Cisco (CSCO)
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-07-07
$111.79-1.92%
Close 2026-07-07 · 1-day change
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Track CSCO free→Cisco grows revenue about 12% yearly, hitting $62.9B in fiscal 2026. Profit margins stay strong near 34%. AI and restructuring boost growth and competitive edge. Earnings per share target is $4.28 for fiscal 2026.
Margin headwinds could thin profit margins and hurt EPS. Competition remains tough despite AI gains. Revenue growth could slow below 12%.
The price is about 5% above our fair value near $108, reflecting roughly 12% revenue growth. Our fair value is below the Street median, so the market partly prices in strong growth but not overly so.
Breaks if: AI revenue growth stalls or declines in FY26
Cisco is restructuring to invest in growth areas like silicon, optics, security, and AI.
Breaks if: EPS falls below $4.00 in fiscal 2026
Cisco aims to maintain its non-GAAP EPS for fiscal year 2026.
Stated in 3 of last 3 quarters. EPS increased from $0.68 in 2025-Q1 to $0.85 in 2026-Q3, aligning with the non-GAAP EPS target of $4.27 - $4.29 for fiscal 2026. The trajectory is delivering on the stated priority.
Breaks if: Operating margin falls below 32% in fiscal 2026
Cisco aims to increase its revenue for fiscal year 2026.
Stated in 3 of last 3 quarters. Revenue grew from $14.65 billion in 2025-Q1 to $15.84 billion in 2026-Q3, showing progress towards the FY 2026 target of $62.8 billion to $63.0 billion. The trajectory is delivering on the stated priority.
Breaks if: Revenue falls below $60B in fiscal 2026
Cisco aims to increase its revenue for fiscal year 2026.
Stated in 3 of last 3 quarters. Revenue grew from $14.65 billion in 2025-Q1 to $15.84 billion in 2026-Q3, showing progress towards the FY 2026 target of $62.8 billion to $63.0 billion. The trajectory is delivering on the stated priority.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Non-GAAP EPS $4.27 - $4.29 for fiscal 2026.”
“Non-GAAP EPS $4.13 - $4.17 for fiscal 2026.”
“Non-GAAP EPS $4.08 - $4.14 for fiscal 2026.”
“Cisco expects to achieve FY 2026 Revenue $62.8 billion to $63.0 billion.”
“Cisco estimates FY 2026 Revenue $61.2 billion to $61.7 billion.”
“Cisco estimates FY 2026 Revenue $60.2 billion - $61.0 billion.”
Cisco aims to maintain its non-GAAP EPS for fiscal year 2026.
Stated in 3 of last 3 quarters. EPS increased from $0.68 in 2025-Q1 to $0.85 in 2026-Q3, aligning with the non-GAAP EPS target of $4.27 - $4.29 for fiscal 2026. The trajectory is delivering on the stated priority.
“Non-GAAP EPS $4.27 - $4.29 for fiscal 2026.”
“Non-GAAP EPS $4.13 - $4.17 for fiscal 2026.”
“Non-GAAP EPS $4.08 - $4.14 for fiscal 2026.”
“Cisco expects to achieve FY 2026 Revenue $62.8 billion to $63.0 billion.”
“Cisco estimates FY 2026 Revenue $61.2 billion to $61.7 billion.”
“Cisco estimates FY 2026 Revenue $60.2 billion - $61.0 billion.”