Cisco Q2: The Valuation Makes No Sense [Seeking Alpha]
Cisco Systems, Inc. (CSCO)
Last cisco systems, inc. earnings: 2/12 04:05 pm
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US:NASDAQ Investor Relations:
investor.cisco.com/investor-relations/overview/default.aspx
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Source: Seeking Alpha
CSCO stock trades at a forward P/E of 25.43x, about 13% below the sector median, suggesting undervaluation despite strong AI infrastructure positioning. AI orders from hyperscale and cloud customers surged 61% to $2.1B, with annual AI order expectations raised to over $5B, driving future growth. Short-term margin pressure from rising memory costs is expected, but long-term AI infrastructure demand and product innovation underpin my Buy rating for CSCO. Sundry Photography/iStock Editorial via Getty Images On Feb 11, 2026, Cisco Systems, Inc. ( CSCO ) reported second-quarter FY26 earnings that, on paper, looked like a clean win. Revenue came in at $15.35 billion, beating estimates by 1.49%. Diluted EPS (non-GAAP), meanwhile, landed at $1.04 a share, topping estimates by This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 h
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CSCO
News
- Cisco launches security services to protect the world from AI agents and each other [Yahoo! Finance]Yahoo! Finance
- Cisco Reimagines Security for the Agentic Workforce [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- Cisco Reimagines Security for the Agentic Workforce [Yahoo! Finance]Yahoo! Finance
- Cisco Reimagines Security for the Agentic WorkforcePR Newswire
- Cisco Reimagines Security for the Agentic WorkforcePR Newswire
CSCO
Earnings
- 2/11/26 - Beat
CSCO
Sec Filings
- 3/23/26 - Form 4
- 3/20/26 - Form 144
- 3/19/26 - Form 4
- CSCO's page on the SEC website