애널리스트호재
댄 아이브스, 시스코를 AI 파생 성장주로 지목
애널리스트, 시스코를 AI 2·3차 파생 수혜주로 꼽으며 성장 부활 전망
애널리스트악재
Piper Sandler cuts Cisco PT to $125 on growth concerns영어 원문
Analyst PT cut reflects concerns about peaking industry growth, potentially impacting sentiment.
첫날 -4.5% · 5일 후 +0.5%
이전 이벤트 17건›
애널리스트호재
Cisco Draws Bullish Analyst Calls on AI, Cybersecurity Momentum영어 원문
Two SA articles and X posts highlight AI infrastructure and security strength
첫날 +2.3% · 5일 후 -3.0%
기업
Cisco Partners with Infleqtion to Develop Distributed Quantum Networks영어 원문
Collaboration targets networking quantum systems, expanding Cisco's tech reach
첫날 -1.8% · 5일 후 +2.6%
기업호재
Cisco Says AI Agents Consume 60% of Global Inference, Fueling Multi-Year Networking Boom영어 원문
Executives at Goldman conference cite AI/security demand for multi-year growth; analysts see top NTM revenue growth in cybersecurity
첫날 +0.2% · 5일 후 -1.5%
기업호재
Cisco, AMD, HUMAIN Launch Saudi AI, Plan 250MW Expansion영어 원문
AMD MI355X systems live in Saudi Arabia; 250MW additional capacity from 2027, targeting 1GW by 2030
첫날 +0.5% · 5일 후 -1.2%
›전개 과정 3회
- 2026-08-31 Production AI infrastructure live, with expansion to 250MW-1GW, boosting Cisco's AI networking role
- 2026-09-02 Production AI capacity live, expansion targets Middle East data center market
- 2026-09-03 AMD MI355X systems live in Saudi Arabia; 250MW additional capacity from 2027, targeting 1GW by 2030
애널리스트
Deutsche Bank: 투자의견 상향 → Buy
첫날 -0.7% · 5일 후 -0.3%
기업
Cisco to Participate in September Financial Community Events영어 원문
Company confirms attendance at Goldman conference, potential updates on AI progress
첫날 +0.5% · 5일 후 -1.2%
제품호재
Cisco Expands Secure AI Factory with Nvidia, Adds Supermicro Rack-Scale Systems in Oct 2026영어 원문
Adding Supermicro's rack-scale liquid-cooled AI servers to its Nvidia-backed portfolio underscores Cisco's push into AI infrastructure
첫날 +1.1% · 5일 후 -2.6%
M&A·자금조달
Multiple Asset Managers Initiate New Positions in Cisco영어 원문
Aegis Wealth, Alpha Capital, and Buckland Partners disclosed new Cisco stakes in recent 13F filings
첫날 -1.1% · 5일 후 -0.4%
실적호재
Cisco Q4 Beats, $4B AI Orders, Stock Dips After Hours영어 원문
Multiple sources confirm AI infra orders and guidance, extending earnings line
첫날 -0.2% · 5일 후 +2.0%
›전개 과정 10회
- 2026-08-05 Upcoming earnings release, market eyes AI infrastructure strength.
- 2026-08-08 Multiple sources confirm Cisco's earnings next week, market awaits guidance.
- 2026-08-09 Earnings scheduled for Wed Aug 12 pre-market, listed by multiple independent trackers
- 2026-08-10 Earnings week approaches with multiple platform previews, focus on guidance
- 2026-08-11 Multiple outlets & traders flag earnings, highlighting AI networking demand and pre-earnings dividend play
- 2026-08-11 Multiple outlets & traders flag Aug 12 Q4 print; Zacks cites strong AI demand but memory costs & Splunk cloud shift as concerns
- 2026-08-12 Multiple outlets and options data focus on earnings, with attention on AI infrastructure demand and guidance
- 2026-08-13 Revenue and EPS beat, AI networking demand drives growth, but stock drops after hours
- 2026-08-14 Q4 revenue $17.3B, EPS $1.22, AI orders $4B in quarter, $9.3B for year; stock drops 9% on margin concerns
- 2026-08-14 Multiple sources confirm AI infra orders and guidance, extending earnings line
애널리스트
HSBC: 투자의견 하향 → Hold
첫날 -1.6% · 5일 후 -0.6%
8-K 공시
8-K: 실적 공시
첫날 -8.4% · 5일 후 -3.4%
실적
실적 발표
첫날 +2.9% · 5일 후 -10.8%
규제악재
Senator Capito Discloses Sale of Cisco and Other Tech Stocks영어 원문
Political trade disclosure draws attention, involving Cisco and other tech firms.
첫날 -0.2% · 5일 후 +2.0%
M&A·자금조달
Multiple Institutions Adjust CSCO Holdings in Q1영어 원문
Raised holdings by 195.7% in Q1, continuing institutional position adjustments.
첫날 +1.3% · 5일 후 +3.0%
›전개 과정 3회
- 2026-07-21 Andra AP +23.1%, Assetmark -7.4%, Dimensional -1.6% show institutional divergence
- 2026-07-24 13F filing shows major Q1 reduction, extending the tracked institutional position adjustment line.
- 2026-08-03 Raised holdings by 195.7% in Q1, continuing institutional position adjustments.
기업
CSCO Up 52% YTD Faces Correction Testing Key Fibonacci Support영어 원문
AI orders and networking growth underpin long-term uptrend, but correction deepens after breaking below 50-day MA
첫날 -4.5% · 5일 후 +0.4%
기타호재
Data Center Switching Surges; AI Back-End Up 121% YoY영어 원문
BofA: DC switching 66% of market, AI back-end +121% YoY, benefiting networking vendors
첫날 -4.5% · 5일 후 +0.4%
애널리스트
CSCO Dips 1.81% to $117.09; Analyst Bullish with $147 Target영어 원문
Price pullback contrasts with analyst's 21% upside, driven by AI infrastructure demand
첫날 -1.8% · 5일 후 -4.2%
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.
