|
Feb 18
|
|
$78.18
$78.18
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Veteran analyst drops a shocker on Cisco
|
|
Feb 18
|
|
$78.18
$78.18
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
CBTS Announces Comprehensive Technology Solut...
|
|
Feb 18
|
|
$78.18
$78.18
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Saudi Arabia’s Humain Invests $3 Billion Into...
|
|
Feb 18
|
|
$78.18
$78.18
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Qunnect and Cisco Demonstrate First Metro-Sca...
|
|
Feb 18
|
|
$78.18
$78.18
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Zacks Industry Outlook Highlights Cisco, Extr...
|
|
Feb 18
|
|
$78.18
$78.18
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
5 Must-Read Analyst Questions From Cisco’s Q4...
|
|
Feb 18
|
|
$78.18
$78.18
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Cisco’s New AI Push And Partnerships Weigh On...
|
|
Feb 17
|
|
$76.85
$78.18
+1.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
UNCG, SparkNC and Guilford County Schools lau...
|
|
Feb 17
|
|
$76.85
$78.18
+1.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Wall Street Sees 16% Upside in Cisco (CSCO) D...
|
|
Feb 17
|
|
$76.85
$78.18
+1.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Connection Earns Cisco Gold Provider Designat...
|
|
Feb 17
|
|
$76.85
$78.18
+1.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Betting On AI Bubble Burst Is Still A Losing ...
|
|
Feb 17
|
|
$76.85
$78.18
+1.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
3 Stocks to Consider From a Troubled Networki...
|
|
Feb 17
|
|
$76.85
$78.18
+1.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
UBS Lifts PT on Cisco Systems, Inc. (CSCO) St...
|
|
Feb 17
|
|
$76.85
$78.18
+1.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
FATN: Initiation - FatPipe’s Greatly Increase...
|
|
Feb 17
|
|
$76.85
$78.18
+1.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
3 Growth Stocks to Stash
|
|
Feb 17
|
|
$76.85
$78.18
+1.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
2 Growth Stocks Set to Flourishand 1 We Ignor...
|
|
Feb 16
|
|
$76.85
$78.18
+1.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Cisco's AI Orders Hit $2.1 Billion in One Qua...
|
|
Feb 16
|
|
$76.85
$78.18
+1.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Clinical Communication & Collaboration Market...
|
|
Feb 16
|
|
$76.85
$78.18
+1.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Why Cisco (CSCO) International Revenue Trends...
|
|
Feb 16
|
|
$76.85
$78.18
+1.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Investors Heavily Search Cisco Systems, Inc. ...
|
|
Feb 16
|
|
$76.85
$78.18
+1.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Cisco CEO says all people who are wildly succ...
|
|
Feb 15
|
|
$76.85
$78.18
+1.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Cisco stock resets dividend payout as AI moat...
|
|
Feb 13
|
|
$76.85
$78.18
+1.7%
|
NEUTRAL
|
Finnhub News
|
Cisco's increased focus on AI is scrutinizing its profit margins and how attractive its valuation is to investors. |
Finnhub - CSCO
Cisco’s Expanding AI Push Tests Margins And V...
|
|
Feb 13
|
|
$76.85
$78.18
+1.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
S&P 500 Posts Weekly Decline Led by Financial...
|
|
Feb 13
|
|
$76.85
$78.18
+1.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Cisco Systems Reports Lower Free Cash Flow - ...
|
|
Feb 13
|
|
$76.85
$78.18
+1.7%
|
WATCH
|
Carl Quintanilla
Anchor, CNBC
|
The memory chip shortage/demand story has "crept into Apple" and "Cisco." If memory supply is tightening (or demand increasing) to the point it impacts hardware giants like Cisco and Apple, it implies strong underlying hardware cycle demand but potential margin pressure from component costs. WATCH. Monitor for supply chain constraints or margin compression due to rising memory prices. Inability to source components could delay shipments. |
CNBC
AI firms like OpenAI seek Nvidia alternatives
|
|
Feb 13
|
|
$76.85
$78.18
+1.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Jobs Up, Inflation Down, Yet Stocks Barely Mo...
|
|
Feb 13
|
|
$76.85
$78.18
+1.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Where Will Cisco (CSCO) Stock Be in 5 Years?
|
|
Feb 13
|
|
$76.85
$78.18
+1.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
As Cisco Unveils a New AI Networking Chip, Sh...
|
|
Feb 13
|
|
$76.85
$78.18
+1.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Cisco Systems: Quietly Winning The AI Buildou...
|
|
Feb 13
|
|
$76.85
$78.18
+1.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
3 Growth Stocks to Add to Your Roster
|
|
Feb 13
|
|
$76.85
$78.18
+1.7%
|
AVOID
|
Woo Jin Ho
Analyst, Bloomberg Intelligence (Hardware)
|
Cisco shares tumbled due to margin pressure from high DRAM (memory) pricing. The analyst notes, "The margin pressure from the DRAM pricing was a lot greater than I had anticipated." This is not an isolated incident but the "first shoe to drop." Dell is "highly exposed to DRAM exposure," and HP/NetApp face similar input cost headwinds. They are likely to cut estimates below consensus in upcoming earnings. AVOID hardware manufacturers exposed to memory component inflation until earnings reset. Companies manage to pass on costs faster than expected. |
Bloomberg Markets
Stocks Lower as Tech Selloff Deepens Ahead of...
|
|
Feb 12
|
|
$75.00
$78.18
+4.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Wall Street sinks as tech rout deepens on AI ...
|
|
Feb 12
|
|
$75.00
$78.18
+4.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Worries About AI Disruptions Fuel Stock Slide
|
|
Feb 12
|
|
$75.00
$78.18
+4.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Stocks Plunge on Tech Weakness and AI Fears
|
|
Feb 12
|
|
$75.00
$78.18
+4.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Another Monster Tech Stock Hits the End of th...
|
|
Feb 12
|
|
$75.00
$78.18
+4.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Stock Market Today: S&P 500 Breaks Key Suppor...
|
|
Feb 12
|
|
$75.00
$78.18
+4.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Cisco Stock Plunged Below Its 50-Day Moving A...
|
|
Feb 12
|
|
$75.00
$78.18
+4.2%
|
AVOID
|
Woo Jin Ho
Analyst, Bloomberg Intelligence (Hardware)
|
Cisco shares dropped ~7-9% on a profit forecast miss caused by high component costs (memory). While Cisco is trying to pass costs to customers, there is a lag. They are squeezed between rising input costs and the need to compete for AI networking share against agile competitors like Arista. AVOID until margins stabilize. Nancy Tengler (also in transcript) is buying the dip for the long term, citing strong earnings outside the margin issue. |
Bloomberg Markets
Old Economy Stocks Surge Again | Open Interes...
|
|
Feb 12
|
|
$75.00
$78.18
+4.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Networking Giant Drops on Earnings: Time to L...
|
|
Feb 12
|
|
$75.00
$78.18
+4.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Tech, Media & Telecom Roundup: Market Talk
|
|
Feb 12
|
|
$75.00
$78.18
+4.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Cisco Plunges Despite Earnings That Topped Es...
|
|
Feb 12
|
|
$75.00
$78.18
+4.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Cisco Is Feeling the Pressure of Higher Memor...
|
|
Feb 12
|
|
$75.00
$78.18
+4.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Stock Indexes Under Pressure as Megacap Tech ...
|
|
Feb 12
|
|
$75.00
$78.18
+4.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Cisco’s New AI Chips Test Investor Views On G...
|
|
Feb 12
|
|
$75.00
$78.18
+4.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Cisco's Q2 Earnings Beat Estimates, Revenues ...
|
|
Feb 12
|
|
$75.00
$78.18
+4.2%
|
AVOID
|
News
|
Cisco shares down ~7% after warning that rising component costs (memory) will hurt margins. Hardware integrators are getting squeezed between rising input costs (from memory suppliers) and aggressive competition. AVOID due to margin compression. Supply chain stabilizes faster than expected. |
Bloomberg Markets
Bloomberg Surveillance 2/12/2026
|
|
Feb 12
|
|
$75.00
$78.18
+4.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Cisco Outlook Pinched by Memory Price Spike
|
|
Feb 12
|
|
$75.00
$78.18
+4.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Why Cisco Stock Dropped After Earnings Today
|
|
Feb 12
|
|
$75.00
$78.18
+4.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - CSCO
Cisco Guides 65.5%--66.5% Margin, Shares Fall...
|