Cisco Systems (CSCO) 주식 개요
는 미주, 유럽, 중동, 아프리카, 아시아 태평양, 일본, 중국에서 인터넷의 성능, 보안, 인사이트 도출에 도움이 되는 기술을 설계, 개발, 판매합니다. 자세히 보기
강점
위험 분석
우리의 위험 점검에서 CSCO에 대한 위험이 감지되지 않았습니다.
CSCO Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$110.56
FV
8.7% 고평가 내재 할인율7.20%
Revenue growth p.a.
90
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0users have commented on this narrative
7users have followed this narrative
Cisco Systems, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$120.17 |
| 52주 최고가 | US$130.37 |
| 52주 최저가 | US$64.85 |
| 베타 | 1 |
| 1개월 변동 | 1.66% |
| 3개월 변동 | 51.60% |
| 1년 변동 | 83.44% |
| 3년 변동 | 130.79% |
| 5년 변동 | 125.97% |
| IPO 이후 변동 | 155,445.78% |
최근 뉴스 및 업데이트
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
내러티브 업데이트 • 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.
새로운 내러티브 • 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 Alpha내러티브 업데이트 • 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.새로운 내러티브 • 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?내러티브 업데이트 • 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.
새로운 내러티브 • 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.
새로운 내러티브 • 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?내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.주주 수익률
| CSCO | US Communications | US 시장 | |
|---|---|---|---|
| 7D | -3.2% | 1.1% | 2.2% |
| 1Y | 83.4% | 93.3% | 24.8% |
수익률 대 산업: CSCO은 지난 1년 동안 93.3%의 수익을 기록한 US Communications 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: CSCO은 지난 1년 동안 24.8%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| 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% |
안정적인 주가: CSCO는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: CSCO의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1984 | 86,200 | Chuck Robbins | www.cisco.com |
는 미주, 유럽, 중동, 아프리카, 아시아 태평양, 일본, 중국에서 인터넷의 성능, 보안, 인사이트 도출에 도움이 되는 기술을 설계, 개발, 판매하고 있습니다. 이 회사는 데이터 센터 스위칭, 네트워크 보안, ID 및 액세스 관리, 보안 액세스 서비스 에지, 위협 인텔리전스, 탐지 및 대응 솔루션, 공공 및 사설 유선 및 모바일 네트워크를 상호 연결하여 캠퍼스, 데이터 센터 및 지점 네트워크에 연결성 제공, WEBEX 스위트, 협업 장치 및 컨택 센터, 영구 라이선스, 구독 계약 및 하드웨어 솔루션을 포함한 서비스형 소프트웨어로서의 커뮤니케이션 플랫폼 등을 제공합니다; 네트워크 보증, 모니터링 및 분석, 가시성 제품군, 문제 해결, 소프트웨어 지원, 하드웨어 교체, 계획, 설계, 구현, 고가치 컨설팅 등의 전문 서비스, 서비스 및 지원 패키지, 파이낸싱, 관리형 네트워크 서비스, 지역, 국내 및 국제 유선 통신사, 웹스케일 제품, 인터넷, 케이블 등 다양한 서비스를 제공합니다. 또한 캠퍼스, 데이터 센터 및 지사 네트워크에 대한 연결성, 음성, 비디오 및 데이터 애플리케이션의 원활한 로밍 사용을 위해 설계된 실내 및 실외 무선 범위를 포함한 무선 제품, 클라우드, 온프레미스 또는 하이브리드 클라우드 환경을 통한 엔드투엔드 협업 솔루션, 온프레미스에서 클라우드로의 전환 협업 솔루션, 네트워크 보증, 모니터링 및 분석, 관찰 가능성 제품군을 제공합니다.
Cisco Systems, Inc. 기초 지표 요약
| CSCO 기초 통계 | |
|---|---|
| 시가총액 | US$477.31b |
| 순이익 (TTM) | US$11.96b |
| 매출 (TTM) | US$60.75b |
39.6x
주가수익비율(P/E)7.8x
주가매출비율(P/S)CSCO는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| CSCO 손익계산서 (TTM) | |
|---|---|
| 매출 | US$60.75b |
| 매출원가 | US$21.69b |
| 총이익 | US$39.06b |
| 기타 비용 | US$27.10b |
| 순이익 | US$11.96b |
최근 보고된 실적
Apr 25, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 3.03 |
| 총이익률 | 64.30% |
| 순이익률 | 19.69% |
| 부채/자본 비율 | 64.1% |
CSCO의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| Cisco Systems 배당 일정 | |
|---|---|
| 배당락일 | Jul 06 2026 |
| 배당 지급일 | Jul 22 2026 |
| 배당락일까지 남은 일수 | 20 days |
| 배당 지급일까지 남은 일수 | 36 days |
CSCO는 안정적으로 배당을 지급합니까?
CSCO 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/15 04:06 |
| 종가 | 2026/06/15 00:00 |
| 수익 | 2026/04/25 |
| 연간 수익 | 2025/07/26 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Cisco Systems, Inc.는 59명의 분석가가 다루고 있습니다. 이 중 24명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| James Kelleher | Argus Research Company |
| Jonathan Ruykhaver | Baird |
| Jeffrey Kvaal | Barclays |