Wall Street Zen upgrades Cisco Systems stock to Buy

Published on 10/15/2026 at 10:00 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Wall Street Zen moved Cisco to Buy on October 14, 2026. Cisco Systems stock costs EUR 101.03 on October 15, 2026, while fiscal revenue rose 12.00 percent.

Growth and valuation markers

Wall Street Zen upgraded Cisco Systems from Hold to Buy on October 14, 2026.
Fiscal 2026 revenue rose 12.00 percent to USD 63.3 billion.
Cisco Systems stock traded at EUR 101.03 at 9:45 a.m. CEST at Lang & Schwarz on October 15, 2026.
Next quarterly results are scheduled for November 11, 2026.

Schwarzweiß-Reportagefoto eines Technikers an einem Serverrack, Symbolbild für Cisco Systems Inc — Dokumentarische Schwarzweiß-Aufnahme eines Netzwerktechnikers repräsentiert Cisco Systems Inc., ISIN US17275R1023, im IT-Infrastruktursektor, Illustration mit AI erstellt.

Cisco Systems (ISIN US17275R1023) traded at EUR 101.03 at Lang & Schwarz on October 15, 2026 at 9:45 a.m. CEST. Transcript Daily reported on October 14, 2026 that Wall Street Zen upgraded Cisco Systems from Hold to Buy.

AI demand drives the case

Cisco's fiscal 2026 revenue reached USD 63.3 billion, up 12.00 percent from USD 56.7 billion in fiscal 2025. Net income attributable to common shareholders rose to USD 13.3 billion from USD 10.2 billion over the same periods, while diluted earnings per share increased to USD 3.33 from USD 2.55, according to the company's investor-relations materials and financial statements.

The operating story is increasingly tied to artificial-intelligence infrastructure. Cisco's fiscal 2026 results included USD 9.3 billion in hyperscaler AI infrastructure orders, while management projected USD 7.5 billion of related revenue for fiscal 2027. The company also guided fiscal 2027 revenue to USD 72.2 billion to USD 73.4 billion, a range that places the midpoint 15.00 percent above fiscal 2026 revenue. These figures were discussed in Cisco's fiscal 2026 earnings call, reported on August 12, 2026, by Forecaster.

What does the upgrade change?

The upgrade adds a more constructive rating signal, but the published analyst targets remain divided. The same October 14 report cited KeyCorp's USD 135.00 target, UBS Group's USD 138.00 target and Deutsche Bank's USD 135.00 target, while Piper Sandler's September 22, 2026 target stood at USD 125.00 after a cut from USD 132.00. Cisco's fiscal fourth-quarter non-GAAP gross margin was 66.3 percent, down from 68.4 percent a year earlier, making hardware mix and memory costs important counterweights to the AI demand narrative.

Three dated Cisco milestones

On August 12, 2026, Cisco reported fiscal fourth-quarter revenue of USD 17.25 billion, up 17.60 percent year over year, as covered by Transcript Daily. On October 12, 2026, Cisco and NVIDIA announced a 400-gigabit-per-lane optics design supporting up to 12.8 terabits per second, according to Transcript Daily. On October 14, 2026, Wall Street Zen upgraded the rating from Hold to Buy.

Upcoming reporting date

Cisco's next quarterly results are scheduled for November 11, 2026, according to Forecaster. The date will test whether the company's fiscal 2027 revenue outlook and AI infrastructure targets are translating into reported growth.

Stock price and valuation

Cisco Systems' primary listing is Nasdaq, where the stock was last quoted at USD 113.64 on October 14, 2026 at 4:00 p.m. ET. Its market capitalization was USD 448.0 billion, and its 52-week range was USD 68.57 to USD 130.37 on that date. The euro quote remained in pre-market trading from the Xetra perspective when the Lang & Schwarz timestamp was taken. The further course of trading is shown by the continuously updated real-time quote of Cisco Systems stock.