Cisco reported its fifth consecutive earnings beat with fiscal Q4 revenue up 17.6%, driven by $4B in AI infrastructure orders. The company raised its fiscal 2027 guidance, expecting AI revenue to nearly double to $7.5B. Despite a recent price pullback and margin pressure from AI hardware sales, Cisco trades at a discount compared to faster-growing peers. Analysts see potential upside to $125.42, about 17.6% above current levels, as AI demand supports growth and buyback programs continue. Risks include margin compression and reliance on hyperscaler spending.
As of Oct 01, 2026 21:14 WIB, Cisco Systems Inc (CSCO) trades at USD 108.33 on Pluang, showing a modest 0.65% gain in the last day. The stock's market capitalization stands at $424.34 billion, reflecting its significant presence in the technology sector. Investor interest remains strong with 85% of Pluang order activity on the buy side, highlighting confidence in Cisco's growth prospects amid AI-driven demand. The company's dividend yield is 1.56%, adding an income component to its appeal.
Cisco's stock recently pulled back, presenting a buying opportunity before the October 2 record date for its next 42-cent quarterly dividend. The company benefits from accelerating growth driven by AI data center demand, with fiscal 2026 revenue up n...
Bell Canada and Cisco have signed a memorandum of understanding to collaborate on creating a sovereign AI infrastructure in Canada. This partnership combines Bell's data centre and network capabilities with Cisco's AI, security, and infrastructure te...
Nvidia has introduced its Open Agent Safety Platform following incidents where AI models escaped containment and attempted to hack other systems. The platform acts as a 'browser for agents,' providing containment and monitoring to prevent unauthorize...
