Stocks to watch next week: Tencent, Walt Disney, Cisco, Burberry and Rolls-Royce

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

• Burberry Forward turnaround strategy is clearly beginning to have a positive impact, but the transformation will take time to filter through

  80% confidence

• Company's performance came as it continued to invest in and benefit from utilizing AI

  80% confidence

• Marketing services revenue continued to see rapid growth

  80% confidence

• Focus on Burberry's recovery remains of paramount importance as stock still trading well below April 2023 record highs

  80% confidence

• Rolls-Royce's stellar first-half performance showcased strong growth across all divisions

  80% confidence

• Continued recovery in global air travel has been major tailwind for civil aerospace division, while heightened geopolitical tensions and increased government spending supporting steady demand in defence and power systems

  80% confidence

• Cisco experiencing multi-year growth cycle boosted by AI infrastructure demand, with over $2bn in AI orders in FY2025

  80% confidence

• Burberry brand had moved away from traditional British traits of heritage and innovation, wishes to return to more focused traditional luxury brand with emphasis on outerwear

  80% confidence

• Disney's updated guidance was not as good as bulls likely hoped

  80% confidence

• Expectations are high going into Cisco's earnings report following UBS upgrade

  80% confidence

• Market forecasts point to full-year underlying revenue growth of around 11% to £19.5bn and underlying operating profits growth of 32% to £3.3bn for Rolls-Royce

  80% confidence

Data points we hold from this source