Cisco Systems (CSCO) Aperçu de l'action
Cisco Systems, Inc. conçoit, développe et vend des technologies qui permettent d'alimenter, de sécuriser et de tirer parti de l'internet dans les Amériques, en Europe, au Moyen-Orient, en Afrique, en Asie-Pacifique, au Japon et en Chine. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 2/6 |
| Performances passées | 5/6 |
| Santé financière | 3/6 |
| Dividendes | 4/6 |
Récompenses
Analyse des risques
CSCO ont passé avec succès nos contrôles de risques.
CSCO Community Fair Values
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Analyst Price Targets
Top Community Narratives
Cisco Systems, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$121.64 |
| Plus haut sur 52 semaines | US$130.37 |
| Plus bas sur 52 semaines | US$63.87 |
| Bêta | 1 |
| Variation sur 1 mois | 25.96% |
| Variation sur 3 mois | 59.61% |
| Variation sur 1 an | 84.14% |
| Variation sur 3 ans | 144.95% |
| Variation sur 5 ans | 122.09% |
| Évolution depuis l'introduction en bourse | 157,348.52% |
Nouvelles et mises à jour récentes
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.
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?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.Recent updates
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.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?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.
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.
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?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 AlphaCSCO: 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.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.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.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.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.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.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.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.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.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.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.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.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.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.Rendement pour les actionnaires
| CSCO | US Communications | US Marché | |
|---|---|---|---|
| 7D | 1.0% | -1.6% | -2.8% |
| 1Y | 84.1% | 87.5% | 22.8% |
Rendement vs Industrie: CSCO a sous-performé le secteur US Communications qui a rapporté 87.5 % au cours de l'année écoulée.
Rendement vs marché: CSCO a dépassé le marché US qui a rapporté 22.8 % au cours de l'année écoulée.
Volatilité des prix
| CSCO volatility | |
|---|---|
| CSCO Average Weekly Movement | 5.9% |
| Communications Industry Average Movement | 9.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: CSCO n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de CSCO ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1984 | 86,200 | Chuck Robbins | www.cisco.com |
Cisco Systems, Inc. conçoit, développe et vend des technologies qui permettent d'alimenter, de sécuriser et de tirer parti de l'internet dans les Amériques, en Europe, au Moyen-Orient, en Afrique, en Asie-Pacifique, au Japon et en Chine. L'entreprise propose des services de commutation pour centres de données, de sécurité des réseaux, de gestion des identités et des accès, et des services d'accès sécurisés, des solutions de renseignement, de détection et de réponse aux menaces, des interconnexions de réseaux filaires et mobiles publics et privés, offrant une connectivité aux réseaux de campus, de centres de données et de succursales, la suite WEBEX, des dispositifs de collaboration et des centres de contact, des logiciels de plate-forme de communication en tant que service, y compris des licences perpétuelles, des accords d'abonnement et des solutions matérielles ; Les services professionnels, tels que la planification, la conception, la mise en œuvre et le conseil à forte valeur ajoutée, les forfaits de service et de soutien, le financement et les services de réseau gérés, ainsi que les opérateurs filaires régionaux, nationaux et internationaux, les produits webscale, l'internet et le câble. Elle fournit également une connectivité aux réseaux des campus, des centres de données et des succursales ; des produits sans fil, y compris une couverture sans fil intérieure et extérieure conçue pour une utilisation itinérante transparente des applications vocales, vidéo et de données ; des solutions de collaboration de bout en bout via le nuage, sur site ou dans des environnements de nuage hybrides, des solutions de collaboration de transition entre le site et le nuage ; et une assurance réseau, une surveillance et une analyse, ainsi qu'une suite d'observabilité.
Cisco Systems, Inc. Résumé des fondamentaux
| CSCO statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$479.44b |
| Bénéfices(TTM) | US$11.96b |
| Recettes(TTM) | US$60.75b |
Le site CSCO est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| CSCO compte de résultat (TTM) | |
|---|---|
| Recettes | US$60.75b |
| Coût des recettes | US$21.69b |
| Marge brute | US$39.06b |
| Autres dépenses | US$27.10b |
| Les revenus | US$11.96b |
Derniers bénéfices déclarés
Apr 25, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 3.03 |
| Marge brute | 64.30% |
| Marge bénéficiaire nette | 19.69% |
| Ratio dettes/capitaux propres | 64.1% |
Quelles ont été les performances à long terme de CSCO?
Voir les performances historiques et les comparaisonsDividendes
Le site CSCO verse-t-il des dividendes fiables ?
Voir CSCO l'historique des dividendes et les indices de référence| Cisco Systems dates des dividendes | |
|---|---|
| Date ex-dividende | Jul 06 2026 |
| Date de paiement du dividende | Jul 22 2026 |
| Jours jusqu'au dividende Ex | 28 days |
| Jours jusqu'à la date de paiement du dividende | 44 days |
Le site CSCO verse-t-il des dividendes fiables ?
Voir CSCO l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/07 21:24 |
| Cours de l'action en fin de journée | 2026/06/05 00:00 |
| Les revenus | 2026/04/25 |
| Revenus annuels | 2025/07/26 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Cisco Systems, Inc. est couverte par 59 analystes. 24 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| James Kelleher | Argus Research Company |
| Jonathan Ruykhaver | Baird |
| Jeffrey Kvaal | Barclays |