Cisco Systems, Inc.
Strong FundamentalsStrong FundamentalsRevenue growing 12% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (551/wk), no spike$107.39-2.2%YTD+43.3%1Y+55.4%
Price updated 7h ago·X counts updated 5d ago
On X
The complete picture of $CSCO on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.
551X posts · last 7 days
Chatter Meter
1.3×
How loud $CSCO's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 92% of tracked names.
AI verdictAI analysisGenerated by AI from underlying data
TickerTalks' own read on what's driving $CSCO — fundamentals, momentum, or an event — and whether it agrees with the X crowd.
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 — AI data-center optical interconnects dominate capex.
What this means for $CSCO
Neutral — Designs enterprise networking equipment (switches, routers, wireless) and security software for data centers and campuses.
Top industry ETF
$IYZiShares U.S. Telecommunications ETF
+29.5%YTD
+19.1%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
Q2 2026Aug 12, 2026$1.22$1.17+4.3%
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%
Next earningsWed, Nov 11·consensus EPS $1.33
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 – $4.3318
FY26$62.9B$62.8B – $63.0B$4.28$4.26 – $4.3318
FY27$72.9B$72.6B – $73.8B$5.10$4.96 – $5.3619
FY27$68.8B$63.3B – $70.6B$4.79$4.64 – $5.0118
FY28$78.0B$74.6B – $82.3B$5.55$5.30 – $5.8820
FY28$73.4B$70.4B – $77.1B$5.27$5.01 – $5.6119
FY29$83.1B$76.8B – $89.7B$6.02$5.32 – $7.1713
FY29$73.8B$71.0B – $75.8B$5.36$5.10 – $5.5518
FY30$93.1B$89.1B – $99.7B$6.42$6.06 – $7.016
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.0.9×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.63%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.-3.8%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.+7.9%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 today0.4% 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.β0.985-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
8-KOfficer or director changeOct 98-K — Item 5.02: Officer or director change
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
+ 11 other (3 S-8s · 2 13Gs · 1 10-K · 1 earnings 8-K) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
Dividend Champion, Contender, And Challenger Highlights: Week Of October 18ALAB vs. CSCO: Which AI Infrastructure Stock Is a Better Buy?Nvidia and Cisco confirm multimillion-dollar donations to Trump's White House ballroomProcter & Gamble Has Raised Its Dividend for 70 Years. These 4 Stocks Also Reward Patience11,595 Cisco Systems, Inc. $CSCO Shares Acquired by Cliftonlarsonallen Wealth Advisors LLC
In themes
Explore the broader themes this ticker is being talked about under.
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