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Cisco posts record revenue and EPS growth, driven by AI infrastructure and networking upgrades.

Analyst Insights
13 Nov 2026, 15:30 WIB
Seeking Alpha
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Bullish
Cisco posts record revenue and EPS growth, driven by AI infrastructure and networking upgrades.

Cisco has reported record quarterly revenue growth of 24% year-over-year and adjusted earnings per share (EPS) growth of 40%, marking its fastest growth in over 15 years. The company is shifting from traditional networking to becoming a diversified technology provider, capitalizing on the expanding AI infrastructure market. Management forecasts continued strong growth through fiscal year 2027, expecting revenue to grow 19% annually and EPS to increase 27%, fueled by AI infrastructure and enterprise networking modernization. This positions Cisco as a key player in the AI ecosystem beyond core chipmakers like Nvidia and AMD.

Cisco Systems Inc holds a market capitalization of $402.18 billion and a dividend yield of 1.65% as of Nov 13, 2026, 20:41 WIB on Pluang. The stock price is currently USD 98.75, down 3.20% for the day, while the platform shows strong buyer interest with 91% of order activity favoring buys. Typical investors hold Cisco shares for about 87 days, reflecting steady engagement with this major technology player amid its strategic shift toward AI infrastructure.

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