Cisco Systems, Inc.

Cisco Systems, Inc.

Cisco Systems, Inc. (CSCO) is a long-established leader in networking hardware, software and services, serving enterprises, carriers and public-sector customers worldwide. Investors should know Cisco combines routers, switches and security appliances with a growing software and subscription business that aims to deliver steadier recurring revenue and higher margins. Its large installed base and scale generate predictable cash flow, supporting dividends and share buybacks; market cap is about $279.57B. Key considerations include competition from cloud and software-defined networking, the success of Cisco’s transition to software and security offerings, and sensitivity to enterprise IT spending and global supply-chain pressures. While Cisco is often regarded as a defensive tech name with income characteristics, returns can vary and are not guaranteed. This is general educational information only and not personalised financial advice; investors should assess suitability, do further research and consider consulting a regulated adviser before acting.

Why It's Moving

Cisco Systems, Inc.

Cisco's Q2 Earnings Crush Expectations, Fueling AI-Driven Momentum Amid Analyst Upgrades

Cisco delivered blockbuster Q2 fiscal 2026 results, with revenue surging 10% year-over-year to $15.3 billion and non-GAAP EPS climbing 11% to $1.04, beating forecasts and highlighting booming demand for AI infrastructure. The company raised its full-year revenue outlook and dividend, signaling confidence in sustained growth as product orders jumped 18% and AI-related bookings hit $2.1 billion.
Sentiment:
🐃Bullish
  • AI infrastructure orders reached $2.1 billion, underscoring Cisco's pivotal role in the exploding enterprise AI buildout and boosting revenue visibility.
  • Product revenue soared 14% with networking up 21%, reflecting robust demand for high-performance gear amid digital transformation waves.
  • Analysts pile on positivity, with recent upgrades to 'strong-buy' and a Moderate Buy consensus, as shares notched 2.1% gains over the past week.

When is the next earnings date for Cisco Systems, Inc. (CSCO)?

Cisco Systems (CSCO) reported its Q2 fiscal 2026 earnings on February 11, 2026, covering the period ended January 24, 2026. The next earnings release, for Q3 fiscal 2026, is estimated around May 20, 2026, aligning with analyst consensus from historical patterns. This date remains unconfirmed by the company, with conference call details typically announced closer to the event.

Stock Performance Snapshot

Buy

Analyst Rating

Analysts recommend buying Cisco's stock as it has potential to increase in value.

Above Average

Financial Health

Cisco is performing well with strong profits and cash flow, indicating solid financial stability.

Average

Dividend

Cisco's dividend yield of 2.1% offers a moderate return for investors seeking income. If you invested $1000 you would be paid $21 a year in dividends (based on the last 12 months).

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

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This carefully selected group of companies is flush with cash and primed to reward investors. Each stock has been handpicked by our analysts for its potential to deliver exceptional returns through special dividends or substantial buybacks above their regular shareholder payouts.

Published: June 17, 2025

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Corporate Dragons

These financial powerhouses have mastered the art of strategic acquisitions to fuel their growth. Our analysts have carefully selected companies with exceptional cash reserves and proven track records of creating value through buying other businesses.

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Trump's US$1 Trillion Gulf Deals

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This carefully selected group of stocks and ETFs is positioned to benefit from President Trump's historic investment agreements with Gulf nations. Our analysts have identified companies that could see significant growth from these massive cross-border deals in technology, energy, and infrastructure.

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Your cyber safety is these companies' priority. Explore this carefully selected group of stocks that protect our digital world, chosen by professional analysts tracking the rapidly expanding cybersecurity market.

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Why You’ll Want to Watch This Stock

📈

Reliable cash flows

A large installed base and recurring services help produce predictable revenue and support dividends, though growth can be cyclical and modest.

🌍

Enterprise networking staple

Broad portfolio across routing, switching and security serves global customers; competition and cloud migration remain key considerations.

Transition to software

Shifting toward subscriptions and security software could lift margins over time, but execution risk means outcomes may vary.

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