Cisco Systems

Cisco Systems, Inc. (CSCO) (Q1FY26) -The giant awakes with $1.3bn AI orders

Highlights of the report

Cisco maintains a “fortress” balance sheet with over $15.7 billion in liquidity and a perfect Piotroski Score of 9, signaling exceptional financial strength. The organization’s management team has demonstrated a consistent ability to exceed the high end of their own guidance ranges for revenue, EPS, and operating margins.

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Cisco Systems, Inc. designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China.

Cisco delivered a record start to fiscal 2026, achieving totalrevenue of $14.9 billion,  an 8% increase year-over-year that exceeded analyst expectations.

Cisco’s stock demonstrated significant bullish momentum, rising from ~$67 to a peak of $80.82 in December 2025, largely fueled by a nearly 10% surge following record Q1FY26 earnings results and accelerating AI order growth in November.

 Executive Summary

• CrispIdea Forecast

– Income Statement

– Balance Sheet

– Cash Flow

– Common Size Ratio Analysis

– CrispIdea Segment Forecast

• Valuation & Historical Performance

– P/E Analysis

– CrispIdea Valuation

– Peer Comparison

– Ratio Analysis

– Economic Value-Added Analysis

– Du Pont Analysis

– CrispIdea Forecast Relative to Consensus

– Consensus Momentum

– Segment Performance

– Key Developments

– M&A Deals

• Ownership

• Stock Price Performance

• Crispidea Coverage

Report details

Cisco Systems, Inc. (CSCO) (Q1FY26) -The giant awakes with $1.3bn AI orders

Price

$264.00

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