Communications Equipment

Cisco

Today’s Key News Recap

OPTI

03750

300750

AVGO

CSCO

NVDA

IONQ

LAES

QBTS

QMCO

QUBT

RGTI

09896

SOXS

SOXL

SOXX

CP00062

01024

HCCD

RGTIW

MNSO

81024

1120 | Dolphin Research Focus: 🐬 Macro/Industry 1. The U.S. September non-farm payrolls are set to be released tonight. This is the first monthly employment report issued by the U.S. Bureau of Labor Statistics since the release of August data in September, filling the gap in official employment data caused by the previous government shutdown. The market generally expects an increase of 54,000 in non-farm payrolls for September, with the unemployment rate remaining at 4.3%. However, this data is significantly lagging, and the U.S. Bureau of Labor Statistics has clearly stated that it will not release the October non-farm report. 2. According to foreign media reports, &#34;China is considering introducing new real estate stimulus policies,&#34; leading to intraday fluctuations in real estate stocks today...

Optec International, Inc.

CATL

Broadcom

Banco Santander SA-Spon

NVIDIA

IonQ

SEALSQ

D-Wave Quantum

Quantum

Quantum Computing

Rigetti Computing

Direxion Semicon Bear 3X

Direxion Semicon Bull 3X

iShares Semiconductor ETF

Semiconductor

KUAISHOU-W

CATL HK SDR 30to1

Rigetti Computing - CW27

Miniso

KUAISHOU-WR

US Sep. Payroll to Due Tonight, Property “Rumors” Spark Rally | Daily News Recap

Conference Minutes

ORCL

OpenAI

DXYZ

DOCN

AMDL

OPEN

OPENL

OPENW

OPENZ

The following are the minutes of AMD's Q3 2025 earnings call, compiled by Dolphin Research. For an interpretation of the earnings report, please refer to the article titled 'AMD: Partnering with Open AI? Not a 'Spare Tire' Lifesaver'.1. Review of AMD's Core Financial DataOverall performance for the third quarter: Revenue increased by 36% year-over-year to $9.2 billion, excluding revenue from MI308 sales to China; net profit increased by 31%; free cash flow grew more than threefold; diluted earnings per share were $1.20, up 30% from $0.92 in the same period last year...

Oracle

Destiny Tech100

Digitalocean

GraniteShares 2x Long AMD Daily ETF

Opendoor Tech

Crane

Ameriprise Financial

Opendoor Tech Series A - CW26

Opendoor Tech Series K - CW26

Opendoor Tech Series Z - CW26

AMD (Minutes): No new orders disclosed, MI450 focuses on rack-level solutions

Cisco Releases Q3 FY2026 Earnings: Revenue of $15.8B Beats Expectations

CICC Raises Cisco Systems Price Target to $125, Maintains Outperform Rating

Institutions Increase Cisco Holdings, Cisco Plans to Cut 4,000 Jobs to Focus on AI

Goldman Sachs Raises Cisco Price Target to $116, Maintains Neutral Rating

Citi Raises Cisco Target Price to $112: Earnings Beat and Surge in AI Order Forecasts

HSBC Upgrades Cisco to Buy, Raises Price Target to $137

CFRA Raises Cisco Systems Target Price to $125, Maintains Hold Rating

Cisco Unveils 2025 Fiscal Year Goals: Advancing Global Digital Transformation and AI Skills Training

Cisco Gains Supply Chain Advantage with Self-Made Chips, Multiple Institutions Raise Price Targets

Wells Fargo Raises Cisco Price Target to $130

Citigroup raises Cisco target price from $90 to $112

JPMorgan raises Cisco target price to $120

Cisco's Q3 2026 Fiscal Year Earnings Call Analysis

Evercore ISI Raises Cisco's Target Price to $150

KeyBanc analyst maintains buy rating on Cisco Systems

Piper Sandler raises Cisco's target price to $132

Cisco shortens pricing notice and fulfillment windows

Cisco released FY2026 9 Months earnings on May 13 After-Market EST, actual revenue USD 46.07 B, actual EPS USD 2.37

Cisco released FY2026 Q3 earnings on May 13 After-Market EST, actual revenue USD 15.84 B (forecast USD 15.56 B), actual EPS USD 0.85 (forecast USD 0.762)

Cisco Q3 Product Orders Grow by 35%

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

Pinned News

置顶新闻

Cisco | 10-Q: FY2026 Q3 Revenue Beats Estimate at USD 15.84 B

Cisco Systems, Inc. (CSCO.US) Fiscal Year 2026 First Quarter Earnings Conference Call

Cisco Systems, Inc. (CSCO.US) Fiscal Year 2025 Fourth Quarter Earnings Conference Call

Cisco Systems, Inc. (CSCO.US) Fiscal Year 2025 Third Quarter Earnings Conference Call

Cisco Systems, Inc. (CSCO.US) Fiscal Year 2025 First Quarter Earnings Conference Call

Earnings Watch

Cisco Systems reported a 12% year-over-year revenue increase to $15.84B for Q3 2026, with diluted EPS of $0.85, up 37.1%. Product sales surged by 17%, while services remained stable. Geographic growth was broad-based, with the Americas up 14%. Management is investing in AI and restructuring to focus on growth areas.

TradingView

CISCO SYSTEMS, INC. 3Q 2026: Revenue $15.84B, EPS $0.85— 10-Q Summary

.DJI

.SPX

.IXIC

SHAK

RBLX

CHWY

Major US stock indices closed lower, with the NASDAQ down 0.84% and the Russell 2000 falling 1.01%. The S&P 500 and Dow Jones also declined by 0.67% and 0.65%, respectively. Investors are concerned about rising global yields, geopolitical uncertainty, and higher energy prices impacting inflation. The NASDAQ found support near its 100-hour moving average at 25,800.58. Verizon was the biggest gainer in the Dow, while Cisco was the biggest decliner. Shake Shack rose 7.38%, while Chewy and Roblox lagged.

Investinglive

Dow Jones Industrial Average

S&P 500

NASDAQ Composite Index

Shake Shack

Roblox

Chewy

Verizon

Major US stock indices close lower

The Dow Jones Industrial Average fell 303 points, or 0.6%, led by significant losses in Boeing and Cisco shares, each down 2.6%. Other contributors to the decline include Amazon, Goldman Sachs, and Walt Disney. A $1 change in any component of the index results in a 6.16-point swing.

MarketWatch Automated

Boeing

Guggenheim DJIA Ave Div

ISHRS Aero & Def

SPDR S&P Aerospace & Def

iShares Dow Jones US

ProShares Ultra Dow30 ETF

SPDR Djia

Pro UltrPro Dow30

Invesco Aero & Defense ETF

Amazon

Goldman Sachs

Disney

Boeing Company

GS Hldg R

Dow's 300-Point Fall Led By Losses For Boeing, Cisco Shares

CSCL

Panduit will showcase its innovative infrastructure solutions for data centers at Cisco Live 2026, addressing AI-driven demand and sustainability. Key highlights include the Fault Managed Power System, advanced fiber connectivity solutions, Direct-to-Chip cooling, and Intelligent Power Distribution Units. The event will take place from June 1-4 in Las Vegas, featuring hands-on demonstrations and sessions on future-proof architecture and AI pod deployment.

Fidelity

Direxion Daily CSCO Bull 2X Shares

Panduit to Showcase Future-Proof Infrastructure Solutions for Data Centers and Modern Workplaces at Cisco Live 2026

AMZN

AMZD

AMZU

The Dow Jones Industrial Average fell by 178 points, primarily due to share losses from Cisco and Amazon.com Inc., which dropped 3.0% and 2.9% respectively. These declines contributed approximately 70 points to the index's decrease. Other significant contributors to the decline included Sherwin-Williams, Goldman Sachs, and 3M.

- The Dow Jones Industrial Average is experiencing a decline, primarily driven by drops in shares of Cisco and Amazon.com Inc.  
- Cisco's stock decreased by $3.60 (3.0%), and Amazon.com Inc. fell by $7.76 (2.9%), contributing to a combined decline of approximately 70 points on the index.  
- Additionally, Sherwin-Williams Co., Goldman Sachs, and 3M have also significantly impacted the Dow's performance.

Direxion Daily AMZN Bear 1X Shares

Direxion Daily AMZN Bull 2X Shares

Sherwin Williams

Cisco, Amazon.Com Inc. Share Losses Lead Dow's 175-Point Fall

OKTX

NVDU

Automation Anywhere Collaborates with Cisco, NVIDIA, Okta, and OpenAI, Launching EnterpriseClaw to Run Next-Generation AI Agents Inside Enterprise Systems | CSCO Stock News

StockTitan

Tradr 2X Long OKTA Daily ETF

Direxion Daily NVDA Bull 2X Shares

Okta

NVIDIA Corporation

Automation Anywhere Collaborates with Cisco, NVIDIA, Okta, and OpenAI, Launching EnterpriseClaw to Run Next-Generation AI Agents Inside Enterprise Systems | CSCO Stock News

Cisco Systems CEO Chuck Robbins highlighted at JPMorgan’s Technology Conference that the company is experiencing significant demand driven by artificial intelligence, referring to the current phase as a 'networking super cycle.' He noted an increase in AI infrastructure targets and emphasized the need for modern, secure networks. Robbins also discussed Cisco's competitive advantages in supply chain and silicon strategy, as well as the importance of AI in enhancing security within networking infrastructure.

Market Beat

JPMorgan Chase

Jabil

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

Cisco Systems CEO Sees AI Fueling a “Networking Super Cycle”

CSCS

NXTG

SNSR

The $600 Billion Wake-up Call: New Splunk Research Reveals Downtime is a Systemic Business Crisis | CSCO Stock News

iShares Expanded Tech Software Sector ETF

SPDR S&P Software

Direxion Daily CSCO Bear 1X Shares

First Trust Index NextG ETF

VanEck Semiconductor ETF

Global X Internet

The $600 Billion Wake-up Call: New Splunk Research Reveals Downtime is a Systemic Business Crisis | CSCO Stock News

CICC Research has raised its price target for Cisco Systems (NASDAQ:CSCO) from $96.00 to $125.00, maintaining an 'outperform' rating. This suggests a potential upside of 6.79% from the current price. Other analysts have also adjusted their targets, with a consensus rating of 'Moderate Buy' and an average target price of $115.86. Cisco's stock recently traded at $117.05, down 1.0%. The company reported strong quarterly earnings, exceeding expectations with $1.06 EPS and $15.84 billion in revenue.

CICC

KeyCorp

Citigroup

KEYCORP DEP SHS REP 1/40TH NON CUM PER PFD SER G

KEYCORP DEP SHS REPSTG 1/40TH INT PERP NON CUM H

KEYCORP DEP SHS REP 1/40TH PERP PFD SER F USD25

KEYCORP DEP SHS REP 1/40TH NON CUM PFD SER E

CITIGROUP INC 6.250 NON CUM SER II PFD WI

CICC Research Forecasts Strong Price Appreciation for Cisco Systems (NASDAQ:CSCO) Stock

Cisco(CSCO.US)

Cisco | 10-Q: FY2026 Q3 Revenue Beats Estimate at USD 15.84 B

CISCO SYSTEMS, INC. 3Q 2026: Revenue $15.84B, EPS $0.85— 10-Q Summary

Major US stock indices close lower

Dow's 300-Point Fall Led By Losses For Boeing, Cisco Shares

Panduit to Showcase Future-Proof Infrastructure Solutions for Data Centers and Modern Workplaces at Cisco Live 2026

Cisco, Amazon.Com Inc. Share Losses Lead Dow's 175-Point Fall

Automation Anywhere Collaborates with Cisco, NVIDIA, Okta, and OpenAI, Launching EnterpriseClaw to Run Next-Generation AI Agents Inside Enterprise Systems | CSCO Stock News

Cisco Systems CEO Sees AI Fueling a “Networking Super Cycle”

The $600 Billion Wake-up Call: New Splunk Research Reveals Downtime is a Systemic Business Crisis | CSCO Stock News

CICC Research Forecasts Strong Price Appreciation for Cisco Systems (NASDAQ:CSCO) Stock

Trending