Cisco Systems Gestione
Criteri Gestione verificati 2/4
Cisco Systems Il CEO è Chuck Robbins, nominato in Jul2015, e ha un mandato di 10.75 anni. la retribuzione annua totale è $ 52.84M, composta da 2.6% di stipendio e 97.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.017% delle azioni della società, per un valore di $ 60.12M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.4 anni e 6.1 anni.
Informazioni chiave
Chuck Robbins
Amministratore delegato
US$52.8m
Compenso totale
| Percentuale dello stipendio del CEO | 2.63% |
| Mandato del CEO | 10.8yrs |
| Proprietà del CEO | 0.02% |
| Durata media del management | 2.4yrs |
| Durata media del Consiglio di amministrazione | 6.1yrs |
Aggiornamenti recenti sulla gestione
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 14CSCO: 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 21Cisco Systems: Continues To Make Higher Highs And Higher Lows
Mar 19Cisco Faces Growing Competition For The Hyperscalers
Feb 24Cisco Earnings Preview: Old Tech Tends To Be Slow (Growth) Tech - May Not Be A Bad Thing
Feb 11Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$12b |
Compensazione vs Mercato: La retribuzione totale di Chuck ($USD 52.84M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.50M ).
Compensazione vs guadagni: La retribuzione di Chuck è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Chuck Robbins (59 yo)
10.8yrs
Mandato
US$52,838,751
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman & CEO | 10.8yrs | US$52.84m | 0.017% $ 60.1m | |
| President & Chief Product Officer | less than a year | US$25.69m | 0.000040% $ 141.5k | |
| Executive Vice President of Operations | 2.1yrs | US$14.74m | 0% $ 0 | |
| Executive VP & Chief Legal Officer | 4.7yrs | US$15.83m | 0.0047% $ 16.8m | |
| Executive Advisor | less than a year | US$24.29m | 0.000040% $ 141.5k | |
| Executive VP & CFO | less than a year | Nessun dato | 0.000050% $ 176.9k | |
| Senior VP & Chief Accounting Officer | 2.8yrs | Nessun dato | 0% $ 0 | |
| Senior Vice President of Corporate Finance | 5.3yrs | Nessun dato | Nessun dato | |
| Head of Investor Relations & Strategic Finance | no data | Nessun dato | Nessun dato | |
| Senior VP & Chief Communications Officer | no data | Nessun dato | Nessun dato | |
| Executive VP of Global Sales & Chief Sales Officer | 1yr | Nessun dato | 0.0016% $ 5.6m | |
| Senior Vice President of Corporate Development & Cisco Investments | 5.9yrs | Nessun dato | Nessun dato |
2.4yrs
Durata media
56yo
Età media
Gestione esperta: Il team dirigenziale di CSCO è considerato esperto (durata media dell'incarico 2.4 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman & CEO | 10.9yrs | US$52.84m | 0.017% $ 60.1m | |
| Lead Independent Director | 20.3yrs | US$513.33k | 0.0037% $ 13.1m | |
| Chairman Emeritus | 19.4yrs | Nessun dato | Nessun dato | |
| Independent Director | 2.5yrs | US$397.58k | 0.000010% $ 35.4k | |
| Chairman of Cisco’s SPVSS Business | 7yrs | Nessun dato | Nessun dato | |
| Independent Director | 8yrs | US$439.47k | 0.0010% $ 3.6m | |
| Independent Director | 13.7yrs | US$412.37k | 0.000010% $ 35.4k | |
| Independent Director | 5.1yrs | US$380.63k | 0.00020% $ 707.7k | |
| Independent Director | 5.3yrs | US$397.58k | 0.00072% $ 2.5m | |
| Independent Director | no data | Nessun dato | Nessun dato | |
| Independent Director | less than a year | US$164.97k | 0.000040% $ 141.5k | |
| Independent Director | 3.7yrs | US$397.58k | 0.00049% $ 1.7m |
6.1yrs
Durata media
65yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di CSCO sono considerati esperti (durata media dell'incarico 6.1 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/04/30 17:05 |
| Prezzo dell'azione a fine giornata | 2026/04/29 00:00 |
| Utili | 2026/01/24 |
| 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 |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* 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 |