Cisco Systems Dirección
Dirección controles de criterios 2/4
El CEO de Cisco Systems es Chuck Robbins , nombrado en Jul 2015, tiene una permanencia de 10.92 años. compensación anual total es $52.84M, compuesta por 2.6% salario y 97.4% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.016% de las acciones de la empresa, por valor de $77.48M. La antigüedad media del equipo directivo y de la junta directiva es de 3.5 años y 6.8 años, respectivamente.
Información clave
Chuck Robbins
Chief Executive Officer (CEO)
US$52.8m
Compensación total
| Porcentaje del salario del CEO | 2.63% |
| Permanencia del CEO | 10.9yrs |
| Participación del CEO | 0.02% |
| Permanencia media de la dirección | 3.5yrs |
| Promedio de permanencia en la Junta Directiva | 6.8yrs |
Actualizaciones recientes de la dirección
Recent updates
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?Seeking Alpha • May 15
Cisco: Soaring To New All-Time High
Summary Cisco Systems delivered good fiscal Q3 earnings, beating analyst consensus on both revenue and EPS by approximately 2%. CSCO shares surged 13% post-earnings, extending a 50% six-month rally that has vastly outpaced the broader market. AI infrastructure investment is a key growth tailwind for CSCO, supporting positive forward expectations. Despite robust results, CSCO's valuation has become less attractive after recent share price gains. Read the full article on Seeking AlphaActualización 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.Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Apr 25 2026 | n/a | n/a | US$12b |
| Jan 24 2026 | n/a | n/a | US$11b |
| Oct 25 2025 | n/a | n/a | US$10b |
| Jul 26 2025 | US$53m | US$1m | US$10b |
| Apr 26 2025 | n/a | n/a | US$10b |
| Jan 25 2025 | n/a | n/a | US$9b |
| Oct 26 2024 | n/a | n/a | US$9b |
| Jul 27 2024 | US$39m | US$1m | US$10b |
| Apr 27 2024 | n/a | n/a | US$12b |
| Jan 27 2024 | n/a | n/a | US$13b |
| Oct 28 2023 | n/a | n/a | US$14b |
| Jul 29 2023 | US$32m | US$1m | US$13b |
| Apr 29 2023 | n/a | n/a | US$11b |
| Jan 28 2023 | n/a | n/a | US$11b |
| Oct 29 2022 | n/a | n/a | US$12b |
| Jul 30 2022 | n/a | n/a | US$12b |
| Apr 30 2022 | n/a | n/a | US$12b |
| Jan 29 2022 | n/a | n/a | US$12b |
| Oct 30 2021 | n/a | n/a | US$11b |
| Jul 31 2021 | US$25m | US$1m | US$11b |
| May 01 2021 | n/a | n/a | US$10b |
| Jan 23 2021 | n/a | n/a | US$10b |
| Oct 24 2020 | n/a | n/a | US$10b |
| Jul 25 2020 | US$23m | US$1m | US$11b |
| Apr 25 2020 | n/a | n/a | US$11b |
| Jan 25 2020 | n/a | n/a | US$11b |
| Oct 26 2019 | n/a | n/a | US$11b |
| Jul 27 2019 | US$26m | US$1m | US$12b |
Compensación vs. Mercado: La compensación total de Chuck($USD52.84M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD14.81M).
Compensación vs. Ingresos: La compensación de Chuck ha aumentado más de un 20% en el último año.
CEO
Chuck Robbins (60 yo)
10.9yrs
Permanencia
US$52,838,751
Compensación
Mr. Charles H. Robbins, also known as Chuck, serves as Independent Director at BlackRock, Inc. since 2017. He has been Chief Executive Officer of Cisco Systems, Inc., since July 26, 2015 and has been its C...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Chairman & CEO | 10.9yrs | US$52.84m | 0.016% $ 77.5m | |
| President & Chief Product Officer | 1.1yrs | US$25.69m | 0.00011% $ 527.4k | |
| Executive Vice President of Operations | 2.3yrs | US$14.74m | 0.00019% $ 910.9k | |
| Executive VP & Chief Legal Officer | 4.8yrs | US$15.83m | 0.0045% $ 21.6m | |
| Executive VP & CFO | less than a year | sin datos | 0.00014% $ 671.2k | |
| Senior VP | less than a year | sin datos | sin datos | |
| Senior Vice President of Corporate Finance | 5.4yrs | sin datos | sin datos | |
| Head of Investor Relations & Strategic Finance | no data | sin datos | sin datos | |
| Senior VP & Chief Communications Officer | no data | sin datos | sin datos | |
| Executive VP of Global Sales & Chief Sales Officer | 1.2yrs | sin datos | 0.0015% $ 7.2m | |
| Senior Vice President of Corporate Development & Cisco Investments | 6.1yrs | sin datos | sin datos | |
| Senior VP & Chief Marketing Officer | 5.4yrs | sin datos | sin datos |
3.5yrs
Permanencia media
54.5yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de CSCO se considera experimentado (3.5 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Chairman & CEO | 11.1yrs | US$52.84m | 0.016% $ 77.5m | |
| Lead Independent Director | 20.4yrs | US$513.33k | 0.0037% $ 17.8m | |
| Chairman Emeritus | 19.6yrs | sin datos | sin datos | |
| Independent Director | 8.2yrs | US$439.47k | 0.0010% $ 4.9m | |
| Independent Director | 13.8yrs | US$412.37k | 0.000010% $ 47.9k | |
| Independent Director | 5.3yrs | US$380.63k | 0.00020% $ 958.9k | |
| Independent Director | 5.4yrs | US$397.58k | 0.00072% $ 3.5m | |
| Independent Director | less than a year | sin datos | sin datos | |
| Director of UK Technology Strategy Board | no data | sin datos | sin datos | |
| Independent Director | 1.1yrs | US$164.97k | 0.000040% $ 191.8k | |
| Independent Director | 3.8yrs | US$397.58k | 0.00049% $ 2.3m |
6.8yrs
Permanencia media
64yo
Promedio de edad
Junta con experiencia: La junta directiva de CSCO se considera experimentada (6.8 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/07 00:04 |
| Precio de las acciones al final del día | 2026/06/05 00:00 |
| Beneficios | 2026/04/25 |
| Ingresos anuales | 2025/07/26 |
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 equipo de talla mundial 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 59 analistas. 24 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 |
| Jeffrey Kvaal | Barclays |