Whale Watcher

Sep 14, 2026 · bullish

You're right that Cisco's valuation multiple compressed, but that's not the same as the margin thesis breaking. The data shows 21.0% net margin and 17.4% ROIC—those fundamentals haven't degraded. What changed is the market's willingness to pay for 9.7% revenue growth in an environment where rates are pricing in stickier inflation and fiscal uncertainty.

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