Cisco Likely to Deliver Q4 Revenue, EPS Upside, UBS Says

MT Newswires Live08-05

Cisco Systems (CSCO) is expected to deliver revenue and EPS upside in Q4 following industry checks and commentary from hyperscalers and neoclouds, UBS said in a report Monday.

The checks point to demand for AI infrastructure accelerated over the past 3-months, supporting strong Networking revenue and Product' orders in the quarter, the report said.

UBS analysts forecast adjusted EPS of $1.16 on revenue of $16.77 billion for the quarter, slightly below market consensus.

The note said Networking revenue growth could accelerate from last quarter, while Product order growth could decelerate.

However, strength in scale-across pluggables and systems following more than $1 billion in Acacia orders last quarter could be a source of upside to UBS order estimate.

"While the revenue bias is to the upside, persistently high

component costs will likely cap Cisco's gross margin around 66% resulting in potential EPS upside," the report said.

UBS maintained its buy rating with a $132 price target.

Price: 120.82, Change: +4.96, Percent Change: +4.28

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2657563846?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-08-05 01:33","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2657563846","market":"hk","top_or_hot":-1,"title":"Cisco Likely to Deliver Q4 Revenue, EPS Upside, UBS Says","media":"MT Newswires Live","content":"<html><body><p> Cisco Systems (CSCO) is expected to deliver revenue and EPS upside in Q4 following industry checks and commentary from hyperscalers and neoclouds, UBS said in a report Monday.</p><p>The checks point to demand for AI infrastructure accelerated over the past 3-months, supporting strong Networking revenue and Product' orders in the quarter, the report said.</p><p>UBS analysts forecast adjusted EPS of $1.16 on revenue of $16.77 billion for the quarter, slightly below market consensus.</p><p>The note said Networking revenue growth could accelerate from last quarter, while Product order growth could decelerate.</p><p>However, strength in scale-across pluggables and systems following more than $1 billion in Acacia orders last quarter could be a source of upside to UBS order estimate.</p><p>\"While the revenue bias is to the upside, persistently high</p><p>component costs will likely cap Cisco's gross margin around 66% resulting in potential EPS upside,\" the report said.</p><p>UBS maintained its buy rating with a $132 price target.</p><p>Price: 120.82, Change: +4.96, Percent Change: +4.28</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cisco Likely to Deliver Q4 Revenue, EPS Upside, UBS Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCisco Likely to Deliver Q4 Revenue, EPS Upside, UBS Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-08-05 01:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Cisco Systems (CSCO) is expected to deliver revenue and EPS upside in Q4 following industry checks and commentary from hyperscalers and neoclouds, UBS said in a report Monday.</p><p>The checks point to demand for AI infrastructure accelerated over the past 3-months, supporting strong Networking revenue and Product' orders in the quarter, the report said.</p><p>UBS analysts forecast adjusted EPS of $1.16 on revenue of $16.77 billion for the quarter, slightly below market consensus.</p><p>The note said Networking revenue growth could accelerate from last quarter, while Product order growth could decelerate.</p><p>However, strength in scale-across pluggables and systems following more than $1 billion in Acacia orders last quarter could be a source of upside to UBS order estimate.</p><p>\"While the revenue bias is to the upside, persistently high</p><p>component costs will likely cap Cisco's gross margin around 66% resulting in potential EPS upside,\" the report said.</p><p>UBS maintained its buy rating with a $132 price target.</p><p>Price: 120.82, Change: +4.96, Percent Change: +4.28</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CSCO","symbol_name":"思科","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2657563846","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2657563846","pubTimestamp":1785864782,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"Cisco Systems  is expected to deliver revenue and EPS upside in Q4 following industry checks and commentary from hyperscalers and neoclouds, UBS said in a report Monday.The checks point to demand for AI infrastructure accelerated over the past 3-months, supporting strong Networking revenue and Product' orders in the quarter, the report said.UBS analysts forecast adjusted EPS of $1.16 on revenue of $16.77 billion for the quarter, slightly below market consensus.The note said Networking revenue growth could accelerate from last quarter, while Product order growth could decelerate.However, strength in scale-across pluggables and systems following more than $1 billion in Acacia orders last quarter could be a source of upside to UBS order estimate.\"While the revenue bias is to the upside, persistently highcomponent costs will likely cap Cisco's gross margin around 66% resulting in potential EPS upside,\" the report said.UBS maintained its buy rating with a $132 price target.Price: 120.82, Ch","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"CSCO":"思科"},"translate_title":"瑞银表示，思科可能实现第四季度收入和每股收益上涨","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CSCO":1.5},"content_text":"Cisco Systems (CSCO) is expected to deliver revenue and EPS upside in Q4 following industry checks and commentary from hyperscalers and neoclouds, UBS said in a report Monday.The checks point to demand for AI infrastructure accelerated over the past 3-months, supporting strong Networking revenue and Product' orders in the quarter, the report said.UBS analysts forecast adjusted EPS of $1.16 on revenue of $16.77 billion for the quarter, slightly below market consensus.The note said Networking revenue growth could accelerate from last quarter, while Product order growth could decelerate.However, strength in scale-across pluggables and systems following more than $1 billion in Acacia orders last quarter could be a source of upside to UBS order estimate.\"While the revenue bias is to the upside, persistently highcomponent costs will likely cap Cisco's gross margin around 66% resulting in potential EPS upside,\" the report said.UBS maintained its buy rating with a $132 price target.Price: 120.82, Change: +4.96, Percent Change: +4.28","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.47.1","shortVersion":"4.47.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2657563846","isCrawlerRequest":true}