Cisco Systems Q4 Earnings Imminent: Analysts Revise Forecasts Ahead of Earnings Call

Cisco Systems is set to release Q4 earnings on August 13. Analysts expect a 98-cent EPS, up from 87 cents YoY, and revenue of $14.62 billion, compared to $13.64 billion last year. UBS analyst David Vogt maintained a Neutral rating and increased the price target to $74, while Evercore ISI Group analyst Amit Daryanani downgraded the stock from Outperform to In-Line with a price target of $72.

Cisco Systems (CSCO), a global leader in IP-based networking and communication technology, is set to release its Q4 fiscal 2025 earnings on Wednesday, August 13, after the market close. The anticipation surrounding this announcement has been fueled by the company's strong performance and strategic initiatives, particularly in the areas of networking, security, and artificial intelligence (AI).

Analysts expect Cisco to report a quarterly earnings per share (EPS) of 98 cents, up from 87 cents in the year-ago period [2]. Revenue is projected to reach $14.62 billion, compared to $13.64 billion last year. UBS analyst David Vogt maintained a Neutral rating for the stock and raised the price target to $74 [2]. Meanwhile, Evercore ISI Group analyst Amit Daryanani downgraded the stock from Outperform to In-Line with a price target of $72 [2].

Cisco's Q3 2025 results exceeded Wall Street's forecasts, with revenue reaching $14.15 billion and non-GAAP net income growing 7.8% year-over-year (YOY) [1]. The company's strong performance in AI infrastructure and security solutions has been a key driver of growth. Cisco's Meraki cloud managed networking solution secured FedRAMP authorization in Q3, opening the door to deeper federal market penetration [1].

The company's stock has performed exceptionally well, with CSCO shares climbing 59% over the past 52 weeks, handily outperforming the S&P 500 Technology Sector SPDR’s (XLK) 29% gain [1]. Despite its strong performance, Cisco's valuation remains a key talking point, trading at 21.9 times forward adjusted earnings, which is below the industry average [1].

Investors are closely watching Cisco's Q4 results to assess the company's trajectory for the coming months and validate the recent stock momentum. The company's strategic alliances and initiatives in AI data center buildouts worldwide, along with its strong dividend record, have drawn significant interest from investors.

References:
[1] https://finance.yahoo.com/news/dear-cisco-stock-fans-mark-130002700.html
[2] https://www.inkl.com/news/how-to-earn-500-a-month-from-cisco-stock-ahead-of-q4-earnings