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CSCSCO

Cisco Systems, Inc.

$CSCO·$441B·Communication Equipment·Technology
$111.94+2.1%YTD+46.0%1Y+63.9%
Mentions · last 7 days
2026-07-11: 51 posts2026-07-12: 74 posts2026-07-13: 238 posts2026-07-14: 207 posts2026-07-15: 281 posts2026-07-16: 273 posts2026-07-17: 210 posts1,344+36%
Price updated 22h ago·X counts updated 21h ago
CSCSCO
$CSCOCisco Systems, Inc.
$111.94+2.08%1.3k posts+36%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CSCO, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-18

The move is getting stronger, with heavier trading behind it.

Cisco is up 46% YTD on a real AI-networking re-rating — the dot-com bag-holder analogy is the bear's only tool.

Cisco is the enterprise networking and security incumbent whose thesis for the last two years has been that AI-datacenter and campus refresh cycles finally give the growth engine a lift, plus Splunk cross-sell extending the security stack. The tape is now confirming that thesis in real terms.

  • The run is real and structural — up about 46% year-to-date and 64% over twelve months puts CSCO among the large-cap AI-adjacent breakouts, and the technical read is a healthy bull flag on the 50DMA with the upper Gann arc as the ceiling.
  • The mechanics defend the multiple — trailing P/E of about 40 sits on a Splunk-diluted earnings base that is now re-inflating, operating margin above 23%, gross margin 64%, ROIC above 12%, and free-cash-flow yield near 2.6%; that is what a genuinely earning networking compounder looks like.
  • The options positioning is aggressive — a $479k print on $CSCO 7/24 118 calls at $3.20 and $130 speculation for next week describes real short-dated positioning going into the print, not just chatter.
  • The bear thread is the widely-shared dot-com analogy — Cisco took 25 years to make investors whole after the 2000 peak, and the frame is being reused to caution on NVDA; that historical rhyme is worth acknowledging but does not describe the current mechanics.

The trend stays intact as long as the next print shows AI-networking orders growing and Splunk cross-sell attaching — a beat with named AI-cluster networking deals restarts the acceleration; a soft campus refresh quarter or a Splunk-attach disappointment interrupts it.

Agrees with X sentimentThe bull-flag technical read, options positioning, and structural framing are all directionally consistent with the tape and mechanics. The dot-com bag-holder analogy is a fair honest reminder of Cisco's history but does not describe the current earnings profile; both sides describing the same coiled position at a specific level.

What to watch: Next print for AI-networking orders growing and Splunk cross-sell attaching. A soft campus refresh quarter or Splunk-attach disappointment interrupts the acceleration.

ai networking re ratingbull flag at 50dmasplunk attach watchdot com analogy bear

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment16 posts analyzed · as of 2026-07-17

Cisco is a divided technical setup. Bulls flag a bull-flag on structure/sector/sentiment confluences, positioning near the 50DMA, respecting the bottom trend-line, and healthy weekly structure after an explosive advance two months ago that has consolidated along the upper Gann arc. Options positioning includes a $479k print on $CSCO 7/24 118 calls at $3.20 and $130s speculation for next week EOD. Bears counter with a widely-shared reminder that Cisco took 25 years to make investors whole after the dot-com bubble - now being compared side-by-side with IBM and used as the analog for skepticism on NVDA. The mid-day tape showed CSCO down 4.8% on a broadly flat market, and one long-put winner post shows tactical trader positioning against the setup.

Read the AI verdict + X sentiment for $CSCO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs enterprise networking equipment (switches, routers, wireless) and security software for data centers and campuses.

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 · Technology

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
+17.6%YTD
+34.2%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

3-year forecast · up to 19 analysts
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.

Recent transactions

SellJun 16Thimaya K. SubaiyaEVP, Operations7.1K sh$855KSellJun 11Oliver TuszikEVP, Global Sales2.6K sh$316KSellJun 11Mark PattersonCFO7.4K sh$887KSellMay 22Charles RobbinsCEO21.4K sh$2.6MSellMay 15Oliver TuszikEVP, Global Sales2.8K sh$316KSellMay 15Deborah L StahlkopfEVP and Chief Legal Officer6.6K sh$773KSellMay 15Mark PattersonCFO5.5K sh$646KSellMay 15Jeetendra I PatelPresident7.2K sh$841KSellMar 20Mark PattersonCFO4.9K sh$381KSellMar 18Oliver TuszikEVP, Global Sales3.1K sh$250K
1–10 of 18
+ 29 other (21 inkinds · 8 awards) in window

See when $CSCO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

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

A new insider of Cisco Systems (CSCO) filed Form 3 disclosing unvested RSU holdings across four grants: 2,140 shares (Sept 2023), 6,966 shares (Nov 2024), 5,900 shares (July 2025), and 14,798 shares (Sept 2025), all vesting quarterly after an initial 34% cliff, totaling ~29,804 unvested shares. Filed by Jay Higdon as attorney-in-fact on May 26, 2026. This is a routine initial Section 16 disclosure for a new Cisco insider.

8-KRestructuring / exit costsMay 138-K — Item 2.02: Earnings release · Item 2.05: Restructuring / exit costs
AI summary

CSCO reported third quarter 2026 ended April 25, 2026. A copy of th financial results (8-K Item 2.02). Diluted EPS: $.. Investors should review the full earnings press release and any management guidance for forward outlook.

8-KOfficer or director changeMay 18-K — Item 5.02: Officer or director change
AI summary

CSCO disclosed a personnel change (8-K Item 5.02, dated 2026-05-01). An executive departure and a new appointment are both reported. President and Chief Accounting Officer. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

3New insider — initial holdingsApr 73
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for CSCO on 2026-04-07, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KOfficer or director changeApr 68-K — Item 5.02: Officer or director change
AI summary

CSCO disclosed a personnel change (8-K Item 5.02, dated 2026-04-06). An executive departure and a new appointment are both reported. Chief Executive Officer of Verizon Communications Inc. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

+ 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.

4 Tech Stocks Throwing Off Dividends247wallst.com·1d agoA $10,000 Investment in Cisco When Chuck Robbins Became CEO Is Worth This Much Today247wallst.com·1d agoPrice Prediction: Cisco Will Hit $170 on This Date247wallst.com·2d agoCisco Systems (CSCO) Price Forecast: Correction Deepens as Key Support Nearsfxempire.com·3d agoDigital Realty Trust vs. Equinix: Which Real Estate Stock Is a Better Buy in 2026?fool.com·3d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureCybersecurity

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Voices on X · top 10 · last 7 days

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