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2026-10-08 UTC
 

Cisco Systems, Inc. (CSCO) research: valuation against peers, fundamentals over time, risk and news coverage

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CSCO

Cisco Systems, Inc.
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52-week range67.46 – 130.004 report(s) in our archive
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    INDY NEWS coverage of CSCO4

    Every report in our own archive tagged with this symbol, newest first — fetched from the archive alongside the market data.

    • SPECIAL REPORTBEARISH
      Keysight Beat Estimates, Yet Its Stock Sank This Week

      Keysight Technologies posted what the Motley Fool called a great quarter, but its shares fell this week anyway.

    • SPECIAL REPORTBULLISH
      AI Capex Narrative Widens Beyond Chips as AMD Discloses $566 Million SpaceX Stake

      AMD's disclosed $566 million equity position in SpaceX raises strategic questions that extend past chip order books, pointing toward vendor-customer capital entanglement across the AI supply chain. Concurrently, a top-ranked analyst published a materially higher 2026 price target on Micron, while the market weighs Broadcom against Cisco as the cleaner AI infrastructure vehicle. Anthropic's expectation of $200 billion in 2028 revenue ahead of a prospective IPO supplies the demand-side anchor underwriting the entire capex thesis.

    • SPECIAL REPORTBEARISH
      AI Semiconductor Complex Buckles: Broadcom Slides as Analysts Comb Wreckage for Bargains

      The AI trade entered a fresh drawdown phase, with Broadcom leading declines and a punishing July for semiconductor capital equipment names. Sell-side desks are now differentiating between valuation resets and genuine demand deterioration, with KLA upgraded on weakness and BofA circulating a list of 16 oversold AI-linked names.

    • MARKET REPORTNEUTRAL
      Investors look to inflation data and Cisco, Super Micro results in the week ahead

      Upcoming U.S. inflation figures and earnings from Cisco, Super Micro Computer, Rocket Lab and Tapestry are among the events on investors' calendars this week.

    Full archive search for CSCO

    Every figure on this page is fetched and computed in your browser from free public sources — end-of-day prices and reported financials from Yahoo Finance's open endpoints, and our own archive for the coverage panel. Fundamental history on the free tier runs about four fiscal years and five quarters. Data is best-effort and unaudited; this is market research, not investment advice.

    Guidance reliability · CSCOmethodology·all companies

    Guides conservatively — has come in above its own forecast in 31 of 38 forecasts.

    n = 38 resolved forecasts · Q1 FY2023 to Q4 FY2026 · 20 still outstanding

    Pattern
    conservatively
    38 resolved
    Avg. signed deviation
    +3.2%
    outside its own range
    Avg. vs midpoint
    +4.7%
    where in the range it lands
    Avg. range width
    3.8%
    room it leaves itself
    Above guidance31In line6Below guidance1

    Next report expected 11 Nov 2026 (Q1 FY2027) — Estimated from the issuer's own filing history: FY2026Q1 results were released on 2025-11-12. source

    The record — 88 forecasts, 58 scoredevery figure sourced
    Every forecast CSCO management issued in its own earnings releases, with the outcome the company later reported and a link to both source documents.
    PeriodMeasureGuidedIssuedReportedLandedDeviationVerdictSources
    Q1 FY2027EPS (adj.)$1.32–$1.342026-08-12———PENDINGguidance
    “Non-GAAP EPS $1.32 - $1.34”
    Q1 FY2027EPS$1.08–$1.102026-08-12———PENDINGguidance
    “Cisco estimates that GAAP EPS will be $1.08 to $1.10 for the first quarter of fiscal 2027.”
    Q1 FY2027Revenue$18.00–$18.20bn2026-08-12———PENDINGguidance
    “Revenue $18.0 billion - $18.2 billion”
    FY 2027EPS (adj.)$5.05–$5.112026-08-12———PENDINGguidance
    “Earnings per Share: GAAP: $4.00 to $4.06; Non-GAAP: $5.05 to $5.11”
    FY 2027EPS$4.00–$4.062026-08-12———PENDINGguidance
    “Cisco estimates that GAAP EPS will be $4.00 to $4.06 for fiscal 2027.”
    FY 2027Revenue$72.20–$73.40bn2026-08-12———PENDINGguidance
    “Revenue: $72.2 billion to $73.4 billion”
    Q4 FY2026EPS (adj.)$1.16–$1.182026-05-13$1.22+3.4%ABOVEguidance · result
    “Non-GAAP EPS $1.16 - $1.18”
    Q4 FY2026EPS$0.80–$0.852026-05-13$0.97+14.5%ABOVEguidance · result
    “Cisco estimates that GAAP EPS will be $0.80 to $0.85 for the fourth quarter of fiscal 2026.”
    Q4 FY2026Revenue$16.70–$16.90bn2026-05-13$17.3bn+2.4%ABOVEguidance · result
    “Revenue $16.7 billion - $16.9 billion”
    Q3 FY2026EPS (adj.)$1.02–$1.042026-02-11$1.06+1.9%ABOVEguidance · result
    “Non-GAAP EPS $1.02 - $1.04”
    Q3 FY2026EPS$0.73–$0.772026-02-11$0.85+10.7%ABOVEguidance · result
    “Cisco estimates that GAAP EPS will be $0.73 to $0.77 for the third quarter of fiscal 2026.”
    Q3 FY2026Revenue$15.40–$15.60bn2026-02-11$15.8bn+1.3%ABOVEguidance · result
    “Revenue $15.4 billion - $15.6 billion”
    Q2 FY2026EPS (adj.)$1.01–$1.032025-11-12$1.04+1.0%ABOVEguidance · result
    “Earnings per Share: GAAP: $0.69 to $0.74; Non-GAAP: $1.01 to $1.03”
    Q2 FY2026EPS$0.69–$0.742025-11-12$0.80+8.4%ABOVEguidance · result
    “Cisco estimates that GAAP EPS will be $0.69 to $0.74 for the second quarter of fiscal 2026.”
    Q2 FY2026Revenue$15.00–$15.20bn2025-11-12$15.3bn+0.7%ABOVEguidance · result
    “Revenue: $15.0 billion to $15.2 billion”
    Q1 FY2026EPS (adj.)$0.97–$0.992025-08-13$1.00+1.0%ABOVEguidance · result
    “Earnings per Share: GAAP: $0.63 to $0.68; Non-GAAP: $0.97 to $0.99”
    Q1 FY2026EPS$0.63–$0.682025-08-13$0.72+6.1%ABOVEguidance · result
    “Cisco estimates that GAAP EPS will be $0.63 to $0.68 for the first quarter of fiscal 2026.”
    Q1 FY2026Revenue$14.65–$14.85bn2025-08-13$14.9bn+0.3%ABOVEguidance · result
    “Revenue: $14.65 billion to $14.85 billion”
    FY 2026revisedEPS (adj.)$4.27–$4.292026-05-13———PENDINGguidance
    “Non-GAAP EPS $4.27 - $4.29”
    FY 2026revisedEPS$3.16–$3.212026-05-13———PENDINGguidance
    “Cisco estimates that GAAP EPS will be $3.16 to $3.21 for fiscal 2026.”
    FY 2026revisedRevenue$62.80–$63.00bn2026-05-13———PENDINGguidance
    “Revenue: $62.8 billion to $63.0 billion”
    FY 2026revisedEPS (adj.)$4.13–$4.172026-02-11———PENDINGguidance
    “Earnings per Share: GAAP: $3.00 to $3.08; Non-GAAP: $4.13 to $4.17”
    FY 2026revisedEPS$3.00–$3.082026-02-11———PENDINGguidance
    “Cisco estimates that GAAP EPS will be $3.00 to $3.08 for fiscal 2026.”
    FY 2026revisedRevenue$61.20–$61.70bn2026-02-11———PENDINGguidance
    “Revenue: $61.2 billion to $61.7 billion”
    FY 2026revisedEPS (adj.)$4.08–$4.142025-11-12———PENDINGguidance
    “Earnings per Share: GAAP: $2.87 to $2.98; Non-GAAP: $4.08 to $4.14”
    FY 2026revisedEPS$2.87–$2.982025-11-12———PENDINGguidance
    “Cisco estimates that GAAP EPS will be $2.87 to $2.98 for fiscal 2026.”
    FY 2026revisedRevenue$60.20–$61.00bn2025-11-12———PENDINGguidance
    “Revenue: $60.2 billion to $61.0 billion”
    FY 2026EPS (adj.)$4.00–$4.062025-08-13———PENDINGguidance
    “Non-GAAP EPS: $4.00 - $4.06”
    FY 2026EPS$2.79–$2.912025-08-13———PENDINGguidance
    “Cisco estimates that GAAP EPS will be $2.79 to $2.91 for fiscal 2026.”
    FY 2026Revenue$59.00–$60.00bn2025-08-13———PENDINGguidance
    “Revenue: $59.0 billion to $60.0 billion”
    Q4 FY2025EPS (adj.)$0.96–$0.982025-05-14$0.99+1.0%ABOVEguidance · result
    “Earnings per Share: GAAP: $0.62 to $0.67; Non-GAAP: $0.96 to $0.98”
    Q4 FY2025EPS$0.62–$0.672025-05-14$0.71+6.2%ABOVEguidance · result
    “Cisco estimates that GAAP EPS will be $0.62 to $0.67 for the fourth quarter of fiscal 2025.”
    Q4 FY2025Revenue$14.50–$14.70bn2025-05-14$14.7bn0.0%IN LINEguidance · result
    “Revenue: $14.5 billion to $14.7 billion”
    Q3 FY2025EPS (adj.)$0.90–$0.922025-02-12$0.96+4.4%ABOVEguidance · result
    “$0.90 - $0.92”
    Q3 FY2025EPS$0.57–$0.612025-02-12$0.62+1.7%ABOVEguidance · result
    “Cisco estimates that GAAP EPS will be $0.57 to $0.61 for the third quarter of fiscal 2025.”
    Q3 FY2025Revenue$13.90–$14.10bn2025-02-12$14.1bn0.0%IN LINEguidance · result
    “Revenue $13.9 billion - $14.1 billion”
    Q2 FY2025EPS (adj.)$0.89–$0.912024-11-13$0.94+3.3%ABOVEguidance · result
    “$0.89 - $0.91”
    Q2 FY2025EPS$0.51–$0.562024-11-13$0.61+9.3%ABOVEguidance · result
    “Cisco estimates that GAAP EPS will be $0.51 to $0.56 for the second quarter of fiscal 2025.”
    Q2 FY2025Revenue$13.75–$13.95bn2024-11-13$14.0bn+0.4%ABOVEguidance · result
    “Revenue $13.75 billion - $13.95 billion”
    FY 2025revisedEPS (adj.)$3.77–$3.792025-05-14———PENDINGguidance
    “Earnings per Share: GAAP: $2.53 to $2.58; Non-GAAP: $3.77 to $3.79”
    FY 2025revisedEPS$2.53–$2.582025-05-14———PENDINGguidance
    “Cisco estimates that GAAP EPS will be $2.53 to $2.58 for fiscal 2025.”
    FY 2025revisedRevenue$56.50–$56.70bn2025-05-14———PENDINGguidance
    “Revenue: $56.5 billion to $56.7 billion”
    FY 2025revisedEPS (adj.)$3.68–$3.742025-02-12———PENDINGguidance
    “Non-GAAP EPS $3.68 - $3.74”
    FY 2025revisedEPS$2.40–$2.522025-02-12———PENDINGguidance
    “Cisco estimates that GAAP EPS will be $2.40 to $2.52 for fiscal 2025.”
    FY 2025revisedRevenue$56.00–$56.50bn2025-02-12———PENDINGguidance
    “Revenue $56.0 billion - $56.5 billion”
    FY 2025EPS (adj.)$3.60–$3.662024-11-13———PENDINGguidance
    “$3.60 - $3.66”
    FY 2025EPS$2.26–$2.382024-11-13———PENDINGguidance
    “Cisco estimates that GAAP EPS will be $2.26 to $2.38 for fiscal 2025.”
    FY 2025Revenue$55.30–$56.30bn2024-11-13———PENDINGguidance
    “Revenue: $55.3 billion to $56.3 billion”
    Q4 FY2024EPS (adj.)$0.84–$0.862024-05-15———PENDINGguidance
    “Earnings per Share: GAAP: $0.46 to $0.51; Non-GAAP: $0.84 to $0.86”
    Q4 FY2024EPS$0.46–$0.512024-05-15———PENDINGguidance
    “Cisco estimates that GAAP EPS will be $0.46 to $0.51 for the fourth quarter of fiscal 2024.”
    Q4 FY2024Revenue$13.40–$13.60bn2024-05-15———PENDINGguidance
    “Revenue: $13.4 billion to $13.6 billion”
    Q3 FY2024EPS (adj.)$0.84–$0.862024-02-14$0.88+2.4%ABOVEguidance · result
    “Earnings per Share: GAAP: $0.51 to $0.56; Non-GAAP: $0.84 to $0.86”
    Q3 FY2024EPS$0.51–$0.562024-02-14$0.46−9.3%BELOWguidance · result
    “Cisco estimates that GAAP EPS will be $0.51 to $0.56 for the third quarter of fiscal 2024.”
    Q3 FY2024Revenue$12.10–$12.30bn2024-02-14$12.7bn+3.3%ABOVEguidance · result
    “Revenue: $12.1 billion to $12.3 billion”
    Q2 FY2024EPS (adj.)$0.82–$0.842023-11-15$0.87+3.6%ABOVEguidance · result
    “Earnings per Share: GAAP: $0.59 to $0.64; Non-GAAP: $0.82 to $0.84”
    Q2 FY2024EPS$0.59–$0.642023-11-15$0.65+1.6%ABOVEguidance · result
    “Earnings per Share: GAAP: $0.59 to $0.64; Non-GAAP: $0.82 to $0.84”
    Q2 FY2024Revenue$12.60–$12.80bn2023-11-15$12.8bn0.0%IN LINEguidance · result
    “Revenue: $12.6 billion to $12.8 billion”
    Q1 FY2024EPS (adj.)$1.02–$1.042023-08-16$1.11+6.8%ABOVEguidance · result
    “$1.02 - $1.04”
    Q1 FY2024EPS$0.79–$0.842023-08-16$0.89+6.1%ABOVEguidance · result
    “Cisco estimates that GAAP EPS will be $0.79 to $0.84 for the first quarter of fiscal 2024.”
    Q1 FY2024Revenue$14.50–$14.70bn2023-08-16$14.7bn0.0%IN LINEguidance · result
    “Revenue: $14.5 billion - $14.7 billion”
    FY 2024revisedEPS (adj.)$3.69–$3.712024-05-15———PENDINGguidance
    “Earnings per Share: GAAP: $2.46 to $2.51; Non-GAAP: $3.69 to $3.71”
    FY 2024revisedEPS$2.46–$2.512024-05-15———PENDINGguidance
    “Cisco estimates that GAAP EPS will be $2.46 to $2.51 for fiscal 2024.”
    FY 2024revisedRevenue$53.60–$53.80bn2024-05-15———PENDINGguidance
    “Revenue: $53.6 billion to $53.8 billion”
    FY 2024revisedEPS (adj.)$3.68–$3.742024-02-14———PENDINGguidance
    “Earnings per Share: GAAP: $2.61 to $2.73; Non-GAAP: $3.68 to $3.74”
    FY 2024revisedEPS$2.61–$2.732024-02-14———PENDINGguidance
    “Cisco estimates that GAAP EPS will be $2.61 to $2.73 for fiscal 2024.”
    FY 2024revisedRevenue$51.50–$52.50bn2024-02-14———PENDINGguidance
    “Revenue: $51.5 billion to $52.5 billion”
    FY 2024revisedEPS (adj.)$3.87–$3.932023-11-15———PENDINGguidance
    “Earnings per Share: GAAP: $2.97 to $3.08; Non-GAAP: $3.87 to $3.93”
    FY 2024revisedEPS$2.97–$3.082023-11-15———PENDINGguidance
    “Earnings per Share: GAAP: $2.97 to $3.08; Non-GAAP: $3.87 to $3.93”
    FY 2024revisedRevenue$53.80–$55.00bn2023-11-15———PENDINGguidance
    “Revenue: $53.8 billion to $55.0 billion”
    FY 2024EPS (adj.)$4.01–$4.082023-08-16———PENDINGguidance
    “$4.01 - $4.08”
    FY 2024EPS$3.19–$3.322023-08-16———PENDINGguidance
    “Cisco estimates that GAAP EPS will be $3.19 to $3.32 for fiscal 2024.”
    FY 2024Revenue$57.00–$58.20bn2023-08-16———PENDINGguidance
    “Revenue: $57.0 billion to $58.2 billion”
    Q4 FY2023EPS (adj.)$1.05–$1.072023-05-17$1.14+6.6%ABOVEguidance · result
    “Earnings per Share: GAAP: $0.82 to $0.87; Non-GAAP: $1.05 to $1.07”
    Q4 FY2023EPS$0.82–$0.872023-05-17$0.97+11.8%ABOVEguidance · result
    “Cisco estimates that GAAP EPS will be $0.82 to $0.87 for the fourth quarter of fiscal 2023.”
    Q3 FY2023EPS (adj.)$0.96–$0.982023-02-15$1.00+2.1%ABOVEguidance · result
    “Earnings per Share: GAAP: $0.74 to $0.79; Non-GAAP: $0.96 to $0.98”
    Q3 FY2023EPS$0.74–$0.792023-02-15$0.780.0%IN LINEguidance · result
    “Cisco estimates that GAAP EPS will be $0.74 to $0.79 for the third quarter of fiscal 2023.”
    Q2 FY2023EPS (adj.)$0.84–$0.862022-11-16$0.88+2.4%ABOVEguidance · result
    “Earnings per Share: GAAP: $0.59 to $0.64; Non-GAAP: $0.84 to $0.86”
    Q2 FY2023EPS$0.59–$0.642022-11-16$0.67+4.9%ABOVEguidance · result
    “Cisco estimates that GAAP EPS will be $0.59 to $0.64 for the second quarter of fiscal 2023.”
    Q1 FY2023EPS (adj.)$0.82–$0.842022-08-17$0.86+2.4%ABOVEguidance · result
    “Earnings per Share: GAAP: $0.64 to $0.68; Non-GAAP: $0.82 to $0.84”
    Q1 FY2023EPS$0.64–$0.682022-08-17$0.650.0%IN LINEguidance · result
    “Cisco estimates that GAAP EPS will be $0.64 to $0.68 for the first quarter of fiscal 2023.”
    FY 2023revisedEPS (adj.)$3.80–$3.822023-05-17———PENDINGguidance
    “Earnings per Share: GAAP: $2.93 to $2.98; Non-GAAP: $3.80 to $3.82”
    FY 2023revisedEPS$2.93–$2.982023-05-17———PENDINGguidance
    “Cisco estimates that GAAP EPS will be $2.93 to $2.98 for fiscal 2023.”
    FY 2023revisedEPS (adj.)$3.73–$3.782023-02-15———PENDINGguidance
    “Earnings per Share: GAAP: $2.85 to $2.96; Non-GAAP: $3.73 to $3.78”
    FY 2023revisedEPS$2.85–$2.962023-02-15———PENDINGguidance
    “Cisco estimates that GAAP EPS will be $2.85 to $2.96 for fiscal 2023.”
    FY 2023revisedEPS (adj.)$3.51–$3.582022-11-16———PENDINGguidance
    “Earnings per Share: GAAP: $2.63 to $2.76; Non-GAAP: $3.51 to $3.58”
    FY 2023revisedEPS$2.63–$2.762022-11-16———PENDINGguidance
    “Cisco estimates that GAAP EPS will be $2.63 to $2.76 for fiscal 2023.”
    FY 2023EPS (adj.)$3.49–$3.562022-08-17———PENDINGguidance
    “Earnings per Share: GAAP: $2.77 to $2.88; Non-GAAP: $3.49 to $3.56”
    FY 2023EPS$2.77–$2.882022-08-17———PENDINGguidance
    “Cisco estimates that GAAP EPS will be $2.77 to $2.88 for fiscal 2023.”

    Every figure above is read from the company’s own filings. “Guidance” links to the 8-K exhibit that issued the forecast; “result” links to the exhibit in which the company reported the outcome. Nothing here is an analyst estimate. How this is measured.

    Coverage universe: S&P 100. This is a factual record of what a company forecast and what it then reported. It is not investment advice, and it is not a view on the company’s prospects — we publish the measurement and draw no conclusion from it.