Cisco Systems

Cisco reported fiscal Q1 adjusted EPS of $1.40 versus $1.33 expected and revenue of $18.5 billion versus $18.1 billion expected, a 24% year-over-year increase. The company raised its fiscal-year AI infrastructure revenue target from hyperscalers to $9 billion, more than double fiscal 2026. For fiscal Q2 Cisco forecasts revenue of $18.0–18.2 billion and adjusted EPS of $1.34–1.36, both above analyst averages. Cisco shares are up about 35% year-to-date amid the company’s push into AI infrastructure. » Więcej na cnbc.com

Cisco reported strong quarterly results: revenue rose to $18.5 billion in the first quarter (+24%) and net income to $4.6 billion; adjusted earnings per share were $1.40, beating expectations. The driver is the AI infrastructure business; Cisco now expects $9 billion in revenue from it for the current fiscal year, more than twice as much as in 2026. For the second quarter the company forecasts revenue of $18.0–18.2 billion and adjusted EPS of $1.34–1.36, both above market expectations, after which the stock jumped in after-hours trading. » Więcej na deraktionaer.de

Leaked internal documents show Cisco mobilized senior teams to fix repeated outages in Israeli military intelligence networks during the Gaza war, billed the recovery as a “customer success story,” and pursued further contracts including a Splunk pitch for Project Nimbus. The files indicate Israel’s military intelligence contracts generated about $67m over three years and that Cisco negotiated dozens of 2026 deals with Israeli government clients tagged as AI projects. Current and former employees have protested the company’s role, calling it a contradiction of Cisco’s stated values, while investors are pushing for an independent human rights assessment. » Więcej na theguardian.com

Cisco has gained 70% over the past 12 months and, as a global market leader in networking and a stable dividend payer, is considered a moat stock. The company delivers substantial revenue to hyperscalers ($9.3 billion last year) and is strengthening its portfolio with the $28 billion acquisition of Splunk for security and AI. Earnings and free cash flow have risen markedly since 2000, yet the P/E ratio of 22.5 is well above the 20‑year average of 13.9. Because of the high valuation, analysts are only cautiously optimistic (20 buy, 11 hold recommendations); no one currently recommends selling. » Więcej na handelsblatt.com

Cisco stock slid roughly 6% to about $105 during a session when sector ETFs XLK and QQQ traded higher and peers Arista and Ciena were essentially flat, indicating a company-specific move rather than a networking demand scare. Piper Sandler recently cut its price target to $125 while maintaining a Hold, and Cisco's 38% YTD gain leaves scope for profit-taking. Investors are advised to watch for follow-up analyst notes, filings or company updates to identify the catalyst and gauge whether the decline stabilizes or continues. » Więcej na finance.yahoo.com