How Cisco Systems (CSCO) Story Is Shifting With Margin Pressures And Higher Valuation Hopes
View original at finance.yahoo.com“Erste Group downgraded Cisco to Hold from Buy after the company lowered its near term gross margin forecast to 66% due to higher DRAM and memory costs”
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FY 2026 expected revenue of US$61.2b to US$61.7b and GAAP EPS of US$3.00 to US$3.08
60% confidenceCisco's price target should be lifted by about US$5, based on confidence in the company's ability to execute on its roadmap into FY26
60% confidenceQ3 2026 expected revenue of US$15.4b to US$15.6b and GAAP EPS of US$0.73 to US$0.77
60% confidenceHigher DRAM and memory costs will weigh on Cisco's margins over a longer horizon, justifying a downgrade to Hold from Buy
60% confidenceCisco price target raised by approximately US$5, signaling confidence in the company's ability to execute on its roadmap into FY26
60% confidenceCisco can deliver on its roadmap into FY26
60% confidenceQ3 2026 revenue is expected to be US$15.4b to US$15.6b and GAAP EPS is expected to be US$0.73 to US$0.77
60% confidenceCisco's price target should be lifted by about US$5 per share, reflecting confidence in the company's ability to execute on its roadmap into FY26
60% confidenceCisco's price target should be lifted by about US$5 per share, reflecting confidence in the company's ability to execute on its roadmap into FY26
60% confidenceQ3 2026 expected revenue of US$15.4b to US$15.6b and GAAP EPS of US$0.73 to US$0.77
60% confidenceQ3 2026 GAAP EPS is expected to be between US$0.73 to US$0.77
60% confidenceCisco's price target should be lifted by about US$5 per share, reflecting confidence in the company's ability to execute on its roadmap into FY26
60% confidenceNear term gross margin forecast lowered to 66% due to higher DRAM and memory costs
60% confidenceFY 2026 revenue is expected to be between US$61.2b to US$61.7b
60% confidenceCisco price target raised by approximately US$5, signaling confidence in the company's ability to execute on its roadmap into FY26
60% confidenceFY 2026 revenue is expected to be US$61.2b to US$61.7b and GAAP EPS is expected to be US$3.00 to US$3.08
60% confidenceCisco price target raised by approximately US$5, signaling confidence in the company's ability to execute on its roadmap into FY26
60% confidenceCisco can deliver on its roadmap into FY26
60% confidenceFY 2026 expected revenue of US$61.2b to US$61.7b and GAAP EPS of US$3.00 to US$3.08
60% confidenceQ3 2026 revenue is expected to be between US$15.4b to US$15.6b
60% confidenceCisco can deliver on its roadmap into FY26
60% confidenceNear-term gross margin is forecast to be 66% due to higher DRAM and memory costs
60% confidenceHigher DRAM and memory costs are expected to weigh on margins over a longer horizon
60% confidenceFY 2026 GAAP EPS is expected to be between US$3.00 to US$3.08
60% confidenceCisco's price target should be lifted by about US$5, based on confidence in the company's ability to execute on its roadmap into FY26
60% confidenceNear term gross margin forecast lowered to 66% due to higher DRAM and memory costs
60% confidenceCisco's price target should be lifted by about US$5, based on confidence in the company's ability to execute on its roadmap into FY26
60% confidenceDowngraded Cisco to Hold from Buy due to lowered near term gross margin forecast to 66% from higher DRAM and memory costs, which is expected to weigh on margins over a longer horizon
60% confidenceCisco should be downgraded to Hold from Buy due to lowered near-term gross margin forecast to 66% caused by higher DRAM and memory costs, which are expected to weigh on margins over a longer horizon
60% confidenceNear term gross margin forecast lowered to 66% due to higher DRAM and memory costs
60% confidence
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