Cisco Systems and Broadcom both posted strong quarterly results driven by AI infrastructure demand but took different approaches. Cisco's growth came from enterprise networking upgrades, with AI orders surpassing $9 billion for the year and a broad customer base supporting steady revenue and dividends. Broadcom saw a 143% jump in AI semiconductor revenue, fueled by custom chips for major hyperscalers like Google and Meta, with a $30 billion AI backlog but higher customer concentration risk. Investors must weigh Cisco's stable, diversified profile against Broadcom's sharper AI exposure and growth potential amid market uncertainties.
Cisco Systems, Inc. posted an 18% year-over-year revenue increase in fiscal Q4 2026, fueled by a 4.5-fold surge in AI infrastructure orders reaching $9.3 billion. The company expects 15% revenue growth in fiscal year 2027, supported by strong demand ...
Cisco Systems reported a record fiscal year with Q4 revenue and earnings surpassing expectations, driven by a surge in AI infrastructure orders. Despite an 8.4% stock drop after earnings, the company projects 15% revenue growth for FY2027 and highlig...
Cisco CEO Chuck Robbins highlighted the company's strong fiscal Q4 results with 15% revenue growth, surpassing analyst expectations of 9%, driven by rapid expansion in AI networking and hyperscaler demand. He described AI infrastructure as a long-ter...
Coherent and Cisco shares dropped after reporting strong fiscal Q4 results, with Coherent's cash flow down sharply and Cisco facing margin pressure from AI hardware costs. Meanwhile, Ciena and Nokia stocks rose, benefiting from growing demand for dat...
Morgan Stanley has set a price target of $135 for Cisco, suggesting an 8.98% upside from its current price of $123.88. Cisco reported record Q4 revenue of $17.30 billion, an 18% increase year-over-year, driven by strong demand linked to an AI super c...
