Cisco Systems, Inc. (CSCO)
Cisco Stock Eyes New Highs in 2025 on AI, Earnings, Upgrades
For numerous reasons, Cisco Systems' NASDAQ: CSCO stock price will reach new highs in 2025 and continue to trend higher into 2026. Those include outperformance in FQ3, guidance for FQ4, AI, the analysts, and capital returns.
Cisco Q3 Earnings Beat Estimates, Revenues Up Y/Y, Shares Rise
CSCO's third-quarter fiscal 2025 results benefit from strong revenue growth and rising sales of security and networking solutions.
Cisco Q3 2025: The Market Still Doesn't Get It
Cisco's Q3 beat expectations, driven by strong AI infrastructure orders, robust product growth, and expanding recurring revenue streams. Despite outperforming peers, Cisco trades at a significant valuation discount, reflecting legacy perceptions rather than current AI-driven momentum. Cisco is now deeply embedded in next-gen AI architectures, with Silicon One chips and sovereign cloud deals positioning it for long-term growth.
ETFs to Gain as Cisco Beats on Q3 Earnings, Lifts 2025 Outlook
Cisco reports robust third-quarter fiscal 2025 results and raises its outlook for the fiscal year.
Cisco: Low Growth Despite AI Infrastructure Opportunities
Cisco Systems, Inc. beat Q3 2025 earnings estimates, with strong growth in security and observability, boosted by the Splunk acquisition. The company benefits from AI infrastructure demand but is not a core AI company; growth is steady, not explosive. Full-year guidance and historical performance show Cisco reliably beats estimates, but projected EBITDA CAGR is a modest 3.3%.
Markets Mixed on Uneventful Trading Day
We were quiet on the reports front today, but plenty of economic reports hit the tape ahead of Thursday's open.
Cisco Systems, Inc. (CSCO) Q3 2025 Earnings Call Transcript
Cisco Systems, Inc. (NASDAQ:CSCO ) Q3 2025 Earnings Conference Call May 14, 2025 4:30 PM ET Company Participants Sami Badri - Head, Investor Relations Chuck Robbins - Chair and Chief Executive Officer Scott Herren - Executive Vice President and Chief Financial Officer Mark Patterson - Chief Strategy Officer Conference Call Participants Meta Marshall - Morgan Stanley Tal Liani - BofA Securities Aaron Rakers - Wells Fargo Joseph Lima Cardoso - JPMorgan Michael Ng - Goldman Sachs Matthew Niknam - Deutsche Bank Amit Daryanani - Evercore ISI Simon Leopold - Raymond James Jim Fish - Piper Sandler Andrew Spinola - UBS Karl Ackerman - BNP Paribas Adrienne Colby - Citi Sebastien Naji - William Blair Operator Welcome to Cisco's Third Quarter Fiscal Year 2025 Financial Results Conference Call. At the request of Cisco, today's conference is being recorded.
Cisco Systems Names Mark Patterson as Next CFO
Patterson joined Cisco in 2000 and most recently served as chief strategy officer.
Here's What Key Metrics Tell Us About Cisco (CSCO) Q3 Earnings
The headline numbers for Cisco (CSCO) give insight into how the company performed in the quarter ended April 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Cisco Systems (CSCO) Surpasses Q3 Earnings and Revenue Estimates
Cisco Systems (CSCO) came out with quarterly earnings of $0.96 per share, beating the Zacks Consensus Estimate of $0.91 per share. This compares to earnings of $0.88 per share a year ago.
Cisco Delivers Strong Earnings as AI Infrastructure Orders Grow
Cisco (CSCO) reported fiscal third-quarter revenue and profits that topped analysts' projections, thanks in part to strong demand for AI infrastructure.
Cisco earnings showcase AI momentum, and the stock is rising
The networking company hit its AI-infrastructure target earlier than expected.
