Cisco Stock News

Delray Beach, FL, Aug. 19, 2025 (GLOBE NEWSWIRE) -- According to MarketsandMarkets™, the Video Analytics Market is expected to grow from USD 8.3 billion by 2023 to USD 22.6 billion by 2028 at a Compound Annual Growth Rate (CAGR) of 22.3 % during the forecast period.

Cisco looks to be correcting after dropping 4.5% on Friday, August 15th, and 7.75% last week, which will give investors another chance to buy the stock in a lower-risk area or add more to the name. EPS was guided to $4.00-4.06 (actual consensus this weekend is $4.04), while revenue guidance for Q1 '26 was $14.45-14.65 billion, with the actual revenue consensus estimate this weekend of $14.76 bi...

In Q4 2025, CSCO's revenue grew by 8% to $14.7 billion due to strong AI-related demand. Operating and net margin deteriorated slightly to 21.4% and 18.5% due to tariff costs. CSCO is well positioned to benefit from heightened network traffic due to demands from artificial intelligence. Currently, AI-related traffic is already growing by more than 100% per year. Given that CSCO has an internatio...

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A recommendation downgrade from a global bank was the development pushing down Cisco Systems (CSCO -4.49%) stock on Friday. The company's shares absorbed the blow by sinking nearly 5% in price, comparing unfavorably to the relatively modest 0.3% slip of the bellwether S&P 500 index.

Cisco Systems' shares fell more than 2% on Friday after HSBC downgraded the networking equipment maker from “buy” to “hold”, citing concerns that the company's recent restocking boost is losing steam. The bank also lowered its price target to $69 per share from $73, implying a modest 0.4% downside from Thursday's close.

Cisco Systems (CSCO -1.56%) wasn't a particularly popular tech stock on Thursday. Investors sold out of the stock following a quarterly earnings report that some found dissatisfying.

Cisco's Q4 results were solid but not spectacular, with upbeat guidance and strong product growth, though services came in soft. AI-related momentum is real, yet investors may be overestimating its current impact on Cisco's overall growth trajectory. Valuation remains attractive at under 18x forward earnings, especially compared to other tech giants.