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01:15 GMT · Markets wrap ›

Cisco Options Price 8% Swing Before Thursday’s Results

MoneyTurkey editors
Number board for Cisco options: about 8% implied move either way (7.9% to 8.5%) after results Thursday 12 November; close $98.65, up 5.1% from Friday's $93.85; revenue consensus about $18.1 billion. Sources Yahoo Finance and GuruFocus. Chart: MoneyTurkey.

Options traders are pricing a move of roughly 7.9% to 8.5% in either direction in Cisco shares after the networking group reports fiscal first-quarter results after the close on Thursday, 12 November.

MoneyTurkey Options Desk | 9 November 2026

Key points

  • Options imply a post-earnings move of about 7.9% to 8.5%, GuruFocus reported via Yahoo Finance
  • Cisco closed at $98.65 on Monday, up 5.1% from Friday’s $93.85, after falling from $103.61 on 4 November, Yahoo Finance data show
  • From Monday’s close, the implied move works out to roughly $7.80 to $8.40 a share either way
  • Analysts expect revenue of about $18.118 billion, up 21.5% from a year earlier, and adjusted earnings of $1.32 a share

What the options say

An 8% implied swing is large for a company of Cisco’s size, and it comes after a choppy week: the shares lost about 9% between 4 and 6 November before Monday’s rebound. Past reports have produced reactions ranging from declines of 6.8% and 9.8% to sharp gains, GuruFocus noted. The implied move prices the size of the reaction, not its direction.

What the market wants to hear

Cisco’s own revenue guidance for the quarter was $18 billion to $18.2 billion. AI infrastructure is the main focus: the company booked $4 billion of AI infrastructure orders last quarter and has set a $7.5 billion target for fiscal 2027. Updates on networking demand from large cloud providers and design wins for its Silicon One chips are also likely to drive the reaction.

What to watch

  • Revenue against the roughly $18.118 billion consensus and the $18 billion to $18.2 billion guidance range
  • Progress on AI infrastructure orders toward the $7.5 billion fiscal 2027 target
  • Commentary on cloud provider demand and Silicon One design wins

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For information only. Not investment advice.

Sources

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