Zacks Investment Research
20 May 2026, 12:51 UTC · 1d ago
Source · https://www.zacks.com/stock/news/2923876/invest-in-these-5-big-data-behemoths-to-gain-from-wall-street-rally?cid=CS-STOCKNEWSAPI-FT-analyst_blog|investment_ideas-2923876
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4 claims · impact-rated
Cisco expects total AI infrastructure orders to reach $9 billion in fiscal 2026, a 4.5x increase from fiscal 2025. — A massive projected growth rate in AI-driven revenue suggests significant future growth for Cisco's top line.
+0.80Cisco's data center switching orders grew 40% year-over-year in the third quarter, driven by AI-powered data center buildouts. — Concrete evidence of current demand for AI infrastructure supports the bullish outlook for the networking sector.
+0.60Cisco, Salesforce, Palantir, Cloudflare, and Datadog currently carry a Zacks Rank #2 (Buy). — Positive quantitative analyst rankings can attract short-term institutional and retail buying interest.
+0.30Search tags
Cisco is reducing its workforce by 4,000 employees as part of a restructuring to prioritize AI networking, security, silicon, and optics. — While layoffs are typically negative, these are framed as strategic reallocations toward high-growth AI segments.
+0.20Impact vectors
2 dimensions · 9 clusters
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Ticker attribution
Model heads
Reports record-high revenues and strong AI infrastructure order growth, though tempered slightly by workforce reductions.
Carries a Zacks Rank #2 (Buy) and is expanding its generative AI offerings.
Carries a Zacks Rank #2 (Buy) and is listed among top big data picks.
Carries a Zacks Rank #2 (Buy) and is listed among top big data picks.
Carries a Zacks Rank #2 (Buy) and is listed among top big data picks.
Significant increase in page view growth.
Ranked #1 in total page views, indicating high investor interest.
Ranked #5 in total page views, indicating high investor interest.
Significant increase in page view growth.
Significant increase in page view growth.
Significant increase in page view growth.
Ranked #3 in total page views, indicating high investor interest.
[mutual] Both companies are categorized by the author as part of the big data space focusing on processing and analyzing data.
[mutual] Both companies are categorized by the author as part of the big data space focusing on processing and analyzing data.
[mutual] Both companies are categorized by the author as part of the big data space focusing on processing and analyzing data.
[mutual] Both companies are categorized by the author as part of the big data space focusing on processing and analyzing data.
[mutual] Both companies are categorized by the author as part of the big data space focusing on processing and analyzing data.
[mutual] Both companies are categorized by the author as part of the big data space focusing on processing and analyzing data.
[mutual] Both companies are categorized by the author as part of the big data space focusing on processing and analyzing data.
[mutual] Both companies are categorized by the author as part of the big data space focusing on processing and analyzing data.
[mutual] Both companies are categorized by the author as part of the big data space focusing on processing and analyzing data.
