| Company | Ticker | Market Price | Up (Down), % | EV/ S | EV/ EBITDA | Fair Price | Target Price | Next Earn. Call |
|---|---|---|---|---|---|---|---|---|
| Arista Networks, Inc. | ANET | 117.57 | -4.6 | 18.8 | 38.9 | 115.2 | 118.6 | 2025-08-05E |
| Ciena Corporation | CIEN | 88.63 | -4.5 | 3.1 | 24.4 | 84.0 | 83.5 | 2025-09-03E |
| Cisco Systems, Inc. | CSCO | 67.11 | -1.4 | 5.0 | 13.8 | 68.4 | 72.1 | 2025-08-13E |
| Coherent Corp. | COHR | 102.79 | -4.5 | 3.4 | 15.2 | 104.0 | 97.5 | 2025-08-07 |
| Extreme Networks, Inc. | EXTR | 17.27 | -2.2 | Review | Review | Review | Review | 2025-08-06E |
| F5, Inc. | FFIV | 307.43 | -1.9 | Review | Review | Review | Review | 2025-07-30E |
| Fabrinet | FN | 315.20 | -2.6 | 3.2 | 27.0 | 283.9 | 275.5 | 2025-08-18E |
| Hewlett Packard Enterprise Company | HPE | 19.81 | -4.3 | 1.2 | 6.5 | 19.2 | 19.5 | 2025-09-03E |
| Lumentum Holdings Inc. | LITE | 106.68 | -3.1 | 6.3 | 39.6 | 86.6 | 93.2 | 2025-08-12E |
| Palo Alto Networks, Inc. | PANW | 172.88 | -0.4 | 12.8 | 45.0 | 209.1 | 208.5 | 2025-08-18E |
| Viavi Solutions Inc. | VIAV | 9.76 | -2.9 | Review | Review | Review | Review | 2025-08-07E |
| Zscaler, Inc. | ZS | 280.27 | -1.9 | 16.4 | 67.9 | 226.3 | 295.5 | 2025-09-02E |