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Sentiment · FY2026 Q3
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Amit Daryanani | Evercore ISI | 14 | 7% |
| Meta Marshall | Morgan Stanley | 14 | 0% |
| Aaron Rakers | Wells Fargo | 13 | 0% |
| Dave Vogt | UBS | 12 | 17% |
| Tal Liani | Bank of America | 11 | 45% |
| Karl Ackerman | BNP Paribas | 11 | 0% |
| Samik Chatterjee | JPMorgan | 11 | 0% |
| Mike Ng | Goldman Sachs | 11 | 9% |
| Jim Fish | Piper Sandler | 11 | 18% |
| Simon Leopold | Raymond James | 10 | 20% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Evercore ISI | 1 | 14 | 7% |
| Morgan Stanley | 1 | 14 | 0% |
| UBS | 2 | 14 | 14% |
| Wells Fargo | 1 |
| 13 |
| 0% |
| JPMorgan | 2 | 13 | 0% |
| BNP Paribas | 2 | 12 | 0% |
| Goldman Sachs | 1 | 11 | 9% |
| Bank of America | 1 | 11 | 45% |
Cisco posted record Q3 revenue of $15.8 billion, up 12% year-over-year, with non-GAAP EPS of $1.06, up 10%, and total product orders growing 35%. FY2026 guidance was raised significantly with revenue now expected at $62.8 to $63.0 billion and EPS at $4.27 to $4.29, representing a 3.13% EPS midpoint increase. AI infrastructure orders surged toward a $9 billion FY2026 target, and broad-based enterprise and public sector strength complemented the AI buildout.
Cloud & AI | Demand | Revenue Growth | Competitive Dynamics | Product Launch | Innovation & R&D | Margin | Trade Tariffs | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 11 | 7 | 6 | 4 | 3 | 2 | 3 | 1 |
| 2025Q2 | 12 | 11 | 3 | 4 | 3 | 5 | 1 | 2 |
| 2025Q3 | 13 | 8 | 4 | 4 | 2 | 2 | 2 | 4 |
| 2025Q4 | 10 | 8 | 9 | 2 | 5 | 2 | 1 | 2 |
| 2026Q1 | 12 | 9 | 4 | 4 | 4 | 4 | 1 | |
| 2026Q2 | 9 | 7 | 3 | 3 | 3 | 3 | 4 | |
| 2026Q3 | 6 | 5 | 3 | 4 | 2 | 5 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Cloud & AI | 11 | 12 | 13 | 10 | 12 | 9 | 6 |
| Demand | 7 | 11 | 8 | 8 | 9 | 7 | 5 |
| Revenue Growth | 6 | 3 | 4 | 9 | 4 | 3 | 3 |
| Competitive Dynamics | 4 | 4 | 4 | 2 | 4 | 3 | 4 |
| Product Launch | 3 | 3 | 2 | 5 | 4 | 3 | |
| Innovation & R&D | 2 | 5 | 2 | 2 | 4 | 3 | 2 |
| Margin | 3 | 1 | 2 | 1 | 1 | 4 | 5 |
| Trade Tariffs | 1 | 2 | 4 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CSCO Cisco Systems, Inc. | 9 | +12.0% | |
| CIEN Ciena Corporation | 10 | +33.1% | |
| HPE Hewlett Packard Enterprise | 8 | +19.1% | |
| LITE Lumentum Holdings Inc. | 9 | +90.1% | |
| MSI Motorola Solutions | 7 | +7.4% | |
| SATS EchoStar Corporation | 4 | -4.3% | |
| ZBRA Zebra Technologies | 8 | +14.3% |