Dear Cisco Stock Fans, Mark Your Calendars for February 11

Networking and communications technology solutions provider Cisco (CSCO) will report its second-quarter earnings for fiscal 2026 today, after the market closes. Shares of the company have been a beneficiary of the AI trade, rising 38% over the past year. However, investors should curb their enthusiasm about the fact that this uptick can sustain, as Cisco was once touted to be the biggest gainer from the dot-com boom era, as the thesis was that its networking equipment would be at the core of the internet infrastructure buildout.

Well, that didn’t play out, as the company currently trades at a market cap of $342.9 billion, lower than the market cap figure at its peak of $536.4 billion 26 years ago.

Cisco’s Q2 Expectations

Coming back to the present times, what…