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Home/News Feed/Cisco targets $7.5B AI revenue in 2027, driving a 25% stock upside with strong Q4 growth.

CSCO

$111.04

+$1.45 +1.32%

Cisco targets $7.5B AI revenue in 2027, driving a 25% stock upside with strong Q4 growth.

Analyst Insights

22 Aug 2026

24/7 Wall Street

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Bullish

Cisco Systems reported strong Q4 FY2026 results with 17.58% revenue growth and a 40% increase in networking orders, driven by a surge in AI infrastructure demand. The company expects AI revenue to reach $7.5 billion in FY2027, fueling optimism about a networking super cycle. Cisco's stock shows 25% upside potential with a $139.67 price target, supported by broad product offerings and expanding hyperscaler AI orders. Risks include tariff impacts and margin pressures, but overall confidence remains high for continued growth through 2030.

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