NEW YORK, Feb 2, 2026, 20:36 (EST) — Market closed
- Cisco shares climbed 3% on Monday, ending the day at $80.65 and nearing a 52-week peak.
- The company scheduled its quarterly results for Feb. 11, to be released after the bell, followed by a call at 4:30 p.m. ET.
- Investor attention is zeroed in on demand linked to AI-ready networking and security budgets.
Cisco Systems, Inc. shares (CSCO) climbed 2.96% on Monday, closing at $80.65. The stock hit $81.15 during the session, nearing its 52-week peak, data shows. (Businessinsider)
Now that U.S. markets are closed, focus shifts to the next move. The Nasdaq-listed company from San Jose plans to report fiscal second-quarter results after the market closes on Wednesday, Feb. 11. It will then hold a conference call at 4:30 p.m. ET to discuss the quarter ending Jan. 24. (Cisco Investor Relations)
This report carries weight since Cisco’s outlook usually influences the broader corporate tech sector, covering everything from campus networks to data centers. Cisco will host its AI Summit on Feb. 3—a public event aimed at shaping how businesses develop AI infrastructure and secure it. (The Economic Times)
Cisco’s latest guidance, released with its November earnings, projected fiscal Q2 revenue between $15.0 billion and $15.2 billion, with non-GAAP earnings per share forecast at $1.01 to $1.03. For the full year, the company expects revenue from $60.2 billion to $61.0 billion and non-GAAP EPS ranging from $4.08 to $4.14. The non-GAAP figures exclude items like stock-based compensation, which can vary significantly each quarter. (PR Newswire)
Attention is shifting toward execution within the channel, beyond just new product rollouts. Brian Ortbals from World Wide Technology commented on Cisco’s partner revamp: “The result is a clearer, more predictable model that helps us deliver better outcomes for customers.” (Network World)
Investors will size up Cisco’s take on switching and routing demand against competitors like Arista Networks and Juniper Networks. When it comes to security, Cisco’s commentary will be measured against industry players including Palo Alto Networks and Fortinet.
After hours, when trading occurs beyond the usual 9:30 a.m. to 4 p.m. ET window, Cisco’s shares held steady around $80.64.
Next week’s focus is clear: revenue, margins, and any changes to guidance—the company’s outlook for the next quarter and full year. Traders will also watch for signs of order momentum linked to AI expansion, plus whether security and software attach rates are gaining traction.
But the setup works both ways. When a stock’s already close to its yearly peak, a cautious management tone or a slowdown in customer upgrades can hit hard — particularly with large enterprise deals, which can suddenly slip into the next quarter without warning.
Cisco is set to take the stage once more at Cisco Live in Amsterdam from Feb. 9-13, a key event for product and partner updates, just before the Feb. 11 earnings drop after the close. (Cisco Live)
