Cisco Systems Inc. (CSCO) Next Earnings Date & Expected ±5.6% Move

$104.51 -3.76% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $104.05

Cisco Systems Inc. (CSCO) earns a Roarable Rating of B- (Buy) with 71/100 RQD Confidence. High-quality cash engine (65% profit margin, 15% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

ROARABLE B- • BUY Cap $428.13B
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🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is CSCO stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-02, Cisco Systems Inc. (NASDAQ: CSCO) is rated B- (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 71/100 at a spot price of $104.51 (-3.76% 1D, market cap $428.13B). Pillar breakdown: Fundamental Cash Engine 17/20, Institutional 13F & Options Flow 13/20, Executive Insider Alignment 16/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 13/20. Across 714 tracked Technology issuers, CSCO ranks #73 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does CSCO compare to ANET and FFIV in the Technology sector?
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Within the Technology sector (Computer Communications Equipment), CSCO carries a Roarable B- (71/100 RQD), trailing P/E of 42.1x, gross margin of 64.9%, and ROIC of 15.1%. By comparison, ANET (Arista Networks Inc.) holds a B grade (74/100 RQD, P/E N/A, ROIC 16.4%, cap $232.34B) and FFIV (F5 Inc.) posts a C+ grade (69/100 RQD, P/E 29.7x, ROIC 18.1%, cap $20.58B). Among the 5-stock peer group, FFIV leads on earnings multiple (29.7x) while FFIV leads on capital efficiency (18.1% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for CSCO?
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Per CSCO's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-07-26, CIK 0000858877), Cisco Systems Inc. generated $56.65B in revenue (+5.3% YoY), $10.18B in net income, and $13.29B in free cash flow against $123.37B in total assets and $21.37B in total debt. Key quantitative strengths: Strong cash generator (65% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Priced at 42x earnings—high expectations leave less room for a lukewarm quarter.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $104.05 (-0.44%)🧬 Cannibal Buyback (-1.52% YoY Shares)⚙️ Cash Engine: 17/20 (A-) • 23.5% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 71/100 (B-) historically ranked in the Top 14% of excess returns over the next 90 days (+6.8% avg 90D alpha vs SPY • 68.4% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERBUY • B-
025507510071
2-of-3 JEV AI Jury Bullish
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B · Rk B-
Cash (17)Whales (13)SEC (16)Macro (12)CEO (13)
Each axis scored 0–20
12M PRICE TARGET CONE+5.8% Base Target
$137 Bull$111 Base$86 Bear
📬 FREE CSCO RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for CSCO)Realized 20D OHLCV Swing Band: ±5.6%
Deterministic 5-Pillar Attribution (71/100 Composite)
🔍 WHY CSCO SCORES 71/100 (B-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Cash Engine Quality+17/20 pts (24% of score)

SEC XBRL FY 2025 (10-K): 23.5% FCF Margin ($13.29B FCF) & 64.9% Gross Margin

▲ #2 Bullish Driver: SEC 10-K Forensic Risk+16/20 pts (23% of score)

Altman Z-Score 4.15 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9

▼ #1 Drag / Risk Factor: Macro Regime Fit12/20 pts (-8 pt drag)

Macro rate sensitivity & RSI-14 (48.1) create a -8 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
79
Grade A-$115.07-7.3% Next Q
Q2 (-2Q)
76
Grade B+$106.71+4.4% Next Q
Q3 (-1Q)
74
Grade B+$111.38-6.2% Next Q
Current
71
Grade B-$104.51+6.8% Hist 90D α
Trajectory: A- (79) → B- (71)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the CSCO Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 71/100 (B-) score, CSCO faces multiple-compression risk if 42.1x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Priced at 42x earnings—high expectations leave less room for a lukewarm quarter.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-1.52% YoY Shares) — any gross margin slip below 62.4% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($109.92) or 200D SMA ($101.52) invalidates the momentum regime and cuts Target Base ($110.62) toward Bear Floor ($85.70).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $CSCO• $4.8M Crowd Pool • Kalshi / Polymarket Composite
Contract: “CSCO Beats Next Quarterly Revenue & EPS Consensus + Hyperscaler AI CapEx Holds Record Pace”
NEXT EST. WINDOW: Jan 23, 2027 (~81 DAYS)

Historical OHLCV Volatility ±5.6% Swing Band

±$5.85 Expected Swing
$98.66 (-5.6%)Spot $104.51$110.36 (+5.6%)
MODEL EARNINGS SETUP GAUGE

CSCO Quantitative Pre-Earnings Setup: 71/100

Trailing EPS: $2.58 • YoY Revenue Growth: 5.3%

Model Bullish Setup (71/100)Model Risk Weight (29/100)
Derived deterministically from RQD cash-flow quality, SEC accrual safety, and institutional flow (not a community poll).
LOG YOUR PERSONAL PRE-EARNINGS STANCE (SAVED LOCALLY IN BROWSER):

Recent SEC Reported Revenue, Net Profit & Diluted EPS Cadence

PeriodFiledRevenueNet ProfitFree Cash FlowGross Margin
FY 20252025-07-26$56.65B$10.18B$13.29B64.9%
FY 20242024-07-27$53.80B$10.32B$10.21B64.7%
FY 20232023-07-29$57.00B$12.61B$17.32B64.9%
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Options & Swing Structure Desk

Whale Flow & Momentum Playbook: Evaluating CSCO & AI Leaders Without Chasing Tops

  • ✓Institutional whale strikes & implied earnings move audit on CSCO
  • ✓How disciplined traders manage risk using pre-published trigger & invalidation levels
  • ✓Includes nightly RQD rating-change & forensic signal email alerts on tracked leaders
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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CSCO // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +12.83%🛡️ HOLDING TREND SUPPORT
2026-11-02O $110.3H $110.3L $104.5C $104.5VOL 13.56M
RES: $116.4SUP: $103.0SMA50: $109.9SMA200: $101.5
$134.2$118.2$102.2$86.22$70.21RES $116.4SUP $103.0$104.52026-05-042026-06-172026-08-042026-09-182026-11-02
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

CSCO Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
31.8%/yr Implied 5Y Growth

vs. +5.3% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on CSCO today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for CSCO. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for CSCO today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (CSCO)

Technology Rank #73 of 714 ⚔️ ANET vs CSCO Full Matrix →

1. Head-to-Head Technology Peer Comparison (CSCO vs. ANET, FFIV, EXTR, DGII)

Industry: Computer Communications Equipment (14 Tracked Issuers)

Across 714 tracked Technology securities in the Roarable RQD universe, Cisco Systems Inc. (CSCO) ranks #73 by composite RQD confidence (71/100, grade B-) and #13 by equity capitalization ($428.13B). Within this direct 5-issuer industry benchmark cohort, FFIV leads on earnings valuation at 29.7x trailing P/E, while FFIV leads on capital efficiency and profitability with 18.1% ROIC and 81.4% gross margin. ANET currently holds the highest overall quantitative score in the immediate peer group at 74/100 (B) compared with CSCO at 71/100 (B-).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
CSCO ACTIVE
Cisco Systems Inc.
B- 71/100 42.1x 64.9% 15.1% -3.76% $428.13B Benchmark Subject
ANET
Arista Networks Inc.
B 74/100 — 64.1% 16.4% -8.34% $232.34B /anet-vs-csco →
FFIV
F5 Inc.
C+ 69/100 29.7x 81.4% 18.1% -6.91% $20.58B /ffiv-vs-csco →
EXTR
Extreme Networks Inc.
D+ 57/100 — 62.2% 8.6% -4.15% $3.12B /extr-vs-csco →
DGII
Digi International Inc.
B- 71/100 72.2x 62.9% 5.9% -6.30% $2.95B /dgii-vs-csco →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-07-26 • CIK 0000858877

In its most recent audited fiscal period (FY2025, filed 2025-07-26), Cisco Systems Inc. (CSCO) reported GAAP revenue of $56.65B (+5.3% vs. FY2024 revenue of $53.80B , and -0.6% cumulative change since FY2023) , GAAP net income of $10.18B, operating cash flow of $14.19B, and free cash flow of $13.29B (+30.1% YoY). On the balance sheet, CSCO closed FY2025 with $123.37B in total assets against $21.37B in total debt (Altman Z-Score: 4.15, Piotroski F-Score: 7/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-07-26 $56.65B $10.18B $14.19B $13.29B $123.37B $21.37B
FY2024 (FY) 2024-07-27 $53.80B $10.32B $10.88B $10.21B $121.38B $19.63B
FY2023 (FY) 2023-07-29 $57.00B $12.61B $19.89B $17.32B $235.47B $55.10B

3. CSCO Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is CSCO stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-02, Cisco Systems Inc. (NASDAQ: CSCO) is rated B- (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 71/100 at a spot price of $104.51 (-3.76% 1D, market cap $428.13B). Pillar breakdown: Fundamental Cash Engine 17/20, Institutional 13F & Options Flow 13/20, Executive Insider Alignment 16/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 13/20. Across 714 tracked Technology issuers, CSCO ranks #73 in composite RQD confidence.

How does CSCO compare to ANET and FFIV in the Technology sector?

Within the Technology sector (Computer Communications Equipment), CSCO carries a Roarable B- (71/100 RQD), trailing P/E of 42.1x, gross margin of 64.9%, and ROIC of 15.1%. By comparison, ANET (Arista Networks Inc.) holds a B grade (74/100 RQD, P/E N/A, ROIC 16.4%, cap $232.34B) and FFIV (F5 Inc.) posts a C+ grade (69/100 RQD, P/E 29.7x, ROIC 18.1%, cap $20.58B). Among the 5-stock peer group, FFIV leads on earnings multiple (29.7x) while FFIV leads on capital efficiency (18.1% ROIC).

What are the biggest fundamental strengths and SEC risk factors for CSCO?

Per CSCO's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-07-26, CIK 0000858877), Cisco Systems Inc. generated $56.65B in revenue (+5.3% YoY), $10.18B in net income, and $13.29B in free cash flow against $123.37B in total assets and $21.37B in total debt. Key quantitative strengths: Strong cash generator (65% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Priced at 42x earnings—high expectations leave less room for a lukewarm quarter.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is CSCO trading relative to its 50-day, 200-day, and 52-week technical levels?

CSCO last traded at $104.51 (-3.76% on volume of 24,706,219 shares), positioning the stock -4.92% below its 50-day simple moving average ($109.92) and +2.95% above its 200-day simple moving average ($101.52). Across its 52-week range of $70.54 to $130.37, CSCO sits at the 56.8% percentile with a 14-day RSI of 48.1 (NEUTRAL RANGE) and an implied next-earnings move of ±5.6% ($98.66 to $110.36).

CSCO Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

When is CSCO's next earnings date?

Based on SEC filing cadence, Cisco Systems Inc. (CSCO)'s next quarterly reporting window is estimated around Jan 23, 2027.

How much is CSCO stock expected to move on earnings?

Volatility modeling currently projects a ±5.6% event move for CSCO, spanning a range between $98.66 and $110.36.

ROARABLE RATING BRIEF • RQD 71/100 (B-) ✓ STAGE-C NUMBER FIREWALL VERIFIED

CSCO — Cisco Systems Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:08:47Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, CSCO scores 71 out of 100 (letter grade B-, verdict "Roarable Buy — Sound Institutional Accumulation"). The five pillars are:

  • Fundamental Cash Engine — 17 / 20. Per the RQD rating, this pillar reflects ROIC of 15.1% and an FCF yield of 3.1%. For a prospective investor, this is the strongest pillar and suggests the business converts capital into returns at a healthy rate, though the 3.1% FCF yield indicates the market is paying a premium for those cash flows.
  • Whale / 13F Flow — 13 / 20. Per the RQD rating, this reflects institutional accumulation and options positioning. The source data does not itemize 13F filings, so the score cannot be traced to specific holders.
  • Insider Conviction — 13 / 20. Per the RQD rating, this reflects SEC Form 4 and Congressional PTR cluster flow. The underlying trade-level detail is not present in the source data.
  • Macro Regime Fit — 12 / 20. Per the RQD rating, this reflects a beta of 1.26 and sector sensitivity. For a prospective investor, a beta above 1 implies the stock has historically moved more than the broader market, which amplifies both upside and drawdown exposure.
  • Forensic Balance Sheet — 16 / 20. Per the RQD rating, this reflects an Altman Z-Score of 4.15, a Piotroski F-Score of 7/9, and a Debt/Equity ratio of 0.45. These readings point to a financially sound balance sheet, a relevant consideration for an investor weighing downside protection.

Taken together, the pillar profile points to a business with strong cash economics and a solid balance sheet, offset by a premium valuation (P/E TTM 42.1 per the market data) and above-market volatility. Upside drivers in the data are the cash-generation and balance-sheet pillars; the valuation multiples are the principal tradeoff. This is an analytical reading of the source data, not personalized financial advice.

Snapshot

PriceMarket CapP/E (TTM)Forward P/EEV/EBITDAEPS (TTM)Dividend YieldBeta52-Wk RangeROIC %
$108.59$428.13B42.139.235.32.581.5%1.26$70.54 - $130.3715.1%

Financial Trend

PeriodRevenueOperating IncomeNet IncomeEPSFCFCashDebt
FY 2025$56654.0M$11760.0M$10180.0MN/A$13288.0M$7458.0M$21367.0M
FY 2024$53803.0M$12181.0M$10320.0MN/A$10210.0M$8556.0M$19625.0M
FY 2023$56998.0M$15031.0M$12613.0MN/A$17321.1MN/A$55099.8M

Per the SEC financials, revenue rose from $53803.0M (FY 2024) to $56654.0M (FY 2025), while net income declined from $10320.0M to $10180.0M and operating income declined from $12181.0M to $11760.0M. Per the market data, operating margin is 20.8% and ROIC is 15.1%. Per the RQD rating, the Altman Z-Score is 4.15 and the Piotroski F-Score is 7/9, with a Debt/Equity ratio of 0.45. Debt was $21367.0M at FY 2025 versus $55099.8M at FY 2023 per the SEC financials. EPS is reported as N/A in all periods.

Open Questions

  • What specific business drivers sit behind the recent price moves and AI-infrastructure headlines, given the summaries are generic?
  • What is the breakdown of revenue by product and customer segment, and how is the FY 2025 revenue increase distributed across it?
  • Why did net income and operating income decline year over year while revenue rose, and what drove the drop in debt from $55099.8M (FY 2023) to $21367.0M (FY 2025)?
  • What are the 13F holder positions and Form 4 / Congressional trades that underpin the whale and insider pillar scores?
  • What is the EPS for each reported fiscal period, since the financials report N/A throughout?

CSCO Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Cisco Systems Inc. (CSCO) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to CSCO Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

CSCO Bull vs. Bear Conversation Board — What's Your Call at $104.51?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON CSCO 🐻 33% BEARISH CONVICTION
1. Pick Your Side on CSCO:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
RO RoarDesk_Moderator Roarable Research Desk 🐂 BULLISH 🎯 Target: $128.14 (+18.0%)
📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is CSCO (B- • RQD 71/100) a Buy at $108.59?

Welcome to the CSCO (Cisco Systems Inc.) Roar Pit. Current RQD Composite is 71/100 (Roarable Buy — Sound Institutional Accumulation) in Computer Communications Equipment. Bulls point to capital efficiency (15.1% ROIC), while bears focus on valuation multiple compression (42.1x trailing P/E). Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

BE BearTrap_Alert Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $82.53 (-24.0%)
Spot @ $108.59

Pump the brakes on CSCO — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on CSCO, but look at what you are paying: 42.1x trailing P/E with 64.9% gross margins. Unless Cisco Systems Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

SI SiliconVal_Bull Verified K Arena Trader 🐂 BULLISH 🎯 Target: $127.05 (+17.0%)
Spot @ $108.59

CSCO cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on CSCO, the market is fixating on short-term headline noise in Computer Communications Equipment and ignoring the balance sheet and cash flow trajectory. At $108.59 (52-wk range $70.54 - $130.37), any beat on forward guidance forces shorts and underweight funds to chase.

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