Cisco Systems (CSCO) Panoramica del titolo
Cisco Systems, Inc. progetta, sviluppa e vende tecnologie che contribuiscono ad alimentare, proteggere e sfruttare Internet nelle Americhe, in Europa, in Medio Oriente, in Africa, nella regione Asia-Pacifico, in Giappone e in Cina. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 2/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 3/6 |
| Dividendi | 5/6 |
Premi
Analisi del rischio
Non sono stati rilevati rischi per CSCO dai nostri controlli di rischio.
CSCO Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$110.56
FV
8.7% sopravvalutato sconto intrinseco7.20%
Revenue growth p.a.
90
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0users have commented on this narrative
7users have followed this narrative
Concorrenti di Cisco Systems, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$120.17 |
| Massimo di 52 settimane | US$130.37 |
| Minimo di 52 settimane | US$64.85 |
| Beta | 1 |
| Variazione di 1 mese | 1.66% |
| Variazione a 3 mesi | 51.60% |
| Variazione di 1 anno | 83.44% |
| Variazione a 3 anni | 130.79% |
| Variazione a 5 anni | 125.97% |
| Variazione dall'IPO | 155,445.78% |
Notizie e aggiornamenti recenti
Seeking Alpha • Jun 09
Cisco: Stock Price Overvalued But More Justified Than Dot-Com Era
Summary Cisco's current business model is more diversified, with growth driven by AI data center buildout and improved capital structure via debt financing. Cisco's present market competitiveness in Ethernet and Routers is weaker than in 2000, with declining market share despite high R&D spending. Current valuation multiples (P/S 8.08x, P/E 41.38x) are more justified than the 2000 peak, but limited upside remains due to recent price appreciation. Read the full article on Seeking Alpha
Aggiornamento della narrazione • 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.
Nuova narrazione • 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?Recent updates
Seeking Alpha • Jun 09
Cisco: Stock Price Overvalued But More Justified Than Dot-Com Era
Summary Cisco's current business model is more diversified, with growth driven by AI data center buildout and improved capital structure via debt financing. Cisco's present market competitiveness in Ethernet and Routers is weaker than in 2000, with declining market share despite high R&D spending. Current valuation multiples (P/S 8.08x, P/E 41.38x) are more justified than the 2000 peak, but limited upside remains due to recent price appreciation. Read the full article on Seeking AlphaAggiornamento della narrazione • 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.Nuova narrazione • 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?Aggiornamento della narrazione • 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.
Nuova narrazione • 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.
Nuova narrazione • 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?Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Rendimenti per gli azionisti
| CSCO | US Communications | US Mercato | |
|---|---|---|---|
| 7D | -3.2% | -0.2% | 0.5% |
| 1Y | 83.4% | 92.5% | 23.5% |
Ritorno vs Industria: CSCO ha avuto una performance inferiore rispetto al US Communications che ha registrato un rendimento 92.5 % nell'ultimo anno.
Rendimento vs Mercato: CSCO ha superato il mercato US che ha restituito 23.5 % nell'ultimo anno.
Volatilità dei prezzi
| CSCO volatility | |
|---|---|
| CSCO Average Weekly Movement | 5.9% |
| Communications Industry Average Movement | 9.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: CSCO non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di CSCO è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1984 | 86,200 | Chuck Robbins | www.cisco.com |
Cisco Systems, Inc. progetta, sviluppa e vende tecnologie che aiutano ad alimentare, proteggere e trarre informazioni da Internet nelle Americhe, in Europa, in Medio Oriente, in Africa, nell'Asia Pacifica, in Giappone e in Cina. L'azienda offre commutazione di data center; sicurezza di rete, gestione delle identità e degli accessi e servizi di accesso sicuro ai margini; soluzioni di threat intelligence, rilevamento e risposta; interconnessione di reti cablate e mobili pubbliche e private, fornendo connettività a campus, data center e filiali; suite WEBEX, dispositivi di collaborazione e contact center; piattaforma di comunicazione come servizio software, incluse licenze perpetue, accordi di abbonamento e soluzioni hardware; servizi professionali, quali pianificazione, progettazione, implementazione e consulenza ad alto valore; pacchetti di servizi e assistenza, finanziamenti e servizi di rete gestiti; carrier wireline regionali, nazionali e internazionali, prodotti webscale, internet e cavo. Fornisce inoltre connettività per le reti di campus, data center e filiali; prodotti wireless, tra cui copertura wireless interna ed esterna progettata per l'utilizzo in roaming senza soluzione di continuità di applicazioni voce, video e dati; soluzioni di collaborazione end-to-end tramite cloud, on-premise o all'interno di ambienti cloud ibridi, soluzioni di collaborazione di transizione da on-premise a cloud; e network assurance, monitoraggio e analisi e observability suite.
Cisco Systems, Inc. Riepilogo dei fondamenti
| CSCO statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$477.31b |
| Utili (TTM) | US$11.96b |
| Ricavi(TTM) | US$60.75b |
39.6x
Rapporto P/E7.8x
Rapporto P/SCSCO è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| CSCO Conto economico (TTM) | |
|---|---|
| Ricavi | US$60.75b |
| Costo del fatturato | US$21.69b |
| Profitto lordo | US$39.06b |
| Altre spese | US$27.10b |
| Utili | US$11.96b |
Ultimi utili riportati
Apr 25, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 3.03 |
| Margine lordo | 64.30% |
| Margine di profitto netto | 19.69% |
| Rapporto debito/patrimonio netto | 64.1% |
Come si è comportato CSCO nel lungo periodo?
Vedi performance storica e confrontoDividendi
1.4%
Rendimento attuale del dividendo55%
Rapporto di remunerazioneCSCO paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di CSCO| Cisco Systems date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Jul 06 2026 |
| Data di pagamento dei dividendi | Jul 22 2026 |
| Giorni fino al dividendo Ex | 20 days |
| Giorni prima della data di pagamento dei dividendi | 36 days |
CSCO paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di CSCOAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/15 22:06 |
| Prezzo dell'azione a fine giornata | 2026/06/15 00:00 |
| Utili | 2026/04/25 |
| Utili annuali | 2025/07/26 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Cisco Systems, Inc. è coperta da 59 analisti. 24 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| James Kelleher | Argus Research Company |
| Jonathan Ruykhaver | Baird |
| Jeffrey Kvaal | Barclays |