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Cisco Systems, Inc.

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CSCO Chinese scammers pumping the stock now

CSCO Cisco wrapped up FY25 (ended July) with Q4 revenue up 8% Y/Y at $14.7B, beating estimates by $50M. Adjusted EPS came in at $0.99, a penny ahead of consensus. AI infrastructure orders reached $800M in the quarter, pushing FY25’s total to $2B—over twice the original target. Product revenue grew 10% to $10.9B, led by networking at $7.6B, while gross margin ticked higher to 66%.

Recurring revenue kept gaining traction, with security fueled by Splunk and SASE. Federal sales are expected to rebound in FY26, aided by projects like the UAE’s Stargate initiative and Saudi-based AI firm Humain.

For FY26, Cisco guided revenue of $59–$60B (vs. $56.6B in FY25) and adjusted EPS of $4.00–$4.06 (vs. $3.81 in FY25), pointing to sustained AI demand but a cautious stance given intensifying competition from Broadcom and HPE.
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CSCO Been waiting decades to see it challenge $82 again. I suppose I can wait a little while longer.

Cisco technical setup looks bullish at $66.56 (+0.73%). Analysts have a moderate buy rating with an average price target of $71.21. Going long, as earnings are expected to grow by 5.59% in the coming year.


CSCO what outlook we expect in q2


CSCO Cisco's Q2 FY25 revenue increased by 9% to $14 billion, surpassing expectations by $120 million and marking its first year-over-year growth in more than a year. Adjusted EPS came in at $0.94, exceeding estimates by $0.03. The acquisition of Splunk 11 months ago contributed to strong growth in security and subscription revenue. Demand for AI infrastructure drove a 29% rise in orders (or 11% excluding Splunk), with AI-related orders expected to exceed $1 billion in FY25.

Looking ahead, Cisco raised its FY25 revenue guidance midpoint by $0.5 billion to $56.3 billion and approved a $15 billion increase in share buybacks. While federal spending remains weak, enterprise and cloud investments are gaining momentum. With AI networking growth and a continued shift toward recurring revenue, Cisco is positioning itself for long-term expansion.

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PLTR has a higher market cap right now than CSCO, IBM, $ADBE. It is one of the highest P/E ratios for a profitable large cap company in the market.

PT of $40 support would be a reasonable price for me to begin building a long position. A lot can happen in a year.