CSCOCisco
- Next report
- Nov 12
- Thursday, today · after the market closes
- EPS expected
- $1.15
- quarter ending Oct 31, 2026
- Last result
- $1.08Missed
- vs $1.17 expected on Aug 12
- Stock move on it
- −8.40%
- one session
- Price
- $102.46
- +1.69% today · $443B cap
Past and upcoming reports
2
| Nov 12, 2026 | Oct 31, 2026 | After the market closes | $1.15 | not yet | |
| Aug 12, 2026 | Jul 31, 2026 | Time not given | $1.17 | Missed$1.08 | −8.40% |
Pre-earnings read
We have a note ready for the Nov 12, 2026 report: what we expect it to earn per share, how the stock may react and what to watch. It is part of the full report, which a free account gets on three stocks you pick and Pro gets on every stock. See both plans
After the report
Aug 12, 2026 report
Cisco beat EPS estimates, but a 1.57% decline kept profitability concerns unresolved
Cisco reported fiscal fourth-quarter EPS of $1.08 versus $0.99 estimated, a 9.09% beat, while shares fell 1.57% to $111.69 on August 14. The forward thesis remained mixed: AI demand and order delivery supported growth, but hardware mix could widen the margin gap if services stayed flat. Guidance details were not provided in the payload.
Reported against expected
BeatReported EPS was $1.08 for the fiscal period ended July 31, versus $0.99 estimated. the $0.09 or 9.09% surprise was a beat.
Guidance
Specific forward guidance was unknown. available intelligence emphasized AI order delivery as the catalyst and hardware-driven margin pressure as the risk.
How the stock reacted
Shares closed at $111.69 on August 14, down 1.57% or $1.78, and traded below the 20-, 50-, and 200-day moving averages at $116.96, $118.42, and $88.83, respectively.
What changed
Cisco delivered $1.08 EPS, beating $0.99 estimates by 9.09%, but shares subsequently fell 1.57%.
What the price now assumes
The decline to $111.69 suggests investors discounted hardware-mix margin risk despite the EPS beat and AI-demand narrative.
What it means for the business
Keep a mixed bias. upgrade only if AI order delivery improves margins while services avoid stagnation over the next 30-90 days.
The next one to three months, as we saw it then
Better case50%
Cisco could rerate if AI order delivery converts demand into profitable growth rather than increasing hardware-led margin pressure.
Worse case50%
The shares could remain pressured if AI growth is concentrated in lower-margin hardware and services do not contribute incremental growth.
If you hold it
Hold unless the next operating update confirms continued hardware-led margin deterioration with services still flat. add only after profitable AI order delivery is evidenced.
If you are watching
Enter only if AI order delivery improves profitability within 90 days. avoid trading if hardware mix continues widening the margin gap.
Scenario odds are a judgement, not measured.