Cisco Systems reported its fifth consecutive earnings beat, driven by strong AI infrastructure orders totaling $9.3 billion in fiscal 2026. The company’s fiscal Q4 revenue rose 17.6% to $17.25 billion, surpassing estimates, and management forecasts fiscal 2027 revenue between $72.2 billion and $73.4 billion with EPS of $5.05 to $5.11. Despite margin pressures, Cisco’s shares have rallied 55.6% year-to-date and trade at a valuation significantly lower than peers like Arista Networks, suggesting room for further upside. Analysts remain bullish, with a 24/7 Wall St. price target of $132.90, implying a 12.9% gain, as Cisco transitions into a key player in AI networking infrastructure.
Cisco Systems trades at USD 116.44 on Pluang as of Oct 08, 2026 18:11 WIB, down 0.81% for the day. The stock has a market cap of $462.82 billion and a 52-week high of $130.00. Compared to Arista Networks, which trades at USD 212.00 and is down 1.77%, Cisco shows a lower valuation but less buying activity, with 75% of Pluang orders selling Cisco shares versus 80% buying Arista shares.
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