Wall St Engine(@wallstengine ):Truist on $CSCO: “Scale matters, AI momentum shining.” The firm says Cisco now expects $9B in FY26 AI orders, up from its prior $5B view, with AI revenue seen at $4B vs. $3B before. Truist also points to $5.3B in hyperscaler AI orders YTD, non-hyperscaler orders up 19% YoY, and early FY27 commentary implying about 8% top-line growth.

Wall St Engine

@wallstengine

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Joined March 2022

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Wall St Engine@wallstengine

2026.05.14 10:04

Truist on $CSCO: “Scale matters, AI momentum shining.” The firm says Cisco now expects $9B in FY26 AI orders, up from its prior $5B view, with AI revenue seen at $4B vs. $3B before. Truist also points to $5.3B in hyperscaler AI orders YTD, non-hyperscaler orders up 19% YoY, and early FY27 commentary implying about 8% top-line growth.