Cisco Systems stock gains on AI orders and guidance

Published on 09/18/2026 at 12:29 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Cisco Systems stock closed at USD 110.24 on September 17, 2026, after a 2.3 percent rise. MarketBeat says fiscal 2027 revenue guidance now points to USD 72.2 billion to USD 73.4 billion.

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Cisco Systems, Inc. (ISIN US17275R1023) closed at USD 110.24 on the Nasdaq on September 17, 2026, after a 2.3 percent rise. The move followed a session in which technology shares outperformed the wider market, while Cisco kept investor attention on AI orders and fiscal 2027 guidance.

AI orders drive the debate

According to MarketBeat on September 17, 2026, Cisco reported quarterly EPS of USD 1.22 and revenue of USD 17.25 billion, beating estimates of USD 1.17 and USD 16.84 billion. The same report says revenue rose 17.6 percent year over year, and it puts Cisco's net margin at 20.95 percent.

MarketBeat also said Cisco has a Moderate Buy consensus rating with an average price target of USD 129.68, above the latest trading price of USD 110.24. That gap of USD 19.44 shows why the stock stayed in valuation debates even after the earnings beat.

Guidance is the key

As Yahoo Finance reported on September 17, 2026, Cisco guided fiscal 2027 revenue to USD 72.2 billion to USD 73.4 billion, up from USD 63.3 billion in fiscal 2026. The same report said hyperscaler AI infrastructure orders reached USD 9.3 billion in fiscal 2026, about 4.5 times the fiscal 2025 level, and AI infrastructure revenue from hyperscalers was about USD 4 billion.

That makes the next step clear for investors: whether the order book turns into faster revenue growth. Cisco's own guidance points to USD 7.5 billion in AI infrastructure revenue from hyperscalers in fiscal 2027, according to Yahoo Finance.

Stock level holds

Cisco Systems stock ended September 17, 2026 at USD 110.24, with 15,796,919 shares traded and a market capitalization of USD 434.63 billion, according to MarketBeat. The shares also sat above the 200-day moving average of USD 104.13 and below the 50-day average of USD 113.42.