Bullish
Cisco FY2027 EPS Forecast Beats Estimates, Stock Drops 4.1% After Hours
07:56
Cisco Q4 revenue hit $17.3B and AI orders reached $4B. Despite FY2027 EPS guidance beating estimates, shares fell 4.1% to $118.80 in after-hours trading.
Woofun AI reports that Cisco generated $17.3 billion in revenue for its fourth fiscal quarter, exceeding the market consensus of $16.85 billion. The company recorded $4 billion in AI-related orders from hyperscale cloud service providers during the same period.
Cisco projects adjusted earnings per share of $5.05 to $5.11 for fiscal year 2027, surpassing the expected $4.84. Despite the positive outlook, shares declined 4.1% in after-hours trading to close at $118.80.
WOOFUN AI
Impact Assessment · Quick Read
The divergence between strong operational metrics and negative price action suggests investors may be pricing in future saturation or margin pressures despite current AI demand. While $4B in AI orders validates enterprise adoption, the sell-off indicates skepticism regarding the sustainability of growth rates. This reaction highlights the market's sensitivity to forward guidance over backward-looking revenue beats.
Generated by WOOFUN AI · For reference only, not investment advice
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