CSCO
VENTE TOTALE: 21 628 titres (~2 391 937,85 $ US)
- Insiders
- Robbins Charles
- Total bought
- —
- Total sold
- $2,391,938
- Last activity
- 2026-08-14
- Last synced
-
2026-08-21 23:36:53
Insider holdings as a share of total assets aren't available for this company.
Price (1 year)
Live chart from TradingView - pulls its own market data, independent of this site's database. Symbol resolution is best-effort (defaults to NASDAQ) since we don't store the exchange prefix.
Market snapshot
Signal
Bearish signal Scored 2026-08-26
CSCO presents a mixed fundamental picture with solid operational profitability but deteriorating liquidity (current ratio below 1.0) and stretched valuation multiples, yielding a modest composite health score.
The first sentence of the analysis written for CSCO on 2026-08-26 - a real excerpt, not a sample. The rest of it, the 0-100 score and the rating it produced are part of Plus. See plans.
Financial ratios
| Metric | Trend | 2026-07-25 | 2025-07-26 | 2024-07-27 | 2023-07-29 | 2022-07-30 |
|---|---|---|---|---|---|---|
| Gross Profit Margin | 64.5% | 64.9% | 64.7% | 62.7% | 62.5% | |
| Ebit Margin | 27.6% | 22.1% | 24.6% | 27.6% | 28.8% | |
| Ebitda Margin | 31.6% | 27.1% | 29.3% | 30.7% | 32.6% | |
| Operating Profit Margin | 24.3% | 20.8% | 22.6% | 26.4% | 27.1% | |
| Pretax Profit Margin | 25.3% | 19.6% | 22.7% | 26.9% | 28.1% | |
| Continuous Operations Profit Margin | 21.0% | 18.0% | 19.2% | 22.1% | 22.9% | |
| Net Profit Margin | 21.0% | 18.0% | 19.2% | 22.1% | 22.9% | |
| Bottom Line Profit Margin | 21.0% | 18.0% | 19.2% | 22.1% | 22.9% | |
| Current Ratio | 0.931 | 0.998 | 0.908 | 1.385 | 1.432 | |
| Quick Ratio | 0.794 | 0.908 | 0.825 | 1.268 | 1.332 | |
| Solvency Ratio | 0.199 | 0.173 | 0.162 | 0.249 | 0.254 | |
| Cash Ratio | 0.174 | 0.238 | 0.185 | 0.323 | 0.276 | |
| Price To Earnings Ratio | 33.979 | 26.832 | 18.776 | 16.912 | 16.032 | |
| Price To Earnings Growth Ratio | 1.087 | 68.422 | -1.091 | 1.914 | 1.257 | |
| Forward Price To Earnings Growth Ratio | 1.087 | 68.422 | -1.091 | 1.914 | 1.257 | |
| Price To Earnings Diluted Ratio | 34.285 | 26.937 | 18.850 | 16.967 | 16.089 | |
| Price To Earnings Diluted Growth Ratio | 1.121 | 68.421 | -1.092 | 1.914 | 1.257 | |
| Price To Book Ratio | 8.975 | 5.830 | 4.259 | 4.807 | 4.757 | |
| Price To Sales Ratio | 7.127 | 4.821 | 3.598 | 3.741 | 3.670 | |
| Price To Free Cash Flow Ratio | 35.350 | 20.553 | 18.960 | 11.199 | 14.840 | |
| Price To Operating Cash Flow Ratio | 31.834 | 19.243 | 17.792 | 10.721 | 14.305 | |
| Debt To Assets Ratio | 0.228 | 0.230 | 0.249 | 0.082 | 0.112 | |
| Debt To Equity Ratio | 0.587 | 0.600 | 0.681 | 0.189 | 0.266 | |
| Debt To Capital Ratio | 0.370 | 0.375 | 0.405 | 0.159 | 0.210 | |
| Long Term Debt To Capital Ratio | 0.278 | 0.328 | 0.302 | 0.131 | 0.175 | |
| Financial Leverage Ratio | 2.578 | 2.611 | 2.737 | 2.296 | 2.363 | |
| Working Capital Turnover Ratio | -43.108 | -29.818 | 12.938 | 4.931 | 4.309 | |
| Operating Cash Flow Ratio | 0.341 | 0.405 | 0.268 | 0.635 | 0.516 | |
| Operating Cash Flow Sales Ratio | 0.224 | 0.251 | 0.202 | 0.349 | 0.257 | |
| Free Cash Flow Operating Cash Flow Ratio | 0.901 | 0.936 | 0.938 | 0.957 | 0.964 | |
| Debt Service Coverage Ratio | 1.485 | 2.118 | 1.120 | 6.836 | 7.933 | |
| Interest Coverage Ratio | 10.454 | 7.382 | 12.108 | 35.201 | 38.803 | |
| Short Term Operating Cash Flow Coverage Ratio | 1.395 | 2.713 | 0.959 | 11.475 | 9.308 | |
| Operating Cash Flow Coverage Ratio | 0.480 | 0.505 | 0.351 | 2.370 | 1.252 | |
| Capital Expenditure Coverage Ratio | 10.055 | 15.683 | 16.239 | 23.423 | 27.727 | |
| Dividend Paid And Capex Coverage Ratio | 1.780 | 1.933 | 1.542 | 2.781 | 1.974 | |
| Dividend Payout Ratio | 0.494 | 0.632 | 0.619 | 0.500 | 0.527 | |
| Enterprise Value Multiple | 23.659 | 19.044 | 13.783 | 12.104 | 11.473 |
Sparkline shows each ratio oldest → newest (left → right).
How the latest year compares
For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower
| Metric | Current | vs 1Y ago | vs 5Y avg |
|---|---|---|---|
| Gross Profit Margin | 64.5% | ▼-0.4% | ▲0.6% |
| Ebit Margin | 27.6% | ▲5.5% | ▲1.5% |
| Ebitda Margin | 31.6% | ▲4.5% | ▲1.4% |
| Operating Profit Margin | 24.3% | ▲3.5% | ▲0.0% |
| Pretax Profit Margin | 25.3% | ▲5.7% | ▲0.8% |
| Continuous Operations Profit Margin | 20.9% | ▲3.0% | ▲0.3% |
| Net Profit Margin | 20.9% | ▲3.0% | ▲0.3% |
| Bottom Line Profit Margin | 20.9% | ▲3.0% | ▲0.3% |
| Current Ratio | 0.931 | ▼-0.067 | ▼-0.200 |
| Quick Ratio | 0.794 | ▼-0.114 | ▼-0.231 |
| Solvency Ratio | 0.199 | ▲0.026 | ▼-0.008 |
| Cash Ratio | 0.174 | ▼-0.064 | ▼-0.065 |
| Price To Earnings Ratio | 33.979 | ▲7.147 | ▲11.473 |
| Price To Earnings Growth Ratio | 1.087 | ▼-67.334 | ▼-13.231 |
| Forward Price To Earnings Growth Ratio | 1.087 | ▼-67.334 | ▼-13.231 |
| Price To Earnings Diluted Ratio | 34.285 | ▲7.348 | ▲11.659 |
| Price To Earnings Diluted Growth Ratio | 1.121 | ▼-67.300 | ▼-13.203 |
| Price To Book Ratio | 8.975 | ▲3.145 | ▲3.250 |
| Price To Sales Ratio | 7.127 | ▲2.306 | ▲2.536 |
| Price To Free Cash Flow Ratio | 35.350 | ▲14.797 | ▲15.170 |
| Price To Operating Cash Flow Ratio | 31.834 | ▲12.592 | ▲13.055 |
| Debt To Assets Ratio | 0.228 | ▼-0.002 | ▲0.048 |
| Debt To Equity Ratio | 0.587 | ▼-0.012 | ▲0.123 |
| Debt To Capital Ratio | 0.370 | ▼-0.005 | ▲0.066 |
| Long Term Debt To Capital Ratio | 0.278 | ▼-0.050 | ▲0.035 |
| Financial Leverage Ratio | 2.578 | ▼-0.033 | ▲0.061 |
| Working Capital Turnover Ratio | -43.108 | ▼-13.290 | ▼-32.958 |
| Operating Cash Flow Ratio | 0.341 | ▼-0.063 | ▼-0.092 |
| Operating Cash Flow Sales Ratio | 0.224 | ▼-0.027 | ▼-0.033 |
| Free Cash Flow Operating Cash Flow Ratio | 0.900 | ▼-0.036 | ▼-0.039 |
| Debt Service Coverage Ratio | 1.485 | ▼-0.633 | ▼-2.413 |
| Interest Coverage Ratio | 10.454 | ▲3.072 | ▼-10.335 |
| Short Term Operating Cash Flow Coverage Ratio | 1.395 | ▼-1.317 | ▼-3.775 |
| Operating Cash Flow Coverage Ratio | 0.480 | ▼-0.025 | ▼-0.512 |
| Capital Expenditure Coverage Ratio | 10.055 | ▼-5.628 | ▼-8.571 |
| Dividend Paid And Capex Coverage Ratio | 1.780 | ▼-0.153 | ▼-0.222 |
| Dividend Payout Ratio | 0.494 | ▼-0.138 | ▼-0.060 |
| Enterprise Value Multiple | 23.659 | ▲4.615 | ▲7.646 |
Key metrics
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|---|
| Market cap | $451.31B | $273.11B | $193.58B | $213.20B | $189.19B | |
| Enterprise value | $473.63B | $292.86B | $217.04B | $211.47B | $192.67B | |
| EV / Sales | 7.48x | 5.17x | 4.03x | 3.71x | 3.74x | |
| EV / Op. cash flow | 33.41x | 20.63x | 19.95x | 10.63x | 14.57x | |
| EV / Free cash flow | 37.10x | 22.04x | 21.26x | 11.11x | 15.11x | |
| EV / EBITDA | 23.66x | 19.04x | 13.78x | 12.10x | 11.47x | |
| Net debt / EBITDA | 1.11x | 1.28x | 1.49x | -0.10x | 0.21x | |
| Current ratio | 0.93x | 1.00x | 0.91x | 1.39x | 1.43x | |
| Income quality | 1.07x | 1.36x | 1.05x | 1.58x | 1.12x | |
| Graham number | $31 | $26 | $25 | $27 | $25 | |
| Graham net-net | -$13 | -$13 | -$13 | -$6 | -$6 | |
| Tax burden | 82.9% | 91.7% | 84.4% | 82.3% | 81.6% | |
| Interest burden | 91.6% | 88.7% | 92.4% | 97.3% | 97.6% | |
| Working capital | -$2.86B | -$78.0M | -$3.72B | $12.04B | $11.08B | |
| Invested capital | $66.93B | $70.35B | $68.25B | $54.48B | $53.95B | |
| Return on assets | 10.2% | 8.3% | 8.3% | 12.4% | 12.6% | |
| Operating ROA | 12.2% | 9.5% | 10.8% | 15.3% | 14.6% | |
| Return on tangible assets | 21.2% | 18.9% | 18.9% | 20.5% | 22.2% | |
| Return on equity | 26.4% | 21.7% | 22.7% | 28.4% | 29.7% | |
| Return on invested capital | 13.0% | 11.7% | 10.8% | 17.1% | 16.3% | |
| Return on capital employed | 17.4% | 13.5% | 14.5% | 21.3% | 20.4% | |
| Earnings yield | 2.9% | 3.7% | 5.3% | 5.9% | 6.2% | |
| Free cash flow yield | 2.8% | 4.9% | 5.3% | 8.9% | 6.7% | |
| Capex / Op. cash flow | 9.9% | 6.4% | 6.2% | 4.3% | 3.6% | |
| Capex / Depreciation | 55.5% | 32.2% | 26.7% | 49.2% | 24.4% | |
| Capex / Sales | 2.2% | 1.6% | 1.2% | 1.5% | 0.9% | |
| SG&A / Sales | 22.6% | 24.6% | 24.5% | 21.7% | 21.7% | |
| R&D / Sales | 15.1% | 16.4% | 14.8% | 13.2% | 13.1% | |
| Stock comp / Sales | 6.0% | 6.4% | 5.7% | 4.1% | 3.7% | |
| Intangibles / Total assets | 51.7% | 55.9% | 56.2% | 39.6% | 43.5% | |
| Days sales outstanding | 63d | 63d | 68d | 59d | 75d | |
| Days payables outstanding | 55d | 46d | 44d | 40d | 43d | |
| Operating cycle | 155d | 121d | 133d | 122d | 123d | |
| Cash conversion cycle | 100d | 75d | 89d | 82d | 80d |
Change by theme
Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.
Change over 1 year
Valuation
Market cap ▲+65.2%EV / Sales ▲+44.7%EV / EBITDA ▲+24.2%EV / Op. cash flow ▲+12.774Earnings yield ▼-0.008Graham number ▲+4.941
Profitability
Return on equity ▲+0.047Return on assets ▲+0.019Return on invested capital ▲+0.013Return on capital employed ▲+0.040Operating ROA ▲+0.027Income quality ▼-0.289Tax burden ▼-0.088
Efficiency
Days sales outstanding ▼-0.285Days payables outstanding ▲+8.237Operating cycle ▲+34.090Cash conversion cycle ▲+25.853Capex / Sales ▲+0.006R&D / Sales ▼-0.013
Balance-sheet strength
Current ratio ▼-0.067Net debt / EBITDA ▼-0.169Working capital ▼-2782000000.000Invested capital ▼-3412000000.000Intangibles / Total assets ▼-0.042
Change over 5 years
Valuation
Market cap ▲+138.5%EV / Sales ▲+100.1%EV / EBITDA ▲+106.2%EV / Op. cash flow ▲+18.840Earnings yield ▼-0.033Graham number ▲+6.338
Profitability
Return on equity ▼-0.033Return on assets ▼-0.023Return on invested capital ▼-0.034Return on capital employed ▼-0.030Operating ROA ▼-0.024Income quality ▼-0.051Tax burden ▲+0.013
Efficiency
Days sales outstanding ▼-11.919Days payables outstanding ▲+11.571Operating cycle ▲+32.051Cash conversion cycle ▲+20.480Capex / Sales ▲+0.013R&D / Sales ▲+0.020
Balance-sheet strength
Current ratio ▼-0.501Net debt / EBITDA ▲+0.907Working capital ▼-13937000000.000Invested capital ▲+12987000000.000Intangibles / Total assets ▲+0.082
Employee count
Peer market caps
Congressional trades
Recent trades
| Date | Representative | Type | Amount |
|---|---|---|---|
| 2026-07-30 | Rich McCormick | Sale | $1,001 - $15,000 |
| 2026-06-12 | Rich McCormick | Sale | $1,001 - $15,000 |
| 2026-04-13 | Ro Khanna | Purchase | $15,001 - $50,000 |
| 2026-03-30 | Ro Khanna | Purchase | $15,001 - $50,000 |
| 2026-03-19 | Maria Elvira Salazar | Purchase | $15,001 - $50,000 |
| 2026-03-19 | Maria Elvira Salazar | Purchase | $1,001 - $15,000 |
| 2026-02-02 | Julia Letlow | Purchase | $1,001 - $15,000 |
| 2026-01-09 | Gilbert Cisneros | Purchase | $1,001 - $15,000 |
| 2025-11-05 | Rich McCormick | Purchase | $1,001 - $15,000 |
| 2025-10-10 | Jared Moskowitz | Purchase | $1,001 - $15,000 |
| 2025-10-10 | Jared Moskowitz | Purchase | $1,001 - $15,000 |
| 2025-10-10 | Jared Moskowitz | Purchase | $15,001 - $50,000 |
| 2025-09-23 | Valerie Hoyle | Sale (Full) | $1,001 - $15,000 |
| 2025-08-04 | Lisa McClain | Sale | $1,001 - $15,000 |
| 2025-07-22 | Lisa McClain | Purchase | $1,001 - $15,000 |
| 2025-06-30 | Cleo Fields | Purchase | $50,001 - $100,000 |
| 2025-06-17 | Julia Letlow | Purchase | $1,001 - $15,000 |
| 2025-06-16 | Scott Mr Franklin | Sale | $1,001 - $15,000 |
| 2025-05-12 | Jefferson Shreve | Sale | $50,001 - $100,000 |
| 2025-04-09 | Josh Gottheimer | Sale (Partial) | $1,001 - $15,000 |
| 2025-03-18 | Sheri Biggs | Sale (Full) | $15,001 - $50,000 |
| 2025-02-21 | Josh Gottheimer | Sale (Partial) | $1,001 - $15,000 |
| 2024-10-29 | Valerie Hoyle | Purchase | $1,001 - $15,000 |
| 2024-09-09 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2024-09-09 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2024-09-04 | John James | Sale (Full) | $1,001 - $15,000 |
| 2024-08-01 | Scott Mr Franklin | Sale (Full) | $1,001 - $15,000 |
| 2024-06-21 | Josh Gottheimer | Sale | $1,001 - $15,000 |
| 2024-06-07 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2024-03-20 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2024-03-01 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2024-02-13 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2024-02-13 | Ro Khanna | Purchase | $15,001 - $50,000 |
| 2024-02-02 | Ro Khanna | Purchase | $15,001 - $50,000 |
| 2024-01-10 | Ro Khanna | Sale | $15,001 - $50,000 |
| 2024-01-10 | Ro Khanna | Sale | $50,001 - $100,000 |
| 2023-11-10 | John James | Purchase | $1,001 - $15,000 |
| 2023-11-03 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2023-10-24 | Greg Stanton | Sale | $1,001 - $15,000 |
| 2023-09-26 | Greg Stanton | Purchase | $1,001 - $15,000 |
| 2023-09-11 | Scott Mr Franklin | Sale (Partial) | $50,001 - $100,000 |
| 2023-06-02 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2023-05-26 | Zoe Lofgren | Sale | $1,001 - $15,000 |
| 2023-05-25 | Zoe Lofgren | Sale | $1,001 - $15,000 |
| 2023-05-23 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2023-04-20 | Robert J. Wittman | Sale (Full) | $1,001 - $15,000 |
| 2023-03-24 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2023-03-15 | Richard Dean Dr McCormick | Purchase | $1,001 - $15,000 |
| 2023-02-15 | Scott Mr Franklin | Sale | $15,001 - $50,000 |
| 2023-01-11 | Josh Gottheimer | Sale (Partial) | $1,001 - $15,000 |
| 2022-11-03 | Ro Khanna | Purchase | $15,001 - $50,000 |
| 2022-11-02 | Ro Khanna | Purchase | $15,001 - $50,000 |
| 2022-10-12 | Kathy Manning | Sale (Partial) | $1,001 - $15,000 |
| 2022-09-29 | Ro Khanna | Sale | $15,001 - $50,000 |
| 2022-09-13 | Scott Mr Franklin | Purchase | $1,001 - $15,000 |
| 2022-09-13 | Scott Mr Franklin | Purchase | $15,001 - $50,000 |
| 2022-07-15 | Kathy Manning | Purchase | $1,001 - $15,000 |
| 2022-06-27 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-06-17 | Ro Khanna | Purchase | $15,001 - $50,000 |
| 2022-06-16 | Ro Khanna | Purchase | $15,001 - $50,000 |
| 2022-06-10 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-06-10 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-05-23 | Ro Khanna | Purchase | $50,001 - $100,000 |
| 2022-05-10 | Ro Khanna | Sale | $15,001 - $50,000 |
| 2022-05-06 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-04-21 | Ro Khanna | Purchase | $15,001 - $50,000 |
| 2022-04-21 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-04-13 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-04-11 | Ro Khanna | Sale | $50,001 - $100,000 |
| 2022-03-21 | Scott Mr Franklin | Purchase | $100,001 - $250,000 |
| 2022-03-14 | Earl Blumenauer | Sale (Full) | $1,001 - $15,000 |
| 2022-02-24 | Earl Blumenauer | Purchase | $1,001 - $15,000 |
| 2022-02-17 | Ro Khanna | Purchase | $15,001 - $50,000 |
| 2022-02-14 | Ro Khanna | Sale | $15,001 - $50,000 |
| 2022-01-07 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2021-11-18 | Peter Welch | Sale (Full) | $15,001 - $50,000 |
| 2021-10-28 | Kim Schrier | Sale (Full) | $15,001 - $50,000 |
| 2021-09-30 | Zoe Lofgren | Purchase | $1,001 - $15,000 |
| 2021-09-16 | Katherine M. Clark | Sale (Full) | $1,001 - $15,000 |
| 2021-08-26 | Robert J. Wittman | Sale (Partial) | $1,001 - $15,000 |
| 2021-08-02 | Zoe Lofgren | Sale (Full) | $1,001 - $15,000 |
| 2021-07-27 | Katherine M. Clark | Purchase | $1,001 - $15,000 |
| 2021-03-05 | John A. Yarmuth | Purchase | $1,001 - $15,000 |
| 2021-03-04 | Carol Devine Miller | Purchase | $1,001 - $15,000 |
| 2021-02-23 | John Rutherford | Sale (Full) | $1,001 - $15,000 |
| 2021-02-08 | Mo Brooks | Sale (Full) | $1,001 - $15,000 |
| 2020-12-18 | Dean Phillips | Purchase | $1,001 - $15,000 |
| 2020-09-10 | John A. Yarmuth | Sale (Partial) | $1,001 - $15,000 |
| 2020-08-27 | John A. Yarmuth | Sale (Partial) | $1,001 - $15,000 |
| 2020-08-07 | Joe Courtney | Sale (Full) | $1,001 - $15,000 |
| 2020-07-28 | Carol Devine Miller | Purchase | $15,001 - $50,000 |
| 2020-06-16 | Zoe Lofgren | Purchase | $1,001 - $15,000 |
| 2020-03-11 | John A. Yarmuth | Sale (Partial) | $1,001 - $15,000 |
| 2020-03-11 | John A. Yarmuth | Sale (Partial) | $15,001 - $50,000 |
| 2019-12-31 | Joe Courtney | Purchase | $1,001 - $15,000 |
| 2019-10-17 | Thomas Suozzi | Sale (Partial) | $1,001 - $15,000 |
| 2019-08-28 | Donna Shalala | Sale (Full) | $1,001 - $15,000 |
| 2019-05-30 | Donna Shalala | Sale (Partial) | $1,001 - $15,000 |
| 2019-02-05 | Donna Shalala | Sale (Partial) | $1,001 - $15,000 |
| 2018-10-01 | Thomas Suozzi | Purchase | $1,001 - $15,000 |
Recent news
- 2026-08-19 Cisco Drops 10% Post Q4 Earnings: Buy, Sell or Hold the Stock? CSCO''s Q4 revenues surge 18%, and AI demand stays strong, but margin pressure, soft recurring growth and a premium valuation support a hold.
- 2026-08-19 Alpine Woods Capital Investors LLC Takes Position in Cisco Systems, Inc. $CSCO Alpine Woods Capital Investors LLC bought a new position in Cisco Systems, Inc. (NASDAQ: CSCO) in the second quarter, according to the company in its most recent filing with the SEC. The fund bought 51,966 shares of the network equipment provider''s stock, valued at approximately $6,104,000. Cisco Systems accounts for 1.3% of Alpine
- 2026-08-18 Auxano Advisors LLC Takes Position in Cisco Systems, Inc. $CSCO Auxano Advisors LLC purchased a new position in Cisco Systems, Inc. (NASDAQ: CSCO) during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 14,837 shares of the network equipment provider''s stock, valued at approximately $1,743,000. A number of other
- 2026-08-18 Cisco: Buy The AI Pullback, But Watch The Margin Pressure Cisco Systems, Inc. delivered strong Q4 FY2026 results, with revenue up 18% sequentially and non-GAAP EPS up 23%, confirming its AI infrastructure momentum. CSCO reported $4B in Q4 AI infrastructure orders, totaling $9.3B for FY2026, and guided to $7.5B in AI infrastructure revenue for FY2027. Despite robust results and guidance, the stock sold off due to concerns over declining gross margins, which fell to 66.3% and are forecast at 65–66% for Q1 FY2027.
- 2026-08-18 Cisco, Merck, Cheniere Energy And More: CNBC''s ‘Final Trades'' On CNBC''s “Halftime Report Final Trades,” Stephen Weiss, chief investment officer and managing partner of Short Hills Capital Partners, picked Cisco Systems, Inc. (NASDAQ:CSCO).
- 2026-08-18 Aegis Wealth Management LLC Makes New Investment in Cisco Systems, Inc. $CSCO Aegis Wealth Management LLC acquired a new position in shares of Cisco Systems, Inc. (NASDAQ: CSCO) in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 5,138 shares of the network equipment provider''s stock, valued at approximately $604,000. A number of other
- 2026-08-18 B & T Capital Management DBA Alpha Capital Management Makes New Investment in Cisco Systems, Inc. $CSCO B and T Capital Management DBA Alpha Capital Management bought a new stake in Cisco Systems, Inc. (NASDAQ: CSCO) during the undefined quarter, according to its most recent Form 13F filing with the SEC. The firm bought 4,543 shares of the network equipment provider''s stock, valued at approximately $534,000. A number of other
- 2026-08-18 Buckland Partners Management Co LLC Takes $1.76 Million Position in Cisco Systems, Inc. $CSCO Buckland Partners Management Co LLC bought a new position in shares of Cisco Systems, Inc. (NASDAQ: CSCO) in the undefined quarter, according to its most recent disclosure with the SEC. The institutional investor bought 15,000 shares of the network equipment provider''s stock, valued at approximately $1,762,000. Other institutional investors have also recently added
- 2026-08-17 Cisco: This 8% Selloff Looks Like An Overreaction Cisco Systems posted strong Q4 results: revenue up 18%, non-GAAP EPS up 23%, and product orders up 35%. CSCO''s AI infrastructure orders surged to $9.3 billion in FY2026, quadrupling year-over-year, with $4 billion from hyperscalers in Q4 alone. Management''s FY2027 revenue guidance of $72.2–$73.4 billion signals a shift beyond Cisco''s historical low-growth profile.
- 2026-08-17 ETFs to Buy as Cisco Shares Sink Despite Surpassing Q4 Earnings Cisco''s post-earnings sell-off spotlights four ETFs offering exposure to its AI-driven growth while cushioning single-stock risks.