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Should Cisco Stock Be in Your Portfolio Pre-Q4 Earnings?
Should Cisco Stock Be in Your Portfolio Pre-Q4 Earnings?

Globe and Mail

timea day ago

  • Business
  • Globe and Mail

Should Cisco Stock Be in Your Portfolio Pre-Q4 Earnings?

Cisco Systems CSCO is set to release its fourth-quarter fiscal 2025 results on Aug. 13. The company anticipates fourth-quarter fiscal 2025 revenues between $14.5 billion and $14.7 billion. Non-GAAP earnings are expected between 96 and 98 cents per share. The Zacks Consensus Estimate for revenues is pegged at $14.6 billion, indicating growth of 7.1% from the year-ago quarter's reported figure. The consensus mark for earnings has been steady at 97 cents per share over the past 30 days, suggesting year-over-year growth of 11.5%. CSCO's earnings surpassed the Zacks Consensus Estimate in all the trailing four quarters, the average being 3.94%. Cisco Systems, Inc. Price and EPS Surprise Cisco Systems, Inc. price-eps-surprise | Cisco Systems, Inc. Quote Let's see how things are shaping up prior to this announcement. Key Factors to Note for CSCO's Q4 Earnings Cisco's fourth-quarter fiscal 2025 results are expected to have benefited from improved demand for networking products driven by switching, enterprise routing, webscale infrastructure, and industrial networking applications. AI-powered cloud managed Meraki for government networking solution achieved FedRAMP authorization from the U.S. government in the third quarter of fiscal 2025, which bodes well for the company's federal business. The Zacks Consensus Estimate for fiscal fourth-quarter Networking revenues is currently pegged at $7.19 billion, indicating 5.6% year-over-year growth. Cisco's strategy of infusing AI across Security platforms and developing Agentic capabilities across the portfolio is a key catalyst. In May, Cisco unveiled Duo Identity and Access Management (IAM) solutions that help enterprises fight continuing identity-based attacks. Duo IAM strengthens Cisco's approach to user-friendly Zero Trust security. In June, the company announced enhanced security solutions embedded deep into its networking infrastructure that will help companies implement zero-trust architectures. Cisco's Hybrid Mesh Firewall and Universal Zero Trust Network Access solutions simplify policy management, enhance visibility and enable enterprises to scale securely. The Zacks Consensus Estimate for fiscal fourth-quarter Security revenues is currently pegged at $2.2 billion, indicating 23.2% year-over-year growth. CSCO Shares Outperform Sector Cisco shares have appreciated 18.1% year to date, outperforming the Zacks Computer & Technology sector's return of 12.7% as well as closest peers like Dell Technologies DELL and Hewlett Packard Enterprise HPE. While shares of Dell Technologies has returned 16.2%, Hewlett-Packard has declined 4.4%. CSCO Stock's Performance However, Cisco stock is not so cheap, as the Value Score of D suggests a stretched valuation at this moment. In terms of the forward 12-month P/S ratio, CSCO is trading at 4.67X, higher than the industry's 4.37X, Dell Technologies' 0.85X, and Hewlett Packard Enterprise's 0.69X. Price/Sales (F12M) Cisco Rides on Strong Portfolio, Rich Partner Base Cisco's aggressive AI push and growing security dominance have been major growth drivers. Cisco secured AI infrastructure orders worth more than $1 billion to date in fiscal 2025, a quarter ahead of schedule. The momentum is expected to continue in the near term, thanks to an expanding portfolio and collaboration with NVIDIA NVDA. The company is expanding its AI portfolio for data centers with new solutions like the Unified Nexus Dashboard, Cisco Intelligent Packet Flow, configurable AI PODs and 400G bidirectional (BiDi) optics. Cisco's expanded partnership with NVIDIA, under which the companies plan to offer solutions that help build AI-ready data center networks, is a game-changer. Cisco's rich partner base, which includes Meta Platforms, Microsoft, NVIDIA, Lenovo and ServiceNow, deserves attention. CSCO's collaboration with NVIDIA is helping to expand the former's datacenter infrastructure portfolio. CSCO's latest NVIDIA-powered AI server and AI PODs, integrated with NVIDIA's AI Enterprise cloud-native software and managed via Cisco Intersight, simplify and de-risk AI infrastructure. The company is expanding its portfolio by unveiling AI factory architecture developed in collaboration with NVIDIA. This is expected to drive up Cisco's AI-driven revenues. Cisco deepened its partnership with ServiceNow, combining the former's infrastructure and security platforms with the latter's AI-driven platform and security solutions. The first integration brings together Cisco's AI Defense capabilities with ServiceNow SecOps to provide more holistic AI risk management and governance. Conclusion Cisco's near-term results are expected to benefit from an improving networking business and growing security business, along with a rich partner base. Cisco currently carries a Zacks Rank #2 (Buy), which implies that investors should buy the stock ahead of fourth-quarter earnings results. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. See our %%CTA_TEXT%% report – free today! 7 Best Stocks for the Next 30 Days Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Cisco Systems, Inc. (CSCO): Free Stock Analysis Report Dell Technologies Inc. (DELL): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report Hewlett Packard Enterprise Company (HPE): Free Stock Analysis Report

Is Cisco Systems (CSCO) Stock Outpacing Its Computer and Technology Peers This Year?
Is Cisco Systems (CSCO) Stock Outpacing Its Computer and Technology Peers This Year?

Yahoo

time4 days ago

  • Business
  • Yahoo

Is Cisco Systems (CSCO) Stock Outpacing Its Computer and Technology Peers This Year?

For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Cisco Systems (CSCO) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Computer and Technology peers, we might be able to answer that question. Cisco Systems is a member of our Computer and Technology group, which includes 605 different companies and currently sits at #6 in the Zacks Sector Rank. The Zacks Sector Rank includes 16 different groups and is listed in order from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. The Zacks Rank is a proven model that highlights a variety of stocks with the right characteristics to outperform the market over the next one to three months. The system emphasizes earnings estimate revisions and favors companies with improving earnings outlooks. Cisco Systems is currently sporting a Zacks Rank of #2 (Buy). Within the past quarter, the Zacks Consensus Estimate for CSCO's full-year earnings has moved 0.7% higher. This is a sign of improving analyst sentiment and a positive earnings outlook trend. Our latest available data shows that CSCO has returned about 15.7% since the start of the calendar year. Meanwhile, stocks in the Computer and Technology group have gained about 11.8% on average. As we can see, Cisco Systems is performing better than its sector in the calendar year. Another Computer and Technology stock, which has outperformed the sector so far this year, is F5 Networks (FFIV). The stock has returned 27.7% year-to-date. In F5 Networks' case, the consensus EPS estimate for the current year increased 5.6% over the past three months. The stock currently has a Zacks Rank #1 (Strong Buy). Looking more specifically, Cisco Systems belongs to the Computer - Networking industry, a group that includes 8 individual stocks and currently sits at #100 in the Zacks Industry Rank. On average, stocks in this group have gained 15.2% this year, meaning that CSCO is performing better in terms of year-to-date returns. In contrast, F5 Networks falls under the Internet - Software industry. Currently, this industry has 173 stocks and is ranked #78. Since the beginning of the year, the industry has moved +22.2%. Investors with an interest in Computer and Technology stocks should continue to track Cisco Systems and F5 Networks. These stocks will be looking to continue their solid performance. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Cisco Systems, Inc. (CSCO) : Free Stock Analysis Report F5, Inc. (FFIV) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Cisco Systems Stock: Is Wall Street Bullish or Bearish?
Cisco Systems Stock: Is Wall Street Bullish or Bearish?

Yahoo

time5 days ago

  • Business
  • Yahoo

Cisco Systems Stock: Is Wall Street Bullish or Bearish?

With a market cap of $265.8 billion, Cisco Systems, Inc. (CSCO) is a global leader in IP-based networking and communication technology, offering a broad range of products and services for businesses, governments, and service providers. The company is rapidly expanding in areas like network security, cloud collaboration, and data center solutions, leveraging innovations such as Zero Trust Architecture and secure endpoint management. Shares of the San Jose, California-based company have outperformed the broader market over the past 52 weeks. CSCO stock has climbed 41.6% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 14.5%. Moreover, shares of Cisco Systems are up 13.4% on a YTD basis, compared to SPX's 6.1% gain. More News from Barchart Find Winning Momentum Trades With This Moving Average Stock Screener Tariffs, Earnings and Other Can't Miss Items this Week This Blue-Chip Dividend Stock Is Stuck in the Tariff Crosshairs. Can Cost Cuts Save the Day? Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! Looking closer, the networking giant stock has also outpaced the Technology Select Sector SPDR Fund's (XLK) over 22% return over the past 52 weeks. Shares of Cisco soared 4.9% following its Q3 2025 results on May 14. The company reported adjusted EPS of $0.96 and revenue of $14.1 billion, exceeding expectations. Cisco also raised its fiscal 2025 revenue forecast to $56.5 billion - $56.7 billion and its adjusted EPS guidance to $3.77 - $3.79. Investor confidence was further boosted by over $600 million in AI infrastructure orders during the quarter and a year-to-date total surpassing $1 billion. For the fiscal year that ended in July 2025, analysts expect CSCO's EPS to decline 1.9% year-over-year to $3.06. However, the company's earnings surprise history is promising. It beat the consensus estimates in the last four quarters. Among the 23 analysts covering the stock, the consensus rating is a 'Moderate Buy.' That's based on 13 'Strong Buys,' one 'Moderate Buy' rating, and nine 'Holds.' On Jul. 28, Evercore ISI downgraded Cisco from 'Outperform' to 'In Line' and kept its $72 price target, citing a cyclical recovery in enterprise networking and increased focus on cloud and AI. As of writing, the stock is trading below the mean price target of $72.47. The Street-high price target of $79 implies a potential upside of 17.7% from the current price levels. On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on

Cisco Schedules Conference Call for Q4 Fiscal Year 2025 Financial Results
Cisco Schedules Conference Call for Q4 Fiscal Year 2025 Financial Results

Yahoo

time5 days ago

  • Business
  • Yahoo

Cisco Schedules Conference Call for Q4 Fiscal Year 2025 Financial Results

SAN JOSE, Calif., Aug. 4, 2025 /PRNewswire/ -- Cisco (NASDAQ: CSCO) has scheduled a conference call for Wednesday, Aug 13, 2025, at 1:30 PM (PT); 4:30 PM (ET) to announce its fourth quarter fiscal year 2025 financial results for the period ending Saturday, July 26, 2025. Financial results will be released over PR Newswire via US National and European Financial distribution, after the close of the market on Wednesday, Aug 13, 2025. Cisco's quarterly earnings press release will be posted at Date: Wednesday, Aug 13, 2025 Time: 1:30 PM (PT); 4:30 PM (ET) To Listen via Telephone: 888-848-6507212-519-0847 (for International Callers) To Listen via the Internet: We are pleased to offer a live and replay audio broadcast of the conference call with corresponding slides at Replay:A telephone playback of the Q4 FY2025 conference call is scheduled to be available beginning at 4:00 PM (PT) on Aug 13, 2025, through 10:00 PM (PT) Aug 19, 2025. The replay will be accessible by calling 800-391-9853 (International callers: 203-369-3269). The call runs 24 hours/day, including weekends. An archived version of the webcast will be available on Cisco's Investor Relations website at About Cisco Cisco (NASDAQ: CSCO) is the worldwide technology leader that is revolutionizing the way organizations connect and protect in the AI era. For more than 40 years, Cisco has securely connected the world. With its industry leading AI-powered solutions and services, Cisco enables its customers, partners and communities to unlock innovation, enhance productivity and strengthen digital resilience. With purpose at its core, Cisco remains committed to creating a more connected and inclusive future for all. Discover more on The Newsroom and follow us on X at @Cisco. Cisco and the Cisco logo are trademarks or registered trademarks of Cisco and/or its affiliates in the U.S. and other countries. A listing of Cisco's trademarks can be found at Third-party trademarks mentioned are the property of their respective owners. The use of the word 'partner' does not imply a partnership relationship between Cisco and any other company. Investor Relations Contact: Press Contact: Sami Badri Robyn Blum Cisco Cisco 469-420-4834 408-930-8548 sambadri@ rojenkin@ View original content to download multimedia: SOURCE Cisco Systems, Inc. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Income Stocks Spotlight: What Makes Cisco Systems (CSCO) Stand Out
Income Stocks Spotlight: What Makes Cisco Systems (CSCO) Stand Out

Yahoo

time7 days ago

  • Business
  • Yahoo

Income Stocks Spotlight: What Makes Cisco Systems (CSCO) Stand Out

Cisco Systems, Inc. (NASDAQ:CSCO) is included among the 11 Best Income Stocks to Buy According to Hedge Funds. A young professional in a suit examining stocks on a tablet computer in a mid-town office building. Cisco Systems, Inc. (NASDAQ:CSCO) is a leading technology company known for its networking, security, software, and cloud computing solutions. It builds routers and switches that help transmit data across networks. In the third quarter of fiscal 2025, the company reported $14.1 billion in revenue, marking an 11% increase from the previous year. Earnings per share also rose 35% to $0.62. Artificial intelligence has become a key growth area for Cisco Systems, Inc. (NASDAQ:CSCO), generating over $1 billion in AI-related revenue in 2024. The company aims to at least double that figure in 2025. Its recent $28 billion acquisition of Splunk has also played a major role in expanding its capabilities, particularly in network management, security, and AI integration. Cisco Systems, Inc. (NASDAQ:CSCO) currently pays a quarterly dividend of $0.41 per share and has a dividend yield of 2.41%, as of July 31. The company has been rewarding its shareholders with growing dividends for the past 18 years, which makes it one of the best dividend stocks for income investors. While we acknowledge the potential of CSCO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

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