COMPANY
Cisco
CSCO:US
Primary coverage by Pierre Ferragu
Research
-
Nvidia 1FQ27: another beat & raise; revenues gated by supply; debate shifting to 2028. Buy, $340 TP.May 21, 2026 — Pierre Ferragu and Antoine Chkaiban
-
Semicap in 2027, Memory demand destruction, and more. Tech weekly wrap-up.May 18, 2026 — Pierre Ferragu
-
Cisco 3FQ26: Growth accelerating with AI and campus refresh. Stock past a good entry point. Neutral, $122 TP.May 14, 2026 — Pierre Ferragu
-
Arista 1Q26: Guide raised again, with demand outstripping supply. Buy, $175.May 6, 2026 — Pierre Ferragu and Antoine Chkaiban
-
The Tech Infrastructure Quarterly Bible 4Q25March 31, 2026 — Pierre Ferragu
Events
-
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Jun
21TechnologyJune 21, 2022Hosted by Pierre FerraguWatch Replay -
Apr
19TechnologyApril 19, 2022Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jul
21TechnologyJuly 21, 2021Hosted by Pierre FerraguWatch Replay -
Jun
30 -
May
12TechnologyMay 12, 2021Hosted by Pierre FerraguWatch Replay -
Mar
31 -
Feb
4TechnologyFebruary 4, 2021Hosted by Pierre FerraguWatch Replay -
Apr
17TechnologyApril 17, 2020Hosted by Pierre FerraguWatch Replay -
Sep
5TechnologySeptember 5, 2019Hosted by Pierre FerraguWatch Replay -
Jun
6TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Hosted by Pierre FerraguWatch Replay -
May
4
