Cisco Earnings Preview: AI and Security Push in Focus Beyond Profit Numbers

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Cisco Earnings Preview: AI and Security Push in Focus Beyond Profit Numbers
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Bitcoin price today: pinned at $104.7k as US govt. reopening brings little reliefis set to report earnings after market today, drawing strong investor interest as markets focus on corporate results this week.

Over the past two years,The company will roll out the Cisco 360 Partner Program on January 25, 2026, introducing new incentives and tools to enhance partner profitability in AI, security, and collaboration.Cisco will launch the Cisco 360 Partner Program on January 25, 2026, co-designed with partners to add new specializations, bonuses, and tools that boost partner profitability in AI, security, and collaboration. It helps organizations adopt AI despite infrastructure and skills gaps, and aligns with Cisco’s strong footing, highlighted by a perfect Piotroski Score of 9. The company has enhanced its Security Cloud Control platform with multi-tenant management, enabling Managed Service Providers to manage security solutions more efficiently. AI infrastructure orders surpassed $2 billion in FY25, over twice the $1 billion target with Q4 alone delivering more than $800 million from web-scale customers.as early customers, while a large campus networking refresh tens of billions of dollars in installed base, offers a multi-year catalyst to upgrade to AI-ready smart switches. Cross-selling with Splunk drove a 14% year-over-year increase in new logos in Q4, highlighting effective integration and broader market reach. CSCO trades at a high P/E relative to near-term growth, with a PEG of 70.21 indicating possible overvaluation. Its moderate debt could also pose risks if interest rates stay elevated longer than expected.UBS upgraded Cisco from Neutral to Buy and lifted its price target to $88. The move reflects confidence in Cisco’s growth, supported by AI infrastructure demand, a major campus refresh cycle, and expanding security revenue, underscoring its strategic push in AI, networking, and security. Citi maintained a Buy rating with an $80 target, viewing Cisco as a long-term beneficiary of campus refresh and enterprise/sovereign AI, despite few near-term catalysts. Morgan Stanley kept an Overweight rating with a $77 base-case target, assuming a 19x multiple on about $4 FY26 EPS. Its bull case is $92, based on $4.20 EPS.CSCO is challenging a key trendline resistance from July 2019 high around 74.50 to 73.Ideal Scenario: A rejection of 74.50 resistance would pave the way for a dip to 69/68 support with more to 65.Since 2006, CSCO has seen November close with a 1.1% gain in 50% of years and December with a 1.7% gain in 63% of years.: AI-managed stock picks every month, with several picks that have already taken off in November and in the long term.Investing.com’s AI tool provides real-time market insights, advanced chart analysis, and personalized trading data to help traders make quick, data-driven decisions.: This feature aggregates 17 institutional-grade valuation models to cut through the noise and show you which stocks are overhyped, undervalued, or fairly priced.From debt ratios and profitability to analyst earnings revisions, you’ll have everything professional investors use to analyze stocks in one clean dashboard.This article is written for informational purposes only. 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