Cisco (CSCO) reported earnings 30 days ago. What's next for the stock?
Cisco Systems, Inc. (CSCO) Presents at Barclays 23rd Annual Global Technology Conference Transcript
Cisco stock eclipsed a record high set in March 2000, at the apex of the dot-com bubble. Nvidia now has a market cap that's about 14 times bigger than Cisco's
Recently, Zacks.com users have been paying close attention to Cisco (CSCO). This makes it worthwhile to examine what the stock has in store.
Cisco Systems (CSCO) remains undervalued, despite a strong rally, trading below 20x earnings, with robust dividend growth and significant buybacks. CSCO's Q1 FY2026 delivered a double beat, with 8% YoY revenue growth, 10% non-GAAP EPS growth, and expanding recurring revenue streams. Networking hardware demand is surging, fueled by hyperscaler CapEx and AI infrastructure, with CSCO guiding for $60.2B revenue and $4.08 non-GAAP EPS in FY2026.
Cisco Systems is upgraded to a buy as AI infrastructure momentum accelerates and demand solidifies post-Q4 weakness. Cisco delivered a beat and raise, with FY2026 guidance implying 6.9% revenue and 7.9% EPS growth, signaling accelerating fundamentals. AI orders surged to $1.3 billion from hyperscalers and $200M+ from diversified clients, driving sequential improvement in the AI business.
Cisco Systems, Inc. (CSCO) Presents at UBS Global Technology and AI Conference 2025 Transcript
Nvidia Corporation is a dominant force in AI, but its valuation mirrors Cisco's pre-dot-com bubble peak, raising concerns of overexuberance. Despite strong earnings and revenue growth, NVDA's high valuation and market optimism may not be sustainable as infrastructure cycles mature. Power shortages and overbuilt datacenter capacity echo past tech bubbles, suggesting billions in capex may not yield expected returns.
Zacks.com users have recently been watching Cisco (CSCO) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
CSCO's networking revenues surge on AI and campus demand, with new edge tech and rising orders boosting its fiscal 2026 momentum.
CSCO's AI-fueled order surge, new products and upbeat 2026 outlook lift momentum, even as valuation risks keep the stock in focus.
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