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What Fuels Cisco's Quiet AI Domination?Cisco Systems, a long-standing titan in networking infrastructure, is experiencing a significant resurgence, largely driven by a pragmatic and highly effective approach to artificial intelligence. Unlike many enterprises chasing broad AI initiatives, Cisco focuses on solving "boring" yet critical customer experience problems. This strategy yields tangible benefits, including substantial reductions in support cases and significant time savings for customer success teams, ultimately freeing resources to address more complex challenges and enhance sales processes. This practical application of AI, coupled with a focus on resiliency, simplicity through unified interfaces, and personalized customer journeys, underpins Cisco's strengthening market position. The company's strategic evolution also involves a nuanced embrace of Agentic AI, viewing it not as a replacement for human intellect but as a powerful augmentation. This shift from AI as a mere "tool" to a "teammate" enables proactive problem detection and resolution, often before customers even recognize an issue. Beyond internal efficiencies, Cisco's growth is further fueled by shrewd strategic investments and acquisitions, such as the integration of Isovalent's eBPF technology. This acquisition has rapidly enhanced Cisco's offerings in cloud-native networking, security, and load balancing, demonstrating its agility and commitment to staying at the forefront of technological innovation. Cisco's robust financial performance and strategic partnerships, particularly with AI leaders like Nvidia and Microsoft, underscore its market momentum. The company reports impressive growth in product revenues, especially in its Security and Observability segments, signaling a successful transition toward a more predictable, software-driven revenue model. This strong performance, combined with a clear vision for AI-driven customer experience and strategic collaborations, positions Cisco as a formidable force in the evolving technology landscape. The company's disciplined approach offers valuable lessons for any organization seeking to harness the transformative power of AI effectively.
NASDAQ:CSCOLong
by UDIS_View
BigCommerce | BIGC | Long at $7.15BigCommerce NASDAQ:BIGC is growing. Revenue in FY2020 was $152 million and in FY2024 it rose to $333 million. In 2025, the company is targeting $342.1M-$350.1M revenue with focus on B2B growth. Free cash flow in FY2024 was positive for the first time at $22 million. Stay cautious, however, with a high debt-to-equity ratio of 6x... insiders have recently grabbed $100k+ in shares as well as awarded themselves options. While the price gap near the mid $5 range may be closed in the near-term, the longer-term outlook here seems positive unless the company fundamentals change. The price has also entered my historical simple moving average zone/lines, which is often a bullish signal. Thus, at $7.15, NASDAQ:BIGC is in a personal buy zone. Targets: $8.00 $9.00 $10.00 $11.00
NASDAQ:BIGCLong
by WorthlessViews
May reverse after disappointing post-IPO decreaseAfter hitting a high of 64.40 shortly after IPO in July 2020, price action has been descending over time recently hitting all time lows with the recent market pullback. Some initial indicators that the bottom may be in with a recent curl upwards and a close over the 5 day EMA. Its oversold and may bounce from here, especially on a rotation back into cloud/SaaS stocks. Of particular interest is the marked gap above. Towards the fundamentals, JPM Analyst Mark Murphy said that the 34% pullback in the shares since August 6 "creates asymmetric upside potential" according to this coverage: seekingalpha.com
ZLong
by SpinTrades
2
HPE sentiment is changingLast week I put up a post titled "HPE sentiment may change for the better," but the post got blocked because I had a link in there that the mods felt constituted advertising. Well, HPE sentiment has begun to change for the better, as I predicted, so I think this is worth an update and repost with the offending link removed. I track metrics of both value and sentiment, and I usually only buy a stock if measures of both value and sentiment are aligned. I've noticed, though, that there's more money to be made if you can pick a stock with good value and poor sentiment that's about to improve. HPE may be a candidate for just such a positive change in sentiment. Value I've struggled with how to calculate PEG ratios post-Covid. I generally take my earnings growth rate from an approximately five-year linear regression line (three years past actuals, two years future estimates). But when you've got a black swan event right in the middle of your time series, what do you do with that? Do you use a continuous function that makes the growth rate look negative? Or do you use a piecewise function that makes it look positive? I've settled on taking the average of the two. So, keep that in mind when I tell you that I've calculated HPE's PEG ratio at 3.39 and PSG ratio at 0.36. I typically multiply the two values together to get a composite PEG*PSG ratio, in this case 1.23. Of the stocks I track, the only one with a better PEG*PSG than this is $HPQ. HPE is also trading near the bottom of its 3-year valuation range in terms of forward P/E and forward P/S. It has generally traded at about .75 forward P/S. Right now it's about .47. Implicitly, there's about 59% upside from here. Do the same calculation with forward P/E, and the numbers imply about 40% upside from here. Another thing I really like about HPE is how innovative it is. Over the last three years, HPE has averaged 50 patents granted per billion dollars of current market cap, making it more innovative for its size than any other company I watch save IBM. Throw in the fact that HPE is expected to pay 4.8% in dividends over the next 12 months, and you've got a stock that combines both shareholder returns and growth potential. That's rare. Sentiment HPE's Equity Starmine Summary Score improved from 1.6/10 to 3.7/10 in the last 24 hours, meaning that analysts are growing more positive on the stock. The upgrade caused a nice spike in the stock price today. The sentiment change comes after HPE reported 3Q results and not only beat analyst expectations on earnings and revenue, but also beat analyst expectations on 4Q guidance. Analysts sharply increased earnings estimates for the next couple years after the earnings report. Perhaps even more importantly, HPE dramatically improved its financial health from the year-ago quarter. From the conference call: "Our Q3 free cash flow of $924 million was up $276 million year over year, driven by a record cash flow from operations as a result of our improved execution this quarter. . . . We generated cash flow from operations of approximately $1.5 billion. This is the highest level for the past 11 quarters, as we improved our operational execution." The company does expect cash flow to be sequentially lower next quarter due to restructuring, but the company is still in stellar shape financially, with an $8.5 billion cash reserve. Given HPE's strong results, I expect continued analyst upgrades. And I'm not alone in thinking so; HPE now has a bullish put/call ratio of 0.51. Technicals HPE's technicals are neutral at the moment, with the stock in a triangle. A couple ways to play it would be to buy near the bottom of the triangle or wait for an upside breakout. I do think there's a good chance HPE will make an upside breakout in the coming weeks, overall market conditions permitting.
NYSE:HPELong
by ChristopherCarrollSmith
4
3M (MMM) Bear Flagging into EarningsIn this January bullish market, bear flag breakdowns have mostly led to flat lines rather than massive drops, but given 3M's China business, and a week already full of dismal earnings reports, it can be expected that this bear flag will play out as a minor decline in the short-term stock price. There is fresh demand in the low to mid 180's, and even if it falls below our target of 187 (very possible), it will likely bounce back into a mid-range demand zone. I'd short it with or without earnings tomorrow.
NYSE:MMMShort
by axelroark