Cisco Systems, Inc. (CSCO)
Where Will Cisco (CSCO) Stock Be in 5 Years?
Sometimes favored but other times reviled, Cisco Systems (NASDAQ:CSCO) is a technology firm that never ceases to garner interest.
Cisco Systems: Quietly Winning The AI Buildout, But Nobody's Pricing It In
Cisco Systems, Inc. delivered a Q2 double beat and raised 2026 guidance, yet shares sold off over 11%, creating a compelling entry point. CSCO is a direct beneficiary of the AI infrastructure buildout, with $2.1B in Q2 AI orders and a forecast to exceed $5B in hyperscaler AI orders. Recurring revenue from services and security is expanding, with RPO at $43.4B (+5% YoY) and ARR at $31B (+3% YoY), supporting long-term growth.
Cisco Systems: The Market Is Impatient For Growth
Cisco Systems, Inc. benefits from AI-driven network upgrade demand, but revenue and EPS growth will materialize more clearly in Fiscal Q4 2026. CSCO faces near-term headwinds from memory supply constraints and Splunk's cloud transition, yet these are not expected to impact long-term fundamentals. Despite increased orders and a strong dividend, CSCO stock trades at a higher PEG ratio than faster-growing peers like Arista, making it less attractive on a relative basis.
Why Cisco's stock is falling hard — and taking the tech sector with it
Arista's stock is dropping ahead of earnings, after Cisco's report sparked renewed fears about the impact of high memory prices.
Cisco stock has worst day since 2022 as memory prices pressure margins
Cisco shares plunged 12% Thursday as the company's margins face pressure from rising memory prices. The drop is the company's largest in four years.
Networking Giant Drops on Earnings: Time to Load Up on Cisco?
The company highlighted $2.1 billion in AI infrastructure orders for the quarter, signaling robust demand from hyperscalers.
Cisco Plunges Despite Earnings That Topped Estimates. Here's What's Dragging the Stock
Networking giant Cisco Systems is the latest tech firm to see its stock drop after revealing it's grappling with the impacts of a global memory shortage.
Cisco Q2 Results: Narrowing Margins Overshadow Earnings Beat, Shares Fairly Valued
Shares in networking company Cisco Systems, Inc., traded lower following the release of its Q2 results. The declines were despite results that landed above expectations on both the top and bottom lines. Higher costs and the likelihood of lower margins in the periods ahead were likely factors driving the negative sentiment.
Cisco's Q2 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Fall
CSCO beats Q2 estimates with 10% EPS growth and 9.7% revenue rise, but shares slide 7% despite strong AI orders and upbeat fiscal 2026 outlook.
ETFs in Focus as Cisco Slides Post Q2 Earnings Beat Amid Poor Outlook
CSCO slides 7% after Q2 beat as fiscal 2026 outlook disappoints, but AI demand and strong networking orders keep ETFs in focus.
Cisco Systems, Inc. (CSCO) Q2 2026 Earnings Call Transcript
Cisco Systems, Inc. (CSCO) Q2 2026 Earnings Call Transcript
Compared to Estimates, Cisco (CSCO) Q2 Earnings: A Look at Key Metrics
The headline numbers for Cisco (CSCO) give insight into how the company performed in the quarter ended January 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
