Cisco Systems, Inc. (CSCO)
Cisco: Buy The AI Pullback, But Watch The Margin Pressure
Cisco Systems, Inc. delivered strong Q4 FY2026 results, with revenue up 18% sequentially and non-GAAP EPS up 23%, confirming its AI infrastructure momentum. CSCO reported $4B in Q4 AI infrastructure orders, totaling $9.3B for FY2026, and guided to $7.5B in AI infrastructure revenue for FY2027. Despite robust results and guidance, the stock sold off due to concerns over declining gross margins, which fell to 66.3% and are forecast at 65–66% for Q1 FY2027.
Cisco: This 8% Selloff Looks Like An Overreaction
Cisco Systems posted strong Q4 results: revenue up 18%, non-GAAP EPS up 23%, and product orders up 35%. CSCO's AI infrastructure orders surged to $9.3 billion in FY2026, quadrupling year-over-year, with $4 billion from hyperscalers in Q4 alone. Management's FY2027 revenue guidance of $72.2–$73.4 billion signals a shift beyond Cisco's historical low-growth profile.
Cisco: Buy The Dip Before The Next Leg Up
Cisco Systems, Inc. is seizing a core role in AI infrastructure, driving robust growth across both AI and traditional networking markets. CSCO delivered 18% YoY revenue growth in fiscal Q4 2026, with AI infrastructure orders rising 4.5x to $9.3 billion. Management guides for 15% revenue growth in FY27, underpinned by hyperscaler demand and scale-across networking opportunities.
Cisco Just Gave Investors 3 Big Reasons to Be Bullish
Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction) just closed the books on a record fiscal year, and the setup heading into FY2027 is arguably the strongest the networking giant has offered investors in more than a decade.
The Quiet Winner of the AI Buildout Just Posted Its Best Year Ever
Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction) just wrapped up what management called its best year ever, and the stock is finally being treated like an AI infrastructure winner rather than a legacy networking name.
Cisco CEO Rejects AI Bubble Concerns: The World's Strongest Companies “View This Transition as Existential”
Cisco's Chair and CEO Chuck Robbins appeared on a Wednesday CNBC interview with Jim Cramer to defend the durability of the company's record fiscal fourth quarter and elevated fiscal 2027 outlook.
Cisco shares slide 9% despite earnings beat and stronger-than-expected guidance
Cisco delivered a better-than-expected earnings report, but the stock sold off anyway. Even with a forecast that topped estimates, Piper Sandler analysts wrote that Cisco's guidance looked "conservative given the current demand environment.
Cisco's Q4 Earnings Beat Estimates, Strong Networking Aids Revenues
CSCO's fiscal Q4 earnings and revenues rise y/y as networking demand surges, fueled by AI infrastructure, data center switching and campus growth.
Cisco Q4 Earnings Call Centers on AI Networking Supercycle
Cisco targets $7.5 billion in fiscal 2027 AI infrastructure revenues as hyperscaler demand fuels a broader networking refresh despite margin pressure.
Cisco stock falls despite Street-beating guidance as networking and AI orders accelerate
Cisco Systems Inc (NASDAQ:CSCO, XETRA:CIS) reported fiscal fourth-quarter revenue of $17.3 billion, up 18% year-over-year and above the $16.82 billion analyst estimate, as networking demand and artificial intelligence orders drove growth. Non-GAAP earnings per share came in at $1.22, up 23% year-over-year and ahead of the $1.17 estimate.
Cisco stock falls on margin concerns. Here's what Wall Street analysts are saying.
Cisco reported record results on Wednesday, citing an artificial-intelligence “supercycle,” but Wall Street is pointing to squeezed gross margins.
Cisco beats earnings as AI orders surge: can CSCO extend its massive 2026 rally?
Cisco Systems (CSCO) shares fell in extended trading despite the tech conglomerate reporting stronger-than-expected Q4 earnings, supported by robust artificial intelligence (AI)-driven demand. The company's revenue came in up 18% year over year at $17.3 billion, with per-share earnings (EPS) of $1.22, both comfortably ahead of Street estimates.
