Cisco Systems Inc. (NASDAQ: CSCO) beats Q4-FY2026 adjusted Non-GAAP EPS consensus of approx. USD 1.17 per share (19 August 2026, after close, confirmed by Cisco press release)
Hit
✦ AI-generated prediction
Published on 24. July 2026
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Predicted for 19. August 2026
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Based on: Historical Cycle
Cisco reported USD 1.3 billion in quarterly AI orders in its last quarter and raised its full-year AI revenue guidance to over USD 4 billion. The AI-driven Ethernet switching and optical transceiver boom benefits Cisco directly versus Nvidia Infiniband. Consensus EPS approx. USD 1.17 per share on expected revenue of USD 16.82 billion (TradingPedia, July 2026). No market quotes for Cisco Q4 FY2026 available.
Data basis for this prediction
- TradingPedia: Cisco AI-Dynamik vs. August Earnings Challenge (22. Juli 2026)
- Cisco Q3 FY2026 Earnings: 1,3 Mrd. USD KI-Aufträge, Full-Year-AI-Guidance auf 4+ Mrd. USD
- Investing.com: Cisco CSCO Earnings Date 19. August 2026 (Stand Juli 2026)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
Cisco meldete für Q4 FY2026 einen bereinigten Non-GAAP-EPS von 1,22 USD je Aktie und übertraf damit den Konsens von ca. 1,17 USD um rund 4,3 %. Auch der Umsatz von 17,25 Mrd. USD lag über den Erwartungen von ~16,82 Mrd. USD (+2,5 %). Haupttreiber war der KI-Infrastrukturboom: Cisco buchte allein im Quartal 4 Mrd. USD an KI-bezogenen Aufträgen (FY2026-Gesamt: 9,3 Mrd. USD). Quellen: Cisco Investor Relations (investor.cisco.com), Yahoo Finance ('Cisco Systems (CSCO) Beats Q4 Earnings and Revenue Estimates'), Investing.com ('Cisco beats on Q4 2026 results'). Hinweis: Die Ergebnisse wurden laut Quellen am 12. August 2026 veröffentlicht, nicht am 19. August wie in der Vorhersage angegeben – der Ausgang (EPS-Beat) ist jedoch eindeutig bestätigt.
💻 Technology
✦ AI
Applied Materials has beaten the EPS consensus in all four of its last reported quarters, with an average earnings surprise of +3.5%. The company's own Q4 guidance is $3.82–$4.22 per share; consensus at $4.06 sits near the midpoint, reflecting classic conservative management framing. Revenue is estimated at $10.30B (+51% YoY) — TSMC and Samsung have not pulled back H2 2026 capex plans. No Polymarket market directly available; a 100% beat streak over 4 quarters with a positive guidance range implies 70–75% probability. Risk: supply chain delays or expanded US export controls on advanced chips could force a Q5 inventory build.
💻 Technology
✦ AI
PLTR closed at $175.40 on November 4, 2026 (after-hours: $170.88, -2.58%; intraday high: $176.54; 52-week high: $212.94). Palantir clearly beat Q3-FY2026 EPS consensus: total revenue $2.313B, US Commercial revenue +148% YoY to $984M. The $185 threshold is +5.5% above the closing price or +8.3% above after-hours levels. Typical post-earnings 'sell the news' may weigh short-term, but the 52-week high of $212.94 confirms the level is reachable. NVIDIA earnings on November 18, 2026 could serve as a sector-wide catalyst. No direct Polymarket equivalent; own estimate: ~42%.
💻 Technology
✦ AI
CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.