Cisco Systems, Inc.
$112.18+2.3%YTD+43.1%1Y+62.8%
Mentions · last 7 days
1,198+5%
Price updated 12m ago·X counts updated 2d ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $CSCO, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Communication Equipment sits in its cycle right now — and what that implies for $CSCO.
Communication Equipment
No material change from last week — Lumentum pre-breakout setup unchanged as hyperscaler 400G/800G AI rack buildout continues structurally consuming optical transceiver and DWDM capacity into 2H26.
What this means for $CSCO
Partial — Designs enterprise networking equipment (switches, routers, wireless) and security software for data centers and campuses; this segment overlaps with the hyperscaler 400G/800G AI rack networking buildout but is not the dominant revenue driver.
Top industry ETF
$IYZiShares U.S. Telecommunications ETF
+17.3%YTD
+35.7%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
40.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
12.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
23.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
2.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
7.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
25.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
64.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q1 2026May 13, 2026$1.06$1.03+2.9%
Q4 2025Feb 11, 2026$1.04$1.02+2.0%
Q3 2025Nov 12, 2025$1.00$0.98+1.8%
Q2 2025Aug 13, 2025$0.99$0.98+1.3%
Next earningsWed, Aug 12·consensus EPS $1.17
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$15.8B+12.0%63.6%25.0%$0.85$3.6B
Q2 FY26$15.3B+9.7%65.0%24.6%$0.81$2.1B
Q1 FY26$14.9B+7.5%65.5%22.6%$0.72$2.9B
Q4 FY25$14.7B+7.6%63.2%21.0%$0.64$4.0B
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$62.9B$62.8B – $63.0B$4.28$4.26 – $4.3317
FY27$68.8B$63.3B – $70.6B$4.78$4.63 – $5.0118
FY28$73.5B$73.3B – $73.6B$5.27$4.73 – $5.6919
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.68%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-5.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+26.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatMega float · 3.9B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.015-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
SEC filings
Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.
Recent material filings
3New insider — initial holdingsMay 263
AI summary
8-KRestructuring / exit costsMay 138-K — Item 2.02: Earnings release · Item 2.05: Restructuring / exit costs
AI summary
8-KOfficer or director changeMay 18-K — Item 5.02: Officer or director change
AI summary
3New insider — initial holdingsApr 73
AI summary
8-KOfficer or director changeApr 68-K — Item 5.02: Officer or director change
AI summary
+ 10 other (2 13Fs · 2 S-8s · 2 10-Qs · 2 13Gs) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
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In themes
Explore the broader themes this ticker is being talked about under.
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