Feb. 3, 2026 •
Neutral
This Zacks Analyst Blog highlights why Advanced Micro Devices (AMD) is positioned to outperform NVIDIA in the AI market, citing AMD's rapid AI push, competitive pricing, and diversified business. The article details AMD's partnerships with companies like IBM, Oracle, and Cisco, and notes its growing market share in AI accelerators as a viable alternative to NVIDIA's products. It also emphasizes that AMD's strong growth prospects and diversified revenue streams, unlike NVIDIA's reliance on data centers, make it a compelling investment.
Feb. 3, 2026 •
Somewhat-Bullish
Cisco (CSCO) shares rose by 1.5% after NBC Sports selected the company to provide networking technology for the 2026 Milan Cortina Winter Olympics, boosting investor confidence ahead of its Q2 earnings report on February 11. Investors are closely watching for updates on full-year guidance and demand driven by AI infrastructure expansion, especially given recent concerns about network spending. The company's prior fiscal 2026 revenue and earnings forecast increases, fueled by AI data center growth, have set high expectations.
Feb. 3, 2026 •
Bullish
Fabrinet, a Bangkok-based contract manufacturer, announced record-breaking sales of $1.13 billion for the final quarter of 2025, a 36% increase year-over-year, driven by strong demand for photonics components in AI data centers. The company is significantly expanding its manufacturing capacity in Thailand and is focused on emerging technologies like co-packaged optics (CPO) and optical circuit switches (OCS) to sustain growth. Despite a recent dip in stock price due to geopolitical concerns, Fabrinet remains confident in continued sales boom.
Feb. 3, 2026 •
Bullish
Evercore ISI has significantly raised its price target for Cisco Systems (NASDAQ:CSCO) to $175 from $100, maintaining an "outperform" rating, which suggests a substantial upside of over 114%. This revised target is considerably higher than the analyst consensus of $90.38. The upgrade follows Cisco's recent strong quarterly earnings beat and positive FY2026 guidance, indicating confidence in the company's future performance.
Feb. 3, 2026 •
Somewhat-Bullish
The iShares MSCI USA Value Factor ETF (VLUE) is a passively managed ETF focusing on large-cap value stocks in the US, with assets exceeding $9.78 billion and a low expense ratio of 0.15%. It shows significant allocation to Information Technology and has delivered strong performance, up 9.43% year-to-date and 38.65% over the past year. With a Zacks ETF Rank of 2 (Buy), VLUE is considered a good option for investors seeking exposure to large-cap value, though alternatives like SCHD and VTV also exist.
Feb. 3, 2026 •
Somewhat-Bullish
Extreme Networks reported strong Q2 2026 earnings, exceeding revenue and EPS expectations. The company achieved its seventh consecutive quarter of revenue growth, driven by a 25% surge in SaaS Annual Recurring Revenue and significant wins with large enterprise customers. Despite these positive results, the stock saw a pre-market decline, which management attributed to broader market conditions rather than company performance.
Feb. 3, 2026 •
Somewhat-Bullish
Cisco Systems (CSCO) recently received an "Outperform" upgrade from Evercore ISI, with a price target increase to $100. The firm cited AI momentum, a campus refresh, EBIT margin expansion, and recovery in enterprise and telco markets as key tailwinds. Cisco also launched its 360 Partner Program to deliver outcomes focused on the AI era, aiming for predictable profitability for partners.
Feb. 3, 2026 •
Somewhat-Bearish
Matthew Tuttle, CEO of Tuttle Capital Management, warns that investors are underestimating Europe's push for digital sovereignty, creating a "kill switch" for U.S. tech companies. This shift, driven by procurement changes and policy frameworks, could negatively impact giants like Zoom, Microsoft, and Cisco as European countries seek alternatives to American platforms. Tuttle highlights several European companies that stand to benefit from this growing movement.
Feb. 3, 2026 •
Neutral
Evercore ISI upgraded Cisco Systems (CSCO) to Outperform with a raised price target of $100, citing AI momentum, campus refresh, EBIT margin expansion, and market recovery as tailwinds for sustained high single-digit sales and low-teens EPS growth. The firm believes an EPS greater than $5.00 is possible by FY27. This upgrade coincided with Cisco launching its new 360 Partner Program to empower partners in the AI era.
Feb. 3, 2026 •
Neutral
The iShares MSCI USA Value Factor ETF (VLUE), launched in 2013, invests in large-cap value US equities with over $9.78 billion in assets. It boasts a low expense ratio of 0.15% and a Zacks ETF Rank of 2 (Buy), making it an attractive option for investors interested in this segment. The ETF's top holdings are concentrated in Information Technology, Financials, and Consumer Discretionary sectors, with Micron Technology Inc, Cisco Systems Inc, and Intel Corporation being key individual components.
Feb. 3, 2026 •
Bullish
Cisco Systems, Inc. (NASDAQ: CSCO) recently received an upgrade to Outperform from Evercore ISI, with a price target raised to $100, due to anticipated high-single-digit sales and low-teens EPS growth driven by AI momentum, a campus refresh, and market recovery. The company also launched its Cisco 360 Partner Program to enhance partner profitability and leverage its ecosystem in the AI era. While optimistic about CSCO's potential, the article suggests other AI stocks might offer higher returns and lower risk.
Feb. 3, 2026 •
Somewhat-Bullish
Cisco shares (CSCO) climbed 2.96% to $80.65, nearing a 52-week high, ahead of its Q2 earnings report on February 11th. Investors are keenly watching for insights into demand related to AI-ready networking and security budgets, as well as any updates to the company's full-year guidance. The report's outcome is significant as Cisco's performance often influences the broader corporate tech sector.
Feb. 3, 2026 •
Somewhat-Bullish
Lumentum Holdings (LITE) shares rose 8% to $423.42 ahead of its fiscal second-quarter earnings report. Investors are keenly awaiting these results, especially for insights into AI data-center spending given the company's role as an optics supplier. The report, alongside details on new optical technologies, will determine if the recent momentum continues or if high expectations lead to a stock correction.
Feb. 2, 2026 •
Neutral
Cisco Systems, Inc. announced it will host a conference call on February 2, 2026, to discuss its financial results for the second quarter of fiscal year 2026. The call is scheduled for 04:40 pm EST. The article also provides an overview of Cisco's business segments, recent news, and analyst ratings.
Feb. 2, 2026 •
Somewhat-Bullish
Advanced Micro Devices (AMD) has significantly outpaced NVIDIA (NVDA) in stock performance over the past year, with a 107.1% surge compared to NVIDIA's 63.8%. Despite entering the AI market later, AMD is rapidly closing the gap by offering competitive products like the Instinct AI accelerators, increasingly adopted by major players such as OpenAI, IBM, and Oracle. With a more diversified business, strong financial outlook, and high analyst price targets, AMD is positioned as a compelling AI investment ready to outperform NVIDIA.
Feb. 2, 2026 •
Somewhat-Bullish
Vision Marine Technologies (NASDAQ: VMAR) has launched its flagship 26'6" electric tritoon, Specter, featuring proprietary E-Motion™ propulsion and Hydrofin-developed foiling technology. Specter will be showcased at major North American boat shows in February 2026 and distributed through Vision Marine's recently acquired Nautical Ventures network, targeting a global pontoon market valued at $8.1 billion. This launch marks a significant step in the company's strategy to integrate electric boat operations and leverage its retail platform.
Feb. 2, 2026 •
Neutral
F5 (FFIV) recently reported stronger-than-expected Q1 fiscal 2026 results, raising its full-year revenue growth guidance to 5%–6% despite ongoing fallout from a cyber breach. This upgraded outlook suggests robust demand for its application security and multicloud products, potentially offsetting investor concerns related to governance and legal issues. The article explores how this new guidance impacts F5's investment narrative, highlighting that while the business momentum is strong, the cybersecurity incident remains a key factor for investors to consider alongside potential undervaluation.
Feb. 2, 2026 •
Bullish
This article summarizes a bullish thesis on Cisco Systems, Inc. (CSCO), highlighting the company's strong performance driven by demand for AI data center infrastructure. Cisco exceeded first-quarter expectations, raised its full-year guidance, and saw significant analyst upgrades, positioning it as a compelling investment in the rapidly expanding AI market. The company's stock has appreciated by approximately 22.52% since previous coverage in May 2025.
Feb. 2, 2026 •
Bullish
This article summarizes a bullish thesis on Cisco Systems, Inc. (CSCO), highlighting the company's strong performance driven by accelerating demand for AI data center infrastructure. Cisco exceeded first-quarter expectations and raised its full-year guidance, leading to several analyst upgrades and positioning it as a compelling investment due to both near-term earnings upside and long-term strategic relevance in the AI market. The company's stock has appreciated significantly, with a focus on AI-driven growth and record revenue.
Feb. 2, 2026 •
Somewhat-Bullish
This article summarizes recent telecommunication news, highlighting AudioCodes' expansion of voice solutions for Cisco’s Webex Calling, the launch of free high-speed Wi-Fi 6E at select BART stations by Boldyn Networks, and Lumen Technologies' sale of its consumer fiber business to AT&T for $5.75 billion. These developments signify advancements in cloud communications, public transit connectivity, and strategic business realignments within the telecom industry.