Cisco Systems is arranged to report its financial fourth-quarter 2025 revenues after the marketplace close Wednesday. Experts anticipate a strong quarter, however some see dangers ahead for the stock after its strong efficiency this year. According to LSEG, experts anticipate Cisco, a significant company of networking and security options, to report revenues of 98 cents per share on profits of about $14.6 billion. That would represent year-over-year revenues and profits development of 12.1% and 7.1%, respectively. Cisco shares are up more than 20% year to date, mostly driven by interest putting into expert system facilities and cybersecurity need. For the quarter that ended April 26, Cisco published an incomes and profits beat and released assistance that likewise surpassed Wall Street’s expectations. The business stated it got more than $1 billion in AI facilities orders year to date, exceeding its preliminary target for the , and reported an uptick in profits from networking and security items. Here’s what experts are seeing this time around: Barclays: Repeated neutral score, $66 cost target Expert Tim Long anticipates Cisco to publish an in-line July quarter. “There has actually been broad-based throughout business in FY25 with specific momentum in Wifi-7 and changing, both school and DC. Order development compensations are harder this quarter, and we search for an upgrade on item order development ex Splunk along with on webscale AI facilities orders. We do not presume a product EPS effect due to tariffs however wait for management commentary on what they’re seeing surrounding consumer invest as the scenario stays unsure. Nevertheless, the business has not skilled significant pull-in as an outcome and has a resistant supply chain to utilize. We continue to think need must continue the near term and search for an upgraded FY26 guide.” Morgan Stanley: Kept obese score, $70 cost target Expert Meta Marshall’s cost target suggests shares might slip 1% from the current close. Although she anticipates the business to beat price quotes, she anticipates Cisco’s financial 2026 top-line assistance will likely be conservative provided an unpredictable macroeconomic background. “We anticipate benefit to FQ4 results provided strong costs information points, especially as business continue to update their facilities for AI,” Marshall composed in an Aug. 5 note to customers. “While CSCO evaluation has currently re-rated, space is presently 5.2 x vs. historic 4.6 x average, implying there is still space for more growth if AI information points or development outlook surprise to the benefit. More financiers are ending up being available to the capacity for CSCO’s several to break previous the historic trading variety, something that our company believe needs school item cycle, cloud AI story, and Splunk/security.” Citi: Maintained purchase score, $71 cost target Expert Atif Malik thinks eyes will be on Cisco’s financial 2026 outlook. “We anticipate CSCO to gain from a broadening AI networking TAM however see minimal ~ 5% benefit to our TP and just recently decreased our ranking vs other Buy-rated networking protection stocks as Street’s school refresh expectations appear a bit raised,” he stated in an Aug. 5 note. Evercore ISI: Devalued to in line from outperform, kept $72 cost target The company stated Cisco’s AI thesis “will require time to play out” as the business takes on Broadcom for market share in networking, and as development more emerges in the business AI market, where Cisco is currently a leader. “The benefit has actually been driven by a cyclical healing in their core business networking company along with a more engaging story around cloud & & AI markets,” expert Amit Daryanani stated in a July 28 note. “Cisco’s AI story has actually acquired some steam from divulging AI order figures, and this has actually been a huge consider taking their P/E several to ~ 18x vs 5-year average of 14x. Other AI-levered names have actually seen more substantial several growth, however we believe Cisco will have a hard time to get credited as an AI winner without divulging AI profits numbers. So far, they have actually just revealed AI orders and it does not look as though they prepare to reveal profits.” Wells Fargo: Kept obese score, $75 cost target Expert Aaron Rakers is more bullish on Cisco’s stock than his Wall Street peers. Rakers’ cost target suggests the stock can acquire 6.1%. “Anticipate upcoming (8/13) F4Q25 benefit + commentary strengthening our favorable thesis w/ underlying favorable business invest patterns supporting con’t favorable view on school upgrade cycle + emerging AI stockpile money making,” his Aug. 6 note checks out. “Cisco’s noticeable involvement in Sovereign AI build-outs must be thought about an incremental development motorist in FY26+.”
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