across seven U.S. states, Realberry focuses on acquiring, developing, and managing real estate with an emphasis on long-term value creation while its principals often invest alongside clients to help align interests. FarmTogether Farmland has historically held its value through market volatility and delivered returns un
DIVIDENDSEARNINGSEARNINGS REPORTINVESTMENT-STRATEGIESREAL-ESTATE
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- 11 Aug 2026 11:01
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10
2026
finance.yahoo.comArchivedNeutral tone
Stock Market Today: Dow Dips, Apple Skids On iPhone Fear; This AI Play Clears Entry (Live Coverage)
Stock Market Today: The Dow Jones index was firm Monday as oil prices climb amid a lack of progress in U.S.-Iran talks. SpaceX stock skids. Continue Reading
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- 10 Aug 2026 18:07
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2026
finance.yahoo.comArchivedPositive tone
Cisco Q4 Earnings Preview: What Investors Should Expect
This article first appeared on GuruFocus. Cisco Systems (NASDAQ:CSCO) is heading into its fiscal fourth-quarter earnings report with investors focused on whether AI infrastructure demand can sustain its recent growth. The results are due after Wednesday's close, with Wall Street watching both the numbers and the outlook. Analysts expect Cisco to report revenue of about $16.83 billion and adjusted earnings of $1.17 per share. In the previous quarter, revenue rose 12% year over year to $15.84 billion, while networking revenue jumped 25% to $8.82 billion. Warning! GuruFocus has detected 9 Warning Signs with CSCO. Is CSCO fairly valued? Test your thesis with our free DCF calculator. AI infrastructure demand will be a major focus. Cisco raised its full-year AI infrastructure order forecast to $9 billion from $5 billion after orders reached $5.3 billion through the first three quarters. Investors will want to know whether that momentum continued during the quarter. Cisco previously guided for fourth-quarter revenue of $16.7 billion to $16.9 billion and adjusted EPS of $1.16 to $1.18. UBS expects networking revenue to exceed its $9.6 billion forecast. The fiscal 2027 outlook could prove more important than the quarterly results. Investors will look for commentary on AI orders, networking demand, margins and security revenue, which was flat in Q3. View Comments
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- Published
- 10 Aug 2026 16:29
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10
2026
finance.yahoo.comArchivedPositive tone
Ciena Down 29% in Past 3 Months: Should Investors Buy, Hold or Sell?
Ciena Corporation CIEN shares have plunged 29.1% in the past three months, underperforming the Zacks Computer & Technology sector's growth of 1.5% and the Zacks Communication - Components industry's decline of 19.4%. The S&P 500 composite is up 4% over the same time frame. The company has also underperformed its peers, Corning Incorporated GLW, Arista Networks, Inc. ANET and Cisco Systems, Inc. CSCO. GLW has lost 20%, while ANET and CSCO have soared 38.3% and 23.5%, respectively, in the same time frame.Zacks Investment Research Image Source: Zacks Investment Research Ciena's demand continues to exceed supply, requiring ongoing capacity investments and execution discipline. Also, high customer concentration remains a concern. Let us take a closer look at CIEN's fundamentals, key growth drivers, competitive strengths and potential risks to determine whether the stock is an attractive investment. Factors to Consider Ciena is grappling with ongoing supply constraints as demand continues to exceed available component supply. Management noted that the imbalance between supply and demand persists across the industry, requiring continued investments with suppliers to secure manufacturing capacity and supply availability. These constraints could limit the company's ability to fully capitalize on strong customer demand. Higher operating expenses are another concern as Ciena works to secure supply and support growing demand. The company increased its operating expense guidance to fund supply-security efforts and higher variable compensation. While engineering cost reductions, pricing optimization and disciplined working capital management supported margins, additional spending could weigh on profitability. Ciena also remains exposed to the pace of spending by hyperscalers and service providers. Its growth opportunities depend on continued investments in networking infrastructure as AI workloads expand. Although hyperscalers have raised their 2026 capital expenditure plans and service providers are resuming optical infrastructure investments, any slowdown could affect demand. Supply availability also remains an important factor in converting the company's strong backlog and demand into revenue.Zacks Investment Research Image Source: Zacks Investment Research Nevertheless, Ciena is benefiting from strong AI-led demand for optical networking infrastructure across hyperscalers and service providers, supported by expanding bandwidth needs, rising data center interconnect activity and solid adoption of coherent optical technologies. The company's record second-quarter fiscal 2026 revenue of $1.57 billion, up 40% year over year, reflects this strength. Its backlog increased by more than $600 million sequentially to $7.7 billion, providing visibility into 2027. Story Continues Strong product adoption and new customer wins are further supporting Ciena's growth prospects. The company secured the industry's first multi-rail order for its RLS Hyper-Rail platform from a leading hyperscaler, while DCOM contributed to 88% year-over-year growth in the Routing and Switching segment. Demand for 400G and 800G pluggables remains strong, and the company expects pluggable revenue to more than double from 2025. Direct cloud customer revenue rose 70% year over year, while service provider revenue increased 28%. Improving financial performance and a higher fiscal 2026 outlook also strengthen the growth case. Adjusted gross margin expanded to 44.9%, adjusted operating margin reached 19.5% and adjusted EPS nearly quadrupled to $1.64. Free cash flow totaled $219 million, while cash was $1.4 billion. Based on first-half execution, management raised its fiscal 2026 guidance and expects revenue of approximately $6.3 billion, plus or minus $100 million, with adjusted gross margin of 44.5% to 45% and operating margin of around 19%. CIEN's Valuation CIEN trades at a forward 12-month price-to-earnings (P/E) of 52.97X, above the industry's 39.07X. CSCO, GLW and ANET trade
AI-DEMANDEARNINGSGUIDANCENETWORKINGTECH
- Published
- 10 Aug 2026 16:23
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2026
finance.yahoo.comArchivedNegative tone
Earnings Season, Persian Gulf Lull, Lift Wall Street Pre-Bell; Asia, Europe Up
Wall Street futures pointed moderately higher pre-bell Monday as traders awaited developments in the PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in
- Published
- 10 Aug 2026 12:15
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2026
finance.yahoo.comArchivedNeutral tone
Dow Jones Futures Fall After Market Ramps Up; Cisco, Lumentum Earnings Ahead
With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire beat views Saturday. Lumentum, Cisco. Applied Materials earnings are on tap.. Continue Reading
EARNINGS
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- 10 Aug 2026 02:21
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09
2026
finance.yahoo.comArchivedPositive tone
3 Growth Stocks Set to Flourish
3 Growth Stocks Set to Flourish Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle. Luckily for you, our job at StockStory is to help you avoid short-term fads by pointing you toward high-quality businesses that can generate sustainable long-term growth. Keeping that in mind, here are three growth stocks with significant upside potential. Vertiv (VRT) One-Year Revenue Growth: +26.2% Formerly part of Emerson Electric, Vertiv (NYSE:VRT) manufactures and services infrastructure technology products for data centers and communication networks. Why Is VRT a Top Pick? Core business can prosper without any help from acquisitions as its organic revenue growth averaged 24.2% over the past two years Free cash flow margin jumped by 32.1 percentage points over the last five years, giving the company more resources to pursue growth initiatives, repurchase shares, or pay dividends Rising returns on capital show management is finding more attractive investment opportunities Vertiv's stock price of $277.70 implies a valuation ratio of 34.6x forward P/E. Is now a good time to buy? See for yourself in our in-depth research report, it's free. AAR (AIR) One-Year Revenue Growth: +20.4% The first third-party MRO approved by the FAA for Safety Management System Requirements, AAR (NYSE:AIR) is a provider of aircraft maintenance services Why Should You Buy AIR? Annual revenue growth of 19.4% over the past two years was outstanding, reflecting market share gains this cycle Sales outlook for the upcoming 12 months implies the business will stay on its desirable two-year growth trajectory Earnings growth has trumped its peers over the last two years as its EPS has compounded at 23.2% annually At $146.79 per share, AAR trades at 25.9x forward P/E. Is now the time to initiate a position? Find out in our full research report, it's free. Texas Pacific Land (TPL) One-Year Revenue Growth: +20.8% One of America's largest private landowners with roughly 868,000 acres in the Permian Basin, Texas Pacific Land (NYSE:TPL) owns land in West Texas and earns revenue from oil and gas royalties, water services, and land leases. Why Will TPL Beat the Market? Impressive 31.1% annual revenue growth over the last ten years indicates it's winning market share this cycle Attractive asset base leads to wonderful unit economics and a best-in-class gross margin of 94.9% TPL is a free cash flow machine with the flexibility to invest in growth initiatives or return capital to shareholders Story Continues Texas Pacific Land is trading at $385.69 per share, or 30.5x forward EV-to-EBITDA. Is now the right time to buy? See for yourself in our full research report, it's free. Stocks We Like Even More ALSO WORTH WATCHING: Top 5 Momentum Stocks. The best time to own a great stock is when the market is finally noticing it. These aren't just high-quality businesses. Something is happening with them right now. Elite fundamentals meet near-term momentum — both boxes checked at the same time. Find out which stocks our AI platform is flagging this week. See this week's Strong Momentum stocks — FREE. Get Our Strong Momentum Stocks for Free HERE. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,552% between June 2020 and June 2025). Find your next big winner with StockStory today. View Comments
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- 9 Aug 2026 22:25
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2026
finance.yahoo.comArchivedPositive tone
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
CONSUMER-PRICESEARNINGSPRODUCER-PRICESREAL-ESTATE
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- 9 Aug 2026 19:00
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09
2026
finance.yahoo.comArchivedNeutral tone
Dow Jones Futures Loom As Market Bulls Rule; Cisco, Lumentum Earnings Ahead
With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire beat views Saturday. Lumentum, Cisco. Applied Materials earnings are on tap.. Continue Reading
EARNINGS
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- 9 Aug 2026 13:17
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08
2026
finance.yahoo.comArchivedPositive tone
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 the experimental phase into a full-scale integration of autonomous agents across the entire workforce. As reported by Sheryl Estrada for Fortune, this initiative represents a fundamental shift in resource allocation and operational execution. CFO Mark Patterson, a 26-year veteran of the firm, frames this transition as the most significant technological shift in our lifetime. From a financial perspective, the deployment strategy is built on strict cost discipline. The agents are designed to route requests to the most efficient model available, rather than defaulting to the most expensive frontier models. As Patterson noted: It's not going to burn a whole bunch of tokens with frontier models. It knows which tool is most effective and most efficient. The technical risk here is clear: these routing algorithms must maintain output quality as the complexity of tasks scales, or the firm risks a degradation in decision-making accuracy that could offset the efficiency gains. The impact on internal workflows is already visible. Currently, 80% to 90% of the first drafts for the Management and Discussion (M&D) sections in public filings are produced by AI. Patterson has also implemented a "CFO cockpit," an AI-powered dashboard that synthesizes performance data across products, geographies, and customer segments to predict business direction and recommend specific actions. He even utilizes his own agent to benchmark Cisco against peers, tracking metrics like revenue growth, EPS, and R&D spend. Patterson expects this to foster internal competition as teams race to discover new, high-value applications for their agents. This shift coincides with broader labor market adjustments. On May 14, 2026, Cisco announced 4,000 job cuts. The company frames this as "realigning resources" toward silicon, optics, security, and AI, rather than a simple cost-saving measure. While the company emphasizes strategic realignment, the broader analytical context provided by Stanford SIEPR data regarding the "junior-gap paradox" suggests that AI is hollowing out entry-level knowledge work. This trend complicates the long-term pipeline for talent development across the enterprise sector, as firms struggle to train the next generation of experts when foundational tasks are automated. Story Continues The financial indicators are aggressive. AI orders have surged from $2 billion in FY2025 to a guidance of $9 billion for FY2026. Investors have responded favorably, with Cisco stock up approximately 52% year-to-date as of July 2026. For the CFO, the math is clear: the cost of deploying these agents is dwarfed by the potential cost of not deploying them in a competitive market. The primary financial tension is whether these efficiency gains will translate into sustained margin expansion or if they will be eroded by the ongoing, compounding costs of maintaining, updating, and securing these complex agentic systems over the long term. This move fits into a broader industry arc we have been tracking. We previously covered the authorization of Salesforce Agentforce at Impact Level 5, which signaled the push for secure, enterprise-grade agent environments. We also noted the industry-wide shift toward Agent Plugins 1.0, which prioritized interoperability, and the vertical integration strategies seen with OpenAI Presence. Cisco's move is the logical next step: moving from individual tools to a company-wide agentic infrastructure. Cisco is now the primary template for the 90,000-employee enterprise. Every other major firm is currently benchmarking their own AI roadmaps against this deployment. Enterprise leaders must now focus on the mechanics of restructuring their entire organization around these agents. Cisco has set the pace, and th
AI-INTEGRATIONEARNINGSGUIDANCEJOB-CUTSREVENUE GROWTHWORKFORCE-RESTRUCTURING
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- 8 Aug 2026 20:11
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Aug
08
2026
Barchart.comArchivedNeutral tone
Are Wall Street Analysts Predicting Cisco Systems Stock Will Climb or Sink?
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- 8 Aug 2026 00:59
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08
2026
finance.yahoo.comArchivedPositive tone
Banks Lead a Bonus Boom
Compensation consultant Johnson Associates dubs it “The Year of the Bank” in a recent report, with year-end incentive pools 5% to 20% higher than 2025 at major investment and commercial banks. “Everything is shaping up to be a fantastic year for the banks,” says the firm’s managing director Chris Connors. Record earnings driven by equity trading, underwriting, and advisory are fueling the bountiful year-over-year increases in bank bonuses. Continue Reading
BANKSEARNINGSFINANCIALS
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- 8 Aug 2026 00:46
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08
2026
finance.yahoo.comArchivedNeutral tone
Dow Jones Futures: What To Do As Stock Market Revs Up; Warren Buffett, Cisco, Lumentum Due
With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire, Cisco, Lumentum are on tap. Continue Reading
INVESTMENT-STRATEGYTECH
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- 8 Aug 2026 00:41
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Aug
07
2026
finance.yahoo.comArchivedPositive tone
Berkshire Hathaway earnings, CPI inflation data, & more: What to Watch
Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the top stories for investors to watch this weekend and next week, including Berkshire Hathaway (BRK-B, BRK-A) quarterly earnings on Saturday, the Consumer Price Index's (CPI's) latest inflation reading on Wednesday, Applied Materials (AMAT) earnings on Thursday, and more. Video Transcript 00:00 Speaker A Time now for what to watch the week of August 10th. 00:03 Speaker A Another big earnings week with reports from Cisco, Coreweave and Brinkers, among others. 00:10 Speaker A But before that, Berkshire Hathaway reporting second quarter results on Saturday. The stock riding an eight-month high going into the report, investors keeping a close eye on Berkshire's massive cash pile, with analysts estimating the company may have bought up to $6 billion worth of its own stock during the quarter. 00:28 Speaker A Then later in the week, applied materials results are coming out on Thursday. 00:32 Speaker A Analysts expecting the chip equipment giant to benefit from the AI spending boom with strong demand for tools used to make high memory bandwidth. 00:40 Speaker A As we pull back to the broader economy, we're getting fresh inflation data throughout the week. July's consumer price index or CPI is out on Wednesday. 00:48 Speaker A Economists forecasting total and core CPI to rise on a month over month basis. 00:54 Speaker A And sticking with inflation. July's producer price index is coming out on Thursday. Economists also expecting headline and core PPI to rise compared to June. View Comments
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- 7 Aug 2026 21:55
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03
2026
FortuneArchivedNeutral tone
Cisco Systems (CSCO): Company Profile, Stock Price, News, Rankings
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- 3 Aug 2026 07:49
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