Saturday, August 15, 2026
Facts you can rely on·101 entities·4,805 sourced facts
Source trace. Via News points to the documents behind its reporting and shows what we drew from each — so you can check any claim. How we source
News articleYahoo Finance· March 24, 2026

How Cisco Systems (CSCO) Story Is Shifting With Margin Pressures And Higher Valuation Hopes

View original at finance.yahoo.com
How Cisco Systems (CSCO) Story Is Shifting With Margin Pressures And Higher Valuation Hopes Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide…
Opening lines of the source · Yahoo Finance · short snapshot — read the full document at the original

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • FY 2026 expected revenue of US$61.2b to US$61.7b and GAAP EPS of US$3.00 to US$3.08

    60% confidence
  • Cisco'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% confidence
  • Q3 2026 expected revenue of US$15.4b to US$15.6b and GAAP EPS of US$0.73 to US$0.77

    60% confidence
  • Higher DRAM and memory costs will weigh on Cisco's margins over a longer horizon, justifying a downgrade to Hold from Buy

    60% confidence
  • Cisco price target raised by approximately US$5, signaling confidence in the company's ability to execute on its roadmap into FY26

    60% confidence
  • Cisco can deliver on its roadmap into FY26

    60% confidence
  • Q3 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% confidence
  • Cisco'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% confidence
  • Cisco'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% confidence
  • Q3 2026 expected revenue of US$15.4b to US$15.6b and GAAP EPS of US$0.73 to US$0.77

    60% confidence
  • Q3 2026 GAAP EPS is expected to be between US$0.73 to US$0.77

    60% confidence
  • Cisco'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% confidence
  • Near term gross margin forecast lowered to 66% due to higher DRAM and memory costs

    60% confidence
  • FY 2026 revenue is expected to be between US$61.2b to US$61.7b

    60% confidence
  • Cisco price target raised by approximately US$5, signaling confidence in the company's ability to execute on its roadmap into FY26

    60% confidence
  • FY 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% confidence
  • Cisco price target raised by approximately US$5, signaling confidence in the company's ability to execute on its roadmap into FY26

    60% confidence
  • Cisco can deliver on its roadmap into FY26

    60% confidence
  • FY 2026 expected revenue of US$61.2b to US$61.7b and GAAP EPS of US$3.00 to US$3.08

    60% confidence
  • Q3 2026 revenue is expected to be between US$15.4b to US$15.6b

    60% confidence
  • Cisco can deliver on its roadmap into FY26

    60% confidence
  • Near-term gross margin is forecast to be 66% due to higher DRAM and memory costs

    60% confidence
  • Higher DRAM and memory costs are expected to weigh on margins over a longer horizon

    60% confidence
  • FY 2026 GAAP EPS is expected to be between US$3.00 to US$3.08

    60% confidence
  • Cisco'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% confidence
  • Near term gross margin forecast lowered to 66% due to higher DRAM and memory costs

    60% confidence
  • Cisco'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% confidence
  • Downgraded 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% confidence
  • Cisco 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% confidence
  • Near term gross margin forecast lowered to 66% due to higher DRAM and memory costs

    60% confidence

Cited in these Via News reports

How Cisco Systems (CSCO) Story Is Shifting With Margin Pressures And Higher Valuation Hopes — Source | Via News | Finance Via News