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Cisco (CSCO) Stock Sell Off Puts AI Margin Strength Under Scrutiny

Down 39%, Should You Buy the Dip in Netflix Stock?

Every media giant is being dramatic this year. What else is new, right? Comcast is setting NBCUniversal loose. Lionsgate is standing on the corner of Hollywood and Vine with a cardboard sign. Paramount Skydance won a $111 billion bidding war for Warner Bros. Discovery …

Cisco Systems (NASDAQ:CSCO) Stock Price Expected to Rise, UBS Group Analyst Says

Transcript : AXISCADES Technologies Limited, Q1 2027 Earnings Call, Aug 13, 2026

Cisco Systems Inc (CSCO) Shares Fall 8.4% -- What GF Score of 76 Tells Investors

Cisco Systems Inc (CSCO) shares fell 8.4% to $113.47, trading significantly above its GF Value™ of $69.43, indicating it is overvalued by 63.4%. Despite a strong GF Score™ of 76/100, reflecting robust profitability and growth, its valuation score is low at 1/10. Insider selling …

Cisco Systems options outlook after 9.5% post-earnings drop

Cisco Systems experienced a 9.5% drop post-earnings, leading to significant options trading activity. While call volume outpaced puts, the market is divided, with traders betting on both a sharp rebound and further downside. Despite oversold technicals and reduced volatility, the direction of the next …

Cisco (CSCO) Stock May Trade At Fair Value While Earnings Price In More

Cisco Systems' Fiscal 2027 Revenue Outlook Seen As Conservative, UBS Says

Cisco Systems (CSCO) initial fiscal 2027 revenue outlook appears conservative, with UBS's analysis of orders and backlog suggesting the implied second-half growth rate could be understated by at least 5 percentage points.The company raised its fiscal 2027 AI revenue outlook to Silver Upgrade to …

Cisco Falls 7% Despite Strong AI Outlook

This article first appeared on GuruFocus. Cisco Systems Inc. (CSCO, Financials), the networking equipment maker, fell about 7% in premarket trading even after its latest results and outlook came in ahead of Wall Street expectations. The disconnect appears to be margins. Warning! GuruFocus has …

Cisco Stock Tumbles 8.8% as AI Hardware Squeezes Margins

This article first appeared on GuruFocus. Cisco Systems (NASDAQ:CSCO), the networking and cybersecurity giant, tumbled roughly 8.8% in Thursday's regular session even after putting up record quarterly numbers and forecasting a stronger-than-expected year ahead. That tells you exactly where Wall Street's attention is: not …

Warner Bros. Discovery President Sells $16 Million Stock After 146% Rally

Gerhard Zeiler, President, International at Warner Bros. Discovery, Inc. (NASDAQ:WBD), sold 591,038 shares of Series A Common Stock on August 10, 2026, as disclosed in a recent SEC Form 4 filing. Transaction summary Metric Value Transaction value $16.0 million Shares sold 591,038 Post-transaction shares …

Cisco Gross Margin Seen Pressured Into Fiscal 2027 Amid Faster Hardware Mix, Morgan Stanley Says

Morgan Stanley predicts that Cisco Systems' gross margin will face continued pressure through fiscal year 2027. This pressure is attributed to a faster hardware mix within the company's product offerings. The article from MT Newswires suggests that this financial outlook requires a premium subscription …

Cisco's Q4 Earnings Beat Estimates, Strong Networking Aids Revenues

Cisco Systems CSCO reported fourth-quarter fiscal 2026 non-GAAP earnings of $1.22 per share, up 23% year over year and beating the Zacks Consensus Estimate by 4.27%. Broad networking demand and operating leverage supported the year-over-year growth. Revenues increased 18% year over year to $17.252 …

Sandisk, Cisco, Micron, Ondas, Coherent, Cerebras, and More Stocks That Explain Today’s Market

Stocks rose Thursday following softer-than-expected wholesale inflation data for July and growing confidence that the Federal Reserve won’t raise interest rates. The company added that adjusted gross margins should stabilize at around 80% over that period, with an adjusted free-cash-flow margin of about 50%. …

Cisco: Creating the Intelligent Workplace Experience: A Connected Workplace Blueprint

Cisco is transforming its global workplaces into intelligent, data-driven environments by integrating technology at the core of their physical spaces. By using their own solutions for networking, security, and collaboration, Cisco has optimized its real estate footprint, achieved significant cost savings, and enhanced employee …

Cisco Earnings Beat, But Shares Are Tumbling. Here's Why.

Cisco stock rose amid fiscal Q4 earnings and revenue that topped estimates while the company's fiscal 2027 sales outlook came in above views. Continue Reading

Cisco Earnings: AI Momentum Accelerates, and Campus Demand Stays Strong

Cisco Systems reported strong fourth-quarter results, exceeding guidance with an 18% year-over-year revenue increase to $17.3 billion. The company anticipates double-digit revenue and earnings growth for fiscal year 2027, driven by significant AI infrastructure orders and healthy campus refresh demand. Despite potential gross margin …

Why Discovery Silver Corp. stock is rising today

Earnings call transcript: Discovery Mining posts record Q2 2026 output, shares rise

Gap fill ahead? Cisco stock eyes key support zone in post-earnings drop (CSCO:NASDAQ)

Cisco Systems, Inc. Stock 12‑Month Price Target Raised to $139.62, Implies 13% Upside

Cisco Systems, Inc. (CSCO) has seen its average 12-month price target raised by analysts from $135.48 to $139.62, implying a 13% potential upside from its Aug. 12 closing price. The consensus rating for CSCO remains a "Buy" among 30 analysts, with 19 recommending a …

Cisco Sees Strong Enterprise, AI Demand as Market-Share Momentum Builds, Morgan Stanley Says

Cisco Systems (CSCO) is benefiting from broad-based strength across its core enterprise business and hyperscaler AI infrastructure, with improved supply availability helping drive market-share gains and stronger growth, Morgan Stanley said Thursday in a report.Cisco's core Silver Upgrade to read this MT Newswires article …

Cisco raises AI outlook as infrastructure demand accelerates

Yahoo Finance Executive Editor Brian Sozzi welcomes Cisco (CSCO) CFO Mark Patterson to discuss the company's latest earnings, investor concerns, and Cisco's updated full-year AI outlook. Cisco is forecasting continued strength in AI infrastructure demand, with FY2027 AI infrastructure revenue expected to reach $7.5 …

Cisco Networking Sales Surge on AI Demand. Why the Stock Is Down After Earnings.

Cisco Systems is the latest tech hardware company to report strong financial results driven by ongoing artificial-intelligence demand. On Wednesday, Cisco reported adjusted earnings of $1.22 a share on revenue of $17.3 billion for the fiscal fourth quarter ended on July 25. Cisco’s networking …

Cisco Q4 Earnings Call Centers on AI Networking Supercycle

Cisco Systems, Inc. CSCO used its fiscal fourth-quarter 2026 call to frame AI as the catalyst for a broader networking refresh. Chairman and CEO Chuck Robbins pointed to demand across hyperscalers, enterprises and telecom customers, while management set fiscal 2027 AI infrastructure revenues at …

CSCO Stock Grinds Higher As Cisco Tightens Profit Engine

Cisco Systems Inc. (CSCO) stock has been grinding higher, with pullbacks consistently bought, indicating strong demand despite concerns over weakened enterprise demand. The company boasts robust financial health with gross margins above 60% and profit margins near 20%, alongside significant free cash flow, though …

Warner Bros. Discovery (WBD) Q2 2026 Earnings Call Transcript

Cisco Stock Fell 6% as Margins Slipped

This article first appeared on GuruFocus. Cisco (NASDAQ:CSCO) fell 6% premarket after reporting fiscal fourth-quarter revenue of $17.3 billion and non-GAAP earnings of $1.22 per share, both ahead of the analyst consensus of $16.84 billion and $1.17. Total product orders rose 35%, and AI …

DISCO AI Tool Creates Memos and Timelines From Evidence

DISCO (NYSE: LAW) has launched Advanced Research, an agentic AI eDiscovery tool designed for complex fact investigation in legal cases. This tool uses multi-step reasoning to generate memos, deposition outlines, and timelines rapidly, aiming to give litigators a significant advantage by understanding case facts …

AXISCADES Q1 Results: Net loss widens to ₹1,475.96 lakh, defence revenue up

Cisco Stock Rises After Record $63 Billion Revenue Year

This article first appeared on GuruFocus. Cisco Systems (NASDAQ:CSCO) gained about 2% in early Thursday trading after the networking equipment maker reported record fiscal 2026 revenue of more than $63 billion, up 12% from a year earlier. For the fourth quarter, Cisco Systems generated …

Accelerant, Harmonic surge, Cisco slides premarket on margin outlook

Investing.com - U.S. stock index futures pointed higher on Thursday, as investors digested fresh corporate earnings and deal news while continuing to assess the outlook for inflation and interest rates. By 06:19 ET (10:19 GMT), the Dow futures contract had risen by 112 points, …

Cisco Earnings Beat, But Shares Are Down. Here's Why.

Cisco stock rose amid fiscal Q4 earnings and revenue that topped estimates while the company's fiscal 2027 sales outlook came in above views. Continue Reading

Banco Bilbao Viscaya Argentaria (NYSE:BBVA) Rating Lowered to Hold at Keefe, Bruyette & Woods

Keefe, Bruyette & Woods has downgraded Banco Bilbao Viscaya Argentaria (NYSE:BBVA) from a "moderate buy" to a "hold" rating, aligning with a broader analyst consensus. The stock opened at $28.53, near its 12-month high, and reported quarterly EPS of $0.62 on $11.99 billion in …

Cisco Systems, Inc. (NASDAQ:CSCO) Announces $0.42 Quarterly Dividend

Cisco Systems, Inc. (NASDAQ:CSCO) has declared a quarterly dividend of $0.42 per share, payable on October 21st to shareholders of record as of October 2nd. This marks the 13th consecutive year of annual dividend increases for the company, with an annualized yield of approximately …

Coherent, Cerebras, Cisco, StubHub, and More Stocks That Explain Today’s Market

Cisco and Coherent both slide despite solid earnings, while StubHub plummets as higher costs offset a World Cup boost. Continue Reading