Cisco Systems, Inc.

NasdaqGS:CSCO Rapport sur les actions

Capitalisation boursière : US$362.8b

Cisco Systems Croissance future

Future contrôle des critères 2/6

Cisco Systems devrait augmenter ses bénéfices et son chiffre d'affaires de 10.6% et de 5.4% par an respectivement. Le BPA devrait croître de de 11.8% par an. Le rendement des capitaux propres devrait être 34% dans 3 ans.

Informations clés

10.6%

Taux de croissance des bénéfices

11.77%

Taux de croissance du BPA

Communications croissance des bénéfices22.5%
Taux de croissance des recettes5.4%
Rendement futur des capitaux propres33.96%
Couverture par les analystes

Good

Dernière mise à jour04 May 2026

Mises à jour récentes de la croissance future

Recent updates

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.

Cisco Remains A Buy As AI Tailwinds Broaden

Apr 14

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.

Cisco Systems, Inc. (CSCO): The AI Breakout – Scaling Networking for the Agentic Era

Cisco Systems (CSCO) is currently trading at $79.46 , representing a powerful 23.9% gain over the last 12 months as the company successfully moves past its post-pandemic "inventory digestion" phase. The market sentiment shifted dramatically following the February 11, 2026, earnings release, where Cisco posted record quarterly revenue of $15.3 billion and a 31% jump in GAAP EPS.

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.

Cisco: Hold Off On Buying For Now (Technical Analysis)(Rating Upgrade)

Apr 21

Cisco Systems: Continues To Make Higher Highs And Higher Lows

Mar 19

Cisco Faces Growing Competition For The Hyperscalers

Feb 24

Cisco Earnings Preview: Old Tech Tends To Be Slow (Growth) Tech - May Not Be A Bad Thing

Feb 11

Prévisions de croissance des bénéfices et des revenus

NasdaqGS:CSCO - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
7/31/202868,33915,04019,03519,24016
7/31/202764,99713,54618,13818,79024
7/31/202661,60112,11613,62115,44021
1/24/202659,05411,07612,24113,325N/A
10/25/202557,69610,32912,73313,744N/A
7/26/202556,65410,18013,28814,193N/A
4/26/202555,6239,79212,80313,689N/A
1/25/202554,1769,18712,81013,603N/A
10/26/202452,9769,39311,41712,170N/A
7/27/202453,80310,32010,21010,880N/A
4/27/202455,36412,11612,41113,116N/A
1/27/202457,23313,44213,55714,364N/A
10/28/202358,03413,58117,48818,295N/A
7/29/202356,99812,61319,03719,886N/A
4/29/202354,89711,47016,84217,597N/A
1/28/202353,16111,30215,44816,039N/A
10/29/202252,28911,50213,23013,761N/A
7/30/202251,55711,81212,74913,226N/A
4/30/202251,58112,00613,55314,053N/A
1/29/202251,54911,82513,70614,272N/A
10/30/202150,78911,39714,14214,785N/A
7/31/202149,81810,59114,76215,454N/A
5/1/202148,84610,21814,01414,752N/A
1/23/202148,02610,12914,37215,109N/A
10/24/202048,07110,46215,19615,935N/A
7/25/202049,30111,21414,65615,426N/A
4/25/202050,57510,78414,79615,566N/A
1/25/202051,55011,05414,83115,658N/A
10/26/201951,99110,998N/A15,655N/A
7/27/201951,90411,621N/A15,831N/A
4/27/201951,32013,218N/A15,989N/A
1/26/201950,82512,865N/A14,076N/A
10/27/201850,2661,265N/A14,349N/A
7/28/201849,330110N/A13,666N/A
4/28/201848,619-1,269N/A13,567N/A
1/27/201848,096-1,445N/A14,524N/A
10/28/201747,7899,681N/A14,226N/A
7/29/201748,0059,609N/A13,876N/A
4/29/201748,5109,998N/A13,693N/A
1/28/201748,5709,832N/A13,384N/A
10/29/201648,91710,631N/A13,534N/A
7/30/201649,24710,739N/A13,570N/A
4/30/201649,45210,245N/A13,890N/A
1/23/201649,58910,333N/A13,866N/A
10/24/201549,5989,583N/A12,827N/A
7/25/201549,1618,981N/A12,552N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de CSCO ( 10.6% par an) est supérieure au taux d'épargne ( 3.4% ).

Bénéfices vs marché: Les bénéfices de CSCO ( 10.6% par an) devraient croître plus lentement que le marché US ( 16% par an).

Croissance élevée des bénéfices: Les bénéfices de CSCO devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de CSCO ( 5.4% par an) devrait croître plus lentement que le marché de US ( 11.2% par an).

Croissance élevée des revenus: Le chiffre d'affaires de CSCO ( 5.4% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de CSCO devrait être élevé dans 3 ans ( 34 %)

Découvrir les entreprises en croissance

7D

1Y

7D

1Y

7D

1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/04 04:21
Cours de l'action en fin de journée2026/05/04 00:00
Les revenus2026/01/24
Revenus annuels2025/07/26

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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.

AnalysteInstitution
James KelleherArgus Research Company
Jonathan RuykhaverBaird
Jeffrey KvaalBarclays