Core Insights - Cisco Systems (CSCO) reported positive free cash flow (FCF) for the latest quarter ending January 24, 2026, although it was lower than the previous year. The FCF margin remains strong, and management's guidance indicates higher earnings, leading analysts to raise target prices for CSCO stock [1][3]. Financial Performance - Cisco's fiscal Q2 revenue increased by 10.3% to $15.3 billion, while earnings per share (EPS) rose by 11% [4]. - Operating cash flow (OCF) decreased from $2.24 billion last year to $1.82 billion, representing 11.8% of quarterly revenue, down from last year's 16% OCF margin [5]. - The Q2 FCF was reported at $1.539 billion, which is 10.0% of revenue, compared to $2.03 billion last year with a 14.5% FCF margin [5]. Long-term Projections - Over the trailing 12 months, Cisco's FCF was $12.24 billion, representing 20.73% of TTM revenue, down from 23.6% the previous year. Management's higher revenue forecasts suggest potential for increased FCF over the next 12 months [6]. - Management expects revenue for the current year to range between $61.2 billion and $61.7 billion, with a midpoint of $61.45 billion, which is 8.5% higher than last year's revenue of $56.65 billion [8]. - Analysts project revenue of $61.56 billion for the year ending July 2026 and $64.93 billion for the following fiscal year, indicating a potential rise to $63.245 billion over the next 12 months, an increase of 11.64% over FY 2025 [9].

Where Will Cisco (CSCO) Stock Be in 5 Years? - 24/7 Wall St.[S&P 5006,854.40 +0.10%][Dow Jones49,563.00 +0.14%][Nasdaq 10024,756.20 -0.01%][Russell 20002,658.83 +1.65%][FTSE 10010,450.20 +0.14%][Nikkei 22557,428.00 +0.72%][Stock Market Live February 13, 2026: S&P 500 (SPY) Fighting to Go Green][Investing]# Where Will Cisco (CSCO) Stock Be in 5 Years?### Quick ReadAfter some share-price ups and downs, Cisco Systems (CSCO) now trades at a fairly reasonable 21.44 times historic earnings.Cisco reported a respec ...

Core Viewpoint - The U.S. stock market is dominated by risk-averse sentiment, leading to declines in major indices, particularly in the technology sector [1][2]. Group 1: Company Performance - Apple (AAPL) shares fell by 0.8%, contributing to the overall decline in the tech sector [1][2]. - Cisco (CSCO) experienced a decline of 1.2%, further impacting major indices negatively [1][2]. - Applied Materials (AMAT) saw a significant increase of 9.9% due to optimistic guidance related to AI tools [1][2]. - Pinterest (PINS) shares plummeted by 20.8% as a result of a weak outlook [1][2].

Market Overview - U.S. stock futures showed mixed results as investors awaited key inflation data, which could influence the Federal Reserve's monetary policy [1][3] - The Dow Jones Industrial Average futures indicated a slight decline of about 0.16%, while S&P 500 futures were nearly flat, and Nasdaq 100 futures gained approximately 0.18% [2] Inflation Data Expectations - The January Consumer Price Index (CPI) report is anticipated to show a year-over-year inflation rate of 2.5%, a slight decrease from the previous month [3] - The core CPI, excluding food and energy prices, is also expected to increase by 2.5% year-over-year [3] - A softer inflation reading could support the case for potential interest rate cuts by the Federal Reserve later in the year [3] Recent Market Performance - All three major indexes closed lower, with the S&P 500 down by 1.6%, Nasdaq Composite down by 2%, and Dow Jones Industrial Average down by 1.3% due to concerns over artificial intelligence's impact on various industries [4] Earnings Reports and Market Movers - Applied Materials (AMAT) surged over 11% after reporting strong quarterly earnings and an optimistic forecast driven by demand for semiconductor manufacturing equipment [6] - Arista Networks (ANET) shares jumped more than 12% following a positive earnings report [6] - US Foods Holding (USFD) climbed 13.4% after releasing its fourth-quarter earnings and optimistic guidance for 2026 [7] - Equinix (EQIX) gained over 10% after analysts raised price targets following its earnings release and dividend increase [7] - On the downside, AppLovin (APP) fell nearly 20% due to mixed analyst reactions, while Cisco Systems (CSCO) dropped 12.3% despite better-than-expected results, and Pinterest (PINS) declined 14% after issuing a weak forecast [8] Global Market Sentiment - Asian markets traded lower, reflecting previous losses on Wall Street, while European indexes opened with mixed performance amid their own earnings reports [9] - Investors are also considering a new trade agreement between the United States and Taiwan aimed at reducing tariffs and boosting investment [9] Treasury and Oil Market - The 10-year Treasury yield remained stable at around 4.13% ahead of the inflation report [10] - WTI crude oil futures were trading higher, near $62.96 per barrel [10]

Core Viewpoint - The article emphasizes a personal investment strategy focused on growth and dividend income, aiming for an easy retirement through a portfolio that generates monthly dividend income and benefits from reinvestment and annual increases. Group 1: Investment Strategy - The strategy involves creating a portfolio that prioritizes compounding dividend income and growth [1] - Monthly dividend income is a key component, structured to grow through reinvestment and yearly increases [1] Group 2: Company Positions - The article mentions beneficial long positions in several major companies, including CSCO, META, MSFT, AMZN, and GOOGL, through various forms of stock ownership and derivatives [1]

周四，全球最大网络设备制造商思科系统（Cisco Systems）的 股价暴跌12%，录得自2022年以来最大的单日跌幅，因投资者担心内存价 格暴涨将侵蚀该公司的盈利能力 。 | 1天 | | 5天 | 1个月 | | 6个月 | | YTD | 1年 | 5年 | 最大 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 90 | | | | | | | | | | | | 85. | | | | | | | | | | 昨日 | | | | | | | | | | | | 收盘价 | | 80 . | | | | | | | | | | 85.54 | | 75 | | | | | | | | | | | | 70- | | | | | | | | | | | | | 10:00 | | 12:00 | | 14:00 | | 16:00 | 18:00 | | 20:00 | | 开盘 | | 79.61 | | 市值 | | 2963.32亿 | | 股富 | | 2.19% | | 最高 | | 80.37 ...

Fears of But other analysts are more optimistic. Economists at Capital Economics, for example, argue that they still believe in the AI rally, and that this year will be a “good year” for the S&P 500, building on the technology-led gains.On Thursday, Wall Street saw sharp losses as AI worries dampened sentiment. The S&P 500 fell for its second-worst day since Thanksgiving, dropping 1.6 per cent, or 108.71, to 6,832.76, but it's still near an all-time high that was set last month. The Dow Jones Industrial Av ...

格隆汇2月13日｜就"网传公司光模块被第一大客户思科延迟提供光芯片，也传公司业绩不及预期，是否 真实？"的问题，剑桥科技在互动平台回复称，网上相关信息与公司实际经营情况并不相符。公司2025 年四季度产品交付与上游客供物料供应密切相关，公司与客户保持积极沟通协调，确保交付满足客户需 求。 ...

Market Overview - Asian markets are experiencing declines, influenced by significant losses in technology stocks on Wall Street due to investor concerns about potential disruptions from artificial intelligence [1][4] - U.S. futures are also lower, with the S&P 500 and Dow Jones Industrial Average both down by 0.2% [2] Stock Performance - Tokyo's Nikkei 225 decreased by 1.2% to 56,941.97, with SoftBank Group, focused on AI, dropping 8.9% despite reporting a quarterly profit of $1.6 billion [2] - South Korea's Kospi fell 0.3% to 5,507.01, while Samsung Electronics rose 1.5% [2] - Hong Kong's Hang Seng index declined by 1.7% to 26,575.84, and the Shanghai Composite index was down 1% to 4,091.65 [3] - In Australia, the S&P/ASX 200 traded 1.4% lower at 8,917.60 [3] Wall Street Performance - Wall Street experienced sharp losses, with the S&P 500 dropping 1.6% to 6,832.76, marking its second-worst day since Thanksgiving [4] - The Dow Jones Industrial Average fell 1.3% to 49,451.98, and the Nasdaq composite lost 2% to 22,597.15 [4] Company-Specific News - Cisco Systems saw a significant decline of 12.3% despite reporting better-than-expected quarterly results, raising concerns about ongoing profitability [5] - AppLovin's shares plunged 19.7% despite also reporting better-than-expected quarterly profits, as fears over AI's impact weighed on its stock [5] Analyst Perspectives - Some analysts express concerns about the uncertainties surrounding AI disruptions, particularly affecting investor confidence in software stocks [6] - Conversely, economists at Capital Economics remain optimistic about the AI sector, predicting a good year for the S&P 500 driven by technology-led gains [7] - Thomas Mathews from Capital Economics noted that a significant reversal in tech performance would require a substantial decline in the tech sector itself [7] Economic Indicators - Investors are closely monitoring upcoming U.S. inflation data, which could influence the Federal Reserve's interest rate decisions, with expectations of low likelihood for another rate cut in the near term [8] - In commodity markets, U.S. benchmark crude oil prices fell slightly, while gold and silver prices saw gains [9]

Market Overview - Asian shares mostly traded lower, influenced by significant losses on Wall Street due to concerns over technology stocks affected by artificial intelligence disruptions [1] - The S&P 500 experienced its second-worst day since Thanksgiving, dropping 1.6% to 6,832.76, while the Dow Jones Industrial Average fell 1.3% to 49,451.98, and the Nasdaq composite lost 2% to 22,597.15 [4] Regional Indices Performance - Tokyo's Nikkei 225 decreased by 0.8% to 57,165.13, with SoftBank Group, focused on AI, falling 6.8% despite reporting quarterly profits [2] - South Korea's Kospi rose 0.4% to 5,545.49, driven by gains in technology stocks, particularly Samsung Electronics, which increased by 1.2% [2] - Hong Kong's Hang Seng dropped 1.8% to 26,547.97, and the Shanghai Composite index fell 0.7% to 4,105.04 [3] - Australia's S&P/ASX 200 traded 1.4% lower at 8,919.30 [3] Company-Specific Developments - Cisco Systems' shares plummeted 12.3% despite better-than-expected quarterly results, raising concerns about ongoing profitability [5] - AppLovin's stock fell 19.7% even after reporting better-than-expected quarterly profits, as fears over AI's impact on its business weighed heavily [5] Analyst Sentiment - Some analysts express concerns about the uncertainties surrounding AI disruptions, suggesting that these risks may persist for some time [6] - Conversely, economists at Capital Economics remain optimistic about the AI rally, predicting a "good year" for the S&P 500, supported by technology-led gains [7] - Thomas Mathews from Capital Economics believes that a significant decline in tech performance would be necessary for a sustained reversal of tech outperformance, indicating confidence in the tech sector's future [8]