CSCO research calls — Cisco Systems, Inc.

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CSCO Cisco Systems, Inc. · Technology

1 research call since Aug 13. Latest view: Lean bullish

Last close

$111.38 2026-10-27

1 week

+4.4%

1 month

+4.4%

3 months

-3.6%

1 year

+56.0%

Latest call vs SPY

-0.8% since 2026-08-13

Next earnings

2026-11-10

Technical scan

Hold rank 71 of 127

Price, last 12 months daily close · markers are published calls

Current technical signals nightly scan, 2026-10-27

OBV: Confirmed Uptrend MACD: Bearish Weakening

What would change the latest view

FY27 Q1 AI infrastructure orders below ~$2B (Nov 10, 2026 print)
Q2 FY27 gross margin guided below 65% or management attributes further compression to pricing rather than mix
FY27 revenue guidance cut or held while AI orders decelerate — would signal Q4's $4B was pull-forward
Stock breaks decisively below ~$100 (roughly 19–20x guided EPS) on rising volume, indicating the revision tailwind is being rejected
Hyperscaler capex guides for CY2027 flatten or decline

All calls on CSCO

CSCO Lean bullish

Aug 13, 2026 · Cisco Systems, Inc. · edge 5/10· evidence 6/10

Good story, high bar — lean bullish.

Cisco delivered FY26 revenue of $63.8B and non-GAAP EPS of $4.31, then guided FY27 to ~14–16% revenue growth and ~18% EPS growth — well above the ~$68.7B/$4.64–4.80 Street consensus — on the back of $9.3B in FY26 AI infrastructure orders (accelerating from $1.3B in Q1 to $4.0B in Q4). The post-earnings sell-off was not a fundamentals rejection but a margin protest: management…

Entry $113.47 (2026-08-13) 1m vs SPY: +0.6%

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