Buy Cisco on Strong Guidance, Estimate Revisions and Short-Term Upside

Key Takeaways Cisco beat Q4 estimates with strong ARR, RPO and subscription revenue growth.FY26 revenue outlook is $59 - $60B with EPS guided at $4.00 - $4.06.Expanded AI, security offerings and NVIDIA partnership drive new enterprise demand.The global IP-based networking giant, Cisco Systems Inc. (CSCO) , reported solid fourth-quarter fiscal 2025 earnings results surpassing the consensus estimates on several counts. CSCO has been integrating AI into its product portfolios across networking, security, coll ...