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CSCO

Cisco Systems Inc

BUY 2026-08-01 Updated today USD 115.99 Technology - Communication EquipmentAWAIT ENTRY
73

Position levels

Currenttoday
USD 115.99
Buy <=wait / entry
USD 103.00
Trim >=take some off
USD 125.00
Thesis breakCisco reports two consecutive quarters of order growth below 10% alongside gross...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case40%100 / 10040.0
Base case52%62 / 10032.2
Bear case8%10 / 1000.8
Weighted conviction73 / 100 - BUY

Top risks

  • Raised FY26 revenue guidance to $4B and orders to $9B from prior targets
  • Q3 revenue $15.8B (+12% YoY) and non-GAAP EPS $1.06 beat estimates by 6%
  • Total product orders +35% YoY with networking orders >50% YoY and data center switching >40% YoY
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.