Charting Cisco After a Mixed Earnings Report
In his third "Executive Decision" segment of Wednesday's Mad Money program, Jim Cramer checked in with Chuck Robbins, CEO of Cisco Systems (CSCO) , the network equipment maker.
The company just posted mixed earnings.
Robbins explained that orders grew by 33% in the quarter and that's the metric that investors should be focused on. There were some supply-chain challenges and component shortages which ultimately crimped the company's earnings but orders will eventually get filled.
Adding to Cisco's growth is their transition into software. The company now has $21.6 billion in annual recurring revenue, Robbins said. He remained committed to their prior full-year earnings estimates.
Robbins added that there are still many secular growth trends going in their favor, including the transition to 5G wireless, Wifi6 and 400G ethernet.
Let's check on the charts of CSCO to see how Thursday's opening has changed the charts.
In the daily bar chart of CSCO, below, we can see that the shares have broken back below the 50-day moving average line and are testing the rising 200-day moving average line.
The On-Balance-Volume (OBV) line is pointing lower and tells us that sellers of CSCO are being more aggressive. The Moving Average Convergence Divergence (MACD) oscillator has crossed to the downside for a take profit sell signal.
In this weekly Japanese candlestick chart of CSCO, below, we do not have Thursday's price action but we can imagine that prices are trading below the rising 40-week moving average line.
The weekly OBV line is pointed lower and so is the MACD oscillator.
In this daily Point and Figure chart of CSCO, below, we can see a column of down "O's" and a new potential price target of $46.
In this weekly close only Point and Figure chart of CSCO, below, we still have an upside price target. Further price weakness could weaken the picture.
Bottom-line strategy: Our long recommendation should be stopped out as prices gapped down to our $53 stop suggestion. Stand aside so we can see if this downside gap starts a trend lower or it represents selling exhaustion. Too soon to tell.
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