$CSCO

CISCO SYSTEMS, INC.

AlphAI earnings readQ4 FY2026 · AUG 12Cisco reports Q4 FY 2026 revenue of $17.3 billion, up 18%, with GAAP EPS of $0.97 and non-GAAP EPS of $1.22.Verdict: strong

Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.

4
6
3
—
$553K
Subaiya Thimaya K.
100%
See all $CSCO insider activity →
Low

Cisco Unveils Collaboration Technologies And RoomOS 27

Cisco (CSCO) launched new AI-driven collaboration tools, including Webex AI agents for tasks and workplace adaptation. RoomOS 27, an OS for collaboration devices, was also introduced. Shares fell 0.14% in after-hours trading to $117.23.

What Is The Case For Waiting On Cisco Stock?

Cisco Systems (CSCO) shares rose 77% over the past year, trading at 7.4x sales and 35.1x earnings. Networking revenue grew to $34.7B in fiscal 2026, while services remained flat. Analysts expect Q1 2027 revenue of $18.1B, aligning with Cisco's guidance. The stock has shown volatility post-earnings, with a 16% rise and 9.8% drop following recent reports.

Cisco Nexus 9000 Silicon One RCE: Default Ports Leave Data Center Backbone Open to Unauthenticated Root Access

Cisco disclosed a critical vulnerability (CVE-2026-20212, CVSS 9.8) in Nexus 9000 Series switches, allowing unauthenticated root access. The flaw affects specific models and NX-OS releases, with a fix available in version 10.6(4). Cisco reported no known exploits. Affected switches are used in enterprise data centers, financial networks, and government infrastructure.

CSCO sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 13 news stories mentioning CSCO (CISCO SYSTEMS, INC.). Coverage has skewed bullish: 4 bullish, 6 neutral, and 3 bearish.

Recent CSCO coverage spans technology, financial news and market movers.

In the last 30 days, CSCO insiders filed 4 SEC Form 4 transactions — no purchases and 4 sales ($553K). The most active reporter was Subaiya Thimaya K., EVP, Operations, with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving CSCO

AlphAI scores every news story that mentions CSCO with an AI model for sentiment and relevance, and aggregates insider trades from CISCO SYSTEMS, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $CSCO

Score

What Is The Case For Waiting On Cisco Stock?

Cisco Systems (CSCO) shares rose 77% over the past year, trading at 7.4x sales and 35.1x earnings. Networking revenue grew to $34.7B in fiscal 2026, while services remained flat. Analysts expect Q1 2027 revenue of $18.1B, aligning with Cisco's guidance. The stock has shown volatility post-earnings, with a 16% rise and 9.8% drop following recent reports.

Cisco Nexus 9000 Silicon One RCE: Default Ports Leave Data Center Backbone Open to Unauthenticated Root Access

Cisco disclosed a critical vulnerability (CVE-2026-20212, CVSS 9.8) in Nexus 9000 Series switches, allowing unauthenticated root access. The flaw affects specific models and NX-OS releases, with a fix available in version 10.6(4). Cisco reported no known exploits. Affected switches are used in enterprise data centers, financial networks, and government infrastructure.

Cisco unveils AI agent collaboration tools at WebexOne

Cisco Systems (CSCO) unveiled AI agent tools for its Webex platform, integrating Claude and OpenAI's tech. New features include AI agents for tasks, Dialog for customer experience, RoomOS 27 for multi-platform meetings, and Intelligent Workplace Experiences for office management. The updates aim to enhance workplace collaboration and productivity.

Cisco Stock Gains 2% as Supermicro Servers Enter Its AI Factory

Cisco Systems (CSCO) shares rose 2% to $115.08 on October 6 after announcing the inclusion of Supermicro GPU systems in its sales channel. The move targets AI workload infrastructure, with Cisco validating complete systems. The company's shares trade at a 53.26% premium to its GF Value estimate. Cisco reported $9.3B in hyperscaler AI-infrastructure orders for fiscal 2026 and projects $7.5B for fiscal 2027, according to Reuters.

$CSCOLow

Cisco System’s $4.30 Billion Collaboration Unit Adds WhatsApp to Webex

Cisco's Webex now integrates WhatsApp for regulated industries via LeapXpert, adding compliance checks and archiving. Collaboration revenue grew 3.5% to $4.30B in fiscal 2026, while Networking revenue rose 22.5% to $34.67B. Cisco trades at 21.93x NTM earnings, driven by AI networking demand. Webex serves 300,000 organizations, including 95% of the Fortune 500.

Is Sovereign AI Partnership Altering The Investment Case For Cisco (CSCO)?

Cisco Systems (CSCO) and Bell Canada announced a partnership to develop sovereign AI infrastructure for Canadian organizations. The deal aligns with Cisco's strategy to integrate AI, security, and networking. Analysts expect 9.6% annual revenue growth, with earnings potentially rising to $20.1b by 2029. Key risks include margin pressure from hardware costs and AI infrastructure execution.

$CSCOHigh

Cisco SD-WAN Flaw: CVSS 9.8, CISA Deadline Today [2026]

Cisco's Catalyst SD-WAN Manager has a critical flaw (CVE-2026-76504) with a CVSS score of 9.8, allowing admin access without authentication. CISA set a patch deadline for today, October 3, 2026. Multiple vendors report active exploitation. No workarounds exist; upgrades to patched versions are required.

Related tickers