Cisco Systems, Inc. designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company also offers switching portfolio encompasses campus switching as well as data center switching; enterprise routing portfolio interconnects public and private wireline and mobile networks, delivering highly secure, and reliable connectivity to campus, data center and branch networks; wireless products include wireless access points and controllers; and compute portfolio including the cisco unified computing system, hyperflex, and software management capabilities, which combine computing, networking, and storage infrastructure management and virtualization. In addition, it provides Internet for the future product consists of routed optical networking, 5G, silicon, and optics solutions; collaboration products, such as meetings, collaboration devices, calling, contact center, and communication platform as a service; end-to-end security product consists of network security, cloud security, security endpoints, unified threat management, and zero trust; and optimized application experiences products including full stack observability and network assurance. Further, the company offers a range of service and support options for its customers, including technical support and advanced services and advisory services. It serves businesses of various sizes, public institutions, governments, and service providers. The company sells its products and services directly, as well as through systems integrators, service providers, other resellers, and distributors. Cisco Systems, Inc. has strategic alliances with other companies. Cisco Systems, Inc. was incorporated in 1984 and is headquartered in San Jose, California.

Cisco looks like a high-quality but no longer cheap business: profitability and cash generation are strong, while valuation on several multiples is noticeably above the industry. P/E is around the sector median, so the market is not pricing in an extreme premium on earnings, but P/S, P/B, and P/FCF are materially above industry levels, which limits the potential for further upside without faster growth. At the same time, margins remain very high: gross margin is around 64.5%, operating margin 24.3%, and net margin 21.0% — all metrics are above the median and improving year over year. ROE of 27.4%, ROA of 10.6%, and ROI of 19.3% are also strong and continue to rise, confirming efficient use of capital. Revenue, gross profit, operating profit, and net income have all been growing in recent periods, which supports the fundamental resilience of the valuation. The balance sheet looks acceptable: debt/equity of 0.39 and a decline in long-term debt over the years are positives, although current and quick ratios are below comfortable levels and remain a weak point. Dividend yield has fallen from higher levels to 0.37%, so the dividend argument for re-rating is now weaker than before. Net worth and equity are growing, and assets are increasing moderately, indicating stability but no signs of a sharp acceleration. Overall, this is the profile of a mature company with strong profitability but limited room for significant multiple expansion. For an investor, this means the base case remains positive, but the current price already reflects a substantial part of the business quality. Therefore, only a moderate, conservative downward adjustment to the forecast is warranted, rather than a revision of the overall investment thesis for the company.

Cisco Systems, Inc.

Сильный индекс, значительно упал. Быки в растерянности.

Strong index, significantly down. The bulls are confused.

Сильный индекс, значительно вырос. Рынок на стороне быков.

Strong index, significantly up. The market is on the bulls' side.

Слабый индекс, значительно вырос. Приток средств в лонги остается на невысоком уровне.

Weak index, significantly up. The inflow of funds into longs remains at a low level.

Cisco has strong margins, ROE, and earnings growth, but high P/S, P/B, and P/FCF ratios, along with weak liquidity, limit the potential for revaluation.

In the latest close session, Cisco Systems (CSCO) was down 2.13% at $114.89. This change lagged the S&P 500's daily loss of 0.47%. On the other hand, the Dow registered a gain of 0.1%, and the technology-centric Nasdaq decreased by 1.25%.
Shares of the seller of routers, switches, software and services have appreciated by 7.27% over the course of the past month, outperforming the Computer and Technology sector's gain of 6.08%, and the S&P 500's gain of 1.15%.
Market participants will be closely following the financial results of Cisco Systems in its upcoming release. The company is expected to report EPS of $1.32, up 32% from the prior-year quarter. Alongside, our most recent consensus estimate is anticipating revenue of $18.09 billion, indicating a 21.52% upward movement from the same quarter last year.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $5.11 per share and a revenue of $73.03 billion, representing changes of +18.01% and +15.32%, respectively, from the prior year.
Investors should also take note of any recent adjustments to analyst estimates for Cisco Systems. These revisions typically reflect the latest short-term business trends, which can change frequently. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. At present, Cisco Systems boasts a Zacks Rank of #1 (Strong Buy).
Looking at its valuation, Cisco Systems is holding a Forward P/E ratio of 22.97. This signifies a discount in comparison to the average Forward P/E of 23.35 for its industry.
It's also important to note that CSCO currently trades at a PEG ratio of 2.12. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The average PEG ratio for the Computer - Networking industry stood at 1.53 at the close of the market yesterday.
The Computer - Networking industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 107, this industry ranks in the top 44% of all industries, numbering over 250.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
You can find more information on all of these metrics, and much more, on Zacks.com.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. AI’s second wave is moving from infrastructure to implementation and these companies are at the forefront of this transition, positioned to become what Amazon and Google were to the internet era.
See Stocks Now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
This article originally published on Zacks Investment Research (zacks.com).

Cisco Systems (CSCO) Sees a More Significant Dip Than Broader Market: Some Facts to Know

Fintel reports that on September 30, 2026, Bernstein initiated coverage of Cisco Systems (NASDAQGS:CSCO) (BIT:1CSCO) with a Market Perform recommendation.
Cisco Systems, Inc., based in the United States, operates primarily in the technology sector, specifically focusing on networking hardware, software, telecommunications equipment, and other high-technology services and products. A leader in the development of internet protocols, Cisco's extensive product line includes networking devices, data center products, and collaboration platforms like WebEx. The company plays a pivotal role in digital transformations by offering cloud, security, and IoT solutions. Prior to this rating action, the stock recorded a pre-action close of $106.94 on September 29, 2026. This is also the latest close of $106.94 as of September 29, 2026. Over a one-week period, the stock experienced a price change of +0.47% from a baseline close of $106.44 on September 22, 2026. Over a one-month period, the stock's price change was -2.72% from a baseline close of $109.93 on August 28, 2026.
In its latest earnings report on August 12, 2026, Cisco Systems reported an actual EPS of 1.22, compared to the analyst estimate of 1.1937, representing an EPS surprise of +2.20%. The company's actual revenue for the quarter was $17,252,000,000.00, which exceeded the estimated revenue of $17,159,212,935.00.
As of September 15, 2026, the current consensus target mean for Cisco Systems was $137.34, with a median target of $137.70. This mean target represents an implied change of +28.43% from previous levels. The prior consensus target mean was $137.33 as of August 28, 2026, reflecting a consensus target revision of +0.01%. For the recommendation period of September 1, 2026, the aggregate analyst recommendations consisted of 7 strong buy, 17 buy, 11 hold, 0 sell, and 0 strong sell ratings, totaling 35 recommendations. This represents 68.6% positive recommendations, 31.4% hold recommendations, and 0.0% negative recommendations. In comparison, the prior recommendation period of August 1, 2026, had 6 strong buy, 17 buy, 10 hold, 0 sell, and 0 strong sell ratings, totaling 33 recommendations, which comprised 69.7% positive, 30.3% hold, and 0.0% negative recommendations.
Other recent analyst actions include Piper Sandler, which maintained its rating on September 22, 2026, with a from rating of Neutral and a to rating of Neutral. Additionally, on September 1, 2026, Deutsche Bank initiated coverage of Cisco Systems with a from rating of Hold and a to rating of Buy.
Recent analyst actions
Recent analyst upgrades, downgrades, initiations, and maintained ratings
Date
Analyst
Prior
Latest recommendation
Action
September 30, 2026
Bernstein
Market Perform
initiated coverage
September 22, 2026
Piper Sandler
Neutral
Neutral
maintained
September 1, 2026
Deutsche Bank
Hold
Buy
initiated coverage
Fintel is one of the most comprehensive investing research platforms available to individual investors, traders, financial advisors, and small hedge funds.
Our data covers the world, and includes fundamentals, analyst reports, ownership data and fund sentiment, options sentiment, insider trading, options flow, unusual options trades, and much more. Additionally, our exclusive stock picks are powered by advanced, backtested quantitative models for improved profits.
This story originally appeared on Fintel.

Bernstein initiates coverage of Cisco Systems at Market Perform

Key Points
Michael Burry thinks AI stocks are overvalued and at risk of fueling a widespread market crash.
While some of Burry's arguments are valid, he has a clear incentive to publish his trades.
Investors should do their own diligence instead of blindly following someone else's playbook.
Michael Burry is back in the headlines as he challenges the bull narrative around artificial intelligence (AI) stocks. Recently, the famous investor covered his short positions in Nvidia (NASDAQ: NVDA), Micron Technology (NASDAQ: MU), and Palantir Technologies (NASDAQ: PLTR) and bought put options in each of these stocks.
If you only know of Burry from The Big Short, that makes sense. He is the doctor-turned-investor who noticed something peculiar in the subprime mortgage market years before Wall Street caught on. His claim to fame is buying credit default swaps that paid off when the housing market collapsed between 2008 and 2009.
Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
That single trade still does most of the talking for Burry, but in reality his track record has been messier since 2008. He has been early, loud, and often wrong on timing as markets climbed while he warned about another crash. While Burry's ability to read filing is impressive, one famous call from 18 years ago is not a guarantee on the direction of artificial intelligence (AI) stocks today.
Is AI a bubble?
As hyperscalers continue to pour capital into chips and data centers at a pace not seen since the dot-com bubble, Burry is becoming increasingly concerned that AI euphoria could fuel a 1987-style crash. Moreover, growth investors are assuming unsustainable levels of leverage and momentum funds are piling into a crowded AI trade, pushing the S&P 500 to record levels. These factors are what has Burry arguing that an AI bubble might burst "sooner than later."
While I understand his point of view, I think seeing the AI revolution as the next dot-com bubble event is an apples-to-oranges comparison. Cisco was a very real business back in 2000. The stock only got crushed once customers decelerated the pace they were buying networking gear. This is a big reason why Burry harps on depreciation schedules and chip cycles. If Nvidia GPUs and the servers around them age faster than the books imply, then earnings will look prettier now relative to cash realities later.
Micron is the other half of the chip supply chain. The stock has nearly tripled this year thanks to insatiable demand for high-bandwidth memory (HBM) and DRAM. Tight supply in the memory market has allowed Micron to command lucrative pricing power, resulting in juicy gross margins and record profits for the company.
Burry's thesis is that the old boom-bust cycle of memory markets is changing, but AI is not "nearly different enough" to completely change the way memory makers should be priced. As Chinese supply ramps and new manufacturing facilities from Samsung, SK Hynix, and Micron itself come online, Burry suggests supply will catch up with demand, which could lead to a predictable down cycle and a harsh sell-off.
Meanwhile, Burry is parroting an old bear narrative around Palantir, suggesting the company is not a true software services business and is really just a consulting firm.
All of these talking points and risk factors are only half-clean. Back in the late 1990s, many of the internet "darlings" had little revenue and no real path to sustained profitability. By contrast, Nvidia, Micron, and Palantir are leaders in selling hardware and software into real, recurring demand from big tech. Meanwhile, AI's biggest spenders -- Alphabet, Microsoft, Amazon, Meta Platforms, and Oracle -- are collectively profitable; hence, they can continue funding their infrastructure buildouts.
Burry has a potential conflict of interest
In my eyes, there is an awkward incentive with Burry publishing his trades on social media. The investor writes a paid Substack newsletter under the name Cassandra Unchained. I'm not suggesting that his process of pouring over 10-Ks and footnotes doesn't have merit. But a very public bearish megaphone with a subscription fee attached is beneficial when everyday investors line up to hit the refresh button in anticipation of your next warning. Investors can respect Burry's homework while still noticing the business model at play here.
I think investors are best off taking forecasts from any prominent personality with a grain of salt. Burry and many others have been "the boy who cried wolf" often enough that copying their trades is not a viable strategy in the long-run. The more prudent move is the boring one: do your own due diligence by reading financial reports and listening to earnings calls. From there, investors can supplement external opinions they may hear or read about with their own personal sentiment before buying or selling a stock.
Should you buy stock in Micron Technology right now?
Before you buy stock in Micron Technology, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Micron Technology wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $379,123!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,396,103!*
Now, it’s worth noting Stock Advisor’s total average return is 933% — a market-crushing outperformance compared to 212% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of September 30, 2026.
Adam Spatacco has positions in Alphabet, Amazon, Microsoft, Nvidia, and Palantir Technologies. The Motley Fool has positions in and recommends Alphabet, Amazon, Cisco Systems, Meta Platforms, Micron Technology, Microsoft, Nvidia, Oracle, and Palantir Technologies. The Motley Fool has a disclosure policy.

Michael Burry Buys Put Options on Nvidia, Micron, and Palantir as "The Big Short" Investor Predicts a 1987-Style Market Crash

(RTTNews) - Bell Canada International Inc. (BCICF.PK), a Canadian telecom company, and Cisco Systems, Inc. (CSCO), a provider of hardware, software, and telecom equipment, on Tuesday announced a memorandum of understanding to collaborate on a sovereign AI infrastructure offering for Canada.
Bell and Cisco will work to bring together Bell's Canadian data center space, power, cooling, physical security, connectivity and operations services with Cisco AI infrastructure, security, observability, management and sovereign critical infrastructure portfolio of technologies.
The two companies will assess how Cisco AI PODs architectures, which provide modular building blocks for different AI workloads, and relevant capabilities from Cisco's sovereign critical infrastructure portfolio can be combined with Canadian infrastructure, connectivity, and operations services.
Further, Bell and Cisco will examine flexible consumption models to help customers to better align costs with how they use or reserve AI infrastructure.

Bell Canada, Cisco Ink MoU To Collaborate On Sovereign AI Infrastructure Offering For Canada

The NASDAQ 100 After Hours Indicator is down -11.92 to 30,264.89. The total After hours volume is currently 170,705,352 shares traded.
The following are the most active stocks for the after hours session:
NVIDIA Corporation (NVDA) is -0.2801 at $228.58, with 5,799,196 shares traded. Over the last four weeks they have had 8 up revisions for the earnings forecast, for the fiscal quarter ending Oct 2026. The consensus EPS forecast is $2.47. As reported by Zacks, the current mean recommendation for NVDA is in the "buy range".
CCC Intelligent Solutions Holdings Inc. (CCC) is -0.1982 at $6.42, with 5,445,087 shares traded. As reported by Zacks, the current mean recommendation for CCC is in the "buy range".
Cisco Systems, Inc. (CSCO) is unchanged at $106.74, with 4,688,415 shares traded. As reported by Zacks, the current mean recommendation for CSCO is in the "buy range".
Comcast Corporation (CMCSA) is +0.0255 at $21.82, with 3,603,609 shares traded. CMCSA's current last sale is 75.23% of the target price of $29.
Grab Holdings Limited (GRAB) is -0.0047 at $3.09, with 3,187,381 shares traded. As reported by Zacks, the current mean recommendation for GRAB is in the "buy range".
Navitas Semiconductor Corporation (NVTS) is +2.66 at $14.39, with 3,060,151 shares traded. NVTS's current last sale is 110.69% of the target price of $13.

After Hours Most Active for Sep 28, 2026 : NVDA, CCC, CSCO, CMCSA, GRAB, NVTS

Cisco Systems CSCO is benefiting from growing enterprise adoption of integrated security and observability solutions as artificial intelligence (AI), distributed applications and increasingly sophisticated cyberattacks expand IT complexity. CSCO is combining networking with security through Secure Access, XDR, Hypershield and AI Defense, while Splunk and ThousandEyes strengthen its observability and network-assurance capabilities. The integrated approach enhances CSCO’s ability to address customers seeking unified visibility and protection across networks, applications, users, and AI agents, while reinforcing its competitive positioning against Datadog DDOG and CrowdStrike CRWD.
Customer adoption is gaining momentum. CSCO’s entire security portfolio, including Splunk, recorded double-digit order growth in the fourth quarter of fiscal 2026. More than 1,500 customers purchased newer offerings such as Secure Access, XDR, Hypershield and AI Defense during the quarter, taking total net new customers since launch to more than 6,400. Firewall orders increased more than 30% year over year, while management highlighted that customers are increasingly seeking unified protection across users, applications and AI agents.
CSCO is also broadening its AI-driven operations capabilities. In the fourth quarter of fiscal 2026, nearly 4,500 enterprises had signed up for Cisco Cloud Control, while Resilient Infrastructure Services, powered by Cisco IQ, had more than 8,600 customers. CSCO also launched Antares, a family of open-weight small language models designed to identify known code vulnerabilities.
The momentum is beginning to support financial growth. In the fourth quarter of fiscal 2026, Security revenues rose 14% year over year to $2.23 billion, while Observability revenues increased 6% to $275 million. For fiscal 2026, Security revenues grew 2% to $8.23 billion, while Observability revenues increased 4% to $1.10 billion. Observability growth was driven by network assurance, partly offset by weakness in CSCO’s observability-suite offerings.
CSCO Faces Tough Competition
Datadog is expanding from traditional cloud observability into AI-focused monitoring and security. More than 750 AI customers use DDOG, including all 10 top AI leaders. Its portfolio includes GPU Monitoring, Agent Observability, Agent Console, Data Observability and AI Guard. Datadog is also pushing deeper into security through AI Guard and Bits Security Analyst, which can operate with non-Datadog SIEM platforms. In the second quarter of fiscal 2026, platform adoption continued to deepen, with 58% of customers using four or more products and 37% using six or more products.
CrowdStrike is challenging CSCO through the continued expansion of its Falcon platform. The company reported next-generation SIEM annual recurring revenues (ARR) of more than $695 million, cloud security ARR above $905 million and identity ARR exceeding $585 million in the second quarter of fiscal 2027. Falcon Flex ARR surpassed $2.29 billion, up 101% year over year. CRWD is also seeing deeper platform consolidation, with 51% of subscription customers using six modules, 35% using seven and 26% using eight or more. This growing adoption across SIEM, endpoint, cloud, identity and AI security is increasing competitive pressure on CSCO’s integrated security and observability strategy.
CSCO’s Share Price Performance, Valuation & Estimates
Shares of Cisco Systems have appreciated 38.5% year to date, outperforming the broader Zacks Computer and Technology sector’s 22.6% growth.
CSCO Stock’s Price Performance
CSCO stock is trading at a premium, with forward 12-month price/earnings of 20.56X compared with the broader sector’s 21.27X. Cisco Systems has a Value Score of F.
CSCO’s Valuation
The Zacks Consensus Estimate for Cisco Systems’ earnings is currently pegged at $1.32 per share, down by a penny over the past 30 days, suggesting 32% growth.
Cisco Systems, Inc. Price and Consensus
Cisco Systems currently has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. AI’s second wave is moving from infrastructure to implementation and these companies are at the forefront of this transition, positioned to become what Amazon and Google were to the internet era.
See Stocks Now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
This article originally published on Zacks Investment Research (zacks.com).

CSCO's Security Growth Accelerates: Can It Outpace DDOG & CRWD?

Motorola Solutions, Inc. MSI is benefiting from strong customer demand. At the end of the second quarter of 2026, backlog reached a record $15.6 billion, up 11% year over year. Software and Services accounted for $11.8 billion, while Products & Systems Integration contributed $3.8 billion.
Products & Systems Integration backlog rose $329 million year over year, supported by strong demand for Mission Critical Networks (MCN) and Video. Software and Services backlog increased $1.2 billion, backed by multiyear contracts across Mission Critical Networks, Video and Command Center.
Management has taken several steps to ensure faster conversion of orders into revenues. Strong LMR demand and accelerated quick-turn conversion, combined with stronger-than-expected device shipments, are expediting revenue growth. Revenues rose 13% year over year to $3.13 billion. MSI registered double-digit growth in both operating segments. Backed by strong order intake, management has raised its 2026 outlook following the strong quarter. The company now expects full-year revenue of approximately $12.975 billion, compared with its previous projection of $12.8 billion. Continued public safety modernization and demand for next-generation safety infrastructure are also expected to drive order bookings in the upcoming quarter. These factors significantly boost MSI’s revenue visibility and bring reliability to the company’s earnings growth trajectory.
Other Tech Teams With Strong Order Growth
Keysight Technologies, Inc. KEYS is benefiting from growing electronic content in data centers, networking and advanced semiconductors, which continues to increase demand for validation tools. In the third quarter of fiscal 2026, Keysight’s orders rose 56% year over year to $2.091 billion, and revenues increased 36% to $1.846 billion, while non-GAAP EPS reached $3.07. Commercial Communications revenues rose 56% to $1.006 billion, led by wireline, as AI infrastructure scaling, speed transitions, silicon photonics and system-level emulation expanded customer activity. Keysight said wireline orders more than doubled year over year, and the AI-related pipeline continued to grow as hyperscalers, silicon designers, interconnect makers and transceiver manufacturers increased engagement.
Cisco Systems CSCO closed fiscal 2026 with $9.3 billion in hyperscaler AI infrastructure orders, about 4.5 times fiscal 2025, and roughly $4 billion in related revenues. Cisco expects hyperscaler AI revenues to reach $7.5 billion in fiscal 2027. In the fourth quarter of fiscal 2026, networking product orders rose 40% year over year, the eighth straight quarter of double-digit growth.
MSI’s Price Performance, Valuation & Estimates
MSI stock has gained 0.6% over the past year against the Wireless Equipment industry’s growth of 18.1%.
Going by the forward price-to-earnings ratio, the company’s shares currently trade at 24.48 forward earnings, lower than the industry’s average of 29.76.
Earnings estimates for MSI for 2026 and 2027 have moved upward in the past 60 days.
Image Source: Zacks Investment Research
MSI currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. AI’s second wave is moving from infrastructure to implementation and these companies are at the forefront of this transition, positioned to become what Amazon and Google were to the internet era.
See Stocks Now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
This article originally published on Zacks Investment Research (zacks.com).

MSI Gains From Strong Order Bookings: Is Growth Set to Continue?

The NASDAQ 100 After Hours Indicator is up 5.94 to 30,614.08. The total After hours volume is currently 139,531,265 shares traded.
The following are the most active stocks for the after hours session:
First Trust Nasdaq Oil & Gas ETF (FTXN) is -0.12 at $38.48, with 20,767,281 shares traded. This represents a 45.43% increase from its 52 Week Low.
Arbutus Biopharma Corporation (ABUS) is +0.01 at $4.86, with 7,405,059 shares traded. As reported by Zacks, the current mean recommendation for ABUS is in the "strong buy range".
First Trust Nasdaq Pharmaceuticals ETF (FTXH) is unchanged at $41.67, with 4,188,429 shares traded. This represents a 52.64% increase from its 52 Week Low.
Comcast Corporation (CMCSA) is +0.04 at $21.95, with 3,945,540 shares traded. CMCSA's current last sale is 75.69% of the target price of $29.
NVIDIA Corporation (NVDA) is -0.07 at $225.00, with 3,808,788 shares traded. Over the last four weeks they have had 9 up revisions for the earnings forecast, for the fiscal quarter ending Oct 2026. The consensus EPS forecast is $2.47. As reported by Zacks, the current mean recommendation for NVDA is in the "buy range".
Cisco Systems, Inc. (CSCO) is +0.15 at $106.85, with 3,214,897 shares traded. As reported by Zacks, the current mean recommendation for CSCO is in the "buy range".
J P Morgan Chase & Co (JPM) is -0.4219 at $342.64, with 2,652,351 shares traded. JPM's current last sale is 92.6% of the target price of $370.
BitMine Immersion Technologies, Inc. (BMNR) is -0.0571 at $27.50, with 2,165,336 shares traded. As reported by Zacks, the current mean recommendation for BMNR is in the "buy range".
EQT Corporation (EQT) is -0.0586 at $50.75, with 1,710,757 shares traded. As reported by Zacks, the current mean recommendation for EQT is in the "buy range".
CenterPoint Energy, Inc. (CNP) is unchanged at $36.84, with 1,569,436 shares traded., following a 52-week high recorded in today's regular session.
Pfizer, Inc. (PFE) is unchanged at $28.67, with 1,346,991 shares traded. PFE's current last sale is 102.39% of the target price of $28.
CVS Health Corporation (CVS) is +0.25 at $89.38, with 1,326,327 shares traded. As reported by Zacks, the current mean recommendation for CVS is in the "buy range".

After Hours Most Active for Sep 25, 2026 : FTXN, ABUS, FTXH, CMCSA, NVDA, CSCO, JPM, BMNR, EQT, CNP, PFE, CVS

Datadog DDOG is expanding its international footprint to capture greater platform adoption outside North America, particularly across EMEA and APAC, creating another potential avenue for revenue growth. International markets contributed about 27% of total revenues in the first six months of 2026, while Datadog continues to invest in geographic expansion and maintains sales operations in Amsterdam, Dublin, London, Paris, Seoul, Singapore, Sydney, and Tokyo. The company views international expansion as a significant long-term growth opportunity, supported by its subscription-based revenue model.
Datadog’s international business is already contributing meaningfully to revenues, while the company said it is seeing growth acceleration across regions and particularly strong execution in LatAm. Its subscription model, which includes primarily monthly, annual and multi-year agreements, can support recurring revenues as international customers adopt the platform and expand their usage.
However, converting this opportunity into higher revenues will depend on effective execution. Datadog expects international activities to require significant management attention and financial resources, and acknowledges that expansion efforts may hurt operating results in the near term. The company also faces risks from slower cloud adoption, political and economic changes, regulatory and privacy rules, higher compliance costs and currency fluctuations. Establishing relationships with new local partners will also be important for entering certain markets.
Overall, Datadog’s expanding international presence could provide an additional path for revenue growth as the company increases platform adoption across global markets. Management expects full-year 2026 revenues of $4.45-$4.47 billion, representing 30% year-over-year growth. While the guidance reflects the company’s total business, continued international adoption could complement its broader revenue growth and provide an additional source of top-line expansion.
Global Observability Rivals Expand Their Reach
Dynatrace DT is widening its reach through large enterprise wins and a robust global pipeline. First-quarter fiscal 2027 results saw EMEA rebound strongly, while an eight-figure new-logo win came from one of Latin America’s largest financial institutions. DT’s open, interoperable platform and AI observability capabilities strengthen its international proposition. This positions Dynatrace to compete with Datadog as global customers consolidate observability tools.
Cisco CSCO is extending its global reach through broad enterprise and service-provider demand. The company reported fiscal fourth-quarter product-order growth across every geography — 44% in the Americas, 25% in EMEA and 19% in APJC — and said security and observability should accelerate in fiscal 2027. With Splunk and expanded observability offerings, CSCO can challenge Datadog globally, while Cisco’s scale gives it reach across enterprise environments.
DDOG’s Share Price Performance, Valuation & Estimates
Shares of DDOG have surged 89% year to date, outpacing the broader Zacks Computer and Technology sector, which has returned 21.8%.
From a valuation perspective, DDOG appears overvalued, trading at a trailing 12-month (TTM) P/S ratio of 24.03, significantly higher than the Internet – Software industry average of 5.88. The company carries a Value Score of F.
The Zacks Consensus Estimate for DDOG’s 2026 earnings is currently pegged at $2.52 per share, unchanged over the past 30 days but up 4.56% over the past 60 days. The company reported earnings of $2.05 per share in 2025.
Image Source: Zacks Investment Research
Datadog stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This innovative software-as-a-service firm upped its user base +22% year over year. That rate is increasing and margins are expanding as AI efficiencies take effect. Of course, all our elite picks aren't winners, but this one could far surpass earlier Zacks' Stocks Set to Double like D-Wave Quantum, which shot up +680.1%.
Free: See Our Top Stock And 4 Runners Up
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

Datadog's Global Expansion Accelerates: Can It Drive More Revenues?

The NASDAQ 100 After Hours Indicator is down -59.48 to 30,419.38. The total After hours volume is currently 139,282,265 shares traded.
The following are the most active stocks for the after hours session:
Cisco Systems, Inc. (CSCO) is -0.35 at $106.62, with 8,583,841 shares traded. As reported by Zacks, the current mean recommendation for CSCO is in the "buy range".
Comcast Corporation (CMCSA) is unchanged at $22.13, with 7,598,048 shares traded. CMCSA's current last sale is 76.31% of the target price of $29.
NVIDIA Corporation (NVDA) is -1.07 at $223.51, with 6,171,823 shares traded. Over the last four weeks they have had 9 up revisions for the earnings forecast, for the fiscal quarter ending Oct 2026. The consensus EPS forecast is $2.47. As reported by Zacks, the current mean recommendation for NVDA is in the "buy range".
Huntington Bancshares Incorporated (HBAN) is unchanged at $15.31, with 5,983,984 shares traded. As reported by Zacks, the current mean recommendation for HBAN is in the "buy range".
Kenvue Inc. (KVUE) is +0.015 at $17.63, with 5,223,663 shares traded. KVUE's current last sale is 92.76% of the target price of $19.
Nokia Corporation (NOK) is -0.0001 at $10.43, with 4,806,822 shares traded. As reported by Zacks, the current mean recommendation for NOK is in the "buy range".
Netflix, Inc. (NFLX) is -0.13 at $71.59, with 3,995,355 shares traded. As reported by Zacks, the current mean recommendation for NFLX is in the "buy range".
Transocean Ltd. (RIG) is unchanged at $5.43, with 3,403,611 shares traded. RIG's current last sale is 92.03% of the target price of $5.9.
Greenland Energy Company (GLND) is -0.15 at $5.20, with 3,318,310 shares traded. As reported by Zacks, the current mean recommendation for GLND is in the "strong buy range".
General Mills, Inc. (GIS) is +0.06 at $34.89, with 3,020,868 shares traded. GIS's current last sale is 96.92% of the target price of $36.
Nike, Inc. (NKE) is unchanged at $35.99, with 2,904,605 shares traded.NKE is scheduled to provide an earnings report on 10/1/2026, for the fiscal quarter ending Aug2026. The consensus earnings per share forecast is 0.44 per share, which represents a 49 percent increase over the EPS one Year Ago
Ford Motor Company (F) is +0.03 at $12.63, with 2,681,192 shares traded. F's current last sale is 84.2% of the target price of $15.