Cisco Systems (NASDAQ:CSCO) Releases FY 2027 Earnings Guidance

Cisco Systems (NASDAQ:CSCO) issued an update on its FY 2027 earnings guidance on Wednesday. The company provided EPS guidance of 5.050-5.110 for the period, compared to the consensus EPS estimate of 4.640. The company issued revenue guidance of $72.2 billion-$73.4 billion, compared to the consensus revenue estimate of $68.6 billion. Cisco Systems also updated its Q1 2027 guidance to 1.320-1.340 EPS.

Cisco Systems Trading Up 2.9%

Shares of NASDAQ CSCO traded up $3.45 during trading hours on Wednesday, hitting $123.88. The company’s stock had a trading volume of 31,447,182 shares, compared to its average volume of 23,437,350. Cisco Systems has a 12 month low of $65.75 and a 12 month high of $130.37. The stock has a market cap of $488.26 billion, a price-to-earnings ratio of 40.22, a P/E/G ratio of 2.76 and a beta of 1.02. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92. The business has a 50-day simple moving average of $117.61 and a 200-day simple moving average of $98.38.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, beating analysts’ consensus estimates of $1.17 by $0.05. The business had revenue of $17.25 billion during the quarter, compared to analyst estimates of $16.82 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.Cisco Systems has set its FY 2027 guidance at 5.050-5.110 EPS and its Q1 2027 guidance at 1.320-1.340 EPS. On average, analysts anticipate that Cisco Systems will post 3.54 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

CSCO has been the topic of a number of research analyst reports. Wells Fargo & Company boosted their price objective on shares of Cisco Systems from $95.00 to $130.00 and gave the company an “overweight” rating in a research report on Thursday, May 14th. KeyCorp boosted their price target on shares of Cisco Systems from $125.00 to $130.00 and gave the company an “overweight” rating in a research report on Thursday, June 25th. Bank of America increased their price target on shares of Cisco Systems from $135.00 to $150.00 and gave the stock a “buy” rating in a research note on Monday, June 8th. BNP Paribas Exane upped their target price on Cisco Systems from $87.00 to $132.00 and gave the stock an “outperform” rating in a report on Thursday, May 14th. Finally, Argus raised their target price on Cisco Systems from $100.00 to $150.00 and gave the company a “buy” rating in a research note on Tuesday, May 19th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $123.14.

Insiders Place Their Bets

In other Cisco Systems news, EVP Oliver Tuszik sold 2,607 shares of Cisco Systems stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $121.12, for a total transaction of $315,759.84. Following the completion of the transaction, the executive vice president owned 172,727 shares in the company, valued at approximately $20,920,694.24. The trade was a 1.49% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of the stock in a transaction on Friday, May 15th. The stock was sold at an average price of $117.31, for a total value of $772,603.66. Following the completion of the sale, the executive vice president directly owned 177,223 shares in the company, valued at approximately $20,790,030.13. This represents a 3.58% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 47,650 shares of company stock valued at $5,668,823. Insiders own 0.01% of the company’s stock.

Key Cisco Systems News

Here are the key news stories impacting Cisco Systems this week:

• Positive Sentiment: Cisco has raised its full-year outlook for AI infrastructure orders and is expanding its AI strategy through conference presentations, infrastructure investments and company-wide model routing. The developments support the view that AI networking is becoming a larger growth driver. Does Cisco’s Expanded AI Infrastructure Orders and Employee Agents Change The Bull Case For Cisco Systems
• Positive Sentiment: The rollout of personalized AI agents to approximately 90,000 employees, combined with specific AI-related revenue targets, signals that Cisco is attempting to convert internal AI adoption into measurable efficiency gains and new revenue streams. Cisco Puts 90,000 Workers On Personalized AI Agents With New Revenue Targets
• Positive Sentiment: Investors are expecting continued strong results after Cisco’s prior quarterly revenue and adjusted EPS exceeded consensus estimates, with analysts looking for roughly mid-to-high-teen growth in the upcoming quarter. How Much Traders Expect Cisco Stock to Move After Earnings
• Neutral Sentiment: Options markets imply an unusually large post-earnings move of approximately 8%, highlighting significant event risk as investors await management’s guidance on AI orders, networking demand and margins. Cisco Options Chain Braces for an 8% Earnings Swing
• Neutral Sentiment: In-line July CPI data helped support broader U.S. equity futures and reduced concern about an inflation-driven shift in interest-rate expectations, providing a favorable market backdrop for CSCO.
• Negative Sentiment: With Cisco trading near its 52-week high and at a relatively elevated earnings multiple, strong AI orders and guidance may already be reflected in the valuation, increasing the risk of a sell-the-news reaction if results or forecasts disappoint.

Institutional Trading of Cisco Systems

A number of institutional investors and hedge funds have recently bought and sold shares of the company. Intesa Sanpaolo Wealth Management bought a new stake in shares of Cisco Systems during the fourth quarter valued at approximately $25,000. Jessup Wealth Management Inc bought a new position in Cisco Systems in the 4th quarter valued at approximately $29,000. Swiss RE Ltd. purchased a new stake in Cisco Systems during the 4th quarter valued at $35,000. Birchwood Financial Partners Inc. bought a new stake in shares of Cisco Systems in the 4th quarter worth $49,000. Finally, Quattro Advisors LLC bought a new stake in shares of Cisco Systems in the 4th quarter worth $49,000. 73.33% of the stock is currently owned by institutional investors.

About Cisco Systems

Cisco Systems, Inc is a global technology company that designs, manufactures and sells networking hardware, software and telecommunications equipment. Its core business focuses on enabling enterprise and service-provider networks through products such as routers, switches, network security appliances and wireless systems. Over time Cisco has broadened its portfolio to emphasize software-defined networking, cybersecurity, cloud infrastructure and edge computing solutions that help organizations build and manage modern IT environments.

In addition to hardware, Cisco offers a growing range of software platforms and subscription services for network management, security, analytics and collaboration.