Cisco slides 8% as investors focus on cautious full-year outlook despite earnings beat

Cisco Systems (CSCO) is down 8.0% today. Here is some analysis on what might have caused this price movement.

Analysis: Cisco posted quarterly results that topped expectations, but the stock fell as investors weighed a more conservative full-year revenue outlook and signs of uneven segment performance. With expectations elevated around AI-driven networking demand, the market reaction suggests the bar for forward commentary was higher than the company delivered.

Details:

Cisco reported fiscal Q2 results with record revenue of about $15.3 billion and non-GAAP EPS of $1.04, both above consensus expectations.

For fiscal 2026, Cisco guided to revenue of roughly $61.2–$61.7 billion, which appeared to disappoint investors expecting a higher trajectory.

Quarterly guidance for fiscal Q3 (revenue roughly $15.4–$15.6 billion; non-GAAP EPS $1.02–$1.04) was not enough to offset concerns about the pace of acceleration implied for later quarters.

The company highlighted $2.1 billion of AI infrastructure orders from hyperscalers, but the stock still sold off, suggesting near-term skepticism around how quickly AI demand converts into sustained upside to estimates.

Sources:

Cisco Newsroom

MarketWatch

Barron's

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

QuantumScape Insider Trading Activity

QuantumScape insiders have traded $CSCO stock on the open market 47 times in the past 6 months. Of those trades, 0 have been purchases and 47 have been sales.

Here’s a breakdown of recent trading of $CSCO stock by insiders over the last 6 months:

CHARLES ROBBINS (Chair and CEO) has made 0 purchases and 10 sales selling 632,989 shares for an estimated $49,007,695.
DEBORAH L STAHLKOPF (EVP and Chief Legal Officer) has made 0 purchases and 9 sales selling 177,105 shares for an estimated $13,651,730.
JEETENDRA I PATEL (President and CPO) has made 0 purchases and 6 sales selling 172,957 shares for an estimated $13,363,638.
MARK PATTERSON (EVP and CFO) has made 0 purchases and 3 sales selling 76,146 shares for an estimated $5,811,494.
THIMAYA K. SUBAIYA (EVP, Operations) has made 0 purchases and 5 sales selling 67,038 shares for an estimated $5,146,408.
OLIVER TUSZIK (EVP, Global Sales) has made 0 purchases and 5 sales selling 36,319 shares for an estimated $2,665,038.
MICHAEL D CAPELLAS has made 0 purchases and 2 sales selling 27,000 shares for an estimated $2,084,854.
MARIA VICTORIA WONG (SVP & Chief Acctg Officer) has made 0 purchases and 6 sales selling 14,294 shares for an estimated $1,057,507.
KRISTINA M JOHNSON sold 13,481 shares for an estimated $1,039,844

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

QuantumScape Hedge Fund Activity

We have seen 1,666 institutional investors add shares of QuantumScape stock to their portfolio, and 1,609 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 30,915,503 shares (+75.7%) to their portfolio in Q3 2025, for an estimated $2,115,238,715
FMR LLC removed 19,588,307 shares (-21.0%) from their portfolio in Q3 2025, for an estimated $1,340,231,964
KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 13,037,497 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $892,025,544
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 9,648,265 shares (+110.2%) to their portfolio in Q3 2025, for an estimated $660,134,291
CITADEL ADVISORS LLC removed 7,882,031 shares (-86.5%) from their portfolio in Q3 2025, for an estimated $539,288,561
FRANKLIN RESOURCES INC added 7,679,422 shares (+18.0%) to their portfolio in Q4 2025, for an estimated $591,545,876
JPMORGAN CHASE & CO removed 6,816,799 shares (-18.3%) from their portfolio in Q4 2025, for an estimated $525,098,026

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

QuantumScape Government Contracts

We have seen $10,428,330 of award payments to $CSCO over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

DOS REMOTE WI-FI MONITORING: $9,299,832
CISCO MAINTENANCE DELIVERY ORDER: INFINTEVISION/STRONGLEPTON: $787,809
CISCO MAINTENANCE TASK ORDER: $299,288
INTERNET SERVICES: $30,000
LICENSE FOR SLIDO AUDIENCE ENGAGEMENT PLATFORM TO SUPPORT INTERACTIVE Q&A, POLLING, AND REAL-TIME FEEDBACK ...: $11,400

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

QuantumScape Congressional Stock Trading

Members of Congress have traded $CSCO stock 6 times in the past 6 months. Of those trades, 4 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $CSCO stock by members of Congress over the last 6 months:

REPRESENTATIVE RICHARD MCCORMICK purchased up to $15,000 on 11/05.
REPRESENTATIVE LINDA T. SÁNCHEZ sold up to $15,000 on 10/28.
REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 3 purchases worth up to $80,000 on 10/10 and 0 sales.
REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

QuantumScape Analyst Ratings

Wall Street analysts have issued reports on $CSCO in the last several months. We have seen 9 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Morgan Stanley issued a "Overweight" rating on 12/17/2025
B of A Securities issued a "Buy" rating on 11/13/2025
Melius Research issued a "Buy" rating on 11/13/2025
Citigroup issued a "Buy" rating on 11/13/2025
JP Morgan issued a "Overweight" rating on 11/13/2025
Keybanc issued a "Overweight" rating on 11/13/2025
Rosenblatt issued a "Buy" rating on 11/13/2025

To track analyst ratings and price targets for QuantumScape, check out Quiver Quantitative's $CSCO forecast page.

QuantumScape Price Targets

Multiple analysts have issued price targets for $CSCO recently. We have seen 12 analysts offer price targets for $CSCO in the last 6 months, with a median target of $90.5.

Here are some recent targets:

Amit Daryanani from Evercore ISI Group set a target price of $100.0 on 01/26/2026
Meta Marshall from Morgan Stanley set a target price of $91.0 on 12/17/2025
David Vogt from UBS set a target price of $90.0 on 11/13/2025
James Fish from Piper Sandler set a target price of $86.0 on 11/13/2025
Tal Liani from B of A Securities set a target price of $95.0 on 11/13/2025
Ben Reitzes from Melius Research set a target price of $100.0 on 11/13/2025
Atif Malik from Citigroup set a target price of $85.0 on 11/13/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.