Updated Nov. 13, 2025 — 23:31 UTC
Cisco stock today: Shares of Cisco Systems (NASDAQ: CSCO) traded around $77.38, up ~4.7% intraday, with a session range of $76.69–$79.58 as of 23:31 UTC. Earlier, the stock also surged in European trading after the company raised its full‑year outlook. 1
What’s moving Cisco stock today
Cisco’s rally follows strong fiscal Q1 (October‑quarter) results and a higher full‑year outlook tied to accelerating demand for AI networking hardware and campus upgrades. Management highlighted $1.3 billion in AI infrastructure orders from hyperscalers in Q1 and projected FY26 revenue of $60.2–$61.0 billion with non‑GAAP EPS of $4.08–$4.14. European shares jumped early Thursday after the guidance boost, and U.S. shares remained higher through the session. 2
By the numbers (fiscal Q1 FY26)
- Revenue:$14.9B, +8% YoY (Product +10%, Services +2%).
- EPS:GAAP $0.72; non‑GAAP $1.00 (non‑GAAP +10% YoY).
- AI orders (hyperscalers):$1.3B in the quarter; management reiterated a ~$3B AI‑infrastructure revenue goal for FY26.
- Capital returns:$3.6B returned (approx. $2.0B buybacks; $0.41 dividend declared).
- Q2 (Jan‑quarter) outlook:Revenue $15.0–$15.2B, non‑GAAP EPS $1.01–$1.03.
- FY26 outlook:Revenue $60.2–$61.0B, non‑GAAP EPS $4.08–$4.14. 2
Why it matters
Cisco is benefiting from a multi‑year AI and campus‑refresh cycle, spanning high‑performance routing/switching (including its Silicon One chips), Wi‑Fi 7 gear, and optics. Executives described broad‑based momentum across enterprise routing, campus switching and wireless, as customers re‑architect networks for AI workloads. That narrative underpins today’s stock move and the raised outlook. 3
Analyst reaction on Nov. 13, 2025
After the results and outlook:
- Bank of Americaraised its CSCO price target to $95 and reiterated Buy, citing stronger AI networking orders and enterprise upgrade demand.
- UBSlifted its target to $90 and kept Buy, reinforcing the view that Cisco is in a multi‑year growth cycle around AI infrastructure. 4
Broader financial press also framed Thursday’s move as a continuation of 2025 strength, with some noting the stock is approaching 25‑year highs on AI‑networking demand. 5
What to watch next
- AI order cadence & delivery — Investors will track how quickly large AI orders convert to recognized revenue through FY26, including mix between Silicon One systems and optics. 3
- Campus‑refresh follow‑through — Management cited a “multi‑billion‑dollar” campus refresh cycle; sustained double‑digit product orders would support the outlook. 2
- Security & Splunk mix — Cisco flagged a shift toward cloud subscriptions for Splunk that can alter near‑term revenue timing; trends here will shape margin and growth trajectories. 3
- Macro and capex signals from hyperscalers — Ongoing AI data‑center spending plans at the major platforms remain a tailwind for high‑end networking. 1
Quick take
Cisco’s beat‑and‑raise quarter, coupled with visible AI‑related demand and a healthier campus cycle, is the catalyst behind today’s advance. With multiple Wall Street firms boosting targets and the stock hovering near long‑term highs, execution against the $60B+ FY26 revenue plan and sustained AI orders are the key proof points into the January quarter. 2
Source docs and further reading for Nov. 13, 2025
- Cisco press release & guidance details (FY26 revenue/EPS ranges; Q2 outlook; dividend/buybacks). 2
- Reuters market wrap on today’s move (shares rising in Europe; AI demand; updated outlook). 1
- Deep‑dive on AI networking and product mix (Silicon One, campus upgrades, Splunk cloud mix). 3
- Real‑time price snapshot (as of 23:31 UTC).
Note: Market prices are dynamic and may change after publication; all figures current at the time noted above. This article is for information only and not investment advice.
