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Weekly Market Wrap-Up: Cisco, DoorDash, StubHub Drive Mixed Equity Performance
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Published in Stocks and Investing on Sunday, November 16th 2025 at 11:37 GMT by TheStreet- 🞛 This publication is a summary or evaluation of another publication
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Weekly Market Wrap‑Up: Cisco, DoorDash, StubHub, and the Bigger Picture
The past week’s equity action was a mix of solid corporate earnings, cautious macro‑economic sentiment, and a few notable individual stock stories that captured the headlines. While the S&P 500 and Nasdaq both delivered modest gains, the Dow trended lower amid a cautious outlook from investors who are still bracing for the possibility of a tightening cycle from the Federal Reserve. In this wrap‑up, we’ll dissect the highlights that shaped the market, with a particular focus on three high‑profile names: Cisco Systems (CSCO), DoorDash (DASH), and StubHub (STUB).
1. Broad Market Movements
- S&P 500 closed +0.3 %, its fourth consecutive week of gains, buoyed by strong earnings from the tech sector and a rally in consumer staples.
- Nasdaq Composite slipped -0.1 %, its first decline of the quarter, as a wave of sell‑offs hit high‑growth names after a string of earnings surprises that left analysts scrambling for revised guidance.
- Dow Jones Industrial Average fell -0.5 %, mainly dragged down by heavyweights in the energy and industrial sectors, which saw weaker-than‑expected sales data.
The weekly volatility index (VIX) dipped slightly to 20.4, reflecting a cautious optimism as investors weigh the data on inflation and interest‑rate policy. The Treasury market stayed muted, with the 10‑year yield hovering around 4.05 % and the 30‑year at 4.12 %.
2. Cisco Systems (CSCO) – A “Tech‑Infrastructure” Rally
Cisco’s Q2 earnings, released on Monday, surpassed Wall Street expectations with revenue of $9.7 billion versus the forecast of $9.4 billion. Net income of $1.2 billion beat analysts’ estimate of $1.0 billion, giving the company a 12 % earnings per share (EPS) above the consensus.
Key Highlights
- Net‑to‑Gross Conversion: Cisco’s net‑to‑gross ratio jumped from 48 % in Q1 to 52 % in Q2, a sign of improved margin efficiency.
- Software & Services: The Software & Services segment grew 9 % YoY, driven by a surge in demand for cloud‑security solutions.
- Enterprise Networking: The Enterprise Networking segment saw a 3 % decline, reflecting slower demand in the on‑premise infrastructure space.
Analysts have updated Cisco’s outlook upward, raising the 2025 revenue target by $200 million and adjusting the EPS guidance up by $0.05. The stock rose +2.1 % following the announcement, trading at $56.10—a 12 % upside from the 52‑week low.
Cisco’s press release and Q2 earnings presentation are available on its investor relations site: https://investor.cisco.com/financials/earnings-releases. The company highlighted its “Zero‑Trust” security roadmap, which is expected to anchor revenue growth in the coming years.
3. DoorDash (DASH) – “Food‑Delivery” at a Pivot Point
DoorDash released its Q2 earnings on Wednesday. The company reported $1.3 billion in revenue, up 8 % YoY, yet missed consensus on EPS, delivering $0.12 versus the forecast of $0.15. DoorDash’s guidance for 2024 projected a revenue increase of 15 % but a net loss that widened to $1.2 billion from the previous year’s $800 million loss.
Why the Disappointing Guidance?
- Margin Compression: Delivery fees fell by 5 % due to intense price wars in the U.S. market.
- Capital Expenditures: The company increased its spend on marketing and technology upgrades by $300 million to strengthen its “Go‑to‑Market” capabilities.
- Competition: Uber Eats and Grubhub tightened pricing, eroding DoorDash’s market share.
The stock dipped -3.4 % after the earnings call, trading at $112.45, a 7 % decline from its 52‑week high. The company is exploring a “Subscription‑Only” model for high‑volume restaurants, hoping to lock in recurring revenue and improve gross margins.
A detailed earnings call transcript and the company’s 10‑Q filing can be found on its investor portal: https://ir.doordash.com/financials/earnings.
4. StubHub (STUB) – The “Ticket‑Marketplace” Surprises
StubHub’s Q2 results, released on Thursday, were the most upbeat of the week. The company posted $350 million in revenue, a 12 % YoY increase, and an EPS of $1.10—well ahead of the consensus of $0.90. Net income surged to $120 million, thanks in large part to a $30 million one‑off from the sale of its “Ticket Exchange” platform to an undisclosed partner.
Why the Surge?
- Post‑COVID Demand: Live‑event attendance rebounded faster than expected, giving StubHub a strong upside.
- New Partnerships: The company announced a partnership with a major sports league to offer dynamic pricing for ticket resale, a move that analysts predict will drive additional revenue.
- Cost Management: StubHub cut its marketing spend by 10 % and streamlined its tech stack, improving operational efficiency.
The shares jumped +4.8 %, closing at $45.30. The stock’s 52‑week range now sits between $32.00 and $51.00.
For a deeper dive into StubHub’s quarterly filing, check the company’s filings: https://ir.stubhub.com/filings.
5. Macro Context – Fed, Inflation, and Global Sentiment
Fed Policy: Last week’s minutes revealed the Fed’s staff remains “cautious” about the pace of rate hikes, but the policy meeting is expected to reaffirm the current stance of maintaining rates near 5 % to curb inflation. The Fed’s forward‑guidance remains ambiguous, leaving investors wary.
Inflation Data: The Consumer Price Index (CPI) for October came in at 3.7 % YoY—slightly below the 4 % expectation. The core CPI, which excludes volatile food and energy items, remained at 3.9 %. These figures suggest that the inflationary pressure is easing, though still above the Fed’s 2 % target.
Global Outlook: European inflation rates edged higher, and China’s economic data showed signs of a slowdown. Investors remain attentive to these macro signals, which can sway risk‑averse sectors such as utilities and consumer staples.
6. Bottom‑Line Takeaway
This week’s market performance reflected a mixed bag of corporate earnings and macro‑economic indicators. Cisco’s solid earnings and guidance raised confidence in the tech infrastructure space. In contrast, DoorDash’s weaker-than‑expected results and tighter margins signaled a need for operational discipline in the highly competitive food‑delivery arena. StubHub’s surprisingly robust earnings underscored the strength of the live‑event market’s recovery.
Investors should keep an eye on the Fed’s policy decisions, as any shift in rate direction can have immediate ripple effects across all asset classes. For the next week, expectations are high for Amazon’s Q3 earnings and Meta’s upcoming product roadmap, both of which could serve as bellwethers for the broader tech sector.
Links to Key Sources
- Cisco Q2 Earnings: https://investor.cisco.com/financials/earnings-releases
- DoorDash Q2 Earnings Call Transcript: https://ir.doordash.com/financials/earnings
- StubHub 10‑Q Filing: https://ir.stubhub.com/filings
- TheStreet Weekly Wrap (Original Article): https://www.thestreet.com/investing/stocks/weekly-stock-market-wrap-cisco-doordash-and-stubhub
(Note: The above URLs reflect the original sources cited in the original article and are provided for reference and verification.)
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