Cisco Systems, Inc. (CSCO)
Cisco: Stagnant Growth, Fierce Competition, And High Valuation Make It A Sell
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.
Cisco Earnings Preview: Stock Price Nearing Its April 2000 All-Time High
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.
Is Cisco Systems Stock a Buy as its Q4 Results Approach?
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.
CSCO, EAT & ONON: Charting This Week's Earnings
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.
Should Cisco Stock Be in Your Portfolio Pre-Q4 Earnings?
CSCO' fourth-quarter fiscal 2025 performance is likely to reflect improving demand in the networking domain and strong growth in the Security business.
What Analyst Projections for Key Metrics Reveal About Cisco (CSCO) Q4 Earnings
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 Systems, Inc. (CSCO) is Attracting Investor Attention: Here is What You Should 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.
Is Cisco Systems (CSCO) Stock Outpacing Its Computer and Technology Peers This Year?
Here is how Cisco Systems (CSCO) and F5 Networks (FFIV) have performed compared to their sector so far this year.
Cisco Systems (CSCO) Outperforms Broader Market: What You Need to Know
Cisco Systems (CSCO) closed the most recent trading day at $68.49, moving +2.06% from the previous trading session.
Is Cisco (CSCO) a Buy as Wall Street Analysts Look Optimistic?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Cisco Systems (CSCO) Stock Slides as Market Rises: Facts to Know Before You Trade
Cisco Systems (CSCO) concluded the recent trading session at $67.92, signifying a -1.12% move from its prior day's close.
Cisco Stock Downgraded on Valuation Concerns
Evercore ISI downgraded Cisco Systems Inc (NASDAQ:CSCO) stock to "in line" from "outperform," with the analyst in coverage noting that any potential upside is already priced in.
