CSCO

Cisco Systems, Inc. (CSCO) | Rumor.io

Cisco Systems

CSCO

Attention (50-day avg)0.06%

Attention rank (50-day avg)#142

Bullish sentiment (50-day avg)37%

Price to earnings ratio32.2

Market capitalization420.8B

Earnings per share3.33

Dividend yield (TTM)1.57%

Revenue (annual)63.3B

Net income (annual)13.3B

Social

What share of all stock conversation is about CSCO?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.02% -0.01	0.03% -0.01	0.02% -0.07	0.09% +0.05

Sep 29

Cisco's valuation is comparable to that of companies during the dot-com bubble, with some arguing that the current market is unsustainable.
The company's business model and valuation are different from those of companies like Google and Apple, with the author pointing to regulatory changes, smart phones, and ETFs as key differences.
Analysts believe that Cisco is well-positioned to acquire Super Micro in an all-stock deal, with the combined company potentially commanding a trillion-dollar valuation.

Generated by AI

Sentiment

Of the messages about CSCO that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	18.18% -24.68	55.13% +13.35	66.36% +25.36	45.6% -8.12
Bearish	81.82% +24.68	44.87% -13.35	33.64% -25.36	54.4% +8.12

Bullish· Sep 22

A bullish Elliott Wave structure is present in $CSCO, with Wave III targeting fresh highs and further upside being favored before the next meaningful correction develops.
Cisco Systems, Inc. is progressing within a larger impulsive advance, as indicated by its strong long-term bullish Elliott Wave structure on the monthly chart.
$CSCO has the potential to reach $140 in 6 months, with some users expecting a sharp V-shaped recovery and others anticipating a bounce back to close the gap and return to previous levels.

Bearish· Sep 22

$CSCO is breaking below the $107.50 support area, potentially exposing the $103–105 area, with negative volume delta and a continued weakness in the stock.
The stock's market value has erased ~$27B, with a 6.2% decline and trading at its lowest since May 2026, despite the broader tech sector being green.
The selling is $CSCO-specific, with Piper Sandler cutting its price target, and the stock seeing a beyond 1-sigma event on its price, raising questions about whether fundamentals can get any better.

Generated by AI

Topics

Of the messages about CSCO that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	0%	18.84%	26.86%	17.8%
Announcements	92.37%	31.86%	18.67%	8.32%
Macro	7.63%	25.87%	28.35%	48.51%
Technical Analysis	0%	4.95%	9.33%	4.1%
Earnings	0%	18.49%	16.57%	21.23%
Controversies	0%	0%	0.22%	0.03%

Earnings· Aug 14

Cisco Systems reported its best quarter on record, with revenue up 18% and earnings beating expectations.
The company's AI infrastructure orders reached $9.3 billion for the fiscal year, with guidance for $7.5 billion in AI revenue for the next year.
Despite the strong earnings, Cisco's stock price dropped 9% after the report, with some analysts viewing the pullback as a buying opportunity.

Analysts· Aug 14

UBS analyst David Vogt maintains a Buy rating on Cisco Systems with a raised price target from $132 to $138.
Jim Cramer sees Cisco's post-earnings plunge as a buying opportunity, citing the company's history of underpromising and overdelivering.
Analysts at Wells Fargo, Rosenblatt Securities, and Argus raise their price targets on Cisco Systems, citing strong AI networking demand and the company's ability to weather macroeconomic uncertainty.

Announcements· Aug 25

Cisco has expanded its secure AI factory with NVIDIA, marking the beginning of the rack-scale era, where AI computing power is increased to a level where it can be managed and secured from day one.
The partnership between Cisco and Supermicro will provide rack-scale AI computing power via Supermicro's solutions, with early partners including SHAZ, WWT, ePlus, and NTT DATA.
Cisco has given up on competing at the dense AI rack scale and is now promoting Supermicro as the safest way to deploy AI infrastructure, with one of the largest and oldest tech infrastructure companies in the world promoting Supermicro as the safest option.

Controversies· Mar 21

Cisco's proprietary products have been criticized for being inflexible and requiring expensive licenses, making it difficult for customers to switch to other vendors.
Some users have expressed frustration with Cisco's complex licensing model, which can lead to additional costs and hassle.
There have been complaints about Cisco's sales practices, with some users reporting being subjected to lengthy and detailed questioning about their purchasing plans and justifications.

Macro· Aug 25

The telecom industry's collapse in the early 2000s was a major contributor to the dot-com bubble's impact, with companies like Lucent and JDSUniphase suffering significant losses.
Cisco's recovery from the 1999 bubble took nearly three decades, and the company's stock price was severely impacted by the telecom industry's collapse.
The current partnership between Cisco and Supermicro to expand the Secure AI Factory with NVIDIA represents a significant shift in the global competition for AI infrastructure, marking a new era in the field.

Technical Analysis· Sep 22

$CSCO is breaking below the $107.50 support area, accompanied by negative volume delta, potentially exposing the $103–105 area.
A bullish Elliott Wave structure is present in $CSCO, with Wave III targeting fresh highs, indicating further upside before the next meaningful correction develops.
$CSCO's long-term monthly chart indicates a larger impulsive advance, with the stock progressing within a bullish Elliott Wave structure, suggesting a strong long-term bullish trend.

Generated by AI

Community

Of the messages about CSCO, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	59.48%	60.06%	55.24%	31.5%
Newcomers	40.52%	39.94%	44.76%	68.5%

Regulars· Sep 22

Cisco's stock price has broken below the $107.50 support area, accompanied by negative volume delta, and a continued weakness could expose the $103–105 area.
The stock has made a new 3-month low, and its price has sunk 5% after Piper Sandler cut its price target on growth concerns, erasing $27B from its market value.
Despite the current weakness, Cisco's long-term Elliott Wave structure suggests a strong bullish trend, with a potential target for fresh highs, and a shallow retrace followed by a breakout attempt is expected.

Newcomers· Sep 29

Newcomers are concerned about the comparison between tech companies then and now, with some arguing that the landscape has changed significantly since the 2000 market crash.
The valuation of Microsoft in 1999 and its current valuation are being used as examples to discuss the potential for a market crash, with some arguing that the current valuation is overvalued.
There are various speculations about the future of Cisco Systems, including a potential partnership with Super Micro, and the company's ability to acquire other companies, as well as its stock price potentially decreasing due to dividend payments.

Generated by AI

News

Cisco Stock Slips as 4,100 Daily Alerts Force AgenticOps

17h agoYahoo Finance

Steve Eisman Says AI Boom Is ‘For Real’ as Cisco Growth Surges 18% - Cisco Systems (NASDAQ:CSCO)

Steve Eisman says Cisco’s growth shows the AI boom is real, but warns cheaper models could eventually trigger a price war.

19h agoBenzinga

Bell Canada and Cisco Sign MOU to Develop Sovereign AI Infrastructure Offering

23h agoYahoo Finance

Bell Canada, Cisco to collaborate on sovereign AI infrastructure (CSCO:NASDAQ)

23h agoSeeking Alpha

Bell and Cisco to collaborate on sovereign AI infrastructure for Canada

Newswire.ca Press Release.

1d agoThe Globe and Mail

Cisco Stock Moves Lower While Agent Security Escapes the Data Center

1d agoYahoo Finance

Also Discussed

Investors talking about CSCO also mention

#	Name	Attention
1	JNPR - Juniper Networks, Inc.	——
2	SPLK - Splunk Inc.	——
3	VMW - VMware, Inc.	——
4	International Business Machines CorporationIBM	0%-0.01
5	Fortinet, Inc.FTNT	0.01%-0.03
6	Hewlett Packard Enterprise CompanyHPE	0.03%-0.03
7	Applied Materials Inc.AMAT	0.01%+0.01
8	NetApp Inc.NTAP	0.03%+0.03
9	Arista Networks Inc.ANET	0%-0.02
10	Texas Instruments Inc.TXN	0%0

Cisco Systems, Inc.

Technology
Communication Equipment

Cisco Systems, Inc. is a global technology company that designs, develops, manufactures, and sells networking hardware, software, and related services used to connect and secure digital communications. Its product portfolio spans data center switching, routers, wireless and campus networking, cybersecurity, identity and access management, collaboration tools, and observability software. Cisco also provides solutions for secure access service edge, contact center operations, and communications platform services, supporting enterprise and service-provider infrastructure across a wide range of industries. The company plays a central role in the information technology market by helping organizations build, manage, and protect the networks that support cloud computing, remote work, and large-scale data traffic. Cisco Systems, Inc. is headquartered in San Jose, California.

Website

Location

170 West Tasman Drive

San Jose, CA, 95134-1706

United States

Social

What share of all stock conversation is about CSCO?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.02% -0.01	0.03% -0.01	0.02% -0.07	0.09% +0.05

Sep 29

Cisco's valuation is comparable to that of companies during the dot-com bubble, with some arguing that the current market is unsustainable.
The company's business model and valuation are different from those of companies like Google and Apple, with the author pointing to regulatory changes, smart phones, and ETFs as key differences.
Analysts believe that Cisco is well-positioned to acquire Super Micro in an all-stock deal, with the combined company potentially commanding a trillion-dollar valuation.

Generated by AI

Sentiment

Of the messages about CSCO that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	18.18% -24.68	55.13% +13.35	66.36% +25.36	45.6% -8.12
Bearish	81.82% +24.68	44.87% -13.35	33.64% -25.36	54.4% +8.12

Bullish· Sep 22

A bullish Elliott Wave structure is present in $CSCO, with Wave III targeting fresh highs and further upside being favored before the next meaningful correction develops.
Cisco Systems, Inc. is progressing within a larger impulsive advance, as indicated by its strong long-term bullish Elliott Wave structure on the monthly chart.
$CSCO has the potential to reach $140 in 6 months, with some users expecting a sharp V-shaped recovery and others anticipating a bounce back to close the gap and return to previous levels.

Bearish· Sep 22

$CSCO is breaking below the $107.50 support area, potentially exposing the $103–105 area, with negative volume delta and a continued weakness in the stock.
The stock's market value has erased ~$27B, with a 6.2% decline and trading at its lowest since May 2026, despite the broader tech sector being green.
The selling is $CSCO-specific, with Piper Sandler cutting its price target, and the stock seeing a beyond 1-sigma event on its price, raising questions about whether fundamentals can get any better.

Generated by AI

Topics

Of the messages about CSCO that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	0%	18.84%	26.86%	17.8%
Announcements	92.37%	31.86%	18.67%	8.32%
Macro	7.63%	25.87%	28.35%	48.51%
Technical Analysis	0%	4.95%	9.33%	4.1%
Earnings	0%	18.49%	16.57%	21.23%
Controversies	0%	0%	0.22%	0.03%

Earnings· Aug 14

Cisco Systems reported its best quarter on record, with revenue up 18% and earnings beating expectations.
The company's AI infrastructure orders reached $9.3 billion for the fiscal year, with guidance for $7.5 billion in AI revenue for the next year.
Despite the strong earnings, Cisco's stock price dropped 9% after the report, with some analysts viewing the pullback as a buying opportunity.

Analysts· Aug 14

UBS analyst David Vogt maintains a Buy rating on Cisco Systems with a raised price target from $132 to $138.
Jim Cramer sees Cisco's post-earnings plunge as a buying opportunity, citing the company's history of underpromising and overdelivering.
Analysts at Wells Fargo, Rosenblatt Securities, and Argus raise their price targets on Cisco Systems, citing strong AI networking demand and the company's ability to weather macroeconomic uncertainty.

Announcements· Aug 25

Cisco has expanded its secure AI factory with NVIDIA, marking the beginning of the rack-scale era, where AI computing power is increased to a level where it can be managed and secured from day one.
The partnership between Cisco and Supermicro will provide rack-scale AI computing power via Supermicro's solutions, with early partners including SHAZ, WWT, ePlus, and NTT DATA.
Cisco has given up on competing at the dense AI rack scale and is now promoting Supermicro as the safest way to deploy AI infrastructure, with one of the largest and oldest tech infrastructure companies in the world promoting Supermicro as the safest option.

Controversies· Mar 21

Cisco's proprietary products have been criticized for being inflexible and requiring expensive licenses, making it difficult for customers to switch to other vendors.
Some users have expressed frustration with Cisco's complex licensing model, which can lead to additional costs and hassle.
There have been complaints about Cisco's sales practices, with some users reporting being subjected to lengthy and detailed questioning about their purchasing plans and justifications.

Macro· Aug 25

The telecom industry's collapse in the early 2000s was a major contributor to the dot-com bubble's impact, with companies like Lucent and JDSUniphase suffering significant losses.
Cisco's recovery from the 1999 bubble took nearly three decades, and the company's stock price was severely impacted by the telecom industry's collapse.
The current partnership between Cisco and Supermicro to expand the Secure AI Factory with NVIDIA represents a significant shift in the global competition for AI infrastructure, marking a new era in the field.

Technical Analysis· Sep 22

$CSCO is breaking below the $107.50 support area, accompanied by negative volume delta, potentially exposing the $103–105 area.
A bullish Elliott Wave structure is present in $CSCO, with Wave III targeting fresh highs, indicating further upside before the next meaningful correction develops.
$CSCO's long-term monthly chart indicates a larger impulsive advance, with the stock progressing within a bullish Elliott Wave structure, suggesting a strong long-term bullish trend.

Generated by AI

Community

Of the messages about CSCO, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	59.48%	60.06%	55.24%	31.5%
Newcomers	40.52%	39.94%	44.76%	68.5%

Regulars· Sep 22

Cisco's stock price has broken below the $107.50 support area, accompanied by negative volume delta, and a continued weakness could expose the $103–105 area.
The stock has made a new 3-month low, and its price has sunk 5% after Piper Sandler cut its price target on growth concerns, erasing $27B from its market value.
Despite the current weakness, Cisco's long-term Elliott Wave structure suggests a strong bullish trend, with a potential target for fresh highs, and a shallow retrace followed by a breakout attempt is expected.

Newcomers· Sep 29

Newcomers are concerned about the comparison between tech companies then and now, with some arguing that the landscape has changed significantly since the 2000 market crash.
The valuation of Microsoft in 1999 and its current valuation are being used as examples to discuss the potential for a market crash, with some arguing that the current valuation is overvalued.
There are various speculations about the future of Cisco Systems, including a potential partnership with Super Micro, and the company's ability to acquire other companies, as well as its stock price potentially decreasing due to dividend payments.

Generated by AI

Cisco Systems

Social

Sep 29

Bullish· Sep 22

Bearish· Sep 22

Earnings· Aug 14

Analysts· Aug 14

Announcements· Aug 25

Controversies· Mar 21

Macro· Aug 25

Technical Analysis· Sep 22

Regulars· Sep 22

Newcomers· Sep 29

Cisco Stock Slips as 4,100 Daily Alerts Force AgenticOps

Steve Eisman Says AI Boom Is ‘For Real’ as Cisco Growth Surges 18% - Cisco Systems (NASDAQ:CSCO)

Bell Canada and Cisco Sign MOU to Develop Sovereign AI Infrastructure Offering

Bell Canada, Cisco to collaborate on sovereign AI infrastructure (CSCO:NASDAQ)

Bell and Cisco to collaborate on sovereign AI infrastructure for Canada

Cisco Stock Moves Lower While Agent Security Escapes the Data Center

Also Discussed

Cisco Systems, Inc.

Company Information

Location

Cisco Stock Slips as 4,100 Daily Alerts Force AgenticOps

Steve Eisman Says AI Boom Is ‘For Real’ as Cisco Growth Surges 18% - Cisco Systems (NASDAQ:CSCO)

Bell Canada and Cisco Sign MOU to Develop Sovereign AI Infrastructure Offering

Bell Canada, Cisco to collaborate on sovereign AI infrastructure (CSCO:NASDAQ)

Bell and Cisco to collaborate on sovereign AI infrastructure for Canada

Cisco Stock Moves Lower While Agent Security Escapes the Data Center

Also Discussed

Social

Sep 29

Bullish· Sep 22

Bearish· Sep 22

Earnings· Aug 14

Analysts· Aug 14

Announcements· Aug 25

Controversies· Mar 21

Macro· Aug 25

Technical Analysis· Sep 22

Regulars· Sep 22

Newcomers· Sep 29