Price
$112.82-4.64%Social Signal Score
Analyst Ratings
74 analysts52-week range
- Last close
- $112.82
- Off 52w high
- -13.2%
- 200-day average
- $97.90
- vs 200-day
- +15.2%
Revenue
$17.25B+39.67%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Charles H. Robbins
- Sector
- Technology
- Industry
- Communication Equipment
- Employees
- 82,400
- Beta
- 0.99
- Country
- US
- Piotroski score
- 8 / 9 (Strong)
- Altman Z-score
- 4.25
Financials
Revenue
$17.25B+39.7%Net Income
$3.86B+66.2%EBITDA
$5.95B+58.7%Free Cash Flow
$5.00B+103.5%EPS (diluted)
$0.97+110.9%Shares Outstanding (diluted)
3.99B-21.3%Operating Expenses
$6.06BCash & Debt
$15.92BReturn of Capital
$3.16BRevenue by Segment (annual)
$63.33BDividend per Share
$0.42Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2026 | $63.33B | $13.27B | $3.36 |
| 2025 | $56.65B | $10.18B | $2.56 |
| 2024 | $53.80B | $10.32B | $2.55 |
| 2023 | $57.00B | $12.61B | $3.08 |
| 2022 | $51.56B | $11.81B | $2.83 |
| 2021 | $49.82B | $10.59B | $2.51 |
| 2020 | $49.30B | $11.21B | $2.65 |
| 2019 | $51.90B | $11.62B | $2.63 |
| 2018 | $49.33B | $110.00M | $0.02 |
| 2017 | $48.01B | $9.61B | $1.92 |
| 2016 | $49.25B | $10.74B | $2.13 |
| 2015 | $49.16B | $8.98B | $1.76 |
| 2014 | $47.14B | $7.85B | $1.50 |
| 2013 | $48.61B | $9.98B | $1.87 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from CSCO's reported EPS growth of 4.6% a year over 13 years.
- EPS in 5 years
- $4.20
- Implied price
- $142.88
- Return from $112.20
- 5.0% a year
To earn 15.0% a year on these assumptions you'd need to buy at $71.04 — -36.7% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 24 | 29 | 34 | 39 | 44 |
|---|---|---|---|---|---|
| -5.4% | -11.5% | -8.1% | -5.1% | -2.4% | -0.1% |
| -0.4% | -6.8% | -3.2% | -0.1% | 2.7% | 5.2% |
| 4.6% | -2.1% | 1.7% | 5.0% | 7.9% | 10.5% |
| 9.6% | 2.6% | 6.5% | 10.0% | 13.0% | 15.8% |
| 14.6% | 7.3% | 11.4% | 15.0% | 18.2% | 21.1% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
30-40.00%Social Signal Score
Mentions (100)
- News (RSS)hellenicshipping·12h ago·Negative
From Cost To Choice: Supply Chain Chiefs Redesign Networks To Navigate Uncertainty Supply chain leaders are redesigning their networks around greater choice and flexibility, as resilience increasingly becomes a source of competitive advantage and growth, according to new research from DP World’s Global Trade Observatory. The Chief Supply Chain Officer (CSCO) Pulse Report, based on a survey in August of 103 CSCOs across 14 markets and nine ...
View source ↗ - Newszacks.com·3d ago·Neutral
Investors Heavily Search Cisco Systems, Inc. (CSCO): Here is What You Need to Know Cisco (CSCO) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
View source ↗ - News (Marketaux)dividend-growth-stocks.com·4d ago·Neutral
Cisco Systems, Inc. (CSCO) Dividend Stock Analysis Cisco Systems, Inc. (CSCO) Dividend Stock Analysis
View source ↗ - News247wallst.com·4d ago·Positive
The Boring Tech Stock With an AI Tailwind Has 17% Upside Cisco just posted its fifth straight earnings beat while AI infrastructure orders piled up faster than Wall Street expected, yet the stock sits nearly 18% below its 52-week high.
View source ↗ - News247wallst.com·5d ago·Negative
The Dividend Stock I'm Adding Before October A pullback just handed income investors a lower entry price than Cisco paid for its own shares, and the October record date is closing fast.
View source ↗ - Newszacks.com·7d ago·Positive
CSCO's Security Growth Accelerates: Can It Outpace DDOG & CRWD? Cisco Systems' integrated security and observability push is gaining traction as adoption grows, strengthening its position against Datadog and CrowdStrike.
View source ↗ - Newsglobenewswire.com·8d ago·Neutral
High Availability Cluster Solution Global Market Report 2026: Capitalize on the $2.49 Billion Revenue Surge to $8.84 Billion by 2030; Benchmark Microsoft, Dell, IBM, Cisco and Oracle as Hybrid Cloud and Zero-Downtime Strategies Disrupt the Market Dublin, Sept. 28, 2026 (GLOBE NEWSWIRE) -- "High Availability Cluster Solution Global Market Report 2026" has been added to ResearchAndMarkets. com's offering. The global high availability cluster solution market is projected to grow from $5. 86 billion
View source ↗ - News247wallst.com·8d ago·Positive
4 Dividend Rules That Keep Retirees From Buying a Payout That Gets Cut A fat dividend yield can signal generosity or a countdown clock, and retirees who chase the wrong one lose twice when the payout finally breaks. Four tests separate the durable payers from the traps before the cut arrives.
View source ↗ - 4chan /biz/biz·10d ago·Neutral
>>62716214 If the archives went back that far, you would see us mess with the crypto HBAR generals. We would fud those threads and get them worked up. Every dip was the end of the world and every pump was ecstasy. We created fictitious groups "poomper" and "leaked" their chatlogs claiming they would dump the coin and manipulate its price and they bought more to counter this imagined threat, we fabricated a CISCO lawsuits as hasgraph is very similar to OSPF, told them Binance was rate limiting HB
View source ↗ - News247wallst.com·10d ago·Positive
Cisco Stock: One Number Could Tell Investors Where It's Headed Next Cisco shares have surged nearly 40% this year on an AI-driven networking boom, but one valuation figure will determine whether the rally has room to run or has already priced in the good news.
View source ↗ - News (RSS)fortune·11d ago·Negative
Cisco CEO warns workers who worry about change that ‘nothing’s going to feel good right now’ with AI Chuck Robbins, the CEO of $415 billion tech company Cisco, urges leaders to not use AI as a “cost-reduction efficiency play” and cut staffers.
View source ↗ - News247wallst.com·11d ago·Neutral
Qualcomm or Cisco: One Dividend Will Outpace the Other From Here Qualcomm and Cisco both raise their dividends every year and both are racing into AI infrastructure, but their capital allocation priorities point in completely different directions for a retiree who needs the income to be reliable.
View source ↗ - Newsyoutube.com·12d ago·Neutral
CSCO Still Has Niche in AI Trade: Kim Forrest Sees Data & Data Centers as Moat Cisco (CSCO) remains in the heart of the AI trade due to its networking capabilities, says Kim Forrest. The data center buildout and the need for data access are two sides of the same coin Kim believes Cisco can cash in on.
View source ↗ - News (RSS)yahoo·12d ago·Neutral
Piper Sandler cuts Cisco price target to $125 on growth peak fears
View source ↗ - Newsmarketbeat.com·13d ago·Positive
Old Dogs, New Tech: 3 Legacy Stocks Powering the AI Boom Investors seeking steady capital appreciation often overlook older technology sector names, assuming their prime growth years are over. Looking beneath the surface shows how foundational hardware suppliers adapt, and how established balance sheets can capture substantial value during infrastructure transitions.
View source ↗ - News (Finnhub)CNBC·13d ago·Neutral
Cisco stock sinks 5% after Piper Sandler cuts price target on growth concerns Cisco stock hit a record over the summer, but Piper Sandler analysts expressed concerns that growth is peaking in the industry.
View source ↗ - Newszacks.com·14d ago·Neutral
Here is What to Know Beyond Why Cisco Systems, Inc. (CSCO) is a Trending Stock Cisco (CSCO) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
View source ↗ - News (Marketaux)finance.yahoo.com·16d ago·Positive
Cisco (CSCO) Leans on Splunk to Broaden Its Share of Enterprise AI Spending. It Faces a Big Test Cisco Systems, Inc[+331 characters]
View source ↗ - News (RSS)marketwatch·16d ago·Neutral
The old new thing: Cisco, retro tech are back and forming AI buildout’s backbone
View source ↗ - News (RSS)marketwatch·16d ago·Neutral
The old new thing: Cisco and retro tech are back and forming the AI buildout’s backbone ‘Everybody forgot about them for 20 years. And now suddenly they’re important again.’
View source ↗ - Newsmarketwatch.com·17d ago·Neutral
The old new thing: Cisco and retro tech are back and forming the AI buildout's backbone ‘Everybody forgot about them for 20 years. And now suddenly they're important again.
View source ↗ - Newszacks.com·17d ago·Positive
Cisco Drops 8% in 3 Months: Should You Buy the Stock on the Dip? CSCO's 8% three-month drop reflects margin and recurring-growth concerns, but surging AI demand and networking refresh opportunities support its outlook.
View source ↗ - PodcastCompound And Friends·17d ago·Neutral
Yeah, so so that's why is someone doesn't think you can get to S and P 16,000. You know, 80% of what'll get us there is already in your portfolio. Palantir. I mean, I look, I just, I continue to view what costs is one of your favor. This is one of your favor because it looks palantir. It's one like, you know, it's gone from the teenager or elementary school till, you know, obviously going on. I think it's on the investors massively underappreciate how advanced their technology is. And obviously
View source ↗ - PodcastCompound And Friends·17d ago·Neutral
It's going to be an innovation and it's going to be an AI enabled devices in a consumer AI world. I think that's something where Apple now is going to be front and center in terms of how many consumers are going to access AI. Here's one for you. One of the coolest things that's happened over the last three years. All the tech stocks from my youth became the hottest stocks in the market again. The ones that are still alive. Cisco and Dell have seen their market caps triple or. Yeah, it's a lot of
View source ↗ - News (RSS)seekingalpha·18d ago·Positive
Cisco Systems: The Flight To Quality In Tech Will Run Through Cybersecurity (Upgrade)
View source ↗ - Newsseekingalpha.com·19d ago·Positive
…un Through Cybersecurity (Upgrade) Cisco Systems is upgraded from hold to buy after a 10% price decline and strong business acceleration, restoring margin of safety. CSCO delivered record FY26 results, with 18% YoY revenue growth in Q4, robust AI infrastructure orders, and a bullish FY27 outlook for 15% revenue and 17% EPS growth. Networking and security segments are driving a super cycle, with vertical integration, design wins, and a $100B+ upgrade opportunity supporting long-term growth.
View source ↗ - Newsseekingalpha.com·19d ago·Positive
Cisco Stock Could Soon Wake From Its Summer Slumber Cisco delivered FY2026 Q4 revenue growth of 18% YoY, reaching multiyear highs and beating analyst top-line expectations by $424.73 million. AI-driven networking demand is robust, with hyperscaler AI infrastructure orders up 4.5x in FY2026 and Q4 RPO growth accelerating, supporting a bullish outlook. Gross margin contracted to 66.3% due to memory costs and competition, but operating margin expanded as expense control offset headwinds, keeping pr
View source ↗ - News (RSS)fortune·19d ago·Neutral
AI agents are going rogue. CIOs are racing to put guardrails around them As AI agents take on more work—and present new risks—Cisco, Intuit, Workday, and ServiceNow are creating layers of oversight to monitor, govern, and contain them.
View source ↗ - Newszacks.com·19d ago·Positive
CSCO's Splunk AI Push Gains Momentum: Can It Outpace DDOG & CRWD? Cisco Systems is gaining Splunk momentum with new AI security and observability tools as Datadog and CrowdStrike expand rival capabilities.
View source ↗ - News (RSS)nyt·21d ago·Negative
Cisco Likely Allowed Harassment of Pro-Palestinian Workers, EEOC Says The finding by the U.S. Equal Employment Opportunity Commission said there was reason to believe that the tech giant subjected employees to a hostile environment.
View source ↗ - News (RSS)yahoo·23d ago·Neutral
Ken Fisher Added to Cisco and Palo Alto Networks. Their AI Security Bets Face Different Tests
View source ↗ - News (RSS)zerohedge·24d ago·Negative
Prosecutors In Huawei Criminal Trial Allege Company 'Cultivated Culture Of Crime And Corruption' Prosecutors In Huawei Criminal Trial Allege Company 'Cultivated Culture Of Crime And Corruption' Authored by Nicholas Zifcak via The Epoch Times, NEW YORK CITY - Prosecutors in the criminal trial against Chinese telecoms firm Huawei alleged that the company used lies, theft, cover-up, and a criminal conspiracy in its efforts to dominate the global telecommunications market. A worker stands in the win
View source ↗ - Newszacks.com·24d ago·Neutral
Cisco (CSCO) Down 5.3% Since Last Earnings Report: Can It Rebound? Cisco (CSCO) reported earnings 30 days ago. What's next for the stock?
View source ↗ - News (RSS)fool·25d ago·Positive
Value Has Outperformed Growth in 2026: 3 Surprising Tech Stocks Leading the Way Micron, Cisco, and Texas Instruments have helped lead value stocks as a class higher.
View source ↗ - News (RSS)zerohedge·26d ago·Neutral
Japan Is Telling You To Run To Gold Japan Is Telling You To Run To Gold Authored by Matthew Piepenburg via Von Greyerz, Below, we look at lessons from Japan and its latest signals to prepare for a market sell-off, a debasement acceleration and a golden endgame. Pattern Recognition My father taught me long ago that the years teach things the days do not always notice. In all areas of our lives, we slowly acquire perspectives earned by experience over theory and by time rather than guesses. This i
View source ↗ - Newsgurufocus.com·26d ago·Neutral
Cisco Says AI Agents Now Consume 60% of Global Inference Cisco Systems (CSCO), the networking and cybersecurity infrastructure leader, said AI agents already consume roughly 60% of global inference capacity. Their tok
View source ↗ - 4chan /biz/biz·27d ago·Negative
>>62672731 We need it to tank like Cisco did after the dotcom boom.
View source ↗ - News (RSS)seekingalpha·27d ago·Positive
Cisco Systems, Inc. (CSCO) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
View source ↗ - Newsmarketbeat.com·27d ago·Neutral
Cisco Systems Sees AI Agents Fueling a Multi-Year Networking Boom Cisco Systems NASDAQ: CSCO executives said demand tied to artificial intelligence, infrastructure modernization and security is supporting what the company views as a multi-year networking growth cycle.
View source ↗ - Newsseekingalpha.com·27d ago·Positive
Cisco Systems, Inc. (CSCO) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript Cisco Systems, Inc. (CSCO) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
View source ↗ - 4chan /biz/biz·30d ago·Neutral
>>62663091 S&P tech with major operations in Israel: Intel Nvidia Microsoft Alphabet Apple Amazon Meta Broadcom Cisco Oracle Salesforce Palo Alto Networks Qualcomm Applied Materials KLA IBM PayPal Adobe ServiceNow Intuit AMD Sandisk
View source ↗ - News (RSS)zerohedge·30d ago·Negative
AI Bears: Right About The Excess, May Be Wrong On The Trade AI Bears: Right About The Excess, May Be Wrong On The Trade Authored by Lance Roberts via RealInvestmentAdvice.com, While the AI bears focus on concentration and circular financing, the last tech overbuild was financed with debt, and this one is being paid for in cash. Before I discuss why I disagree with the “AI bears,” I want to state that I respect their opinions, have evaluated their concerns, and have simply derived a different set
View source ↗ - PodcastAll In·31d ago·Negative
tanking of the market venture. That's Cisco. Yeah. Maybe an engineer at Cisco. If you never lived through the the dot com crash, it was, I mean, because it was heady. It was heady. And then it was super euphoric. And then it was like super miserable. But pretty much any founder who's, you know, under 50, which is. I mean, the start issue sprays. I've never been through like a massive cycle like that. I mean, well, the syrup bubble was like, what's kind of a cycle? Here's the thing. No, hold on.
View source ↗ - PodcastCompound And Friends·31d ago·Neutral
Because here's where the onus on that baton being hand off from AI infrastructure to AI adopters is really crucial. And the next two years does the margin productivity boost from the AI adopters, more than offset, what could be a deceleration in the AI infrastructure spending. That is the key handle. Oh, I hope it happened that way. It better. And by the way, let me just say this, because a lot of our retail clients, often, everyone thinks and talks and invests, unfortunately, times with their g
View source ↗ - News (RSS)zerohedge·32d ago·Neutral
China-Linked Hackers Hid In Cisco Routers, Stole Administrator Credentials: Report China-Linked Hackers Hid In Cisco Routers, Stole Administrator Credentials: Report Authored by Arthur Zhang via The Epoch Times, A China-linked cyberespionage group compromised Cisco routers and hid its activity from the network administrators who managed them, cybersecurity firm Sygnia said in an Aug. 27 report. The Cisco logo is displayed in front of Cisco headquarters in San Jose, Calif., on Feb. 9, 2024. Justi
View source ↗ - News (RSS)yahoo·33d ago·Neutral
The Real Risk Inside Cisco Stock
View source ↗ - News247wallst.com·33d ago·Negative
The AI Infrastructure Stock Nobody Talks About Enough Cisco is posting hyperscaler AI order numbers that would make pure-play networking rivals jealous, yet its valuation still reflects a company selling switches to office parks. Something in that gap deserves a closer look.
View source ↗ - News (RSS)aljazeera·34d ago·Positive
Cisco accused of fostering a hostile workplace for Muslim and Arab employees Cisco employees allege harassment after internal activism against technology sales to the Israeli military.
View source ↗ - Newsprnewswire.com·35d ago·Neutral
Cisco to Participate in September Events with the Financial Community SAN JOSE, Calif., Aug. 31, 2026 /PRNewswire/ -- Cisco (NASDAQ: CSCO) will participate in the following events with the financial community in September: Goldman Sachs Communacopia + Technology Conference 2026, San Francisco Tuesday, September 8, 2026 Investor Meetings & Fireside Chat at 11:30am PDT (Webcast & registration will be made available on investor.cisco.com ) Cisco Representatives: Mark Patterson, EVP & Chief Financia…
View source ↗ - News (RSS)yahoo·35d ago·Neutral
Cisco and Supermicro Are Joining Forces in the AI Data Center Boom. How to Play Their Stocks Now.
View source ↗ - Newsprnewswire.com·35d ago·Negative
AMD, Cisco and HUMAIN Expand Saudi Arabia's AI Infrastructure as AMD Instinct Systems Go Live News Highlights HUMAIN is now delivering production AI compute in Saudi Arabia powered by AMD Instinct MI355X GPUs, AMD EPYC CPUs and Cisco Silicon One-based
View source ↗ - Newsbusinessinsider.com·37d ago·Positive
I manage 10+ agents at Cisco. It doesn't mean longer hours, but the work can feel more intense. Sergio Freitas is a senior director of engineering at Cisco and oversees 10 to 20 agents daily. Now that agents are writing more code, it requires more review, Freitas said.
View source ↗ - 4chan /biz/biz·37d ago·Negative
>>62642322 >The internet is not a "thing" people make or develop. Its just a plane of reality. Anon, you think the internet is a "plane of reality" because you were born late enough to only see the finished product. In 1995, it was exactly like AI is right now: a fragmented, corporate gold rush to build the tech stack from scratch. >The Hardware: People didn't invest in "the internet" concept. They bought massive amounts of Cisco routers, hardware, and fiber-optic cables just to connect server
View source ↗ - Newsdefenseworld.net·38d ago·Negative
BNP Paribas Trims Position in Cisco Systems, Inc. $CSCO BNP Paribas lowered its stake in shares of Cisco Systems, Inc. (NASDAQ: CSCO) by 37.2% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 278,974 shares of the network equipment provider's stock after selling 165,601 shares during the period. Cisco
View source ↗ - News (RSS)venturebeat·38d ago·Neutral
The three layers of agentic AI security: A defense-in-depth architecture for autonomous agents Presented by Nutanix Autonomous systems that can reason, make their own decisions, and execute actions across an environment introduce a category of risk that application-level controls were never built to contain. Treating that risk as a single problem produces incomplete architectures, says Oscar Wahlberg, senior director of product management at Nutanix."The guardrails to catch a malicious prompt wo
View source ↗ - Newsyoutube.com·38d ago·Neutral
Cisco President Patel Makes the Case for AI in the Classroom Cisco President and Chief Product Officer Jeetu Patel explains how artificial intelligence will benefit the education system on "Bloomberg The Close." -------- More on Bloomberg Television and Markets Like this video?
View source ↗ - News (RSS)thestreet·39d ago·Negative
Morgan Stanley reveals Cisco's quiet edge over rivals Cisco is navigating a shortage that's squeezing the whole AI infrastructure industry.
View source ↗ - News (RSS)wsj·39d ago·Neutral
Cisco Gave All 90,000 Employees Their Own AI Agent The tech company granted access to a personal agent for all global employees this week.
View source ↗ - Newswsj.com·40d ago·Neutral
Cisco Gave All 90,000 Employees Their Own AI Agent The tech company granted access to a personal agent for all global employees this week.
View source ↗ - Newsforbes.com·40d ago·Positive
Why The Cisco Deal Only Solves Half Of Super Micro's Problem This article was written by Doug Nathman, with research by his team at Trefis.
View source ↗ - News (RSS)yahoo·40d ago·Neutral
Cisco Could Be Entering a More Lasting Growth Phase, Says Morgan Stanley
View source ↗ - News (RSS)thestreet·40d ago·Neutral
Cisco just broke its biggest hardware rule to chase the AI boom A new partnership pulls rack-scale compute into Cisco's stack, and it changes who else gets a cut of the AI buildout.
View source ↗ - PodcastAnimal Spirits·40d ago·Positive
So I walked in and they were watching speed on Netflix and I'm like, I've seen it in a million. I think I just rewatched it like a year ago and I got to need to watch this and I got pulled the last hour. So I, I'm like, all right, you know, and I just sat down and I watched the last hour and my god. What, and I saw that they just did it in the rewatchables too. So of course, my kids watch speed two, which at the time, since Canada didn't do it, I didn't watch it. I had a one, remember back in th
View source ↗ - PodcastCompound And Friends·41d ago·Positive
cakeer, even when you're grown between 15 to 20% the average is negative 2% and this is very tricky, this is very, very tricky and it goes to the point that Josh is making earlier, try it off please, the reason why those companies get rewarded with such a high multiple is precisely because the earnings growth is so explosive and so expectations get ahead of itself and it takes Airbnb six freaking years to burn that excess off, yeah and we've told stories like this before, we talked about Microso
View source ↗ - News (RSS)fool·41d ago·Neutral
Why Super Micro Computer Rallied Today Super Micro received a big boost from Cisco today.
View source ↗ - Newsbenzinga.com·41d ago·Neutral
Nvidia's AI Chips Are Making Liquid Cooling the New Standard as Cisco Expands Its AI Bet Nvidia Corp‘s (NASDAQ:NVDA) next AI breakthrough may not be inside its chips—it could be in how they're cooled. Cisco Systems, Inc‘s (NASDAQ:CSCO) latest expansion of its AI infrastructure partnership with Nvidia highlights a growing industry shift toward liquid cooling.
View source ↗ - News (RSS)seekingalpha·41d ago·Neutral
Cisco partners with Supermicro to expand Secure AI Factory with NVIDIA
View source ↗ - Newszacks.com·41d ago·Neutral
Wall Street Bulls Look Optimistic About Cisco (CSCO): Should You Buy? When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
View source ↗ - News (RSS)zerohedge·42d ago·Neutral
DEI Refuses To Die DEI Refuses To Die Authored by Kenin M. Spivak via RealClearPolitics, Although the 14th Amendment to the U.S. Constitution and civil rights laws dating back to 1866 prohibit nearly all racial preferences, most Americans oppose these preferences, and Donald Trump was elected vowing to eliminate DEI (diversity, equity, and inclusion) - progressives won't give up. Their race-obsessed thinking reduces America to intersectional classifications of oppressed and oppressor. This addle
View source ↗ - News (RSS)yahoo·42d ago·Neutral
Cisco Grows Into Its Multiple, And The Market Has To Do The Rest
View source ↗ - News (RSS)fool·44d ago·Neutral
Cisco & Cerebras Orders Up, Stocks Down Though Cisco Systems and Cerebras have bulging order books, they face some major challenges.
View source ↗ - News (RSS)yahoo·44d ago·Negative
Jim Cramer Dismissed Market Reaction To Cisco Systems, Inc. (NASDAQ:CSCO) Following Earnings
View source ↗ - News (Marketaux)finance.yahoo.com·44d ago·Positive
This Stock Is Quietly Becoming an AI Powerhouse in 2026 Act now: the analyst who called NVIDIA i[+266 characters]
View source ↗ - News247wallst.com·44d ago·Negative
This Stock Is Quietly Becoming an AI Powerhouse in 2026 Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction) has quietly become one of the most compelling AI infrastructure stories on the Dow.
View source ↗ - Newsdefenseworld.net·45d ago·Neutral
Avanda Investment Management Pte. Ltd. Acquires New Position in Cisco Systems, Inc. $CSCO Avanda Investment Management Pte. Ltd. bought a new position in Cisco Systems, Inc. (NASDAQ: CSCO) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 5,000 shares of the network equipment provider's stock, valued at approximately $587,000. Several other hedge funds and other institutional investors
View source ↗ - Newsfool.com·45d ago·Neutral
Cisco Stock: Buy or Sell? AI is helping accelerate revenue growth at Cisco (CSCO +1.32%).
View source ↗ - 4chan /biz/biz·47d ago·Positive
Is it time to buy the CSCO dip? The correct answer is always yes.
View source ↗ - News (RSS)fool·47d ago·Positive
Cisco (CSCO) Q4 2026 Earnings Call Transcript AI infrastructure orders hit $4 billion in quarter, driving record fiscal year results.
View source ↗ - News (Marketaux)economictimes.indiatimes.com·47d ago·Negative
India startup aims to compete with OpenAI in crowded voice arena ., Cisco Systems I[+332 characters]
View source ↗ - News (RSS)thestreet·47d ago·Positive
BofA makes bold call on Cisco stock after earnings Bank of America sees a stronger setup for Cisco after earnings, but one issue could determine whether the stock can deliver more upside.
View source ↗ - Newszacks.com·47d ago·Neutral
Cisco Drops 10% Post Q4 Earnings: Buy, Sell or Hold the Stock? CSCO's Q4 revenues surge 18%, and AI demand stays strong, but margin pressure, soft recurring growth and a premium valuation support a hold.
View source ↗ - PodcastAnimal Spirits·47d ago·Negative
And they show all this off balance sheet stuff for all the big hyperscalers. And then they break it down and it's mostly Google and Meadow and Microsoft and Oracle and Amazon and Nvidia have these massive off balance sheet leases that have not started yet. And obviously, if the Wall Street Journal has it, the market knows this. But this is another thing, like, hey, actually this amount of spending, what they're committing to this is even bigger than the numbers that we see at face value. And it'
View source ↗ - PodcastCompound And Friends·48d ago·Neutral
That any institutional allocator should look at and say, yeah, I could have earned that. That's definitely not a retail investor. That's a lot. OK. So no, that's OK. So the market has-- I want to make the case. And if you're going to put on a new position, you really have to love it. And maybe just take a second, because the market could not be treating us any better than it is today. Trot on. You've got the VIXET 15. You've got the equal way S&P basically, as far above, it's 200 and moving aver
View source ↗ - News (RSS)yahoo·48d ago·Positive
Strong AI Infrastructure Orders Drive Confidence in Cisco Systems (CSCO)
View source ↗ - Newsseekingalpha.com·49d ago·Neutral
…Pressure Cisco Systems, Inc. delivered strong Q4 FY2026 results, with revenue up 18% sequentially and non-GAAP EPS up 23%, confirming its AI infrastructure momentum. CSCO reported $4B in Q4 AI infrastructure orders, totaling $9.3B for FY2026, and guided to $7.5B in AI infrastructure revenue for FY2027. Despite robust results and guidance, the stock sold off due to concerns over declining gross margins, which fell to 66.3% and are forecast at 65–66% for Q1 FY2027.
View source ↗ - PodcastAll In·49d ago·Neutral
you're going to be comfortable with 10 years later. And I'd rather lose, you know, I had a lot of concerns about requiring, you know, accountability for all of our customers, knowing very well that I'm, you know, upset a lot of customers potentially. And I said to myself, look, if a customer doesn't want to be hold accountable, I don't think I want them as a customer. And they can go to one of my competitors who doesn't have these tools, doesn't have these requirements. And that's okay with me,
View source ↗ - News (RSS)seekingalpha·49d ago·Negative
Cisco: This 8% Selloff Looks Like An Overreaction
View source ↗ - Newsseekingalpha.com·49d ago·Negative
Cisco: This 8% Selloff Looks Like An Overreaction Cisco Systems posted strong Q4 results: revenue up 18%, non-GAAP EPS up 23%, and product orders up 35%. CSCO's AI infrastructure orders surged to $9.3 billion in FY2026, quadrupling year-over-year, with $4 billion from hyperscalers in Q4 alone. Management's FY2027 revenue guidance of $72.2–$73.4 billion signals a shift beyond Cisco's historical low-growth profile.
View source ↗ - News (RSS)investing·51d ago·Neutral
5 big analyst AI moves: Bullish on memory names; Apple and Cisco downgraded
View source ↗ - News (RSS)yahoo·51d ago·Neutral
Cisco vs. Broadcom: One Stock Looks Like the Better AI Play
View source ↗ - News (RSS)yahoo·52d ago·Positive
Cisco Beat On Every Line, Then Fell On What AI Costs To Ship
View source ↗ - Newsseekingalpha.com·52d ago·Positive
Cisco: Buy The Dip Before The Next Leg Up Cisco Systems, Inc. is seizing a core role in AI infrastructure, driving robust growth across both AI and traditional networking markets. CSCO delivered 18% YoY revenue growth in fiscal Q4 2026, with AI infrastructure orders rising 4.5x to $9.3 billion. Management guides for 15% revenue growth in FY27, underpinned by hyperscaler demand and scale-across networking opportunities.
View source ↗ - News247wallst.com·52d ago·Positive
Cisco Just Gave Investors 3 Big Reasons to Be Bullish Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction) just closed the books on a record fiscal year, and the setup heading into FY2027 is arguably the strongest the networking giant has offered investors in more than a decade.
View source ↗ - News247wallst.com·53d ago·Positive
The Quiet Winner of the AI Buildout Just Posted Its Best Year Ever Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction) just wrapped up what management called its best year ever, and the stock is finally being treated like an AI infrastructure winner rather than a legacy networking name.
View source ↗ - Newsfool.com·53d ago·Negative
Chuck Robbins Says AI Is Fueling a "Networking Supercycle." Cisco's Guide Puts a $7.5 Billion Number on It. Cisco took $9.3 billion of AI infrastructure orders from hyperscalers in fiscal 2026, including $4 billion in the fourth quarter alone. Management expects $7.5 billion of AI infrastructure revenue from hyperscalers in fiscal 2027, roughly a tenth of guided revenue.
View source ↗ - 4chan /biz/biz·53d ago·Neutral
>>62591465 CSCO puts and calls are super cheap for tomorrow
View source ↗ - News (RSS)investing·53d ago·Neutral
Cisco Systems options outlook after 9.5% post-earnings drop
View source ↗ - 4chan /biz/biz·53d ago·Neutral
>>62591378 CSCO could bottom out around 80 but I see no reason to. It will go back up but I don't know when
View source ↗ - 4chan /biz/biz·53d ago·Neutral
Reddit was saying to buy CSCO calls. Now that it's dumped, is it a good time to buy?
View source ↗ - News (RSS)yahoo·53d ago·Neutral
AI Demand Is Booming. So Why Are CBRS and CSCO Sinking?
View source ↗
Earnings
Wed, Nov 11(in 5 weeks)
Consensus estimate $1.32 per share
Typical surprise +2.9% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Aug 12$1.22 vs $1.17beat
- Wed, May 13$1.06 vs $1.03beat
- Wed, Feb 11$1.04 vs $1.02beat
- Wed, Nov 12$1.00 vs $0.98beat
- Wed, Aug 13$0.99 vs $0.98beat
- Wed, May 14$0.96 vs $0.92beat
Estimates and results for CSCO via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by CSCO officers and directors.
- Bought
- —
- Sold
- $14.8m
0 trades
56 trades
- Subaiya Thimaya K.sold
- Tuszik Oliversold
- Patterson Marksold
- Fink Nichlas Asold
- Subaiya Thimaya K.sold
- Subaiya Thimaya K.sold
- Patel Jeetendra Isold
- Patel Jeetendra Isold
44 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Rich McCormickhouse · GA06 · disclosed Aug 17, 2026 (18d later)Sell$1,001 - $15,000
- Shelley Moore Capitosenate · WV · disclosed Aug 4, 2026 (14d later)Sell$1,001 - $15,000
- Alan Armstrongsenate · disclosed Jul 21, 2026 (116d later)Buy$15,001 - $50,000
- Rich McCormickhouse · GA06 · disclosed Jul 10, 2026 (28d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed May 13, 2026 (30d later)Buy$15,001 - $50,000
- Maria Elvira Salazarhouse · FL27 · disclosed Apr 22, 2026 (34d later)Buy$1,001 - $15,000
- Maria Elvira Salazarhouse · FL27 · disclosed Apr 22, 2026 (34d later)Buy$15,001 - $50,000
- Ro Khannahouse · CA17 · disclosed Apr 9, 2026 (10d later)Buy$15,001 - $50,000
- Julia Letlowhouse · LA05 · disclosed Mar 13, 2026 (39d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Feb 13, 2026 (35d later)Buy$1,001 - $15,000
- Julia Letlowhouse · LA05 · disclosed Jan 13, 2026 (210d later)Buy$1,001 - $15,000
- Linda T. Sánchezhouse · disclosed Jan 12, 2026 (76d later)Sell$1,001 - $15,000
- Rich McCormickhouse · GA06 · disclosed Dec 10, 2025 (35d later)Buy$1,001 - $15,000
- Jared Moskowitzhouse · FL23 · disclosed Nov 24, 2025 (45d later)Buy$15,001 - $50,000
- Jared Moskowitzhouse · FL23 · disclosed Nov 24, 2025 (45d later)Buy$1,001 - $15,000
- Val Hoylehouse · OR04 · disclosed Oct 10, 2025 (17d later)Sell$1,001 - $15,000
- Sheri Biggshouse · SC03 · disclosed Oct 6, 2025 (202d later)Sell$15,001 - $50,000
- Rich McCormickhouse · GA06 · disclosed Sep 17, 2025 (917d later)Buy$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Sep 15, 2025 (42d later)Sell$1,001 - $15,000
- Val Hoylehouse · OR04 · disclosed Sep 12, 2025 (318d later)Buy$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.