CSCO Earnings

CSCO reported its earnings on 2026-02-11, showcasing a revenue of 15.35B against an estimate of 15.12B, resulting in a 1.51% surprise. The EPS was 1.04, surpassing the expected 1.02 by 1.96%. The stock experienced a -12.32% price change on the earnings day and a -8.6% change over the next five days, reflecting market reactions to the results.

Following CSCO's earnings announcement on 2026-02-11, the stock price moved by -12.32% on the day of the release. Over the subsequent five days, it saw a -8.6% change. Historically, CSCO's stock price tends to shift by an average of -2.46% in the 10 days leading up to earnings and -0.45% in the 10 days following, providing insight into potential market.

For 2026/Q3, analysts estimate CSCO's annual revenue to reach 15.19B, while the EPS is projected at 1.03. These estimates reflect recent revisions, with revenue estimates revised upward by 0.02% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between CSCO's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were revised upward by 0.02%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, CSCO's stock price typically moves by -2.46% in the 10 days before its earnings and -0.45% in the 10 days after. For the upcoming 2026/Q3 earnings, analysts expect an EPS of 1.03 and revenue of 15.19B.

The earnings call highlights strong financial performance, product development, and a robust market strategy, particularly in AI infrastructure. The Q&A section reveals positive sentiment from analysts, with no significant concerns raised. The shareholder return plan, including dividends and share repurchases, is favorable. Despite some margin decline, the overall guidance remains optimistic, with expected revenue growth and EPS improvement. The new partnership with NVIDIA and AI opportunities further bolster the outlook, leading to a positive sentiment rating for the stock's two-week performance.