AU · rank #18 · 2026-07-27
CSCO
NASDAQ · $449.99B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.938 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.02 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 22 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.109 |
| Analyst upside Consensus target $130.23 | +14.1% |
| Momentum acceleration 3-month minus 12-month momentum. | +14.19% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 3.92 |
| Gross margin TTM | +64.3% |
| 52w high | $129.88 |
| Market cap (USD) | $449.99B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
CSCO is a diversified networking and software vendor selling enterprise, service-provider, and public-sector infrastructure gear, with recent demand strength tied to AI data-center and campus upgrades.
Rationale
The signal looks valid because Cisco has broad analyst support, 14% implied upside, 100% revision agreement, and recent earnings/guidance beats that reinforced upward estimate momentum.
Material risks
- 1AI networking demand could cool or customers could shift to alternative/in-house architectures, which would hit order growth and compress the upside case quickly.
- 2The AI-focused restructuring and 4,000-job reduction could disrupt execution just as Cisco is trying to convert elevated AI demand into sustained growth.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.