Cisco Systems (CSCO) — Bearish? Cisco's $1.40 EPS Shrinks to $0.74 for Owners
Deep Values: Value Investing Deep Dives · Nov 13, 2026 · 12:15
Deep Values: Value Investing Deep Dives
Deep Values: Value Investing Deep Dives · Nov 13, 2026 · 12:15
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Bearish on Cisco Systems (CSCO) as of 2026-11-12: $0.74 True earnings per. Cisco's record $18.5B quarter shows $1.40 in adjusted EPS, but after $911M of stock pay, owner earnings come to about $0.74 a share. With AI guidance doubled to $9B, we test whether today's price assumes more growth than the cash can support.
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(0:00) Cisco Q1 FY27 Earnings Review
(1:22) Top-Line Euphoria and Intrinsic Toll
(2:04) Owner Earnings and Financial Metrics
(2:44) Non-GAAP Growth vs Reality
(4:07) Top-Line Euphoria and Intrinsic Toll
(4:46) Capital Returned and Dilution
(6:07) Forensic Balance Sheet: Inventories
(8:38) DeepValues Valuation Worksheet
(9:17) Reverse DCF and Margin of Safety
(9:58) AI and Enterprise Market Trends
(11:01) Valuation Verdict and Apps
(11:49) Get the apps
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Original sources
Cisco Systems (CSCO) Earnings Call Q1 FY2027 | Raised Guidance
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