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Cisco Systems Inc (CSCO) Stock News
The latest CSCO headlines and market coverage — 6 recent stories, updated throughout the day.
- Zacks Investment Research·
ALAB vs. CSCO: Which AI Infrastructure Stock Is a Better Buy?
Astera Labs (ALAB) has outperformed Cisco (CSCO) year-to-date with an 81.5% gain versus 42.6%, but Cisco is rated as offering greater upside potential due to stronger AI infrastructure momentum and robust networking demand. While ALAB benefits from strong adoption of its PCIe 6 products and expanding AI connectivity portfolio, rising operating expenses and competition are concerns. Cisco carries a Zacks Rank #2 (Buy) versus ALAB's Rank #3 (Hold).
- Zacks Investment Research·
Cisco Systems (CSCO) Is Up 5.15% in One Week: What You Should Know
Cisco Systems (CSCO) is highlighted as a momentum investment pick with a Zacks Rank #1 (Strong Buy) rating and a Momentum Style Score of B. The stock has outperformed its industry with a 5.15% weekly gain and 64.22% annual gain, supported by positive earnings estimate revisions over the past two months.
- Zacks Investment Research·
DELL Rides on Growing AI Clientele: Can the Stock Outpace SMCI & CSCO?
Dell Technologies is capitalizing on surging AI infrastructure demand with over 6,500 AI Factory customers and a $95B backlog. The company expects fiscal 2027 AI-server revenues of $74B, roughly triple prior-year levels. However, Dell faces intensifying competition from Super Micro Computer and Cisco Systems, both expanding their AI customer bases and capabilities.
- Zacks Investment Research·
Cisco (CSCO) Down 5.3% Since Last Earnings Report: Can It Rebound?
Cisco Systems reported strong Q4 fiscal 2026 results with earnings of $1.22 per share (up 23% YoY) and revenues of $17.252 billion (up 18% YoY), both beating consensus estimates. Networking revenues surged 28% YoY driven by AI infrastructure and data center growth. The company provided strong fiscal 2027 guidance projecting revenues of $72.2-$73.4 billion and hyperscaler AI infrastructure revenues of $7.5 billion. Despite gross margin pressure from hardware mix and memory costs, operating leverage expanded margins. However, shares have underperformed the S&P 500 by 5.3% since the earnings report.
- Zacks Investment Research·
Brokers Suggest Investing in Cisco (CSCO): Read This Before Placing a Bet
Cisco Systems (CSCO) has an average brokerage recommendation of 1.83 (Strong Buy/Buy) from 27 firms, with 15 Strong Buy ratings. However, the article cautions that brokerage recommendations often have positive bias due to institutional vested interests. The Zacks Rank #2 (Buy) rating for Cisco is based on a 10.7% increase in consensus earnings estimates over the past month to $5.11, suggesting analysts' growing optimism about the company's earnings prospects.
- Zacks Investment Research·
HPE vs. CSCO: Which Stock Has an Edge in the Networking Space?
HPE and Cisco are competing for enterprise and data center networking spending driven by AI demand. HPE strengthened its position through the Juniper acquisition with 148% networking revenue growth, while Cisco benefits from $9.3 billion in hyperscaler AI orders and strong data center momentum. Despite HPE's superior year-to-date performance (130% vs. 45.9%), Cisco is rated as the more compelling investment due to its stronger competitive position, diversified portfolio, and operating leverage, though both carry a Zacks Rank #2 (Buy).