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Morgan Stanley changes up Cisco stock price target after earnings
Yahoo Finance· 2026-05-16 01:07
There's a version of Cisco (CSCO) that Wall Street wrote off years ago — a legacy networking giant stuck in the slow lane while flashier AI names grabbed all the attention. That story is getting harder to tell lately. The 41-year-old multinational technology conglomerate headquartered in California just reported record quarterly revenue of $15.8 billion, up 12% year over year, beating the high end of its own guidance. Non-GAAP earnings per share (EPS) came in at $1.06, ahead of expectations. CEO Chuck Robbi ...
Cisco Price Prediction: This Will Be CSCO's Stock Price Next Year
247Wallst· 2026-05-16 00:43
Cisco Price Prediction: This Will Be CSCO's Stock Price Next Year - 24/7 Wall St. Stock Market Live May 15, 2026: S&P 500 (SPY) Deep in the Red Cisco Price Prediction: This Will Be CSCO's Stock Price Next Year Cisco trades at $115.53 after a 25.36% one-week surge tied to the Q3 FY26 print. Our 24/7 Wall St. price target for Cisco is $112.47 over the next 12 months, implying -2.65% downside. The recommendation is hold with a 90% confidence level. In plain language: the AI thesis is real, but the rerating has ...
Intel Climbs 15% on Apple Chip Deal as Trader Warns on Upcoming Cisco Earnings
247Wallst· 2026-05-16 00:41
Intel Climbs 15% on Apple Chip Deal as Trader Warns on Upcoming Cisco Earnings - 24/7 Wall St. Stock Market Live May 15, 2026: S&P 500 (SPY) Deep in the Red Intel Climbs 15% on Apple Chip Deal as Trader Warns on Upcoming Cisco Earnings By Thomas Richmond Published May 15, 12:41PM EDT Quick Read The AI trade is splitting between stocks like Cisco, where investors have positioned aggressively on future earnings, versus Intel, where a potential Apple manufacturing deal could change the company's long-term posi ...
AI's time machine: How Cisco, Intel, and Corning are reviving fears of the tech crash
Invezz· 2026-05-16 00:39
AI's time machine: How Cisco, Intel, and Corning are reviving fears of the tech crash AI's time machine: How Cisco, Intel, and Corning are reviving fears of the tech crash AI Sentiment: 68/100 Bullish This score is generated through AI-driven analysis of the article's content. Author Vatsala Gaur Vatsala G. May 15, 2026, 16:39 PM Generate Trading Ideas Generating powered by Cisco (CSCO) Buy CSCO. The article cites $5.3B in AI infrastructure orders from hyperscalers so far this fiscal year and a raised full- ...
The big dogs of the dot-com era are barking again, 25 years later. Will they suffer the same fate?
MarketWatch· 2026-05-16 00:31
Former dot-com darlings Intel, Cisco, Qualcomm and Texas Instruments are all hitting record highs — some for the first time since their heyday. ...
HSBC Just Upgraded Cisco to Buy: $6 Billion AI Revenue Goal Resets the Growth Debate
247Wallst· 2026-05-15 23:50
Cisco is being recognized as an AI infrastructure leader rather than a legacy networking incumbent, driven by accelerating AI infrastructure orders from hyperscalers and the company's credible path to converting a massive order book into revenue growth. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Cisco Systems wasn't one of them. Get them here FREE. This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken thro ...
Cisco stock outperforms broader market: why this analyst thinks it can go higher
Invezz· 2026-05-15 23:16
Cisco stock outperforms broader market: why this analyst thinks it can go higher Cisco stock outperforms broader market: why this analyst thinks it can go higher powered by Author Ananthu C U Ananthu C. May 15, 2026, 15:16 PM Generate Trading Ideas Generating CSCO long Buy Cisco Systems (CSCO). The stock already proved the thesis: fiscal Q3 beat plus raised AI infrastructure orders and AI revenue guidance. HSBC's upgrade and big target jump ($137) reflect a shift from "networking†to "structural AI infrast ...
S&P 500 Looks to Extend Weekly Win Streak to 7
Schaeffers Investment Research· 2026-05-15 22:46
Flashing Signals for Bulls and Bears One of our favorite ways to look at a stock's risk/reward ratio is historic data. This week we took a look at why biotech TG Therapeutics (TGTX) and discount retailer Dollar General (DG) made excellent "buys" for bulls. Plus, this 3D printing stock made our list of Top Stock Picks for 2026. Markets have been anything but quiet this week, with plenty to keep investors busy. Inflation data, President Donald Trump's trip to China to meet with President Xi JinPing, as well a ...
Cisco’s AI orders forecast just hit $9 billion—and the stock surged
Fortune· 2026-05-15 21:07
Good morning. It took Cisco nearly 26 years to reclaim its March 2000 peak. It's taken just five months to leave it in the dust. Shares of the networking giant in business for over 40 years surged more than 13% Thursday to an intraday record of $119.36, capping one of the most improbable turnaround stories in modern market history. The catalyst: a Q3 earnings report that showed CEO Chuck Robbins' multi-year bet on AI infrastructure is paying off. Record revenue of $15.8 billion, up 12% year-over-year, toppe ...
US Stock Market on Friday: S&P 500, Dow Jones, Nasdaq to crash today or these factors will uplift Wall Street? details here
The Economic Times· 2026-05-15 16:10
美股市场 - 基准标普500指数上涨0.8%至7,501.24点,连续第二天创下历史新高 [1][15] - 道琼斯工业平均指数上涨超过0.7%至50,063.46点,自伊朗战争以来首次收于50,000点上方 [15] - 以科技股为主的纳斯达克综合指数上涨0.9%至26,635.22点 [15] - 科技巨头思科系统公司股价大涨13.4%,因业绩好于预期且公司表示将裁员少于4,000人 [2][15] - 英伟达股价上涨4.4%,因投资者对其向中国公司销售先进H200芯片的更新消息抱有希望,其CEO黄仁勋随美国总统特朗普访问北京 [2][15] 原油市场 - 布伦特原油价格上涨1.3%,至每桶107.06美元 [5][15] - 美国基准原油价格上涨1.4%,至每桶102.56美元 [5][15] - 在伊朗战争于2月下旬开始前,布伦特原油价格约为每桶70美元 [5][15] - 油价上涨因美伊关于永久结束伊朗战争的谈判陷入停滞,且一艘在阿联酋附近锚泊的船只被扣押,另一艘在阿曼附近的货船遇袭 [5][15] 外汇市场 - 美元兑日元汇率升至158.50日元,此前为158.37日元 [6][15] - 欧元兑美元汇率报1.1651美元,此前为1.1669美元 [6][15] - 美元走强将日元推至1美元兑158日元的弱势区间,并令交易员对东京方面可能进一步干预保持警惕 [6] - 美元有望实现1.3%的周涨幅,为两个月来最大涨幅,因海湾地区缺乏进展 [7][15] 美国国债 - 30年期国债拍卖以5.046%的收益率结束,为该期限自2007年8月以来的最高收益率 [9][15] - 30年期国债收益率周五继续上升5个基点至5.067%,为自2025年7月以来的最高水平 [9] - 美国两年期国债收益率周五上升7个基点至4.065%,为自2025年3月以来的最高水平 [10] - 10年期国债收益率亦上升7个基点至4.528% [10] - 本周一系列疲软的拍卖(包括3年期、10年期票据和30年期债券)突显了市场的脆弱性 [8][15] 宏观经济与政策 - 强劲的美国零售销售数据使市场预计美联储今年有45%的概率需要加息 [7][15] - 由油价飙升驱动的通胀上升风险正在削弱投资者对美国国债的兴趣 [8] 中美关系与地缘政治 - 特朗普总统在与中国领导人举行一系列涉及中美贸易、进一步经济合作和台湾问题的会晤后,于周五结束访华 [11][15] - 投资者正关注美国大豆、牛肉和飞机等领域的贸易协议进展 [11] - 有分析指出,对任何协议都应持谨慎态度看待,因2017年特朗普上次访华达成的协议中,许多承诺的项目和投资最终并未实现 [12][13] - 特朗普在采访中表示中国可以购买美国石油,而中国在去年特朗普征收高额贸易关税后已基本停止从美国购买原油 [14] - 霍尔木兹海峡对全球油气运输至关重要,目前仍基本关闭,且美国自上月起对伊朗港口实施海上封锁,全球能源流动持续受限 [14][16] - 白宫表示,在特朗普与中国领导人双边会晤后,双方同意霍尔木兹海峡必须保持开放 [15][16]