Information Technology·Communications Equipment·$351.6B
Cisco Systems Inc. (CSCO) is a leading technology company that specializes in networking hardware, telecommunications equipment, and cybersecurity solutions....
Earnings Per Share (EPS)
EPS is a key indicator of profitability and investor sentiment, reflecting how well the company is managing its costs and generating profits.
Revenue Growth
Revenue growth is crucial for assessing the company's ability to expand its market share and sustain operations, especially in a competitive tech environment.
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EPS Beat Streak
8Q
EPS Beat Rate
100%
Avg EPS Surprise
+26.24%
Avg Stock Reaction
+0.34%
In Q2 2026, Cisco reported an EPS of $1.04, exceeding expectations by 26.83%. The company has shown consistent positive surprises in earnings over the past several quarters.
Management Promises & Guidance
Overall, expectations for Cisco's upcoming earnings are cautiously optimistic, given its recent performance and the broader tech market trends.
Bull Case
If Cisco continues to deliver strong EPS growth and demonstrates robust revenue from its cloud and cybersecurity segments, it could see significant stock appreciation.
Bear Case
However, if the company fails to meet earnings expectations or shows signs of slowing growth, it could face downward pressure on its stock price.
Earnings Per Share (EPS)
Expected to be around $1.04.EPS is a key indicator of profitability and investor sentiment, reflecting how well the company is managing its costs and generating profits.
Revenue Growth
Not available.Revenue growth is crucial for assessing the company's ability to expand its market share and sustain operations, especially in a competitive tech environment.
Gross Margin
Not available.Gross margin provides insight into the company's pricing power and cost management, which are vital for maintaining profitability.
The print will turn on these two things.
Q1
What will the EPS be this quarter, and how does it compare to previous quarters?
Given Cisco's recent strong EPS surprises, investors will closely watch if this trend continues, as it could significantly impact stock sentiment.
Q2
How is Cisco's revenue growth in its cloud and cybersecurity segments?
These segments are critical for Cisco's future growth, and any signs of weakness could raise concerns about the company's overall performance.
Why consensus could be wrong
The Street may underestimate Cisco's ability to capitalize on the growing demand for cybersecurity solutions, which could drive stronger-than-expected revenue growth.
Supporting Evidence
Cisco has consistently beaten EPS estimates in recent quarters, indicating robust operational strength.
The options market is pricing a 5% move, suggesting that investors are bracing for volatility, which may not reflect Cisco's underlying strength.
Key Risk
If the company reports strong growth in its cybersecurity segment, it could challenge the current bearish sentiment.
Pre-commit to what would confirm each case.
The upcoming earnings report will be pivotal in determining whether Cisco can maintain its growth trajectory amid increasing competition in the tech sector.
Bull Confirmed If
An EPS of $1.04 or better, with strong growth reported in cloud and cybersecurity revenues.
Bear Confirmed If
An EPS below $1.00, indicating potential issues in revenue growth or cost management.
Implied Move
±5%
Historical Avg
±1.1%
The options market is pricing in a potential move of 5% in either direction following the earnings report, indicating uncertainty among investors.
Options are pricing ±5.0% while CSCO has averaged ±1.1% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Cisco beats expectations, history suggests the stock could rise by an average of 3.16% on the first day, confirming strong operational performance.
In-Line / Cautious
If results are in line but management provides cautious commentary, the stock may experience muted reactions as investors reassess growth prospects.
Miss
A miss could lead to a decline, with historical data indicating an average drop of around 3.16% following disappointing results.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
ARCHER AVIATION INC A
May 11, 2026