Top Analyst Reports for AMD, Lam Research & Cisco

This Zacks/Nasdaq research roundup highlights bullish analyst commentary on AMD, Lam Research, and Cisco. For AMD, analysts point to strong AI-driven data center demand, 57% year-over-year data center revenue growth in Q1 2026, and expanding engagements for Helios and MI450, though competitive pressure and higher component costs remain risks. Lam Research is benefiting from AI-related demand for deposition and etch tools, a higher 2026 WFE outlook, record Q3 results, and growing HBM/advanced packaging activity. Cisco posted solid fiscal Q3 2026 results, with revenue up 12%, orders up sharply, and AI infrastructure becoming a major growth driver; management raised its AI order and revenue expectations for fiscal 2026. Overall, the piece is positive for semis and networking, but notes margin, tariff, and competition concerns.