Cisco Systems (CSCO) Could Be 15% Undervalued As AI Earnings Focus Builds
Published . Updated .
Key takeaways
- Cisco Systems (CSCO) heads into this week’s earnings report with attention firmly on AI infrastructure demand, data center networking orders, and how those trends show up in profit margins and guidance.
- Exposed: QQQ, AIQ, MSFT, GOOGL, AMZN
- Market reaction: QQQ +3.8% on the day; AIQ +3.3% on the day; META +5.1% on the day
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Cisco Systems (CSCO) heads into this week’s earnings report with attention firmly on AI infrastructure demand, data center networking orders, and how those trends show up in profit margins and guidance. Recent trading has turned rough for Cisco Systems, with the share price down
Directly affected
- CSCO Cisco Systems-12.1% 30d
Named in this report.
Indirectly affected
- QQQ Invesco QQQ-9.8% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- AIQ Global X Artificial Intelligence & Technology ETF-5.7% 13d
Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- MSFT Microsoft+4.1% 30d
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- GOOGL Alphabet-15.6% 30d
Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- AMZN Amazon.com+5.3% 30d
Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- META Meta Platforms-14.7% 30d
Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| CSCO | +8.39% | +10.44% | base | +5.82% | after close | after close | after close |
| QQQ | +3.80% | +5.39% | base | +3.80% | after close | after close | after close |
| AIQ | +3.81% | +5.20% | base | +3.27% | after close | after close | after close |
| MSFT | -4.44% | +4.80% | base | +3.24% | after close | after close | after close |
| GOOGL | -1.99% | +1.50% | base | +1.20% | after close | after close | after close |
| AMZN | -5.28% | +2.58% | base | +2.88% | after close | after close | after close |
| META | -0.57% | +3.24% | base | +5.11% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Cisco Systems (CSCO) Could Be 15% Undervalued As AI Earnings Focus Builds Yahoo Finance
Source: Yahoo Finance
How far Invesco Qqq Trust, Series 1 (QQQ) has moved since 9 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Global X Fds (AIQ) | that day | +3.27% | final price |
| Global X Fds (AIQ) | three days earlier | +5.20% | final price |
| Global X Fds (AIQ) | five days earlier | +3.81% | final price |
| Amazon Com (AMZN) | that day | +2.88% | final price |
| Amazon Com (AMZN) | three days earlier | +2.58% | final price |
| Amazon Com (AMZN) | five days earlier | -5.28% | final price |
| CSCO | that day | +5.82% | final price |
| CSCO | three days earlier | +10.44% | final price |
| CSCO | five days earlier | +8.39% | final price |
| Alphabet (GOOGL) | that day | +1.20% | final price |
| Alphabet (GOOGL) | three days earlier | +1.50% | final price |
| Alphabet (GOOGL) | five days earlier | -1.99% | final price |
| Meta Platforms (META) | that day | +5.11% | final price |
| Meta Platforms (META) | three days earlier | +3.24% | final price |
| Meta Platforms (META) | five days earlier | -0.57% | final price |
| Microsoft (MSFT) | that day | +3.24% | final price |
| Microsoft (MSFT) | three days earlier | +4.80% | final price |
| Microsoft (MSFT) | five days earlier | -4.44% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | that day | +3.80% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | three days earlier | +5.39% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | five days earlier | +3.80% | final price |
Congressional trades in the stocks in this story
- Rep. Maria Elvira Salazar sold Cisco Systems (CSCO), worth $1,001 - $15,000 on 23 Oct 2026. That is 17 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna bought Cisco Systems (CSCO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 45 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Cisco Systems (CSCO), worth $15,001 - $50,000 on 24 Sep 2026. That is 46 days before publication. Filed 7 Oct 2026. View the filing.
- Sen. Shelley M Capito sold Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 21 Oct 2026. That is 19 days before publication. Filed 4 Nov 2026. View the filing.
- Sen. Sheldon Whitehouse sold Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 15 Oct 2026. That is 25 days before publication. Filed 2 Nov 2026. View the filing.
- Rep. Pete Sessions sold Microsoft (MSFT) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 38 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Pete Sessions sold Alphabet (GOOGL), worth $15,001 - $50,000 on 14 Sep 2026. That is 56 days before publication. Filed 18 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Alphabet (GOOGL) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 66 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Thomas H. Kean Jr sold Alphabet (GOOGL), worth $1,001 - $15,000 on 27 Aug 2026. That is 74 days before publication. Filed 12 Sep 2026. View the filing.
- Rep. Pete Sessions sold Amazon Com (AMZN), worth $15,001 - $50,000 on 27 Oct 2026. That is 13 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Pete Sessions sold Amazon Com (AMZN) (held by a spouse), worth $100,001 - $250,000 on 2 Oct 2026. That is 38 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Amazon Com (AMZN) (held by a spouse), worth $1,001 - $15,000 on 28 Aug 2026. That is 73 days before publication. Filed 14 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Invesco Qqq Trust, Series 1 (QQQ)
Companies mentioned with this story
- QQQ Invesco Qqq Trust, Series 1
Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Cisco Systems (CSCO) Could Be 15% Undervalued As AI Earnings Focus Builds.” Reason on file: Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story
- AIQ Global X Fds
For “Cisco Systems (CSCO) Could Be 15% Undervalued As AI Earnings Focus Builds,” Global X Fds (AIQ) is linked, with no stored direction, medium confidence. Reason on file: Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story
- MSFT Microsoft
Microsoft (MSFT) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Cisco Systems (CSCO) Could Be 15% Undervalued As AI Earnings Focus Builds.” Reason on file: Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- GOOGL Alphabet
In “Cisco Systems (CSCO) Could Be 15% Undervalued As AI Earnings Focus Builds,” Alphabet (GOOGL) is linked, with no stored direction, medium confidence. Reason on file: Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- AMZN Amazon Com
Amazon Com (AMZN) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Cisco Systems (CSCO) Could Be 15% Undervalued As AI Earnings Focus Builds.” Reason on file: Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- META Meta Platforms
For “Cisco Systems (CSCO) Could Be 15% Undervalued As AI Earnings Focus Builds,” Meta Platforms (META) is linked, with no stored direction, medium confidence. Reason on file: Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
Invesco Qqq Trust, Series 1 (QQQ)
Invesco Qqq Trust, Series 1 (QQQ) is the company in “Cisco Systems (CSCO) Could Be 15% Undervalued As AI Earnings Focus Builds,” the 9 Nov 2026 this story story.
Invesco Qqq Trust, Series 1 (QQQ) is on the page because Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story
A second company, Global X Fds (AIQ), is listed for a different reason: Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story
Dates in the story, and the Invesco Qqq Trust, Series 1 (QQQ) price range
AIQ traded between 61.70 and 67.40 across 11 sessions. The latest close on file is 62.94. MSFT traded between 505.00 and 559.14 across 20 sessions. The latest close on file is 530.45. QQQ traded between 680.34 and 757.18 across 20 sessions. The latest close on file is 685.32.
How strong the case is around Invesco Qqq Trust, Series 1 (QQQ)
46 out of 100
“Cisco Systems (CSCO) Could Be 15% Undervalued As AI Earnings Focus Builds” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.