Cisco Systems

Cisco reported record fiscal 2026 productivity metrics with revenue of $63.3bn, non-GAAP EPS $4.33 and $9.3bn in AI infrastructure orders, and Q4 showed broad double-digit product order growth. Management issued conservative FY2027 guidance (revenue $72.2–73.4bn, non-GAAP EPS $5.05–5.11), which Jim Cramer and several analysts view as underpromising given recent outperformance and an expected jump in AI revenue to $7.5bn. Cisco made two AI/cybersecurity acquisitions, declared a $0.42 quarterly dividend, and analysts maintain predominantly buy ratings with upside to current share levels. » More on finance.yahoo.com

Super Micro Computer's stock rose about 8.2% in the morning after Cisco announced a partnership that integrates Super Micro’s liquid- and air-cooled server systems into the “Secure AI Factory with NVIDIA” offering. The solutions, including support for NVIDIA’s Vera Rubin and HGX Rubin platforms, are to be available from October 2026 for enterprise, neocloud and sovereign-cloud customers. The cooperation strengthens Super Micro’s position in the AI infrastructure space and helped the stock recover from recent losses following profit-taking and mixed quarterly results. » More on de.investing.com

Cisco reported a record FY2026 with hyperscaler AI orders of $9.3 billion, roughly 4.5x the prior year, and management guides FY2027 AI infrastructure revenue to $7.5 billion. Q4 revenue and EPS topped expectations while product and hyperscaler orders rose strongly, and Cisco won multiple hyperscaler design wins. Analysts cite margin compression risks from AI hardware mix and hyperscaler concentration but see upside if Cisco executes its Silicon One roadmap and AI capex continues. » More on finance.yahoo.com