Cisco Systems, Inc.

NasdaqGS:CSCO Rapport sur les actions

Capitalisation boursière : US$465.9b

Cisco Systems Bilan de santé

Santé financière contrôle des critères 3/6

Cisco Systems possède un total de capitaux propres de $48.9B et une dette totale de $31.3B, ce qui porte son ratio d'endettement à 64.1%. Son actif total et son passif total sont $125.5B et de $76.7B. L'EBIT de Cisco Systems est $14.4B ce qui fait que son ratio de couverture des intérêts 24.3. Elle dispose de liquidités et de placements à court terme de $16.6B.

Informations clés

64.07%

Ratio d'endettement

US$31.30b

Dette

Ratio de couverture des intérêts24.3x
Argent liquideUS$16.64b
Fonds propresUS$48.86b
Total du passifUS$76.69b
Total des actifsUS$125.55b

Mises à jour récentes de la santé financière

Pas de mise à jour

Recent updates

Mise à jour du récit • 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.
Nouveau récit • 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.
Nouveau récit • 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 Alpha
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Nouveau récit • Mar 01

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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Seeking Alpha • Apr 21

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

Summary The technical outlook remains bearish, as the lack of confirmation of the bullish engulfing pattern suggests that it could be a false reversal signal. Cisco's most recent earnings were strong, with revenue growth recovering and operating cash flow growth hitting multiyear highs. Q3 guidance was a bit mixed with EPS growth expected to slow but accelerating revenue growth indicates strong business activity. The contraction in the P/S ratio seems overdone, as a resilient outlook makes CSCO stock's declines seem undeserved. I upgrade Cisco to a hold rating as further technical weakness could make the fundamental setup increasingly attractive. Read the full article on Seeking Alpha

Analyse de la situation financière

Passif à court terme: Les actifs à court terme de CSCO ( $36.6B ) ne couvrent pas ses passifs à court terme ( $39.5B ).

Passif à long terme: Les actifs à court terme de CSCO ( $36.6B ) ne couvrent pas ses passifs à long terme ( $37.1B ).

Historique et analyse du ratio d'endettement

Niveau d'endettement: Le ratio dette nette/capitaux propres de CSCO ( 30% ) est considéré comme satisfaisant.

Réduire la dette: Le ratio d'endettement de CSCO est passé de 29.2% à 64.1% au cours des 5 dernières années.

Couverture de la dette: La dette de CSCO est bien couverte par le flux de trésorerie opérationnel ( 41.6% ).

Couverture des intérêts: Les paiements d'intérêts de CSCO sur sa dette sont bien couverts par l'EBIT ( 24.3 x couverture).

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/22 21:26
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/04/25
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 60 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