Cisco Systems（CSCO）株式概要
シスコシステムズ社は、米州、欧州、中東、アフリカ、アジア太平洋地域、日本、および中国において、インターネットを駆動し、支援し、保護し、そこから洞察を引き出すための技術を設計、開発、販売しています。 詳細
報酬
リスク分析
リスクチェックの結果、CSCO 、リスクは検出されなかった。
CSCO Community Fair Values
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Analyst Price Targets
Top Community Narratives
Cisco Systems, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$109.43 |
| 52週高値 | US$130.37 |
| 52週安値 | US$66.13 |
| ベータ | 0.99 |
| 1ヶ月の変化 | -10.72% |
| 3ヶ月変化 | -10.18% |
| 1年変化 | 60.62% |
| 3年間の変化 | 94.44% |
| 5年間の変化 | 90.11% |
| IPOからの変化 | 141,544.12% |
最新ニュース
Recent updates
ナラティブ更新 • Aug 26
CSCO: AI Networking Supercycle And Hyperscaler Demand Will Drive Future Returns
The analyst price target for Cisco Systems has been raised by about $6 to $136. This change reflects updated assumptions for slightly higher revenue growth, modestly improved profit margins, a somewhat higher discount rate, and a lower future P/E multiple, as analysts point to strong recent quarterly results and increasing focus on AI networking as key drivers in their models.Seeking Alpha • Aug 12
Cisco Q4: AI Momentum Is Real, But Let's See If The Premium Is Justified
Summary Cisco Systems, Inc. delivered record Q4 results, driven by 28% YoY networking revenue growth and robust AI infrastructure demand. CSCO’s premium valuation—28x earnings—reflects strong execution, but the margin of safety is thin compared to historical averages and peers. AI-driven demand, especially from hyperscalers and enterprise clients, is boosting near-term growth, but normalization is expected post-2028. I maintain a Hold rating on CSCO stock; while results are solid, the current valuation already prices in multi-year growth, limiting upside. Read the full article on Seeking Alpha
新しいナラティブ • Aug 12
AI Workforce Rollout
Cisco (CSCO) is executing the corporate sector’s largest enterprise-wide AI deployment to date, issuing personalized, task-executing AI agents to all ~90,000 employees starting in its FY2027 (launching late July/August 2026) 1 2. The rollout transitions Cisco from experimental pilot programs to standardized, autonomous agentic workflows across sales, engineering, finance, legal, and customer support 1 2 3.
ナラティブ更新 • Aug 12
CSCO: AI Networking Upswing Will Test Elevated Margins And P/E
The analyst price target for Cisco Systems has been reset from $102.99 to $115.00. Analysts point to higher assumed profit margins and broad-based support from recent research that highlights AI infrastructure demand, networking order strength and sustained interest in Cisco's multi-year AI and cloud refresh story.ナラティブ更新 • Jul 29
CSCO: AI Infrastructure Demand And Hyperscaler Orders Will Drive Future Returns
Cisco Systems' updated analyst price target of $130, up from $127, reflects analysts' use of a slightly lower discount rate, an adjusted fair value estimate, and an updated view on revenue growth, margins and future P/E, informed by recent research pointing to AI infrastructure demand, networking order strength and large bank CIO survey feedback. Analyst Commentary Recent Street research on Cisco Systems points to a cluster of higher fair value estimates, with many bullish analysts tying their views to AI infrastructure demand, networking order strength and management guidance on future AI related revenue.ナラティブ更新 • Jul 15
CSCO: AI Order Euphoria Will Expose Rich P/E To Disappointment
Analysts have lifted the fair value estimate for Cisco Systems to about $103 from roughly $95, citing higher assumed revenue growth, a slightly adjusted discount rate, and expectations for a richer future P/E multiple supported by stronger AI related demand and networking orders highlighted across recent research updates. Analyst Commentary Recent Cisco Systems research has largely highlighted stronger AI infrastructure momentum, a healthier networking order pipeline, and raised revenue expectations tied to AI related projects.ナラティブ更新 • Jun 23
CSCO: AI Networking Momentum And Security Risks Will Drive Future Returns
The analyst price target for Cisco Systems edges higher, with fair value moving from about $125.82 to $127.05, as analysts point to strong AI and networking order trends, refreshed AI-related targets, and a series of raised Street price objectives clustered in the $112 to $150 range, supported by views that AI infrastructure demand, campus refresh activity, and resilient margins can support the updated assumptions. Analyst Commentary Recent research on Cisco Systems points to a cluster of higher price targets and generally positive commentary around execution in AI networking, campus refresh activity, and optical demand tied to Acacia.分析記事 • Jun 16
Cisco Systems (CSCO) Stock Could Be 8.7% Overvalued After New AI Partnerships
Cisco Systems (CSCO) has moved back into the spotlight after new AI focused alliances with Equinix and NVIDIA, alongside the Cisco Cloud Control launch, recast the stock as an enterprise AI infrastructure partner. See our latest analysis for Cisco Systems. Despite a small 0.8% decline in the latest session, Cisco Systems’ recent AI partnerships and product launches have coincided with a 51.6% 90 day share price return and a 160.71% 5 year total shareholder return, indicating strong momentum...ナラティブ更新 • 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.新しいナラティブ • 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?ナラティブ更新 • 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.
新しいナラティブ • 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.
新しいナラティブ • 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?ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.株主還元
| CSCO | US Communications | US 市場 | |
|---|---|---|---|
| 7D | -0.02% | 1.1% | -0.2% |
| 1Y | 60.6% | 49.9% | 14.8% |
業界別リターン: CSCO過去 1 年間で49.9 % の収益を上げたUS Communications業界を上回りました。
リターン対市場: CSCO過去 1 年間で14.8 % の収益を上げたUS市場を上回りました。
価格変動
| CSCO volatility | |
|---|---|
| CSCO Average Weekly Movement | 4.7% |
| Communications Industry Average Movement | 7.9% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: CSCO 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CSCOの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1984 | 82,400 | Chuck Robbins | www.cisco.com |
シスコシステムズ社は、南北アメリカ、ヨーロッパ、中東、アフリカ、アジア太平洋地域、日本、および中国において、インターネットを駆動し、支援し、保護し、そこから洞察を引き出すための技術を設計、開発、販売しています。 同社は、データセンター向けスイッチング、ネットワークセキュリティ、IDおよびアクセス管理、セキュア・アクセス・サービス・エッジ（SASE）、IDおよびエージェント型セキュリティソリューションを提供しています。また、パブリックおよびプライベートの有線・モバイルネットワークを相互接続し、キャンパス、データセンター、支店ネットワークへの接続性を提供しています。 WebExスイート、コラボレーションデバイス、コンタクトセンター；永久ライセンス、サブスクリプション契約、ハードウェアソリューションを含む「サービスとしての通信プラットフォーム（CPaaS）」ソフトウェア；ネットワーク保証および可観測性スイート； 迅速な問題解決、ソフトウェアサポート、およびハードウェア交換；計画、設計、導入、および高付加価値コンサルティングなどのプロフェッショナルサービス；サービスおよびサポートパッケージ、ファイナンス、マネージドネットワークサービス；ならびに地域、国内、および国際的な有線通信事業者、ウェブスケール製品、インターネット、ケーブル。 また、音声、ビデオ、データアプリケーションのシームレスなローミング利用を目的とした屋内および屋外のカバレッジを含むワイヤレス製品、クラウド、オンプレミス、またはハイブリッドクラウド環境におけるエンドツーエンドのコラボレーションソリューションも提供している。さらに、テクニカルサポートサービスも提供している。 同社は、企業、公的機関、政府、サービスプロバイダーにサービスを提供しています。製品およびサービスは、直接販売のほか、システムインテグレーター、サービスプロバイダー、その他のサードパーティ販売代理店、およびディストリビューターを通じて販売されています。シスコシステムズ社は1984年に設立され、カリフォルニア州サンノゼに本社を置いています。
Cisco Systems, Inc. 基礎のまとめ
| CSCO 基礎統計学 | |
|---|---|
| 時価総額 | US$430.41b |
| 収益（TTM） | US$13.27b |
| 売上高(TTM) | US$63.33b |
32.5x
PER（株価収益率6.8x
P/SレシオCSCO は割高か？
公正価値と評価分析を参照収益と収入
| CSCO 損益計算書（TTM） | |
|---|---|
| 収益 | US$63.33b |
| 売上原価 | US$22.47b |
| 売上総利益 | US$40.86b |
| その他の費用 | US$27.59b |
| 収益 | US$13.27b |
直近の収益報告
Jul 25, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 3.37 |
| グロス・マージン | 64.52% |
| 純利益率 | 20.95% |
| 有利子負債／自己資本比率 | 58.7% |
CSCO の長期的なパフォーマンスは？
過去の実績と比較を見る| Cisco Systems 配当日 | |
|---|---|
| 配当落ち日 | Oct 02 2026 |
| 配当支払日 | Oct 21 2026 |
| 配当落ちまでの日数 | 22 days |
| 配当支払日までの日数 | 41 days |
CSCO 配当は確実ですか？
CSCO 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/09 04:03 |
| 終値 | 2026/09/09 00:00 |
| 収益 | 2026/07/25 |
| 年間収益 | 2026/07/25 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Cisco Systems, Inc. 25 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。55
| アナリスト | 機関 |
|---|---|
| James Kelleher | Argus Research Company |
| Jonathan Ruykhaver | Baird |
| Timothy Long | Barclays |