Key Stats for Cisco Stock
- Pre-market Price Change for Cisco stock: 7.5%
- $CSCO Share Price as of Nov. 12: $74
- 52-Week High: $75
- $CSCO Stock Price Target: $77
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What Happened?
Cisco (CSCO) stock is up over 7% in pre-market after the networking giant delivered a strong start to fiscal 2026, reporting Q1 results that beat expectations on both the top and bottom lines.
The company reported record Q1 revenue of $14.9 billion, an 8% year-over-year increase, while earnings per share rose 10% to $1.00.
Cisco booked $1.3 billion in new AI infrastructure orders from hyperscale customers during the quarter and raised its full-year guidance.
Management now expects to recognize approximately $3 billion in AI infrastructure revenue from hyperscalers in fiscal 2026, with AI orders projected to at least double compared to the previous year.
Beyond AI, Cisco stock got a boost from strong demand across its entire portfolio.
Product orders increased 13% year-over-year, driven by strong demand for campus networking as enterprises modernize their infrastructure.
The company identified a multi-year, multibillion-dollar refresh opportunity as older equipment reaches its end-of-support dates.
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What the Market Is Telling Us About Cisco Stock
The pre-market rally suggests investors are gaining confidence in Cisco’s ability to capitalize on the AI buildout while maintaining strength in its core networking business.
A combination of accelerating AI orders and solid enterprise demand is helping Cisco stock overcome earlier concerns about the impact of tariffs and federal government spending freezes.
With all four major hyperscalers now using Cisco’s Silicon One chips and pluggable optics, the company appears well-positioned in the AI infrastructure race.
Management’s upbeat guidance for the strongest fiscal year yet signals that Cisco stock could have more room to run as AI deployments expand beyond training into inferencing and edge computing.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
