Cisco Systems (CSCO) 주식 개요
시스코 시스템즈(Cisco Systems, Inc.)는 미주, 유럽, 중동, 아프리카, 아시아 태평양, 일본 및 중국에서 인터넷을 구동하고, 지원하며, 보안을 강화하고, 인터넷으로부터 통찰력을 도출하는 기술을 설계, 개발 및 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
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Cisco Systems, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$110.06 |
| 52주 최고가 | US$130.37 |
| 52주 최저가 | US$66.35 |
| 베타 | 0.99 |
| 1개월 변동 | -1.45% |
| 3개월 변동 | -7.95% |
| 1년 변동 | 64.22% |
| 3년 변동 | 96.15% |
| 5년 변동 | 96.92% |
| IPO 이후 변동 | 142,359.58% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Sep 09
CSCO: AI Networking Cycle And Sovereign Infrastructure Will Drive Future Upside
Analysts have lifted the fair value estimate for Cisco Systems from $150.00 to about $166.29, pointing to stronger expected revenue growth, slightly higher profit margins, and Cisco's broad participation in AI driven networking cycles as key supports for higher price targets across much of recent Street research, even as a few firms flag valuation and near term growth concerns. Analyst Commentary Recent research on Cisco Systems points to a cluster of bullish views following the latest fiscal Q4 update and new long term targets.
내러티브 업데이트 • 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.Recent updates
내러티브 업데이트 • Sep 09
CSCO: AI Networking Cycle And Sovereign Infrastructure Will Drive Future Upside
Analysts have lifted the fair value estimate for Cisco Systems from $150.00 to about $166.29, pointing to stronger expected revenue growth, slightly higher profit margins, and Cisco's broad participation in AI driven networking cycles as key supports for higher price targets across much of recent Street research, even as a few firms flag valuation and near term growth concerns. Analyst Commentary Recent research on Cisco Systems points to a cluster of bullish views following the latest fiscal Q4 update and new long term targets.내러티브 업데이트 • 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
새로운 내러티브 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...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?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.주주 수익률
| CSCO | US Communications | US 시장 | |
|---|---|---|---|
| 7D | 0.8% | 2.8% | -0.9% |
| 1Y | 64.2% | 56.0% | 13.9% |
수익률 대 산업: CSCO은 지난 1년 동안 56%의 수익을 기록한 US Communications 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: CSCO은 지난 1년 동안 13.9%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| CSCO volatility | |
|---|---|
| CSCO Average Weekly Movement | 4.9% |
| Communications Industry Average Movement | 7.7% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
안정적인 주가: CSCO는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: CSCO의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1984 | 82,400 | Chuck Robbins | www.cisco.com |
시스코 시스템즈(Cisco Systems, Inc.)는 미주, 유럽, 중동, 아프리카, 아시아 태평양, 일본 및 중국에서 인터넷을 구동하고, 지원하며, 보안을 강화하고, 인사이트를 도출하는 기술을 설계, 개발 및 판매합니다. 이 회사는 데이터 센터 스위칭, 네트워크 보안, 신원 및 접근 관리, 보안 액세스 서비스 엣지(SASE)를 제공하며, 신원 및 에이전트 기반 보안 솔루션을 제공합니다. 또한 공용 및 사설 유선 및 모바일 네트워크를 상호 연결하여 캠퍼스, 데이터 센터, 지사 네트워크에 연결성을 제공합니다.
Cisco Systems, Inc. 기초 지표 요약
| CSCO 기초 통계 | |
|---|---|
| 시가총액 | US$442.08b |
| 순이익 (TTM) | US$13.27b |
| 매출 (TTM) | US$63.33b |
32.7x
주가수익비율(P/E)6.9x
주가매출비율(P/S)CSCO는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| CSCO 손익계산서 (TTM) | |
|---|---|
| 매출 | US$63.33b |
| 매출원가 | US$22.47b |
| 총이익 | US$40.86b |
| 기타 비용 | US$27.59b |
| 순이익 | US$13.27b |
최근 보고된 실적
Jul 25, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 3.37 |
| 총이익률 | 64.52% |
| 순이익률 | 20.95% |
| 부채/자본 비율 | 58.7% |
CSCO의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| Cisco Systems 배당 일정 | |
|---|---|
| 배당락일 | Oct 02 2026 |
| 배당 지급일 | Oct 21 2026 |
| 배당락일까지 남은 일수 | 17 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 | 2026/09/14 21:44 |
| 종가 | 2026/09/14 00:00 |
| 수익 | 2026/07/25 |
| 연간 수익 | 2026/07/25 |
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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 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 54명의 분석가가 다루고 있습니다. 이 중 25명의 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 |