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| Company | Date | Price Target | Rating | Analyst |
|---|---|---|---|---|
| 2/18/2026 | Buy → Hold | Erste Group | ||
| 1/26/2026 | $100.00 | In-line → Outperform | Evercore ISI | |
| 12/16/2025 | $95.00 | Neutral | Mizuho | |
| 11/25/2025 | $108.00 | Outperform | RBC Capital Mkts | |
| 11/10/2025 | Hold → Buy | Erste Group | ||
| 11/3/2025 | $88.00 | Neutral → Buy | UBS | |
| 10/14/2025 | $88.00 | Sell | Goldman | |
| 9/16/2025 | Peer Perform | Wolfe Research |
4 - ARCH CAPITAL GROUP LTD. (0000947484) (Issuer)
Erste Group downgraded Cisco from Buy to Hold
Evercore ISI upgraded Cisco from In-line to Outperform and set a new price target of $100.00
Mizuho initiated coverage of Arch Capital with a rating of Neutral and set a new price target of $95.00
10-Q - CISCO SYSTEMS, INC. (0000858877) (Filer)
8-K - CISCO SYSTEMS, INC. (0000858877) (Filer)
13F-HR - ARCH CAPITAL GROUP LTD. (0000947484) (Filer)
4 - CISCO SYSTEMS, INC. (0000858877) (Issuer)
4 - CISCO SYSTEMS, INC. (0000858877) (Issuer)
4 - CISCO SYSTEMS, INC. (0000858877) (Issuer)
News summary Cisco and Sharon AI launch Australia's first Cisco Secure AI Factory with NVIDIA, providing secure, high-performance AI infrastructure with all data processing remaining in the country. Powered by 1024 NVIDIA Blackwell Ultra GPUs, Cisco's UCS servers and Nexus Hyperfabric technology, it supports Australia's National AI Plan and accelerates enterprise AI adoption and innovation across the Asia-Pacific region. This initiative positions Australia to lead in sovereign and responsible AI, empowering enterprises to develop advanced AI solutions while maintaining the highest security standards. Today, Cisco (NASDAQ:CSCO) and SharonAI Holdings Inc. (NASDAQ:SHAZ) and its sub
SAN JOSE, Calif., Feb. 11, 2026 /PRNewswire/ -- News Summary: Double-digit top and bottom-line growth exceeding our guidance, with EPS growing faster than revenueRecord revenue of $15.3 billion, up 10% year over year; GAAP EPS of $0.80, up 31% year over year; and Non-GAAP EPS of $1.04, up 11% year over yearGAAP gross margin of 65.0% and Non-GAAP gross margin of 67.5%; GAAP operating margin of 24.6% and Non-GAAP operating margin of 34.6%, both above the high end of our guidance rangeAccelerating, double-digit growth in product orders across all geographies and robust growth ac
Arch RoamRight is the first to bring travel insurance directly to travelers through innovative booking platform Arch RoamRight, a leading provider of travel insurance solutions, is proud to announce a collaboration with Tern, the all-in-one operating platform for travel businesses. Arch RoamRight is the first travel insurance provider to offer products directly through Tern's platform, delivering a seamless experience for travel advisors and travelers who can now purchase travel protection alongside their travel experiences. Travel advisors and travelers using Tern now have immediate access to Arch RoamRight's trusted travel insurance products from the moment they plan their trip. This
Kaufmann brings 35 years of experience in Ocean Marine and Inland Marine Arch Insurance North America (Arch) today announced the appointment of Jeff Kaufmann as EVP, Head of Marine effective Monday, July 7. In this newly created role, Kaufmann will be responsible for establishing Arch's U.S. Marine product offerings, building a strong, specialized underwriting team and growing the related book of business. This new unit will include both Ocean Marine and Inland Marine products. Based in New York, he reports to Valerie Turpin, Chief Underwriting Officer, Property. Kaufmann is a well-recognized and highly respected leader in the Marine space. He has a reputation for delivering innovativ
Cisco to collaborate with G42, OpenAI, Oracle, NVIDI, and SoftBank Group to power AI innovation and infrastructure development in recently announced UAE-US AI Campus in Abu Dhabi News Summary Cisco to provide networking, security and observability hardware and software solutions for OpenAI workloads, advancing AI infrastructure in the Middle East. Strategic partnership supports the Stargate Project's commitment to safe, broadly distributed AI development and responsible capital stewardship.MOU signed by Cisco's Chair and Chief Executive Officer, Chuck Robbins, together with G42, OpenAI, Oracle, NVIDIA and SoftBank Group.MOU aligns with President Trump's visit to the region last week and comp
Cisco to Join HUMAIN's Initiative to Build the Kingdom's Future AI Infrastructure News Summary: Cisco to partner with Saudi Arabia's new HUMAIN AI enterprise to power AI infrastructure and ecosystem growth.New investments in research, talent and digital skills aim to accelerate the Kingdom's AI journey.The partnership supports Vision 2030 by advancing Saudi Arabia's transformation into a leading, diversified digital economy.RIYADH, Saudi Arabia, May 13, 2025 /PRNewswire/ -- Cisco, the global leader in networking and security, today announced a groundbreaking initiative with HUMAIN – Saudi Arabia's new AI enterprise – to help build the world's most open, scalable, resilient and cost-efficien
SC 13G/A - ARCH CAPITAL GROUP LTD. (0000947484) (Subject)
SC 13G/A - CISCO SYSTEMS, INC. (0000858877) (Subject)
SC 13G/A - ARCH CAPITAL GROUP LTD. (0000947484) (Subject)
SAN JOSE, Calif., Feb. 11, 2026 /PRNewswire/ -- News Summary: Double-digit top and bottom-line growth exceeding our guidance, with EPS growing faster than revenueRecord revenue of $15.3 billion, up 10% year over year; GAAP EPS of $0.80, up 31% year over year; and Non-GAAP EPS of $1.04, up 11% year over yearGAAP gross margin of 65.0% and Non-GAAP gross margin of 67.5%; GAAP operating margin of 24.6% and Non-GAAP operating margin of 34.6%, both above the high end of our guidance rangeAccelerating, double-digit growth in product orders across all geographies and robust growth ac
Arch Capital Group Ltd. (NASDAQ:ACGL, "Arch, " "our" or "the Company")) announces its 2025 fourth quarter results. The results included: Net income available to Arch common shareholders of $1.2 billion, or $3.35 per share, representing a 21.2% annualized net income return on average common equity, compared to net income available to Arch common shareholders of $925 million, or $2.42 per share, for the 2024 fourth quarter. After-tax operating income available to Arch common shareholders(1) of $1.1 billion, or $2.98 per share, representing an 18.9% annualized operating return on average common equity(1), compared to $866 million, or $2.26 per share, for the 2024 fourth quarter. P
SAN JOSE, Calif., Feb. 2, 2026 /PRNewswire/ -- Cisco (NASDAQ:CSCO) has scheduled a conference call for Wednesday, Feb. 11, 2026, at 1:30 PM (PT); 4:30 PM (ET) to announce its second quarter fiscal year 2026 financial results for the period ending Saturday, January 24, 2026. Financial results will be released over PR Newswire via US National and European Financial distribution, after the close of the market on Wednesday, Feb. 11, 2026. Cisco's quarterly earnings press release will be posted at https://newsroom.cisco.com. Date: Wednesday, Feb. 11, 2026 Time