How Cisco Systems (CSCO) Story Is Shifting With Margin Pressures And Higher Valuation Hopes
View original at finance.yahoo.com“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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