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CSCO: Enterprise Networking And AI Demand Will Support Steady Upside Amid Sector Risks

Published
18 Jul 24
Updated
04 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
24.6%
7D
1.1%

Author's Valuation

US$76.966.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 04 Nov 25

Fair value Increased 1.51%

Cisco Systems' analyst price target has risen from approximately $76 to $77. Analysts point to improving growth prospects driven by strong artificial intelligence infrastructure demand, robust campus refresh momentum, and steady profitability improvements.

Shared on 04 Sep 25

AI Infrastructure And Cloud Adoption Will Drive Expansion

Analysts note that while Cisco’s Q4 results and FY26 guidance met expectations, slowing revenue growth—driven by weaker networking orders and restocking trends—balances optimism around AI, software shifts, and the Splunk acquisition, leading to the consensus view that shares are fairly valued and the price target remains unchanged at $75.81. Analyst Commentary Fiscal Q4 results and FY26 guidance were in line to slightly better than expectations, but revenue growth is decelerating with the networking segment under pressure and consensus estimates missed.

Shared on 07 May 25

Fair value Increased 8.94%

AI Infrastructure And Cloud Adoption Will Drive Expansion

Shared on 30 Apr 25

Fair value Increased 1.93%

Will Expand AI Offerings With Hypershield, AI POD, And NVIDIA Partnership

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 1.26%

Will Expand AI Offerings With Hypershield, AI POD, And NVIDIA Partnership

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 1.06%

Will Expand AI Offerings With Hypershield, AI POD, And NVIDIA Partnership

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.68%

Will Expand AI Offerings With Hypershield, AI POD, And NVIDIA Partnership

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Will Expand AI Offerings With Hypershield, AI POD, And NVIDIA Partnership

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Will Expand AI Offerings With Hypershield, AI POD, And NVIDIA Partnership

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 1.49%

Will Expand AI Offerings With Hypershield, AI POD, And NVIDIA Partnership

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 1.67%

Will Expand AI Offerings With Hypershield, AI POD, And NVIDIA Partnership

AnalystConsensusTarget made no meaningful changes to valuation assumptions.