Significant Withdrawals Observed in ETF for ITOT, CSCO, IBM, INTC
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 11 2025
0mins
Should l Buy CSCO?
Source: NASDAQ.COM
52-Week Range of ITOT: ITOT's share price has a 52-week low of $105 and a high of $150.56, with the last trade recorded at $148.34.
Understanding ETFs: Exchange traded funds (ETFs) function like stocks, where investors buy and sell "units" that can be created or destroyed based on demand.
Monitoring ETF Flows: Weekly monitoring of shares outstanding helps identify ETFs with significant inflows (new units created) or outflows (units destroyed), impacting the underlying holdings.
Disclaimer: The views expressed in the article are those of the author and do not necessarily represent Nasdaq, Inc.
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Analyst Views on CSCO
Wall Street analysts forecast CSCO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CSCO is 89.36 USD with a low forecast of 76.00 USD and a high forecast of 100.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
10 Buy
4 Hold
0 Sell
Moderate Buy
Current: 85.540
Low
76.00
Averages
89.36
High
100.00
Current: 85.540
Low
76.00
Averages
89.36
High
100.00
About CSCO
Cisco Systems, Inc. designs and sells a range of technologies that power the Internet. The Company is integrating its product portfolios across networking, security, collaboration, applications and cloud. The Company's segments include the Americas; Europe, Middle East, and Africa (EMEA), and Asia Pacific, Japan, and China (APJC). Its Networking product category represents its core networking technologies of switching, routing, wireless, fifth generation (5G), silicon, optics solutions and compute products. Its Security product category consists of its cloud and application security, industrial security, network security, and user and device security offerings. Its Collaboration product category consists of its meetings, collaboration devices, calling, contact center and platform as a service (CPaaS) offering. Its Observability product category consists of its full stack observability offerings.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Gross Margin Concerns: The company's gross margin was reported to be below market estimates, raising concerns among investors.
See More
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- Tech Stock Pressure: The S&P 500 index fell by 0.52% and the Nasdaq 100 index dropped by 1.08% due to weakness in the Magnificent Seven tech stocks, indicating investor concerns that could dampen market confidence.
- Cisco Profit Warning: Cisco Systems forecasted that rising memory chip prices would erode profitability, leading to a more than 10% drop in its stock price, which may prompt investors to revise down their future performance expectations, negatively impacting overall market sentiment.
- Employment Data Impact: Initial US jobless claims fell by 5,000 to 227,000, reflecting a slightly weaker labor market, which could influence the Federal Reserve's monetary policy decisions and lower market expectations for future rate cuts.
- Chip Demand Recovery: Sandisk's stock rose over 7% following Kioxia's forecast of strong demand for NAND memory chips, indicating growth potential in the AI infrastructure sector, which may create new investment opportunities for related companies.
See More
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- Market Dynamics: Wall Street experienced a decline on Thursday, particularly after the conclusion of the Morning Meeting, as the rotation from technology stocks to cyclicals continued, with industrials showing strong performance and driving portfolio results, indicating resilience in cyclical sectors.
- Stock Performance: Companies like Dupont, Dover, Honeywell, Linde, GE Vernova, and Eaton have shown extraordinary year-to-date performance, even as the S&P 500 has only seen slight gains, highlighting the significance of these cyclical stocks in the current market environment.
- Cisco Earnings Impact: Cisco's earnings report on Wednesday, despite a networking order growth exceeding 20%, saw shares drop over 10% on Thursday due to a dip in gross margins from rising memory prices, reflecting market concerns over its profitability.
- Apple Developments: Apple's shares fell more than 3% on Thursday, influenced by Cisco's warnings, and although iPhone sales remain strong, issues with the Siri upgrade testing and a delayed full launch could impact future market performance.
See More
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- Restaurant Brands Challenges: Despite reporting revenue and profit beats, Restaurant Brands' shares fell 6%, primarily due to rising costs, including beef, which pressured profits, reflecting the dual challenges of intensified industry competition and cost pressures.
- Cognex Stock Surge: Cognex shares jumped over 37% after reporting adjusted earnings and revenue beats for the fourth quarter, along with optimistic guidance for the current quarter, showcasing significant advancements in AI-enabled industrial machine vision technology.
- Equinix Exceeds Guidance: Equinix shares rose 12% after projecting adjusted EBITDA of $5.141 billion to $5.221 billion by 2026, surpassing analyst expectations, demonstrating strong growth potential in the digital infrastructure sector.
See More
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- Market Tightness: Micron's stock rose 3.7% on Thursday, primarily driven by tight supply and demand for high-bandwidth memory (HBM), indicating a direct link between its profitability and HBM supply.
- Competitor Actions: Rivals like Samsung and SK Hynix are ramping up HBM production, with Samsung recently shipping its latest HBM4 chips, highlighting a surge in demand for high-priced memory.
- Profit Outlook: While rising HBM prices will boost Micron's short-term profits, the rapid production increases by competitors could lead to price declines in the future, impacting the company's long-term profitability.
- Cyclical Risks: The cyclical nature of the semiconductor industry suggests that Micron's profit growth may not be sustainable, prompting investors to remain cautious about potential market shifts.
See More
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- Strong Chip Demand: Sandisk's stock surged over 8% following Kioxia's forecast of robust demand for NAND memory chips, indicating strong global demand for AI infrastructure, which boosts market confidence in tech stocks.
- Tech Stock Pressure: Cisco Systems' stock fell more than 9% as it warned that rising memory chip prices would erode profitability, limiting overall gains in tech stocks and reflecting cost pressures faced by the industry.
- Labor Market Data: U.S. initial jobless claims fell by 5,000 to 227,000, indicating a slightly weaker labor market than the expected 223,000, which may affect market expectations for future economic growth.
- Corporate Earnings Optimism: Over two-thirds of S&P 500 companies have reported earnings, with 78% exceeding expectations, and Q4 earnings growth is projected at 8.4%, providing support for the market and demonstrating corporate resilience.
See More
