Patterson Mark sold $887K of CSCO

Cisco raised full-year revenue and EPS guidance on May 13, 2026, citing AI infrastructure demand. Management expects about $9 billion in FY2026 AI orders from hyperscalers and cited 5 hyperscaler design wins in Q3. Cisco shares rose about 20% since, with product orders up 19% YoY excluding hyperscaler growth. Options imply 41% IV ahead of the next catalyst.

Nebius Group (NBIS), Cisco Systems (CSCO), and Sellas Life Sciences Group (SLS) hit 52-week highs. Nebius reported Q1 revenue of $399M, up 684% YoY, and raised 2026 ARR guidance to $7B-$9B, plus access to up to 1.2 GW power for an AI facility. Cisco raised AI infrastructure order forecast to about $9B and reported Q3 revenue of $15.8B. SLS said its Phase 3 REGAL AML study is nearing a final event threshold and reported $107M+ cash.

Cisco Systems raised its expected AI infrastructure orders from hyperscalers for fiscal 2026 to $9 billion, up from $5 billion, after booking $1.9 billion in the fiscal third quarter and $5.3 billion year to date. Cisco reported record $15.8 billion revenue (+12%) and non-GAAP EPS $1.06 (+10%). It expects about $4 billion of AI infrastructure revenue from these orders and guided FY2026 adjusted EPS $4.27-$4.29.

Cisco Systems (CSCO) shares rose about 5% to record highs after the company unveiled “Cisco Cloud Control” and its AgenticOps strategy at Cisco Live US. The platform is meant to help IT teams work with AI agents to monitor and defend infrastructure, including an expanded Live Protect feature that can push defense patches without reboots. CSCO is up 63% YTD.

CISA warned that attackers are exploiting a Cisco Secure Firewall Management Center (FMC) flaw, CVE-2026-20316, tied to static credentials in the web interface. Cisco says its Product Security Incident Response Team saw active exploitation this month and issued hotfixes. CISA added the issue to its Known Exploited Vulnerabilities catalog, requiring federal agencies to remediate by Aug 1, 2026.

CISA warned of an actively exploited zero-day in Cisco Secure Firewall Management Center (FMC), CVE-2026-20316, involving a hard-coded password. CISA says unauthenticated remote attackers can access sensitive data and that exploitation requires no user interaction. The flaw is in CISA’s KEV catalog and federal agencies must remediate by Aug 1, 2026.