Coverage summary
Aardvark Labs Capital Research has covered Cisco Systems (CSCO) since February 13, 2025. The company is in the Technology sector. This page lists 7 reports: 7 earnings recaps.
The latest is the Q4 FY26 Earnings Recap, published August 13, 2026. That report moved the rating from Hold to Outperform. The rating has changed 5 times since coverage began.
Translations: 7 in Chinese.
The Excel model for CSCO holds 20 quarters and 5 fiscal years of history and 8 quarters and 5 fiscal years of projections. It was last updated September 27, 2026.
Rating history
All CSCO reports
Recap: Q4 FY26
Every Trigger We Set in May Fired. The Stock Fell 8.4% Anyway.
Recap: Q3 FY26
Cisco's $9 Billion AI Order Book Answers Last Quarter's Questions. At 27 Times, the Price Answers Ours.
Recap: Q2 FY26
Record AI Orders Bought With Gross Margin: Cisco's Beat-and-Raise Loses 12% on the Memory Bill
Recap: Q1 FY26
AI Orders, Campus Refresh, and a $1B Full-Year Raise Inflect the Story — Even With DRAM Pressure on Product Margins
Recap: Q4 FY25
AI Orders Double the Target and Margins Hit a Record — But In-Line FY26 Guide Caps the Upside at the Highs
Recap: Q3 FY25
AI Infrastructure Orders Blow Past FY25 Target a Quarter Early, Sovereign Optionality Emerges, CFO Transition Manageable — Upgrading to Outperform, FV $70–82
Recap: Q2 FY25
AI Infrastructure Orders Inflect, Splunk Synergies Tracking Ahead, Tariff Overhang Caps Near-Term Multiple — Initiating Coverage at Hold, FV $58–68