Cisco has delivered a strong +60% total return over the past year, outperforming many Big Tech peers, but operating results have lagged. The recent surge in Cisco's stock price mirrors patterns seen before major downturns, notably in 2006-07. Current valuation ratios are at their most expensive in 18 years, raising concerns about downside risk if history repeats/rhymes.
Cisco (CSCO) highlights Wednesday's postmarket earnings slate. Rick Ducat joins Morning Movers to diagnose the technical formations on the CSCO chart, with current areas of resistance and support circled on its chart.
Note: Cisco's FY 2025 concluded in July 2025
Cisco shares have surged to near all-time highs, driven by strong AI infrastructure demand and robust prior earnings, but expectations are now elevated. Insider selling has accelerated as the stock price climbed, raising concerns about management's confidence and future growth prospects amid intensifying competition. Cisco is overvalued by all major metrics versus its history and sector peers; dividend yield and modest revenue growth do not justify the current premium.
Analyst consensus is expecting $0.98 in earnings per share on $14.6 billion in revenue as well as 4.97 billion in operating income, for expected year-over-year (y-o-y) growth of 13%, 7% and 14% respectively. Cisco's last big acquisition, Splunk, will now be in Cisco's organic numbers with fiscal Q4 '25. In terms of AI, Cisco appears to have a relatively small AI offering for now, just $1 billion versus the $56–$59 billion in annual revenue, but the AI revenue did look to have beaten expectations in fiscal Q3 '25.
Cisco Systems will help highlight earnings from major tech players this week, with the company set to report results for its fiscal fourth quarter after market hours on Wednesday, August 13.
ON Holding (ONON) investors hope shares can reverse its current trend and run higher once it releases earnings on Tuesday. Chili's parent, Brinker (EAT), aims to push its 150% year-over-year rally further.
CSCO' fourth-quarter fiscal 2025 performance is likely to reflect improving demand in the networking domain and strong growth in the Security business.
Besides Wall Street's top-and-bottom-line estimates for Cisco (CSCO), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended July 2025.
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.
Here is how Cisco Systems (CSCO) and F5 Networks (FFIV) have performed compared to their sector so far this year.
Cisco Systems (CSCO) closed the most recent trading day at $68.49, moving +2.06% from the previous trading session.