Cisco Drops 10% Post Q4 Earnings: Buy, Sell or Hold the Stock?

CSCO's Q4 revenues surge 18%, and AI demand stays strong, but margin pressure, soft recurring growth and a premium valuation support a hold.

Zacks Investment Research • 15 hours ago

Cisco: Buy The AI Pullback, But Watch The Margin Pressure

Cisco Systems, Inc. delivered strong Q4 FY2026 results, with revenue up 18% sequentially and non-GAAP EPS up 23%, confirming its AI infrastructure momentum. CSCO reported $4B in Q4 AI infrastructure orders, totaling $9.3B for FY2026, and guided to $7.5B in AI infrastructure revenue for FY2027. Despite robust results and guidance, the stock sold off due to concerns over declining gross margins, which fell to 66.3% and are forecast at 65–66% for Q1 FY2027.

Seeking Alpha • Aug 18, 2026

Cisco, Merck, Cheniere Energy And More: CNBC's ‘Final Trades'

On CNBC's “Halftime Report Final Trades,” Stephen Weiss, chief investment officer and managing partner of Short Hills Capital Partners, picked Cisco Systems, Inc. (NASDAQ:CSCO).

Benzinga • Aug 18, 2026

Cisco: This 8% Selloff Looks Like An Overreaction

Cisco Systems posted strong Q4 results: revenue up 18%, non-GAAP EPS up 23%, and product orders up 35%. CSCO's AI infrastructure orders surged to $9.3 billion in FY2026, quadrupling year-over-year, with $4 billion from hyperscalers in Q4 alone. Management's FY2027 revenue guidance of $72.2–$73.4 billion signals a shift beyond Cisco's historical low-growth profile.

Seeking Alpha • Aug 17, 2026

Dividend Harvesting Portfolio Week 285: $28,500 Allocated, $3,238.12 In Projected Dividends

The Dividend Harvesting Portfolio has achieved a 45.78% ROI, growing annualized income from $7.44 to $3,238.12 over 285 weeks. AI infrastructure buildout is accelerating, with major financing secured and longer asset utilization, undermining bearish depreciation arguments. Portfolio allocation emphasizes income generation, with 60.29% in REITs, ETFs, CEFs, and BDCs, yielding 79.48% of forward income.

Seeking Alpha • Aug 17, 2026

ETFs to Buy as Cisco Shares Sink Despite Surpassing Q4 Earnings

Cisco's post-earnings sell-off spotlights four ETFs offering exposure to its AI-driven growth while cushioning single-stock risks.

Zacks Investment Research • Aug 17, 2026

Cisco vs. Broadcom: One Stock Looks Like the Better AI Play

Cisco Systems (NASDAQ: CSCO | CSCO Price Prediction) and Broadcom (NASDAQ: AVGO) both just closed AI-heavy quarters, and the results sit on opposite ends of the infrastructure boom.

24/7 Wall Street • Aug 15, 2026

Cisco Just Gave Investors 3 Big Reasons to Be Bullish

Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction) just closed the books on a record fiscal year, and the setup heading into FY2027 is arguably the strongest the networking giant has offered investors in more than a decade.

24/7 Wall Street • Aug 14, 2026

The Quiet Winner of the AI Buildout Just Posted Its Best Year Ever

Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction) just wrapped up what management called its best year ever, and the stock is finally being treated like an AI infrastructure winner rather than a legacy networking name.

24/7 Wall Street • Aug 14, 2026

Stock Market Hits Highs; Cisco, Lumentum, Super Micro, Sandisk Key Movers: Weekly Review

The stock market cleared a tight range, with the S&P 500 and Russell 2000 hitting new highs. Lumentum, Cisco, Super Micro, Sandisk were key movers.

Investors Business Daily • Aug 14, 2026