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UBS's David Vogt raised their price target on Cisco (NASDAQ: CSCO) by 4.5% from $132 to $138 on 2026/08/14. The analyst maintained their Strong Buy rating on the stock.

Cisco reported its Q24 and 2026 earnings.

Raising their price target, Vogt summarized the results as "strong" and management's higher AI revenue guidance as "conservative."

The analyst explained that:

• Cisco's orders and backlog imply upside to FY 2027 growth.
• Operating leverage should support 35% operating margins and profit growth slightly above revenue growth in spite of mix-driven gross margin pressure.

Earnings Report

Cisco reported:

For Q4 2026:

• EPS of $1.22, which beat the Zacks Consensus Estimate by 4.27% and Q4 2025's $0.99.
• Revenue of $17.252B, which beat the Zacks Consensus Estimate by 2.36% and was up 18% Y/Y

For FY 2026:

• EPS of $4.33, up from FY 2025's $3.81.
• Revenue of $63.3B, up 12%Y/Y.

Management guided:

For Q1 2027:

• EPS of $1.32 to $1.34.
• Revenue of $18B to $18.2B.

For FY 2027:

• EPS of $5.05 to $5.11.
• Revenue of $72.2B to $73.4B.

Chair & CEO Chuck Robbins commented: "We delivered a very strong close to fiscal 2026, marking another record year for Cisco.

"Our record performance is a testament to the accelerated pace of innovation and the excellent execution by our teams.

"With the breadth and depth of our portfolio and our competitive differentiation in secure networking, Cisco is well positioned to support our customers however or wherever they decide to deploy AI."