Cisco (CSCO)
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-10-30
$104.51-3.76%
Close 2026-10-30 · 1-day change
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-10-30
Research Workspace
Put CSCO beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Communications Equipment is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Non-GAAP EPS about $4.28 in fiscal 2026: Direct metric needs a verified mapping.
View ThesisRevenue growth is accelerating — up about 12% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskCisco’s case rests on AI infrastructure revenue and security investment. Revenue growth accelerated from 10% to 18%; fourth-quarter earnings beat estimates. Shares trade at 25× P/E versus a 38× peer median. The price reflects less growth than our forecast. Fiscal 2027 AI revenue guidance of $7.5 billion is the key proof point. Our model puts next-quarter miss odds at 14%. Cash flow is mixed, with free cash flow down 4% in fiscal 2026. Peer multiples imply a price about 7% below where it trades. The thesis is on watch; this read is provisional.
Trailing returns as of 2026-10-30. CSCO is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 29 analysts currently covering CSCO (as of Oct 2026).
Based on 11 Wall Street analysts offering 12-month price targets for CSCO in the last 4 months.
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Compare CSCO with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CSCO Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Communications Equipment — fair value, gap to price, and forward P/E.
Compare the value case
Put CSCO next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Restructuring to invest in growth areas including AI and security
Backing an AI data-center optical standard supports growth-area investment, but does not establish material commercial impact.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $104.51
The last 12 months of price, then the range of analyst 12-month targets from today’s $104.51.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Restructuring to invest in growth areas including AI and security
Expansion in India supports growth in AI and security investments.
Advances: Restructuring to invest in growth areas including AI and security
Expanding portfolio aligns with growth in AI and security.
Advances: Restructuring to invest in growth areas including AI and security
New board member enhances focus on AI growth strategy.
Advances: Restructuring to invest in growth areas including AI and security
New security app aligns with AI and security focus.
Advances: Restructuring to invest in growth areas including AI and security
Collaboration enhances Cisco's focus on AI growth areas.
Advances: Restructuring to invest in growth areas including AI and security
Collaboration enhances Cisco's investment in AI growth areas.
Threatens: Increase revenue and deliver double-digit growth
Price target cut indicates concerns over growth sustainability.
