2026-11-05 Analyst
Morgan Stanley downgrades to Equal Weight D1 -7.6% · since +2.5%
2026-11-05 Company Bear
Cisco Dips 7.62%, Underperforms Broader Market Closed at $95.72, decline notably steeper than market
D1 -7.6% · since +2.5%
2026-10-22 → 10-23 Capital Bull
Cisco Position Boosted 22.5% by AMF, Stock Resilient Amid Market Drop Institutional buying signals confidence; CSCO among few Dow gainers as DJIA falls 650+ pts
D1 -2.2% · +5d +3.5%
› 2 waves of this story2026-10-22 Diversify Advisory grows stake 5.8%; Nov 115 calls traded2026-10-23 Institutional buying signals confidence; CSCO among few Dow gainers as DJIA falls 650+ pts2026-10-20 Analyst Bull
Cisco Draws Bullish Calls as AI Orders and Valuation Take Spotlight Ahead of earnings, analysts see AI infrastructure spending reshaping growth story
D1 +0.2% · +5d +4.4%
› 2 waves of this story2026-10-20 Multiple sources highlight Cisco's AI orders and valuation, with mixed views and no clear direction2026-10-20 Ahead of earnings, analysts see AI infrastructure spending reshaping growth story2026-10-13 Company Bull
Cisco Stock Up 68% in Year on AI Orders, Security Growth Zacks reports rally reflects surging AI infra orders, robust networking demand, security growth
D1 -0.2% · +5d -7.3%
2026-10-13 Product
Cisco, Nvidia Launch 400G/lane Optical Modules, Pressuring Incumbents New spec offers 2x+ performance vs. current products, seen as bearish for LITE, AAOI
D1 -0.2% · +5d -7.3%
› 2 waves of this story2026-10-13 Joint spec targets higher bandwidth density and power efficiency for AI data centers2026-10-13 New spec offers 2x+ performance vs. current products, seen as bearish for LITE, AAOI2026-10-10 8-K filing
8-K: Item 5.02 D1 -2.6% · +5d -7.7%
2026-10-02 Analyst Bull
Dan Ives Names Cisco as AI Derivative Growth Play Analyst cites Cisco among AI second/third derivatives, seeing a renaissance of growth
D1 +3.2% · +5d +5.5%
2026-09-22 Analyst Bear
Piper Sandler cuts Cisco PT to $125 on growth concerns Analyst PT cut reflects concerns about peaking industry growth, potentially impacting sentiment.
D1 -4.5% · +5d +0.5%
2026-09-17 Analyst Bull
Cisco Draws Bullish Analyst Calls on AI, Cybersecurity Momentum Two SA articles and X posts highlight AI infrastructure and security strength
D1 +2.3% · +5d -3.0%
2026-09-10 Company
Cisco Partners with Infleqtion to Develop Distributed Quantum Networks Collaboration targets networking quantum systems, expanding Cisco's tech reach
D1 -1.8% · +5d +2.6%
2026-09-09 Company Bull
Cisco Says AI Agents Consume 60% of Global Inference, Fueling Multi-Year Networking Boom Executives at Goldman conference cite AI/security demand for multi-year growth; analysts see top NTM revenue growth in cybersecurity
D1 +0.2% · +5d -1.5%
2026-08-31 → 09-03 Company Bull
Cisco, AMD, HUMAIN Launch Saudi AI, Plan 250MW Expansion AMD MI355X systems live in Saudi Arabia; 250MW additional capacity from 2027, targeting 1GW by 2030
D1 +0.5% · +5d -1.2%
› 3 waves of this story2026-08-31 Production AI infrastructure live, with expansion to 250MW-1GW, boosting Cisco's AI networking role2026-09-02 Production AI capacity live, expansion targets Middle East data center market2026-09-03 AMD MI355X systems live in Saudi Arabia; 250MW additional capacity from 2027, targeting 1GW by 20302026-09-01 Analyst
Deutsche Bank upgrades to Buy D1 -0.7% · +5d -0.3%
2026-08-31 Company
Cisco to Participate in September Financial Community Events Company confirms attendance at Goldman conference, potential updates on AI progress
D1 +0.5% · +5d -1.2%
2026-08-26 Product Bull
Cisco Expands Secure AI Factory with Nvidia, Adds Supermicro Rack-Scale Systems in Oct 2026 Adding Supermicro's rack-scale liquid-cooled AI servers to its Nvidia-backed portfolio underscores Cisco's push into AI infrastructure
D1 +1.1% · +5d -2.6%
2026-08-18 Capital
Multiple Asset Managers Initiate New Positions in Cisco Aegis Wealth, Alpha Capital, and Buckland Partners disclosed new Cisco stakes in recent 13F filings
D1 -1.1% · +5d -0.4%
2026-08-14 Analyst
HSBC downgrades to Hold D1 -1.6% · +5d -0.6%
2026-08-05 → 08-14 Earnings Bull
Cisco Q4 Beats, $4B AI Orders, Stock Dips After Hours Multiple sources confirm AI infra orders and guidance, extending earnings line
D1 -0.2% · +5d +2.0%
› 10 waves of this story2026-08-05 Upcoming earnings release, market eyes AI infrastructure strength.2026-08-08 Multiple sources confirm Cisco's earnings next week, market awaits guidance.2026-08-09 Earnings scheduled for Wed Aug 12 pre-market, listed by multiple independent trackers2026-08-10 Earnings week approaches with multiple platform previews, focus on guidance2026-08-11 Multiple outlets & traders flag earnings, highlighting AI networking demand and pre-earnings dividend play2026-08-11 Multiple outlets & traders flag Aug 12 Q4 print; Zacks cites strong AI demand but memory costs & Splunk cloud shift as concerns2026-08-12 Multiple outlets and options data focus on earnings, with attention on AI infrastructure demand and guidance2026-08-13 Revenue and EPS beat, AI networking demand drives growth, but stock drops after hours2026-08-14 Q4 revenue $17.3B, EPS $1.22, AI orders $4B in quarter, $9.3B for year; stock drops 9% on margin concerns2026-08-14 Multiple sources confirm AI infra orders and guidance, extending earnings line2026-08-13 8-K filing
8-K: Item 2.02, Item 9.01 D1 -8.4% · +5d -3.4%
2026-08-12 Earnings
Earnings report FY26全年营收创纪录达63.3亿美元，同比增长12%；Q4营收17.3亿美元，同比增长18%，产品营收同比增长24%。
D1 +2.9% · +5d -10.8%
2026-08-05 Regulation Bear
Senator Capito Discloses Sale of Cisco and Other Tech Stocks Political trade disclosure draws attention, involving Cisco and other tech firms.
D1 -0.2% · +5d +2.0%
2026-07-21 → 08-03 Capital
Multiple Institutions Adjust CSCO Holdings in Q1 Raised holdings by 195.7% in Q1, continuing institutional position adjustments.
D1 +1.3% · +5d +3.0%
› 3 waves of this story2026-07-21 Andra AP +23.1%, Assetmark -7.4%, Dimensional -1.6% show institutional divergence2026-07-24 13F filing shows major Q1 reduction, extending the tracked institutional position adjustment line.2026-08-03 Raised holdings by 195.7% in Q1, continuing institutional position adjustments.
