ciscosharesfalldespitebeatandraise

#ciscosharesfalldespitebeatandraise $CSCO
123.88 down 8 (margin concerns) beats on revs; guides Q1 EPS above consensus, revs above consensus; guides FY27 EPS above consensus, revs above consensus
Reports Q4 (Jul) earnings of $1.22 per share, excluding non-recurring items, $0.05 better than the FactSet Consensus of $1.17; revenues rose 17.6% year/year to $17.25 bln vs the $16.84 bln FactSet Consensus.$KORUB $TWT

#ciscosharesfalldespitebeatandraise
🚨 CISCO BEATS EXPECTATIONS — BUT CSCO DROPS 5%! 📉
Cisco delivered a record $17.25B Q4 revenue, beat EPS estimates, and issued stronger-than-expected Q1 guidance. AI-driven networking revenue also jumped 28% YoY.
💰 The pre-market drop looks more like profit-taking after a strong run than a fundamental breakdown. Watch whether CSCO reclaims its pre-earnings level.

🎯 TRADING VIEW: BUY THE DIP 📈
If the AI/networking growth thesis remains intact, this pullback could offer a buying opportunity rather than signal deterioration.

❓ Would you buy CSCO after this 5% dip? "CLICK ON THE BELOW YELLOW COIN TAG TO GO TO DESIRED TRADING PAGE TO GET BENEFIT TRADE"$CSCO
#SheinSaidToLaunchHKIPOSubscriptionAroundAug20 #HyperliquidSeeksUSPerpetualContractMarket

⚡ سجل أوامر الذكاء الاصطناعي من <a>سيسكو</a> أصبح أكثر جدية
قفزت طلبات سيسكو على البنية التحتية للذكاء الاصطناعي إلى 9.3 مليار دولار في السنة المالية 2026، مقارنةً بنحو 2 مليار دولار في العام السابق.
وهذا تسارعٌ درامي.
وتتوقع الشركة الآن نحو 7.5 مليار دولار من إيرادات البنية التحتية للذكاء الاصطناعي في السنة المالية 2027.
ومع ذلك، كانت ردة فعل السهم الفورية سلبية.
لماذا؟
لأن السوق ينتقل من المرحلة الأولى من قصة الذكاء الاصطناعي—"هل توجد طلبات؟"—إلى المرحلة التالية:
"ما مدى ربحية الطلب واستدامته؟"
وهذا هو السؤال الذي يتعين على سيسكو الإجابة عنه الآن.

متابعة من فضلكم

$BTC $ETH $BNB
#ciscosharesfalldespitebeatandraise

#ciscosharesfalldespitebeatandraise 📉
Wait, Cisco beats earnings and raises guidance, but the stock still falls? Wall Street is hard to please! 🤷‍♂️
The problem? Huge hardware orders but weaker gross margins. Plus, the stock already pumped over 60% before this! What did investors expect? A pump straight to the moon? 🚀🌕
What should traders do? "Buy the rumor, sell the news" strikes again. Don't chase the overhyped pumps. Focus on the actual margins!
Start your trading journey with my link: https://www.binance.com/register?ref=VINHTOCDO (Code: VINHTOCDO)
Not financial advice.
#Cisco #CSCO #stockmarket #VINHTOCDO
$CSCO.US
$CSCO

🔥 CISCO'S BIGGEST SURPRISE WASN'T REVENUE
Cisco's quarterly revenue reached a record $17.3B.
But the bigger surprise may be the scale of its AI order pipeline.
The company booked $9.3B of AI infrastructure orders during FY2026, more than four times the prior year's level.
That transforms Cisco's AI story from a side theme into a major growth driver.
Yet the stock still dropped after hours.
That's a reminder that strong fundamentals don't guarantee an immediate stock rally.
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#ciscosharesfalldespitebeatandraise

📉 THE MARGIN NUMBER MAY HAVE OVERSHADOWED EVERYTHING
Cisco's earnings beat was impressive.
But its projected first-quarter adjusted gross margin of 65%–66% came in slightly below the roughly 66.1% market expectation.
That's important because AI networking is creating huge demand—but the business is becoming more hardware-intensive, while component costs are rising.
Investors may be looking beyond revenue growth toward how much profit Cisco keeps from that growth.
Sometimes one percentage point matters more than billions in sales.
$BTC $ETH $BNB

#ciscosharesfalldespitebeatandraise

#CiscoSharesFallDespiteBeatAndRaise
Cisco Systems ($CSCO) shares fell roughly 5% following the release of its Q4 and full-year fiscal 2026 earnings report, despite comfortably beating Wall Street's financial expectations and raising its forward guidance. This counterintuitive drop reflects a classic market scenario where a powerful 60% year-to-date rally had already fully priced in a spectacular quarter, leaving no new short-term catalysts to push the stock higher.📊 Q4 FY2026 Earnings PerformanceCisco delivered record-breaking top and bottom-line metrics that comfortably cleared consensus analyst estimates:Revenue: $17.3 billion vs. $16.82 billion expected (up 18% year-over-year).Adjusted EPS: $1.22 per share vs. $1.17 expected (up 23% year-over-year).AI Infrastructure Orders: $4 billion in Q4 alone, lifting the fiscal year 2026 total to a massive $9.3 billion.Optimistic Outlook: Management raised Q1 FY2027 revenue guidance to $18.0B – $18.2B (versus the $17.75B consensus) and projected full-year FY2027 revenue well ahead of expectations at $72.2B – $73.4B.$GOOGL.US

🧠 GREAT NUMBERS, WRONG REACTION?
Cisco just delivered a record quarter, but Wall Street still pushed the stock lower.
Revenue reached $17.25B, up 17.6% year over year, while adjusted EPS came in at $1.22, beating the $1.17 consensus.
So why sell?
Because markets don't only ask whether results are good.
They ask whether the results are good enough for the price investors were already paying.
Cisco's AI story is getting stronger—but expectations are getting higher too.
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#ciscosharesfalldespitebeatandraise

🗣️ Cisco Systems (CSCO) shares fell over 4% in after-hours trading following its fiscal fourth-quarter 2026 earnings release, dropping to $118.69. The decline occurred despite the company delivering a definitive "beat and raise" report that significantly outpaced Wall Street's expectations on both the top and bottom lines.

📊 The Q4 2026 Numbers

👉🏼Cisco cleared a high bar by outperforming consensus analyst estimates across key financial metrics:

👉🏼Adjusted EPS: $1.22 vs. the $1.17 expected (up 23% year-over-year).

👉🏼Revenue: $17.25 billion vs. the $16.82 billion expected (up 18% year-over-year).

👉🏼AI Infrastructure Growth: Hyperscalers drove $4 billion in AI orders during Q4 alone, pushing the total fiscal year 2026 AI order book to a record $9.3 billion.

👉🏼Upbeat Guidance: For Q1 fiscal 2027, Cisco guided for revenue between $18.0B and $18.2B (well above the $16.8B consensus). Full-year fiscal 2027 revenue was projected at $72.2B to $73.4 billion, easily clearing the $68.69B market estimate.

#CiscoSharesFallDespiteBeatAndRaise

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#ciscosharesfalldespitebeatandraise Cisco just reported massive fourth-quarter earnings and raised its future outlook thanks to a huge boom in artificial intelligence demand. Revenue jumped 18 percent to $17.3 billion, beating what Wall Street expected. Even with these great numbers and a strong forecast for next year, the company's shares still fell. Investors are reacting to slightly lower profit margins and taking profits after the stock had already gone up a lot this year.

CLICK BELOW TO TRADE : $BTC $ETH $APR

📈 Cisco : Un trimestre record, mais des marges sous pression !

Cisco Systems a publié ses résultats du quatrième trimestre de l'exercice 2026 avec un chiffre d'affaires record de 17,3 milliards de dollars (en hausse de 18 % sur un an) et un bénéfice par action ajusté de 1,22 $, dépassant les attentes du consensus. La direction a également relevé sa guidance pour l'exercice 2027. Malgré cette configuration « beat-and-raise », le titre a reculé en raison d'inquiétudes sur la compression des marges brutes liée à une proportion plus lourde de matériel informatique destiné aux infrastructures d'IA.

Ce qu’il faut retenir :

Performance financière : Des résultats supérieurs aux prévisions grâce à la forte dynamique des commandes d'infrastructures pour les hyperscalers.

Guidance ambitieuse : Un chiffre d'affaires annuel visé entre 72,2 et 73,4 milliards de dollars pour l'exercice 2027.

Le point de vigilance : Des prévisions de marge brute légèrement inférieures aux attentes de Wall Street en raison du mix de produits matériels.

La tactique du moment : Ne cédez pas à la volatilité immédiate dictée par les détails de marge. Analysez la structure globale des carnets de commandes avec rigueur et discipline. ⚔️🔋

La vérification est un automatisme, la discrétion protège l'intention, l'efficacité valide le profit.

#DrYo242 : Votre bouclier dans la volatilité
$HOME $GENIUS $BTC
#CiscoSharesFallDespiteBeatAndRaise

Cisco just dropped its best quarter ever — beat on revenue AND profit, blew past guidance with a blowout Q1 outlook — and the stock still fell ~5% in pre-market. Textbook "sell the news" after a monster run.

What happened

💥Q4 FY26 (ended Jul 25): Revenue $17.25B (+17.6% YoY) — a record; non-GAAP EPS $1.22 vs $1.17 est (GAAP EPS $0.97, +51.6% YoY); net income $3.86B (+51.4%)
💥AI "supercycle": Networking revenue +28% YoY , driven by record orders from AI hyperscalers — CEO Chuck Robbins: "Customers know that if they pause or slow down they run the risk of being way behind."
💥Raised guidance: Q1 FY27 revenue guide $18.0–18.2B , well above the ~$17.75B consensus

The drop is positioning, not deterioration: strong catalysts + crowded longs = profit-taking pullback. Watch whether $CSCO reclaims the pre-earnings level — if the supercycle thesis holds, dips here tend to get bought.

#ciscosharesfalldespitebeatandraise #USJulyCPI&PPIDueThisWeek #ETHStakingRatioHitsRecord34.4% #HyperliquidSeeksUSPerpetualContractMarket #SamsungSKHynixLeadSeoulRally

⚠️ CISCO'S AI BOOM HAS A NEW QUESTION
Cisco's AI infrastructure orders reached $9.3B for fiscal 2026, including $4B from hyperscalers in Q4.
That's enormous growth.
But investors immediately found another issue: Cisco expects fiscal 2027 AI infrastructure revenue of about $7.5B, while hardware costs are putting pressure on margins.
The market may be asking:
How much AI growth can Cisco convert into profitable growth?
That's a very different question from simply asking whether AI demand exists.
$BTC $BNB $ETH

#ciscosharesfalldespitebeatandraise

⚡ CISCO'S AI ORDER BOOK JUST GOT SERIOUS
Cisco's AI infrastructure orders jumped to $9.3B in FY2026, compared with roughly $2B the previous year.
That's a dramatic acceleration.
The company now expects around $7.5B of AI infrastructure revenue in FY2027.
Yet the immediate stock reaction was negative.
Why?
Because the market is moving from the first stage of the AI story—“Is there demand?”—to the next stage:
“How profitable and sustainable is that demand?”
That's the question Cisco now has to answer.
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#ciscosharesfalldespitebeatandraise

📊 RECORD REVENUE DIDN'T SAVE THE STOCK
Cisco's FY2026 revenue climbed 12% to $63.3B, while adjusted EPS increased 14% to $4.33.
Its fourth quarter was even stronger.
Yet shares moved lower after the results.
This is one of the clearest examples of how markets work:
Past performance is already known. Future expectations move prices.
Cisco has delivered the numbers.
Now investors want to know whether FY2027 can justify the optimism already built into the stock.
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#ciscosharesfalldespitebeatandraise

#ciscosharesfalldespitebeatandraise Cisco just had its best year ever. So why did the stock drop?: Cisco crushed earnings, posted record annual revenue of $63.3 billion, and issued guidance that blew past Wall Street's expectations — yet shares still fell after$CSCO $NOT $ROBO

📉💻 Cisco Falls Despite Strong Earnings
Cisco shares dropped sharply even after the company beat Wall Street expectations for fiscal Q4.
Revenue reached about $17.3 billion, up 18% year over year, while adjusted EPS came in at $1.22 versus $1.17 expected. Cisco also reported $9.3 billion in AI infrastructure orders for fiscal 2026.
So why the sell-off? Investors focused on gross-margin pressure, with expectations that margins could remain under pressure as Cisco ships more lower-margin hardware.
For spot-focused investors watching $BTC, $BNB and $ETH, the move is a reminder that beating estimates doesn't always mean a stock rises when expectations are already extremely high.

#ciscosharesfalldespitebeatandraise

#ciscosharesfalldespitebeatandraise UPDATE: $CSCO SELLOFF ACCELERATES!
📉

The after-hours bloodbath continues for
Cisco Systems despite
blowing earnings out of the water.

After rocketing to a high of $134.23, the stock has completely broken down, dropping right through the

$123 support level down to $118.45.The $4 Billion AI

order blowout wasn't enough to stop the algorithmic flush.

Total IV crush is officially underway.

Are you catching this falling knife or letting it bleed out?
👇$TST $RE

#ciscosharesfalldespitebeatandraise Cisco delivered strong numbers, but the market reaction was negative. $CSCO

Revenue rose 18% Y/Y to $17.3B, while FY2027 revenue guidance reached $72.2B -$73.4B. AI-related hyperscaler revenue could reach $7.5B.$DEXE $SNXXB

🚨 CISCO JUST RAISED THE BAR FOR ITSELF
Cisco expects FY2027 revenue between $72.2B and $73.4B.
That's above Wall Street's previous expectation of roughly $68.7B.
Normally, a forecast like that would be an obvious bullish signal.
But Cisco shares had already gained more than 60% during 2026 before the earnings reaction.
So investors may have been expecting something extraordinary—not merely something good.
When expectations become huge, even excellent results can disappoint.
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