{"id":634215,"date":"2026-08-13T02:19:12","date_gmt":"2026-08-13T02:19:12","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/634215\/"},"modified":"2026-08-13T02:19:12","modified_gmt":"2026-08-13T02:19:12","slug":"csco-stock-slips-after-hours-even-as-ai-equipment-demand-drives-q4-beat","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/634215\/","title":{"rendered":"CSCO Stock Slips After-Hours Even As AI Equipment Demand Drives Q4 Beat"},"content":{"rendered":"\n<ul class=\"yf-1jsc1up\">\n<li class=\"yf-1jsc1up\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Cisco posted fiscal fourth-quarter net income of $3.86 billion on $17.25 billion in revenue, topping Wall Street expectations.  <\/p>\n<\/li>\n<li class=\"yf-1jsc1up\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The networking giant secured $4 billion in artificial intelligence gear orders in Q4 alone, pushing its full-year AI order total to $9.3 billion.  <\/p>\n<\/li>\n<li class=\"yf-1jsc1up\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Cisco expects AI orders to be meaningfully higher in FY27.  <\/p>\n<\/li>\n<\/ul>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Cisco Systems Inc. (CSCO) delivered strong fiscal fourth-quarter earnings and raised its outlook on surging demand for artificial intelligence hardware, but its shares slid late on Wednesday.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The networking equipment supplier posted net profit of $3.86 billion, or $0.97 per share, for the quarter ended July 25. That represents a 51% surge compared to $2.55 billion, or $0.64 per share, recorded in the same period last year. Adjusted earnings came in at $1.22 per share, outpacing average analyst projections of $1.17 per share.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><a href=\"https:\/\/stocktwits.com\/newsletters\" data-ylk=\"slk:See%20what%2010M%2B%20investors%20are%20talking%20about.%20Get%20the%20Stocktwits%20Daily%20Rip%20for%20what%20retail%20is%20watching%20right%20now%2C%20free%20to%20your%20inbox;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox<\/a>  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Quarterly revenue surged 18% year-over-year to $17.25 billion, beating consensus expectations of $16.83 billion, as per Fical.ai. The growth was primarily spearheaded by a 24% leap in hardware sales, while service revenues remained steady.  <\/p>\n<p>        <strong>Hyperscalers Drive Demand<\/strong>          <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The earnings spike underscores a massive spending spree by tech heavyweights including Microsoft Corp. (MSFT), Alphabet Inc.&#8217;s Google (GOOG, GOOGL), and Amazon.com Inc. (AMZN), which are racing to build data center capacity to power generative AI applications.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Cisco logged $4 billion in AI infrastructure orders from hyperscalers during the fourth quarter alone. That brought the full fiscal year total to $9.3 billion, nearly double the $5.3 billion reported through May.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">&#8220;It&#8217;s the fastest-moving technology transition that we&#8217;ve ever seen,&#8221; said Chief Executive Officer Chuck Robbins. &#8220;Most customers know that if they pause or slow down, they run the risk of being way behind.&#8221;  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Robbins noted that current market momentum is unprecedented in recent company history, citing multi-decade high demand across enterprise tech refreshes, network security fortifications, and AI cluster builds.  <\/p>\n<p>        <strong>CSCO Stock: FY27 Outlook<\/strong>          <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Looking ahead, Cisco provided guidance that comfortably exceeded initial Wall Street targets for both its upcoming first quarter and the complete fiscal year 2027.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">For the fiscal first quarter ending in October, Cisco anticipates adjusted earnings of $1.32 to $1.34 per share on revenue between $18 billion and $18.2 billion. These projections beat consensus estimates of $1 to $1.19 per share on $16.66 billion in revenue.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">For the full fiscal year 2027, Cisco forecasts adjusted earnings in the range of $5.05 to $5.11 per share and total revenue between $72.2 billion and $73.4 billion. Both ranges top analyst projections, which had anticipated full-year adjusted earnings of $4.8 per share on $68.8 billion in revenue, according to Fiscal.ai.  <\/p>\n<p>       <strong>CSCO Stock: Retail View<\/strong>         <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Retail sentiment on Stocktwits was &#8216;extremely bullish&#8217; with &#8216;extremely high&#8217; message volumes.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">A user anticipated tons of price target upgrades following the strong earnings print.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">CSCO stock has gained nearly 59% year-to-date.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">For updates and corrections, email newsroom[at]stocktwits[dot]com.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Shashank Nayar has no position in any of the stocks mentioned in this article. StockTwits&#8217; news team content is for informational purposes only and is not intended as investment advice. For more, see our <a href=\"https:\/\/stocktwits.com\/about-newsroom\" data-ylk=\"slk:editorial%20policy;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;editorial policy&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">editorial policy<\/a>. This article was originally published on <a href=\"https:\/\/stocktwits.com\/news\/articles\" data-ylk=\"slk:StockTwits;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;StockTwits&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">StockTwits<\/a>.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><strong>Related:<\/strong>  <\/p>\n","protected":false},"excerpt":{"rendered":"Cisco posted fiscal fourth-quarter net income of $3.86 billion on $17.25 billion in revenue, topping Wall Street expectations.&hellip;\n","protected":false},"author":2,"featured_media":634216,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[261],"tags":[291,268085,289,290,100686,106474,268084,18,138245,19,17,9988,82,202571],"class_list":["post-634215","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-analyst-projections","tag-artificial-intelligence","tag-artificialintelligence","tag-chuck-robbins","tag-cisco","tag-csco-stock","tag-eire","tag-fiscal-fourth-quarter-earnings","tag-ie","tag-ireland","tag-quarterly-revenue","tag-technology","tag-wall-street-expectations"],"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/634215","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=634215"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/634215\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/634216"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=634215"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=634215"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=634215"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}