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Cisco Systems upgraded to buy after 10% drop and strong Q4 growth, with bullish FY27 outlook.

Analyst Insights
17 Sep 2026, 15:30 WIB
Seeking Alpha
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Bullish
Cisco Systems upgraded to buy after 10% drop and strong Q4 growth, with bullish FY27 outlook.

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.

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