Dec 31, 2025 • AD HOC NEWS
NEUTRAL
CommScope Holding Is Quietly Mooning Your Internet – But Is COMM Stock a Sneaky Buy or Total Flop?
CommScope Holding (COMM) is a key provider of internet infrastructure, powering Wi-Fi, 5G, and campus networks, yet its stock is known for high volatility due to significant debt and growth pressures. While analysts see potential for a turnaround given increasing data demand and the company's established relationships, it remains a high-risk, speculative investment rather than a stable holding. Investors should consider if they are comfortable with the volatility and the company's efforts to address its financial challenges before buying.
Dec 31, 2025 • MarketBeat
BULLISH
Lee Johnson Capital Management LLC Makes New $2.33 Million Investment in Cisco Systems, Inc. $CSCO
Lee Johnson Capital Management LLC has invested $2.33 million in Cisco Systems, acquiring 34,016 shares in Q3. This new stake comes as several brokerages have raised price targets for Cisco, contributing to a "Moderate Buy" consensus and an average target price of $84.70. Cisco also exceeded Q3 earnings expectations with an EPS of $1.00 and revenue of $14.88 billion.
Dec 31, 2025 • SDxCentral
NEUTRAL
Top 5 stories of the year: HPE-Juniper finally closes, Cisco cuts staff, and Palo Alto Networks turns acquirer
This article recaps the top five most-read stories on SDxCentral in 2025, highlighting significant events in the tech industry. Key topics include Cisco's layoffs, Broadcom's sale of VMware's former headquarters, the closure of HPE's acquisition of Juniper Networks, Palo Alto Networks' acquisition talks with SentinelOne, and market dynamics in the WLAN industry. The piece reflects on a year marked by both innovation and ongoing restructuring within major technology companies.
Dec 31, 2025 • The Globe and Mail
SOMEWHAT-BEARISH
Can Unified SASE Adoption Strengthen FTNT's Growth Trajectory in 2026?
Fortinet (FTNT) is focusing on Unified SASE (secure access service edge) as a key growth driver, leveraging its FortiOS operating system for integrated networking and security capabilities. Despite a strong increase in SASE adoption and billings, Fortinet faces intense competition from companies like Cisco and Zscaler and its shares have underperformed, trading at a high price-to-book ratio. The company's future growth hinges on converting its existing customer base to SASE and navigating complex enterprise sales cycles.
Dec 30, 2025 • The Globe and Mail
NEUTRAL
Can Unified SASE Adoption Strengthen FTNT's Growth Trajectory in 2026?
Fortinet (FTNT) is focusing on Unified SASE to drive growth, leveraging its FortiOS platform for integrated networking and security capabilities. Despite competitive pressures from Cisco and Zscaler, Fortinet's flexible deployment options and strong installed base position it for continued SASE adoption. The company's financial outlook for 2026 includes projected revenue growth, though its shares have underperformed and it appears overvalued based on its price-to-book ratio.
Dec 30, 2025 • ts2.tech
NEUTRAL
Why AngloGold Ashanti stock is rising today: gold rebounds as Fed minutes loom
AngloGold Ashanti shares rose nearly 2% today as gold prices rebounded, with investors anticipating Federal Reserve minutes for clues on 2026 rate policy. Gold and related mining stocks saw a lift after a volatile start to the week, fueled by hopes for sustained bullion strength. The release of the Fed minutes at 2 p.m. ET is expected to impact bond yields and the dollar, which are key drivers for gold prices.