Added to YB: 2026-02-16
Pitch date: 2026-02-12
CSCO [neutral]
Cisco Systems, Inc.
+5.63%
current return
Author Info
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Company Info
Cisco Systems, Inc. designs, develops, and sells technologies that help to power, secure, and draw insights from the internet in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China.
Market Cap
$308.8B
Pitch Price
$74.38
Price Target
N/A
Dividend
2.10%
EV/EBITDA
18.96
P/E
28.12
EV/Sales
5.50
Sector
Communications Equipment
Category
growth
Cisco Q4 2025 Snapshot
CSCO (earnings): Q rev $15.3B +9.7% YoY, EPS $1.04 beat est, FY26 guide lifted to $61.2B-$61.7B. Networking +21.1%, AI orders $2.1B (>$5B FY26 exp), 6 qtrs double-digit order growth. Op margin 25% +230bps, net margin 21%. Security -4.4% on Splunk transition. FCF margin 10% -450bps on tax. 18.8x fwd P/E. Stock -7.6% on high expectations.
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