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Cisco’s soaring sales and strong forward guidance fail to satisfy Wall Street’s expectations.

“Customers know that if they pause or slow down they run the risk of being way behind,” Chief Executive Chuck Robbins said.

Cisco (CSCO) delivered earnings and revenue surprises of +4.27% and +2.36%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.

Networking technology giant Cisco (NASDAQ:CSCO) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 17.6% year on year to $17.25 billion. On top of that, next quarter’s revenue guidance ($18.1 billion at the midpoint) was surprisingly good and 8.1% above what analysts were expecting. Its non-GAAP profit of $1.22 per share was 4.4% above analysts’ consensus estimates.

(Updates with latest market prices and developments.) US benchmark equity indexes were higher int

Cisco Systems is scheduled to report fiscal fourth-quarter earnings on Wednesday after the market closes.

FTNT raises 2026 guidance as firewall refreshes and SASE adoption accelerate, and AI and silicon advances strengthen its growth outlook.

Stock Market Today: The Dow Jones index rises on a key CPI inflation report. Nvidia partner CoreWeave soars on earnings.

Cisco and Coherent both report earnings the same afternoon, putting two very different AI networking bets head to head. One carries a 93% crowd-backed beat probability while the other just shed 14% in a single session, and only one belongs in a retirement portfolio.

Get paid a significant income stream now for agreeing to buy this AI networking star at a discount later, an attractive proposition you keep whether the stock soars or stalls.

(Updates with market moves at the end of the day, and other changes, if any.) US equity benchmark

By Wayne Cole and Harry Robertson SYDNEY/LONDON, Aug 10 (Reuters) - Global equities inched higher on Monday as oil prices held broadly steady after Iran said it was nearing a final pact with Oman

The Standard & Poor's 500 index rose 3.6% this week after technology heavyweights jumped and optimis

FLEX's AI-driven growth, strong CPI performance and attractive valuation offer long-term promise, despite margin pressure and spin-off costs.

Palantir, Microsoft, and ServiceNow look like potential big AI SaaS winners.

MSFT beats Q4 estimates as cloud and AI demand lift revenues, earnings and Azure growth, while expanding AI infrastructure and raising investment plans.

Lam Research tops Q4 FY26 estimates as NAND revenues more than double sequentially and support sales hit a third straight record.

Tenable beats Q2 earnings and revenue estimates as record Tenable One adoption, AI momentum and customer expansion fuel growth and lift its outlook.

FTNT tops Q2 earnings and revenue estimates as strong AI infrastructure, SASE and OT security demand lift results and prompt higher 2026 guidance.

NXPI posts Q2 earnings and revenue beats as automotive, industrial and AI data center demand lift growth, with strong Q3 guidance adding momentum.

Commvault tops Q1'27 earnings and revenue estimates as SaaS demand, subscription growth and stronger profitability drive results.

LOGI's Q1'27 profit surges on tariff refunds, premium-device demand and stronger mix, while a supplier shutdown clouds the near-term outlook.

Manhattan Associates tops Q2 estimates as cloud revenues jump 26%, boosting sales, profitability and 2026 guidance amid strong growth in performance obligations.

F5 tops third-quarter estimates as strong systems demand, hybrid multicloud adoption and application security growth drive higher guidance.

Navitas Semiconductor beats Q2 revenue estimates as AI-driven high-power demand and a stronger third-quarter outlook reinforce its growth strategy.

APLD's fiscal Q4 revenues jump 407% on HPC growth and tenant fit-out services, even as a wider loss misses estimates. See what fueled the quarter.

AMKR tops Q2 earnings and revenue estimates as record Computing and Automotive results fuel growth across its advanced packaging portfolio.

GOOGL, CSCO and NET are benefiting from AI-driven cloud demand and enterprise digital transformation. See why investors are watching them before August.

TXN beats Q2 estimates as earnings jump 52% and revenues rise 23%, fueled by industrial, data center and automotive demand.