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Tariffs, federal spending cuts and CoWoS (Chip-on-Wafer-on-Substrate) slowdowns are shaking up the hardware and networking sector. JPMorgan analyst Samik Chatterjee weighs in on which stocks are best equipped to weather the storm.
When it comes to tech stocks, investors often focus on glitzy growth plays that attract a lot of attention from Wall Street. However, all that buzz can drive the prices and valuations of those stocks to record highs -- which sets them up for steep drawdowns as elevated interest rates and other macro headwinds chill the market.
Investors interested in Computer - Networking stocks are likely familiar with Digi International (DGII) and Cisco Systems (CSCO). But which of these two stocks presents investors with the better value opportunity right now?
Cisco, NETGEAR and RADCOM have been highlighted in this Industry Outlook article.
Verizon is the only Dow Dog meeting the ideal of dividends from $1K invested exceeding its single share price, making it a 'safer' buy. Analysts project net gains of 13.06% to 37.60% from the top ten Dow Dogs by March 2026, with average gains estimated at 23.59%. Six more 'safer' Dividend Dow Dogs are close to meeting the ideal dividend-to-price ratio, including Cisco, Chevron, and Procter & Gamble.
Cisco CEO Chuck Robbins says he is hopeful that U.S. trade tariffs will apply pressure on impacted parties to reach a resolution on trade disputes. He added that the tech company would wait before reacting to the possible impact of levies.
News Summary: Cisco launches Agile Services Networking innovations to help service providers compete in the AI marketplace with simplified, resilient, and intelligent networking. New assurance capabilities include real-time visibility into on-network and off-network connectivity, allowing service providers to build resilient, profitable AI-ready home and mobile subscriber experiences.
Cisco (CSCO) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
MCLEAN, Va., Feb. 27, 2025 (GLOBE NEWSWIRE) -- KajeetĀ®, a leader in IoT and private wireless connectivity solutions, today announced its selection as a Cisco Select Partner, joining forces to deliver a high-performance Private 5G Managed Service with Cisco's Private 5G management platform to efficiently manage the private 5G network and Kajeet's neutral host networks designed to solve in-building connectivity challenges for hospitals and healthcare systems.