Cisco's transformation is gaining traction, with revenue growth accelerating from -12.8% in 2024Q3 to +17.6% in 2026Q4, driven by AI infrastructure demand. Operating margin expanded to 24.7% in 2026Q4 from 17.2% in 2024Q3, reflecting strong operating leverage ...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated from -12.8% in 2024Q3 to +17.6% in 2026Q4, with operating margin expanding from 17.2% to 24.7% over the same period, indicating strong operating leverage.
As of late April 2026, 16 analysts have a consensus rating of 'Buy,' with 44% recommending a 'Strong Buy' and 38% recommending 'Buy.'
Cisco expects over $3 billion in AI infrastructure revenues from hyperscalers in fiscal 2026, driven by strong demand in AI and campus refresh cycles.
Analysts forecast a 1-year revenue growth to $62.8 billion (6.35% increase) and a 3-year forecast of $68.4 billion (15.88% increase).
A DCF analysis suggests Cisco could be overvalued, with fair value estimates around $57.52 and $59.92, indicating a -33.1% overvaluation from the recent closing price of $87.71.
The acquisition of Splunk has tripled Cisco's debt, compressing free cash flow generation.
Concerns about gross margin compression due to component costs and product mix raise questions about Cisco's profitability.
Trailing total returns as of 10/12/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 12, 2026 | $1.22+4.3% vs $1.17 | $17.3B+2.5% vs $16.8B |
Q2 2026 May 13, 2026 | $1.06+2.9% vs $1.03 | $15.8B+1.8% vs $15.6B |
Q1 2026 Feb 11, 2026 | $1.04+2.0% vs $1.02 | $15.3B+1.6% vs $15.1B |
Q4 2025 Nov 12, 2025 | $1.00+1.8% vs $0.98 | $14.9B+0.7% vs $14.8B |
News Summary: Cisco appoints Girish Rishi to its board of directors effective October 9, 2026. Rishi brings three decades of technology leadership and deep expertise across data and AI, product development, supply chain and M&A to Cisco's board.
Every dividend dollar sitting in a taxable account quietly hands a portion of itself to the IRS year after year, and after two decades that quiet cost compounds into a number most investors never bother to calculate until it is too late.
Does Cisco Systems (CSCO) have what it takes to be a top stock pick for momentum investors? Let's find out.
The constant labeling of AI as a "bubble" shouldn't deter investors from participating in one of history's most transformative technological shifts.
Benchmark CSCO against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Cisco Systems, Inc. (CSCO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $118.39 | $466.63B | 35.55 | 11.77% | 20.95% | 27.32% | 1.39% | |
| $73.46 | $97.28B | -1647.09 | 14.06% | 6.57% | 10.85% | — | |
| $216.74 | $272.91B | 78.81 | 28.6% | 38.37% | 30.78% | — | |
| $23.60 | $633.42M | -20.70 | 2.91% | -5.91% | -8.42% | — | |
| $24.19 | $3.16B | 186.08 | -70.3% | 3.28% | 50.74% | — | |
| $449.77 | $63.67B | 529.14 | 18.79% | 10.87% | 22.82% | — |
Cisco Systems, Inc. (CSCO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Cisco Systems, Inc. (CSCO) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 12, 2026·SEC
May 13, 2026·SEC
May 1, 2026·SEC
Sep 3, 2025·SEC
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Cisco Systems, Inc. (CSCO) stock FAQ — growth, dividends, profitability & financials explained
Cisco Systems, Inc. (CSCO) reported $63.33B in revenue for fiscal year 2026. This represents a 883% increase from $6.44B in 1997.
Cisco Systems, Inc. (CSCO) grew revenue by 11.8% over the past year. This is steady growth.
Yes, Cisco Systems, Inc. (CSCO) is profitable, generating $13.27B in net income for fiscal year 2026 (21.0% net margin).
Yes, Cisco Systems, Inc. (CSCO) pays a dividend with a yield of 1.39%. This makes it attractive for income-focused investors.
Cisco Systems, Inc. (CSCO) has a return on equity (ROE) of 27.3%. This is excellent, indicating efficient use of shareholder capital.
Cisco Systems, Inc. (CSCO) generated $13.60B in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
