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CiscoMicron

Cisco vs Micron

Cisco vs Micron: this page compares each company, examining business models, financial performance and market context to help readers understand their approaches, competitive positions and strategic p...

Why It's Moving

Cisco

Cisco customers spotlight AI innovations as networking powerhouse gears up for Q1 earnings spotlight.

  • Customers in 'Tech Unscripted' series praise Cisco's low-cost AI pilots and predictive threat detection, boosting confidence in its future-proof tech stack.
  • Q1 fiscal 2026 results showed 7.53% YOY revenue growth and over 108% free cash flow surge, signaling robust demand for AI-powered networking hardware.
  • Wall Street consensus leans Moderate Buy with 17 Buy ratings, viewing recent pullback as undervaluation amid Cisco's cybersecurity push via Splunk.
Sentiment:
🐃Bullish
Micron

Micron Crushes Q1 Records on AI Memory Boom, Eyes Even Bigger Q2 Surge

  • Record revenue and $5.24 billion net income beat forecasts, with every business unit posting margin gains signaling robust execution amid AI tailwinds.
  • Q2 guidance calls for $18.3-19.1 billion revenue and EPS of $8.22-8.62, projecting new highs in profitability and free cash flow.
  • CEO Sanjay Mehrotra touted Micron's tech edge as key to meeting surging memory needs, while supply-demand imbalances highlight HBM pricing power.
Sentiment:
🐃Bullish

Investment Analysis

Cisco

Cisco

CSCO

Pros

  • Cisco is a global leader in Internet Protocol based networking products with a strong market capitalization of approximately $279 billion.
  • The company demonstrates robust profitability with a return on equity above 32% and a solid return on invested capital near 20%.
  • Cisco pays a consistent dividend with a forward yield around 2.4%, supported by 15 years of dividend payments and moderate payout ratios around 63%.

Considerations

  • The stock trades at a relatively high price-to-earnings ratio near 28, which may reflect elevated valuation compared to peers.
  • Liquidity ratios such as the quick ratio (0.69) and current ratio (0.95) are below 1, indicating potential short-term liquidity risk.
  • Growth in dividend per share has slowed to roughly 2.7–3% over the past few years versus higher historical growth, indicating moderate payout growth.
Micron

Pros

  • Micron Technology is among the largest tech firms with a market capitalization close to $267 billion, indicating substantial scale.
  • The company benefits from favorable macro trends driving demand for memory and storage solutions, key Micron product areas.
  • Micron's valuation relative to peers can be attractive in cyclical semiconductor markets, offering potential upside during sector upturns.

Considerations

  • Micron operates in the cyclical semiconductor industry, which is highly sensitive to macroeconomic and supply-demand fluctuations.
  • The company's profitability can be volatile due to commodity pricing swings and capital intensive production costs.
  • Execution risks include sustaining technological leadership amid intense competition and rapid innovation cycles in memory technologies.

Related Market Insights

Oracle's Cloud Boom: The Infrastructure Play Behind AI's Next Phase

Explore Oracle's cloud expansion & the AI infrastructure boom. Invest in companies powering AI data centers, chips, & servers with Nemo's thematic Neme.

Author avatar

Aimee Silverwood | Financial Analyst

July 25, 2025

Read Insight

Cisco (CSCO) Next Earnings Date

Cisco Systems' next earnings release is scheduled for February 11, 2026, when the company will report results for its Q2 fiscal year 2026. Analysts are currently forecasting earnings per share of approximately $1.02 for this period. The earnings announcement will be followed by a conference call at 4:30 PM ET to discuss financial performance and forward guidance.

Micron (MU) Next Earnings Date

Micron Technology's next earnings report is scheduled for March 19, 2026, covering the company's first quarter of fiscal 2026. The earnings call will take place after market close on that date, where management will discuss financial results and provide forward guidance. Analysts are currently projecting earnings per share of approximately $8.22 for this quarter. This announcement follows the company's recent Q1 2026 report in December 2025, where Micron beat expectations with an EPS of $4.78 versus the estimated $3.82.

Which Baskets Do They Appear In?

Oracle's Cloud Boom

Oracle's Cloud Boom

Oracle's major cloud contracts triggered a stock upgrade, highlighting a massive expansion in AI data centers. These companies provide the essential hardware, chips, networking, and real estate needed to power this growth. Each was selected for its direct exposure to this multi-billion dollar infrastructure boom.

Published: July 1, 2025

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