Cisco Systems (CSCO) Resumen de Acciones
Cisco Systems, Inc. diseña, desarrolla y comercializa tecnologías destinadas a potenciar, facilitar, proteger y extraer información de Internet en América, Europa, Oriente Medio, África, Asia-Pacífico, Japón y China. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 6/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 5/6 |
| Salud financiera | 4/6 |
| Dividendos | 5/6 |
Recompensas
Análisis de riesgos
No se han detectado riesgos en CSCO a partir de nuestros controles de riesgos.
CSCO Community Fair Values
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Analyst Price Targets
Top Community Narratives
Competidores de Cisco Systems, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$109.43 |
| Máximo en las últimas 52 semanas | US$130.37 |
| Mínimo de 52 semanas | US$66.13 |
| Beta | 0.99 |
| Cambio en 1 mes | -10.72% |
| Variación en 3 meses | -10.18% |
| Cambio de 1 año | 60.62% |
| Variación en 3 años | 94.44% |
| Variación en 5 años | 90.11% |
| Variación desde la OPV | 141,544.12% |
Noticias y actualizaciones recientes
Recent updates
Actualización de narrativa • Aug 26
CSCO: AI Networking Supercycle And Hyperscaler Demand Will Drive Future Returns
The analyst price target for Cisco Systems has been raised by about $6 to $136. This change reflects updated assumptions for slightly higher revenue growth, modestly improved profit margins, a somewhat higher discount rate, and a lower future P/E multiple, as analysts point to strong recent quarterly results and increasing focus on AI networking as key drivers in their models.Seeking Alpha • Aug 12
Cisco Q4: AI Momentum Is Real, But Let's See If The Premium Is Justified
Summary Cisco Systems, Inc. delivered record Q4 results, driven by 28% YoY networking revenue growth and robust AI infrastructure demand. CSCO’s premium valuation—28x earnings—reflects strong execution, but the margin of safety is thin compared to historical averages and peers. AI-driven demand, especially from hyperscalers and enterprise clients, is boosting near-term growth, but normalization is expected post-2028. I maintain a Hold rating on CSCO stock; while results are solid, the current valuation already prices in multi-year growth, limiting upside. Read the full article on Seeking Alpha
Nueva narrativa • Aug 12
AI Workforce Rollout
Cisco (CSCO) is executing the corporate sector’s largest enterprise-wide AI deployment to date, issuing personalized, task-executing AI agents to all ~90,000 employees starting in its FY2027 (launching late July/August 2026) 1 2. The rollout transitions Cisco from experimental pilot programs to standardized, autonomous agentic workflows across sales, engineering, finance, legal, and customer support 1 2 3.
Actualización de narrativa • Aug 12
CSCO: AI Networking Upswing Will Test Elevated Margins And P/E
The analyst price target for Cisco Systems has been reset from $102.99 to $115.00. Analysts point to higher assumed profit margins and broad-based support from recent research that highlights AI infrastructure demand, networking order strength and sustained interest in Cisco's multi-year AI and cloud refresh story.Actualización de narrativa • Jul 29
CSCO: AI Infrastructure Demand And Hyperscaler Orders Will Drive Future Returns
Cisco Systems' updated analyst price target of $130, up from $127, reflects analysts' use of a slightly lower discount rate, an adjusted fair value estimate, and an updated view on revenue growth, margins and future P/E, informed by recent research pointing to AI infrastructure demand, networking order strength and large bank CIO survey feedback. Analyst Commentary Recent Street research on Cisco Systems points to a cluster of higher fair value estimates, with many bullish analysts tying their views to AI infrastructure demand, networking order strength and management guidance on future AI related revenue.Actualización de narrativa • Jul 15
CSCO: AI Order Euphoria Will Expose Rich P/E To Disappointment
Analysts have lifted the fair value estimate for Cisco Systems to about $103 from roughly $95, citing higher assumed revenue growth, a slightly adjusted discount rate, and expectations for a richer future P/E multiple supported by stronger AI related demand and networking orders highlighted across recent research updates. Analyst Commentary Recent Cisco Systems research has largely highlighted stronger AI infrastructure momentum, a healthier networking order pipeline, and raised revenue expectations tied to AI related projects.Actualización de narrativa • Jun 23
CSCO: AI Networking Momentum And Security Risks Will Drive Future Returns
The analyst price target for Cisco Systems edges higher, with fair value moving from about $125.82 to $127.05, as analysts point to strong AI and networking order trends, refreshed AI-related targets, and a series of raised Street price objectives clustered in the $112 to $150 range, supported by views that AI infrastructure demand, campus refresh activity, and resilient margins can support the updated assumptions. Analyst Commentary Recent research on Cisco Systems points to a cluster of higher price targets and generally positive commentary around execution in AI networking, campus refresh activity, and optical demand tied to Acacia.Artículo de análisis • Jun 16
Cisco Systems (CSCO) Stock Could Be 8.7% Overvalued After New AI Partnerships
Cisco Systems (CSCO) has moved back into the spotlight after new AI focused alliances with Equinix and NVIDIA, alongside the Cisco Cloud Control launch, recast the stock as an enterprise AI infrastructure partner. See our latest analysis for Cisco Systems. Despite a small 0.8% decline in the latest session, Cisco Systems’ recent AI partnerships and product launches have coincided with a 51.6% 90 day share price return and a 160.71% 5 year total shareholder return, indicating strong momentum...Actualización de narrativa • Jun 06
CSCO: AI Infrastructure And Security Execution Will Shape Returns From Here
Analysts have inched Cisco's fair value estimate higher to about $125.82 from $124.45, reflecting a wave of higher price targets across the Street that cite stronger AI infrastructure momentum, robust networking and optical demand, and expectations for resilient margins supported by hyperscaler and enterprise AI spending. Analyst Commentary Recent Street research shows a clear shift toward higher fair value views for Cisco Systems, anchored in AI infrastructure demand, networking strength, and expectations for margin resilience.Nueva narrativa • Jun 01
AI Infrastructure Dependence And Hardware Mix Will Pressure Margins And Earnings Stability
Catalysts About Cisco Systems Cisco Systems supplies networking, security and related infrastructure hardware, software and services to enterprises, service providers, cloud providers and public sector customers. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • May 21
CSCO: AI Infrastructure Momentum And Security Efforts Will Support Richer Valuation
Analysts lifted the fair value estimate for Cisco Systems by about $35 to $124.45 as they factored in higher expected revenue growth, stronger profit margins and a richer future P/E multiple supported by rising AI infrastructure orders and networking demand highlighted in recent research. Analyst Commentary Recent research on Cisco Systems has turned more constructive, with a wave of target price increases and several upgrades following the latest quarterly report.
Nueva narrativa • May 20
Defensive AI infrastructure
Investment Memo: Cisco Systems (NASDAQ: CSCO) Executive Summary Cisco Systems is undergoing a strategic transformation from a legacy networking hardware company into a key infrastructure provider for artificial intelligence (AI), cybersecurity, and enterprise software. Recent institutional accumulation—including reported increases in ownership by major asset managers—appears driven by Cisco’s emerging role in AI infrastructure, combined with its strong cash generation and defensive characteristics.
Nueva narrativa • May 17
AI Infrastructure And Security Expansion Will Define The Next Chapter
Catalysts About Cisco Systems Cisco Systems provides networking, security and related technology that underpins digital and AI infrastructure for enterprises, service providers and cloud customers globally. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • May 06
CSCO: AI And Cybersecurity Moves Will Offset Ongoing Margin Pressures
Cisco Systems' updated analyst price target has shifted modestly higher to $89.54, with analysts pointing to a slightly richer assumed future P/E multiple around 28.9x, while also reflecting a higher discount rate and largely unchanged revenue growth and profit margin assumptions amid a mix of recent target hikes and a couple of rating downgrades. Analyst Commentary Recent research on Cisco Systems reflects an active debate around how much investors should pay for the stock, with several bullish analysts lifting price targets while a few cautious voices highlight margin and demand risks.Actualización de narrativa • Apr 21
CSCO: AI Alliances And Cyber Deals Will Offset Rising Memory Costs
Cisco Systems' updated analyst price target edges up by about $0.05 to $89.09, as analysts factor in slightly higher revenue growth assumptions, a marginally higher discount rate, and a modest adjustment to future P/E expectations, while keeping profit margin assumptions broadly steady. Analyst Commentary Recent Street research around Cisco Systems reflects a mix of optimism on execution and growth, balanced by fresh caution on profitability and costs.Actualización de narrativa • Apr 06
CSCO: AI Partnerships And Capital Returns Will Offset Memory Cost Headwinds
Analysts have nudged Cisco Systems' fair value estimate slightly higher to about $89 per share. This reflects updated assumptions around discount rates, revenue growth, profit margins, and a marginally higher future P/E multiple following recent research that includes both new bullish initiations and a more cautious view on gross margin pressures.Actualización de narrativa • Mar 23
CSCO: AI Infrastructure Partnerships Will Support Earnings Despite Memory Cost Pressure
Analysts nudged the price target on Cisco Systems higher by $5, citing a slightly richer future P/E assumption of about 28x, even as some firms flag pressure on gross margins from higher memory costs. Analyst Commentary Cisco Systems is drawing mixed reactions, with some firms marking down ratings on margin concerns while others lift price targets based on valuation adjustments and expectations around execution in the next fiscal year.Actualización de narrativa • Mar 09
CSCO: AI Data Center Demand Will Support Earnings Despite Margin Headwinds
Our updated Cisco Systems narrative keeps fair value unchanged but reflects a modestly lower discount rate and slightly lower future P/E assumption. This aligns with recent analyst moves that include a downgrade on margin concerns, alongside several $5 price target increases tied to long term growth expectations.Actualización de narrativa • Feb 23
CSCO: AI Infrastructure Demand Will Shape Multi Year Earnings Resilience
Narrative Update on Cisco Systems Cisco's analyst price target framework has shifted slightly higher to about $88.81, with analysts citing expectations for modestly stronger revenue growth and profit margins, partly balanced by lower gross margin forecasts and a slightly reduced future P/E multiple, following a mix of recent target hikes and a downgrade to Hold. Analyst Commentary Recent research on Cisco reflects a mix of optimism around the broader outlook and concern about profitability, which feeds directly into how analysts think about the stock's valuation and execution risk.Actualización de narrativa • Feb 07
CSCO: AI Networking Strength And Margin Resilience Will Shape Multi Year Returns
Cisco Systems' analyst price targets moved modestly higher to align with an updated fair value of about $87, as analysts emphasize continued strength in Networking, growing artificial intelligence related orders, and expectations for operating margins and returns on equity to remain above average. Analyst Commentary Recent research on Cisco Systems centers on how well the company is executing in its core Networking franchise, the early traction in artificial intelligence related opportunities, and the durability of margins and returns.Actualización de narrativa • Jan 24
CSCO: AI Infrastructure And Networking Strength Will Support Multi Year Upside
Analysts nudged their price target on Cisco Systems higher to $86.00 from $85.43, citing firm networking trends, improving profit margins, and growing artificial intelligence related demand as key supports for the updated view. Analyst Commentary Recent research on Cisco highlights a mix of optimism around networking and artificial intelligence exposure, with some caution around security and the durability of current trends.Actualización de narrativa • Jan 07
CSCO: AI Infrastructure Demand And Networking Strength Will Support Multi Year Upside
Analysts nudged their Cisco Systems price target higher, citing a modest uptick in fair value and a slightly richer assumed future P/E multiple, supported by recent research highlighting continued strength in networking and growing artificial intelligence related demand despite softer security trends. Analyst Commentary Recent research on Cisco Systems reflects a generally constructive stance, with several firms lifting price targets and a couple of upgrades that highlight how investors are weighing networking strength and artificial intelligence demand against softer security trends.Actualización de narrativa • Dec 19
CSCO: AI Networking Cycle Will Drive Multi Year Upside Despite Security Weakness
Analysts have nudged their fair value estimate for Cisco Systems slightly higher to approximately $85 per share, up from about $84.80. They cite a solid multi year networking and AI driven growth cycle, better than expected operating margins, and rising Street price targets, despite ongoing security softness.Actualización de narrativa • Dec 04
CSCO: AI Networking Cycle Will Offset Security And ESG Uncertainty
Analysts modestly raised their price target on Cisco Systems to $87 from $77, citing a multi year networking and AI infrastructure growth cycle, stronger than expected revenue and operating margins, and confidence that management’s conservative outlook can be exceeded, despite lingering security headwinds. Analyst Commentary Bullish analysts see Cisco as entering a multi year upcycle, underpinned by artificial intelligence infrastructure demand, a broad networking refresh and resilient profitability metrics that justify higher valuation multiples.Actualización de narrativa • Nov 20
CSCO: Networking Strength And AI Demand Will Balance Security Headwinds
Cisco Systems' analyst price target has been raised from approximately $77 to nearly $85, as analysts point to robust networking momentum, improving revenue growth, and solid operating margins. These positive factors are seen as offsetting headwinds in security.Actualización de narrativa • Nov 04
CSCO: Enterprise Networking And AI Demand Will Support Steady Upside Amid Sector Risks
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.Actualización de narrativa • Sep 04
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.Rentabilidad de los accionistas
| CSCO | US Communications | Mercado US | |
|---|---|---|---|
| 7D | -0.02% | 1.1% | -0.2% |
| 1Y | 60.6% | 49.9% | 14.8% |
Rentabilidad vs. Industria: CSCO superó a la industria US Communications, que obtuvo un rendimiento del 49.9% el año pasado.
Rentabilidad vs. Mercado: CSCO superó al mercado US, que obtuvo un rendimiento del 14.8% el año pasado.
Volatilidad de los precios
| CSCO volatility | |
|---|---|
| CSCO Average Weekly Movement | 4.7% |
| Communications Industry Average Movement | 7.9% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
Precio estable de las acciones: CSCO no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de CSCO (5%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1984 | 82,400 | Chuck Robbins | www.cisco.com |
Cisco Systems, Inc. diseña, desarrolla y comercializa tecnologías para potenciar, facilitar, proteger y extraer información de Internet en las Américas, Europa, Oriente Medio, África, Asia-Pacífico, Japón y China. La empresa ofrece soluciones de conmutación para centros de datos; seguridad de redes, gestión de identidades y accesos, y servicios de acceso seguro en el perímetro (SAE); soluciones de seguridad basadas en identidades y agentes; interconecta redes fijas y móviles, tanto públicas como privadas, proporcionando conectividad a redes de campus, centros de datos y sucursales; la suite WEBEX, dispositivos de colaboración y centros de contacto; software de plataforma de comunicación como servicio, que incluye licencias perpetuas, planes de suscripción y soluciones de hardware; una suite de garantía de red y observabilidad; resolución acelerada de incidencias, soporte de software y sustitución de hardware; servicios profesionales, tales como planificación, diseño, implementación y consultoría de alto valor; paquetes de servicio y soporte, financiación y servicios de red gestionados; y operadores de red fija regionales, nacionales e internacionales, productos a escala web, Internet y cable. También ofrece productos inalámbricos, incluida la cobertura en interiores y exteriores diseñada para un uso sin interrupciones de aplicaciones de voz, vídeo y datos en itinerancia; soluciones de colaboración de extremo a extremo a través de la nube, en las instalaciones del cliente o en entornos de nube híbrida.
Resumen de fundamentos de Cisco Systems, Inc.
| Estadísticas fundamentales de CSCO | |
|---|---|
| Capitalización bursátil | US$430.41b |
| Beneficios(TTM) | US$13.27b |
| Ingresos (TTM) | US$63.33b |
32.5x
Ratio precio-beneficio (PE)6.8x
Ratio precio-ventas (PS)¿Está CSCO sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de CSCO | |
|---|---|
| Ingresos | US$63.33b |
| Coste de los ingresos | US$22.47b |
| Beneficio bruto | US$40.86b |
| Otros gastos | US$27.59b |
| Beneficios | US$13.27b |
Últimos beneficios comunicados
Jul 25, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 3.37 |
| Margen bruto | 64.52% |
| Margen de beneficio neto | 20.95% |
| Ratio deuda/patrimonio | 58.7% |
¿Cómo se ha desempeñado CSCO a largo plazo?
Ver rendimiento histórico y comparativaDividendos
1.5%
Rentabilidad actual por dividendo49%
Ratio de pagos¿Paga CSCO dividendos fiables?
Ver historial de dividendos e índices de referencia de CSCO| fechas de dividendos de Cisco Systems | |
|---|---|
| Fecha ex dividendo | Oct 02 2026 |
| Fecha de pago de dividendos | Oct 21 2026 |
| Días hasta ex dividendo | 22 days |
| Días hasta la fecha de pago de dividendos | 41 days |
¿Paga CSCO dividendos fiables?
Ver historial de dividendos e índices de referencia de CSCOAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/09 04:03 |
| Precio de las acciones al final del día | 2026/09/09 00:00 |
| Beneficios | 2026/07/25 |
| Ingresos anuales | 2026/07/25 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Cisco Systems, Inc. está cubierta por 55 analistas. 25 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| James Kelleher | Argus Research Company |
| Jonathan Ruykhaver | Baird |
| Timothy Long | Barclays |