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💻 Technology · Next Month

Cisco Systems Inc. (NASDAQ: CSCO) beats Q4-FY2026 adjusted Non-GAAP EPS consensus of approx. USD 1.17 per share (19 August 2026, after close, confirmed by Cisco press release)

Hit ✦ AI-generated prediction Published on 24. July 2026 · Predicted for 19. August 2026 · Based on: Historical Cycle
Probability
67%

Cisco reported USD 1.3 billion in quarterly AI orders in its last quarter and raised its full-year AI revenue guidance to over USD 4 billion. The AI-driven Ethernet switching and optical transceiver boom benefits Cisco directly versus Nvidia Infiniband. Consensus EPS approx. USD 1.17 per share on expected revenue of USD 16.82 billion (TradingPedia, July 2026). No market quotes for Cisco Q4 FY2026 available.

Data basis for this prediction
  • TradingPedia: Cisco AI-Dynamik vs. August Earnings Challenge (22. Juli 2026)
  • Cisco Q3 FY2026 Earnings: 1,3 Mrd. USD KI-Aufträge, Full-Year-AI-Guidance auf 4+ Mrd. USD
  • Investing.com: Cisco CSCO Earnings Date 19. August 2026 (Stand Juli 2026)

Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.

Verdict: Hit
Cisco meldete für Q4 FY2026 einen bereinigten Non-GAAP-EPS von 1,22 USD je Aktie und übertraf damit den Konsens von ca. 1,17 USD um rund 4,3 %. Auch der Umsatz von 17,25 Mrd. USD lag über den Erwartungen von ~16,82 Mrd. USD (+2,5 %). Haupttreiber war der KI-Infrastrukturboom: Cisco buchte allein im Quartal 4 Mrd. USD an KI-bezogenen Aufträgen (FY2026-Gesamt: 9,3 Mrd. USD). Quellen: Cisco Investor Relations (investor.cisco.com), Yahoo Finance ('Cisco Systems (CSCO) Beats Q4 Earnings and Revenue Estimates'), Investing.com ('Cisco beats on Q4 2026 results'). Hinweis: Die Ergebnisse wurden laut Quellen am 12. August 2026 veröffentlicht, nicht am 19. August wie in der Vorhersage angegeben – der Ausgang (EPS-Beat) ist jedoch eindeutig bestätigt.
Related Predictions
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Palantir Technologies Inc. (NYSE: PLTR) closes above $185.00 per share on at least one trading day in November 2026 — confirmed by Nasdaq or Bloomberg by December 1, 2026

PLTR closed at $175.40 on November 4, 2026 (after-hours: $170.88, -2.58%; intraday high: $176.54; 52-week high: $212.94). Palantir clearly beat Q3-FY2026 EPS consensus: total revenue $2.313B, US Commercial revenue +148% YoY to $984M. The $185 threshold is +5.5% above the closing price or +8.3% above after-hours levels. Typical post-earnings 'sell the news' may weigh short-term, but the 52-week high of $212.94 confirms the level is reachable. NVIDIA earnings on November 18, 2026 could serve as a sector-wide catalyst. No direct Polymarket equivalent; own estimate: ~42%.

42%
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Cerebras Systems (NASDAQ: CBRS) closes below $100.00 per share on November 10, 2026 (confirmed by Nasdaq or Bloomberg by November 11, 2026)

CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.

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ARM Holdings plc (NASDAQ: ARM) beats Q2-FY2027 EPS consensus of $0.47 per share — earnings report November 4, 2026 after market close (confirmed by ARM Holdings Investor Relations or Bloomberg by November 5, 2026, 10:00 AM ET)

ARM Holdings reports Q2 FY2027 (July–September 2026) on November 4 after market close. EPS consensus: $0.47; revenue consensus ~$1.38B (Theta Research, Oct 29). ARM is the dominant CPU IP licensor for AI servers (Neoverse), smartphones (Apple A-series, Qualcomm), and edge devices — all three segments scaling strongly in 2026. ARM has beaten EPS consensus in each of the last four quarters, driven by AI infrastructure capex. No direct Polymarket contract; analogue: S&P 500 Q3 2026 beat rate ~71%. Key risks: export control escalation (UK/US vs. China), hyperscaler capex delays, or HBM4 demand plateau.

68%
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