TORONTO, Ontario – TheNewswire - February 19, 2026 – Hybrid Power Solutions Inc. (CSE: HPSS) (OTC: HPSIF) (FSE: E092) (“Hybrid” or the “Company”), an emerging leader in the delivery of fuel-free clean power solutions, announces it has appointed Sophic Capital Inc. ("Sophic Capital") as its capital markets services/investor relations partner. Sophic Capital is a comprehensive capital markets advisory firm for small cap growth companies. This partnership aims to increase Hybrid’s investor awareness by imple ...

Core Viewpoint - Cisco (CSCO) reported strong quarterly results with record revenue and double-digit growth, but its share price fell due to concerns over gross margins [1][5]. Financial Performance - Revenue reached $15.3 billion, reflecting a 10% year-over-year increase [7]. - Non-GAAP EPS was reported at $1.04 [7]. - Networking revenue was $8.29 billion, up 21% year-over-year [7]. - Remaining Performance Obligations (RPO) stood at $43.4 billion, an increase of 5% [7]. Market Reaction - Following the earnings release, CSCO shares fell approximately 7% in extended trading due to a focus on adjusted gross margins [5]. - The gross margin was reported at 67.5%, down 1.2% year-over-year [5]. - Despite the sell-off, Bank of America (BofA) noted that Cisco's numbers were better than the market's perception, with a conservative guidance outlook [2][8]. Guidance and Future Outlook - Cisco's 3Q revenue guidance indicates around 9.5% year-over-year growth, surpassing market expectations of 7.3% [9]. - The implied guidance for 4Q suggests only about 1.4% quarter-over-quarter growth, which is considered light given normal seasonality [10].

Core Viewpoint - Cisco Systems and Qunnect have successfully built and operated a quantum network using fiber optic cables in New York, demonstrating practical applications for quantum computing in real-world settings [1]. Group 1: Quantum Network Development - The quantum network connects Brooklyn and Manhattan, utilizing Qunnect's hardware and Cisco's software to address challenges in existing data centers [1]. - The network operates effectively over a distance of 17.6 kilometers (10.9 miles) of fiber optic cable, maintaining integrity through automatic polarization controllers [1]. Group 2: Technological Innovations - Qunnect's approach minimizes the need for cryogenic cooling, requiring it only at one central hub, while other connected data centers can operate with room-temperature equipment [1]. - The technology corrects for real-world issues that typically affect quantum networks, such as vibrations and complex fiber arrangements [1]. Group 3: Future Applications - Cisco envisions this foundational experiment as a step towards connecting quantum computers within data centers and eventually creating a quantum internet [1]. - Practical applications of quantum networks could include high-speed trading, where quantum entanglement allows for instantaneous information sharing between distant computers [1].

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _____________________________________ FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended January 24, 2026 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-39940 _____________________________________ CISCO SYSTEMS, INC. (Exact ...

Core Viewpoint - Cisco (CSCO) experienced a 9.4% decline in stock price over the past week despite beating earnings expectations, attributed to market fears regarding AI disruption. Analysts maintain a target price of $88.81, indicating a potential upside of 16% from current levels [1]. Financial Performance - Cisco reported earnings of $1.04 per share, exceeding the consensus estimate of $1.02, with revenue of $15.35 billion, reflecting an 8.5% year-over-year increase, although it slightly missed the target of $15.42 billion [1]. - Operating cash flow fell 19% year-over-year to $1.82 billion, raising concerns about financial health [1][2]. Market Sentiment - The stock's decline is linked to a shift in investor valuation of networking and software companies, with fears of a "SaaSpocalypse" where AI could disrupt traditional business models [1]. - Seven senior executives, including the CEO, sold $3.05 million in stock on earnings day, which negatively impacted market perception [1]. Analyst Outlook - Despite the recent selloff, 17 out of 26 analysts maintain a Buy or Strong Buy rating for Cisco, with no Sell ratings. The average target price of $88.81 suggests significant upside potential [1]. - KeyBanc has a Buy rating with a target of $87, while a bullish analyst projects a target of $182 based on AI infrastructure refresh cycles [1]. Growth Catalysts - Cisco secured $2.1 billion in AI infrastructure orders, indicating strong demand from hyperscalers [1]. - A campus networking refresh cycle is underway, with product orders increasing by 18% year-over-year, and the next-generation firewall market is projected to grow at a 12% annual rate through 2031 [1]. Valuation Metrics - Cisco's forward P/E ratio is 18x, significantly lower than its trailing P/E of 28x, suggesting expectations of earnings growth. The PEG ratio stands at 1.3, indicating reasonable valuation relative to its 31% year-over-year earnings growth [1]. - The company offers a 2.2% dividend yield and is engaged in aggressive buybacks, appealing to value-oriented investors [1].

Although remaining performance obligations saw YOY growth of 5% to $43.4 billion, net cash flow from operating activities declined 19% YOY to $1.8 billion. Overall, Cisco ended fiscal Q2 2026 with a cash balance of $7.46 billion, lower than its short-term debt levels of $8.72 billion.Meanwhile, results for the most recent quarter saw the company reporting record revenues and earnings surpassing Street estimates. While revenues of $15.3 billion for the second quarter marked growth of 10% year-over-year (YOY) ...

Heightened uncertainty over global macroeconomic conditions and volatile supply-chain dynamics, amid ongoing tariff troubles, continues to be concerning for the participants of the Zacks Computer - Networking industry in the near-term. Fierce competition is an overhang on pricing power and margin expansion. Over the long term, participants are expected to receive a boost from momentum in cloud computing, network security, big data and cloud storage, as well as next-gen connectivity, amid the rapid adoption ...

Core Insights - Cisco Systems, Inc. (NASDAQ:CSCO) is recognized as one of the 14 best cloud computing stocks to buy currently [1] Group 1: Analyst Ratings and Price Targets - UBS raised its price target for Cisco's stock to $95 from $90 while maintaining a "Buy" rating, citing increased AI order momentum that enhances revenue visibility for FY 2026 and growth potential for FY 2027 [3] - JPMorgan also increased its price objective for Cisco's stock to $95 from $90, keeping an "Overweight" rating, noting that the stock is near its peak valuation multiple but has potential for upside due to revenue growth acceleration [4] Group 2: Strategic Partnerships and Business Focus - Cisco's partnership with Nvidia is expected to facilitate enterprise AI adoption in the future [5] - The company specializes in designing, developing, and selling technologies that power, secure, and derive insights from the internet, offering products such as data center switching, network security, and identity and access management [5]

The AI trade has been driving the markets for the better part of the last two years. At this point, there are lots of questions swirling though. The first part of that would be whether the capex spending is too much and whether the revenues will ever show up for the hyperscalers. The second part is will AI actually disrupt or destroy lots of businesses and jobs that are out there.Joining us right now is someone who has lived through technology revolutions in the past. John Chambers is the former CEO of Cisc ...

自2026年初以来，特斯拉、苹果等十余家大型企业已发出信号，称动态随机存取内存（DRAM）的短缺 将限制生产。苹果CEO库克警告，这将压缩iPhone的利润率；美光科技称这一瓶颈"前所未见"；特斯拉 CEO马斯克则直指问题的棘手本质，表示特斯拉将不得不自建内存制造厂。马斯克在1月底说："我们只 有两个选择：撞上芯片墙，或者建一座晶圆厂。" 造成上述局面的根本原因是AI数据中心的扩张。Alphabet、OpenAI等公司正大量消耗内存芯片产能，它 们正通过购买数百万片英伟达AI加速器（每片都配备大量内存）来运行聊天机器人及其他应用。这导 致消费电子厂商只能争夺三星、美光等供应商日益减少的芯片供应。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 芯片行业有大变化？ 据彭博社消息，包括马斯克和库克在内的科技行业领袖，正不断警告一场全球危机正在酝酿：内存芯片 短缺开始冲击企业利润、打乱公司计划，并推高从笔记本电脑、智能手机到汽车及数据中心等各类产品 的价格。 据报道，人工智能热潮正引发存储芯片抢购热潮。从去年12月到今年1月份，某一类型DRAM的价格暴 涨了75%。越来越多零售商和中间商， ...