| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-09-22 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 9-22-26 |
Rob highlighted Cisco's forecast of much faster enterprise traffic growth with agentic AI and confidence in its ongoing business. [audio] | +0.5% | — | — |
| 2026-09-02 | MENTIONED | LOW | Rob Black Show Stocks Rise For First Time In Four Sessions |
Named among Deutsche Bank analyst Gianmarco Conte's liked names in the AI connectivity trade. [audio] | -0.0% | — | — |
| 2026-09-01 | BUY | MEDIUM | Rob Black Show Rough Start To September |
Deutsche Bank slapped a buy rating on Cisco as part of its AI hardware infrastructure coverage launch. [audio] | -0.5% | — | — |
| 2026-08-25 | BUY | MEDIUM | Rob Black Show Afternoon podcast 8-25-26 |
Expanded its NVIDIA AI and Super Micro rack-scale partnership around its secure AI factory offering. [audio] | -1.2% | -3.7% | — |
| 2026-08-21 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-21-26 |
Cited as a networking-equipment supplier needed to build AI data centers. [audio] | -1.0% | -1.4% | — |
| 2026-08-19 | BUY | HIGH | Rob Black Show Stock Market Is Shrugging Off Geopolitical Risks |
Rob said why own Nokia when you could own Cisco, which is off its all-time highs and offers a backdoor AI networking play. [audio] | +1.6% | -0.9% | — |
| 2026-08-17 | HOLD | MEDIUM | Rob Black Show Investors Weigh AI Optimism |
Cisco was cited as an AI infrastructure company that reported strong earnings and raised guidance only to see its stock decline, classic behavior when expectations are extremely high. [audio] | -2.4% | -4.6% | — |
| 2026-08-13 | SELL | MEDIUM | Rob Black Show Afternoon podcast 8-13-26 |
Cisco fell 10% despite beating earnings and revenue estimates, as gross margins fell a couple points from a year ago and spooked investors. [audio] | -3.4% | -1.2% | — |
| 2026-08-13 | BUY | MEDIUM | Rob Black Show More Encouraging Inflation Data |
Cisco fell 6% despite a record quarter with 15% growth, record AI infrastructure orders and a strong 2027 outlook, with management describing the networking super cycle as just beginning. [audio] | -3.4% | -1.2% | — |
| 2026-07-24 | MENTIONED | MEDIUM | Rob Black Show Broader Market Rebounded |
Cisco is referenced as an example of concentration risk and as a winner of the internet boom whose stock took years to recover after the dot-com crash. [audio] | +1.6% | -2.7% | — |
| 2026-07-08 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-7-26 |
Cisco discussed as benefiting from hyperscaler spending. [audio] | -1.8% | +6.7% | — |
| 2026-06-23 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-23-26 |
Cisco is mentioned as a likely contract awardee for NVIDIA's new telecom network. [audio] | -3.0% | -6.6% | -7.7% |
| 2026-06-02 | BUY | HIGH | Rob Black Show Afternoon podcast 6-2-26 |
Listed as a beneficiary of Google's $80 billion AI spending, building network infrastructure inside modern data centers. [audio] | -6.0% | -12.0% | -13.4% |
| 2026-05-28 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-28-26 |
Host notes Cisco was up 4.6% today. [audio] | +9.6% | -4.1% | -4.9% |
| 2026-05-28 | MENTIONED | LOW | Rob Black Show Negotiators Have Reached Deal To Extend Ceasefire |
Host mentions Cisco is up $3 and discusses their plan for AI coding. [audio] | +9.6% | -4.1% | -4.9% |
| 2026-05-19 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-19-26 |
Host lists Cisco as one of the top 10 stocks today. [audio] | +2.6% | +3.6% | -1.8% |
| 2026-05-18 | WATCH | LOW | Rob Black Show Afternoon podcast 5-18-26 |
Host cites Cisco as an example of a top stock from 2000 that had 23 years of underperformance. [audio] | +1.3% | -1.3% | -5.7% |
| 2026-05-18 | MENTIONED | MEDIUM | Rob Black Show Big Week With Nvidia Earnings |
Cisco is mentioned as an example of individual stocks that took 25 years to recover. [audio] | +1.3% | -1.3% | -5.7% |
| 2026-05-15 | BUY | HIGH | Rob Black Show What Is Lifecording |
Host expresses bullish sentiment citing Cisco's strong AI infrastructure guidance lift and CEO's CNBC appearance after a 15% stock gain. [audio] | +1.9% | +2.4% | -3.7% |
| 2026-05-14 | BUY | HIGH | Rob Black Show Afternoon podcast 5-14-26 |
Host praises Cisco's 13% gain, post-earnings rally, and CEO's comments on a 'networking super cycle', calling them 'fantastic'. [audio] | +2.3% | +4.8% | +7.6% |
| 2026-05-14 | BUY | HIGH | Rob Black Show Stocks Rise Led By Tech Investments |
Host recommends Cisco due to strong data center demand and positive guidance from CEO Chuck Robbins. [audio] | +2.3% | +4.8% | +7.6% |
| 2026-05-13 | MENTIONED | LOW | Rob Black Show Mixed Markets As Inflation Jumps |
Cisco's CEO was invited but unable to attend. [audio] | +12.2% | +18.9% | +18.7% |
| 2026-05-11 | WATCH | MEDIUM | Rob Black Show Fresh Record Bolstered By Key Tech Stocks |
Noted that Cisco reports earnings on Wednesday after the market closes. [audio] | +20.4% | +20.3% | +23.5% |
| 2026-05-08 | WATCH | MEDIUM | Rob Black Show Good Year In The Stock Market So Far |
Cisco is cited as an example of a company that took 15-20 years to hit all-time highs again after the dot-com bubble, illustrating long-term recovery risks. [audio] | +22.4% | +26.0% | +25.6% |
| 2026-05-07 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-7-26 |
Host mentions Cisco was up 4%. [audio] | +25.4% | +32.0% | +32.3% |
| 2026-05-05 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-5-26 |
Host notes Cisco was up 12% to an all-time high. [audio] | +5.3% | +37.9% | +23.3% |
| 2026-04-28 | MENTIONED | LOW | Rob Black Show OpenAI Sees Revenue Growth Below Target |
Cisco is mentioned in the context of the 'magnificent seven' stocks, though not explicitly discussed in the transcript. [audio] | +8.6% | +36.6% | +32.4% |