CSCO

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.

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.

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

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.

Cisco Systems, Inc. is seizing a core role in AI infrastructure, driving robust growth across both AI and traditional networking markets. CSCO delivered 18% YoY revenue growth in fiscal Q4 2026, with AI infrastructure orders rising 4.5x to $9.3 billion. Management guides for 15% revenue growth in FY27, underpinned by hyperscaler demand and scale-across networking opportunities.

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.

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.

Cisco took $9.3 billion of AI infrastructure orders from hyperscalers in fiscal 2026, including $4 billion in the fourth quarter alone. Management expects $7.5 billion of AI infrastructure revenue from hyperscalers in fiscal 2027, roughly a tenth of guided revenue.

Cisco's Chair and CEO Chuck Robbins appeared on a Wednesday CNBC interview with Jim Cramer to defend the durability of the company's record fiscal fourth quarter and elevated fiscal 2027 outlook.

Cisco delivered a better-than-expected earnings report, but the stock sold off anyway. Even with a forecast that topped estimates, Piper Sandler analysts wrote that Cisco's guidance looked "conservative given the current demand environment.