Bullish Case: Continued growth in AI, cloud, and cybersecurity segments fueled by new product launches and strategic acquisitions.


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Bearish Case: Persistent macroeconomic uncertainty and competitive pressures weighing on financial performance.


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Takeaway: While macro concerns persist, Cisco's focus on high-growth segments like AI and strategic M&A provides optimism for long-term outlook. Acquisition integration execution remains key.


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Potential Outcomes:

1. 45% - AI, cloud and cybersecurity drive revenue growth.

2. 35% - Economic conditions lead to muted demand.

3. 20% - Integration challenges with Splunk acquisition.


September 27, 2023



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RS Forecast + Options Trading Strategies   [RS]  Reliance Steel & Aluminum (0.86)


OLED Forecast + Options Trading Strategies   [OLED]  Universal Display (0.84)


FMX Forecast + Options Trading Strategies   [FMX]  Fomento Economico Mexicano S.A.B. de C.V. (0.83)


XLK Forecast + Options Trading Strategies   [XLK]  Technology Select Sector SPDR (0.82)



Uncorrelated Stock Forecasts

Assets with little price relationship to CSCO



RY Forecast + Options Trading Strategies   [RY]  Royal Bank Of Canada (-0.02)


CVI Forecast + Options Trading Strategies   [CVI]  CVR Energy (0.03)


BILI Forecast + Options Trading Strategies   [BILI]  Bilibili (0.03)


AFRM Forecast + Options Trading Strategies   [AFRM]  Affirm (-0.03)


SHLS Forecast + Options Trading Strategies   [SHLS]  Shoals (0.03)



Anticorrelated Stock Forecasts

Assets that tend to move strongly against CSCO



LAC Forecast + Options Trading Strategies   [LAC]  Lithium Americas (-0.64)


ASLE Forecast + Options Trading Strategies   [ASLE]  AerSale (-0.68)


CGC Forecast + Options Trading Strategies   [CGC]  Canopy Growth (-0.71)


DG Forecast + Options Trading Strategies   [DG]  Dollar General (-0.78)


MRTX Forecast + Options Trading Strategies   [MRTX]  Mirati Therapeutics (-0.83)


CSCO News over Time





Click points to explore news by date. News sentiment ranges from -10 (very negative) to +10 (very positive) where 0 is neutral.

Most Recent CSCO News