Cisco Systems was upgraded from hold to buy following a 10% price decline and strong business acceleration. The company reported record fiscal year 2026 results, including 18% year-over-year revenue growth in Q4 and robust AI infrastructure orders. Its networking and security segments are driving a super cycle, supported by vertical integration and a $100 billion upgrade opportunity. Cisco's valuation is attractive at about 21 times FY27 earnings per share, with expectations of 15% revenue growth and 17% EPS growth in FY27, alongside ongoing dividend increases and aggressive share buybacks.
As of Sep 17, 2026 19:12 WIB, Cisco Systems (CSCO) shares trade at USD 109.18 on Pluang, up 1.34% for the day with a market cap of $424.77 billion. Despite recent upgrades and strong business momentum, Pluang order activity shows a balanced sentiment with 53% selling and 47% buying. The stock offers a dividend yield of 1.56%, reflecting ongoing shareholder returns amid its growth narrative.
Arista Networks and Cisco Systems both posted record AI-driven revenue growth, with Arista hitting $3.04 billion and Cisco nearly $9.8 billion in networking revenue. Arista benefits from focused AI fabric products and raised its 2026 outlook to $12.6...
Cisco Systems is poised for a comeback driven by AI infrastructure, with expected revenue rising from $4 billion in FY2026 to $7.5 billion in FY2027. Despite a recent 9% weekly pullback, shares remain up nearly 42% year-to-date, supported by strong Q...
Cisco Systems projects robust first-quarter growth with management guiding for 21% year-over-year revenue increase and 33% earnings per share growth. The company has a track record of beating estimates, showing accelerating revenue surprises and main...
Networking stocks Ciena and Arista rose 4% amid a tech rebound driven by strong AI data center spending. Ciena reported a 37% revenue increase and raised its 2026 guidance, supported by growing demand from cloud providers despite supply constraints. ...
Cisco's stock is benefiting from strong AI networking demand, but a new model predicts it won't reach $200 per share by 2031. The base case forecast estimates a share price of $177.67, representing a 56.35% return over five years. The company reporte...
