DailyIQ
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Sector:TechnologyAll sectors
Last updated 3 minutes ago

CSCO·Cisco Systems, Inc.

$.
+. (+.%)
After Hours
High
$114.57
Open
$112.37
Market Cap
449.99B
52W High
$130.37
Low
$112.19
P. Close
$114.18
P/E
37.63
52W Low
$65.75
Fwd P/E
23.83
DailyIQ Est.
$134.95
Technical Score (1D)
64
BUY
News Sentiment
78
BULLISH
Cisco’s most recent announcement is the launch of an AI‑driven Security Service Edge (SSE) platform in partnership with Tech Mahindra, combining Cisco Secure Access with the Indian firm’s managed‑services expertise. The new offering promises to simplify security architecture, enhance visibility and control, and deliver seamless zero‑trust access across users, devices, networks, and locations. By adding this product to its cloud‑security portfolio, Cisco is positioning itself to capture a larger share of the growing demand for integrated security solutions in the enterprise market. The partnership could accelerate pipeline growth for Cisco’s security services, potentially boosting near‑term revenue from subscription and managed‑service contracts. Investors should watch for early adoption metrics and the speed at which the joint solution gains traction among global enterprises. Additionally, the collaboration may prompt Cisco to invest further in AI‑driven security capabilities, which could influence its R&D spend and product roadmap. Market participants will also be keen to see how the partnership affects Cisco’s competitive stance against rivals such as Palo Alto Networks and Fortinet. Finally, any regulatory or compliance developments that impact cloud‑security offerings could shape the trajectory of this new product line.
Earnings Summary
Cisco Systems, Inc., a global technology leader delivering networking, security, and collaboration solutions, plays a pivotal role in the communication equipment sector by integrating hardware, software, and cloud services. In Q3 2026 the company posted earnings of $1.06, beating the $1.0559 estimate, and revenue of $15.841 billion, slightly below the $15.869 billion estimate, while Q2 2026 earnings of $1.04 surpassed the $1.03461 estimate and revenue of $15.349 billion missed the $15.538 billion estimate; these results follow Q3 2025 earnings of $1.00 beating the $0.98216 estimate and revenue of $14.883 billion, and Q2 2025 earnings of $0.99 beating the $0.97731 estimate with revenue of $14.673 billion, indicating sustained earnings outperformance and steady revenue growth each quarter. Historically, Cisco has maintained an upward revenue trajectory, with YoY increases of 1–4 % each quarter since Q4 2024, and has consistently beat earnings estimates in every reported quarter, underscoring disciplined financial management and robust demand for its networking and security portfolio. Recent news highlights Cisco’s launch of an AI‑driven Security Service Edge platform in partnership with Tech Mahindra, the embedding of AI workforce tools into Webex Contact Center via a SuccessKPI partnership, and a quantum‑network management pilot at its Photonics Center, all of which signal strategic expansion into AI‑enhanced security and cloud‑native contact center solutions; these developments may accelerate subscription revenue and broaden Cisco’s market reach. Investors should watch for the company’s Q4 2026 earnings guidance to gauge the impact of the AI‑driven security and Webex initiatives on revenue mix and margin trends, monitor the pace of quantum pilot commercialization, and assess any changes in capital allocation or partnership integration that could influence future growth dynamics.

EPS

EstBeatMiss
$0.88$0.96$1.04$1.13$1.21Q1'25Q2'25Q3'25Q2'26Q3'26Q4'26
QtrEstActual+/−
Q4'26$1.17 - -
Q3'26$1.06$1.06+0.4%
Q2'26$1.03$1.04+0.5%
Q3'25$0.98$1.00+1.8%
Q2'25$0.98$0.99+1.3%
Q1'25$0.92$0.96+4.6%

Revenue

EstBeatMiss
$13.7B$14.7B$15.7B$16.6B$17.6BQ1'25Q2'25Q3'25Q2'26Q3'26Q4'26
QtrEstActual+/−
Q4'26$17.2B - -
Q3'26$15.9B$15.8B-0.2%
Q2'26$15.5B$15.3B-1.2%
Q3'25 - $14.9B -
Q2'25 - $14.7B -
Q1'25 - $14.1B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

CSCO Stock Snapshot

CSCO is currently trading at $113.91, giving Cisco Systems, Inc. a market cap of 449.99B and a P/E ratio of 37.6. Today's range spans $112.19–$114.57, with shares opening at $112.37 and moving down $0.27 (0.2%) from the prior close. DailyIQ's technical score sits at 64/100 (HOLD) with a news sentiment reading of 78/100.

Over the past year CSCO has traded between $65.75 and $130.37 - the current price is +73.2% off the 52-week low and -12.6% from the high. 35 analysts cover the stock with a Buy consensus and a mean 12-month target of $130.23 (range $90.00–$150.00), implying upside of +14.3%.

A HOLD read (64/100) for CSCO at $113.91 (in the upper portion of its 52-week range) with bullish sentiment (78/100) tells the story of a large-cap Technology stock between identifiable trends. The current P/E ratio stands at 37.6. The 449.99B market cap keeps institutional interest alive; the 52-week range of $65.75–$130.37 keeps the trade interesting. HOLD signals here aren't an endpoint - they're a setup phase waiting for the right trigger.

The 52-week range of $65.75–$130.37 for CSCO provides the structural reference that options traders, systematic funds, and discretionary managers all anchor to — and at $113.91 (in the upper portion of its 52-week range), the stock sits in a zone where the next 5–10% move will likely define which crowd was right. A HOLD signal at 64/100 and bullish news backdrop (78/100) don't break the tie yet, but they narrow the probability distribution toward the upside.