Cisco Stock Slips as Investors Weigh AI Growth, Guidance, Tech Weakness
Key takeaways
- Cisco’s stock fell amid tech weakness, but strong earnings and AI plans keep its long‑term upside intact.
- Cisco revenue guidance 2027: $72.2‑$73.4 billion
- Adjusted EPS guidance 2027: $5.05‑$5.11
- Cisco 12‑month gain: 59.33%
What happened
Cisco Systems (NASDAQ: CSCO) slipped 1.81% to $110.12 on Friday as the technology sector weakened, despite a strong earnings beat and guidance that exceeded analysts’ expectations. The company reported fiscal Q4 2026 revenue of $72.2‑$73.4 billion and adjusted EPS of $5.05‑$5.11, both above the $68.69 billion and $4.80 estimates, respectively. Cisco also announced a new AI infrastructure push with Super Micro Computer (SMCI) solutions and Nvidia GPU platforms slated for October 2026.
Why it matters
The stock’s decline reflects a broader tech sell‑off and a near‑term cooling after a 12‑month rally, even as Cisco’s fundamentals remain solid. Investors are weighing the company’s AI expansion against the sector’s weakness and the fact that Cisco is trading below its 20‑ and 50‑day moving averages, signaling…
Short-term and longer-term
Short-term. Cisco is trading 4.1% below its 20‑ and 50‑day SMAs, indicating short‑term weakness.
Longer-term. Over the past year, Cisco has gained 59.33% and remains above its 200‑day SMA, underscoring a robust long‑term trend.