Cisco (CSCO) Stock: What Wall Street Expects from Q4 Earnings Wednesday
TLDR
- Cisco reports Q4 FY26 earnings on Wednesday, August 12
- Wall Street expects EPS of $1.17 (up 18% YoY) and revenue of $16.83B (up ~15% YoY)
- Options market is pricing in an 8.26% move in either direction post-earnings
- CSCO stock is up 59% year-to-date, closing at $122.57 on Monday
- AI infrastructure orders are the key focus, with full-year order outlook raised to $9B from $5B
Cisco reports fiscal Q4 results on Wednesday, and there is plenty riding on the print. CSCO stock closed at $122.57 on Monday, up 59% year-to-date, well ahead of the S&P 500’s 13% gain over the same period.
Wall Street is expecting EPS of $1.17, up 18% year-over-year, with revenue projected to come in around $16.83B, representing roughly 15% growth.
The options market is pricing in a move of 8.26% in either direction following the report. That works out to a dollar swing of around $10.13, putting the implied bullish target at $132.70 and the bearish floor at $112.44.
For context, Cisco’s last four post-earnings moves averaged 7.75% in absolute terms. The current implied move sits above that average.
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