Cisco Systems 향후 성장

Future 기준 점검 2/6

Cisco Systems (는) 각각 연간 12.9% 및 8.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 13.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 34.7% 로 예상됩니다.

핵심 정보

12.9%

이익 성장률

13.46%

EPS 성장률

Communications 이익 성장	23.3%
매출 성장률	8.5%
향후 자기자본이익률	34.69%
애널리스트 커버리지	Good
마지막 업데이트	08 Sep 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Sep 09

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.

이익 및 매출 성장 예측

NasdaqGS:CSCO - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
7/31/2029	83,560	20,136	25,690	27,710	12
7/31/2028	77,799	17,944	20,626	23,424	25
7/31/2027	73,164	16,012	19,976	22,214	23
7/25/2026	63,325	13,267	12,767	14,177	N/A
4/25/2026	60,746	11,958	11,788	13,025	N/A
1/24/2026	59,054	11,076	12,241	13,325	N/A
10/25/2025	57,696	10,329	12,733	13,744	N/A
7/26/2025	56,654	10,180	13,288	14,193	N/A
4/26/2025	55,623	9,792	12,803	13,689	N/A
1/25/2025	54,176	9,187	12,810	13,603	N/A
10/26/2024	52,976	9,393	11,417	12,170	N/A
7/27/2024	53,803	10,320	10,210	10,880	N/A
4/27/2024	55,364	12,116	12,411	13,116	N/A
1/27/2024	57,233	13,442	13,557	14,364	N/A
10/28/2023	58,034	13,581	17,488	18,295	N/A
7/29/2023	56,998	12,613	19,037	19,886	N/A
4/29/2023	54,897	11,470	16,842	17,597	N/A
1/28/2023	53,161	11,302	15,448	16,039	N/A
10/29/2022	52,289	11,502	13,230	13,761	N/A
7/30/2022	51,557	11,812	12,749	13,226	N/A
4/30/2022	51,581	12,006	13,553	14,053	N/A
1/29/2022	51,549	11,825	13,706	14,272	N/A
10/30/2021	50,789	11,397	14,142	14,785	N/A
7/31/2021	49,818	10,591	14,762	15,454	N/A
5/1/2021	48,846	10,218	14,014	14,752	N/A
1/23/2021	48,026	10,129	14,372	15,109	N/A
10/24/2020	48,071	10,462	15,196	15,935	N/A
7/25/2020	49,301	11,214	14,656	15,426	N/A
4/25/2020	50,575	10,784	N/A	15,566	N/A
1/25/2020	51,550	11,054	N/A	15,658	N/A
10/26/2019	51,991	10,998	N/A	15,655	N/A
7/27/2019	51,904	11,621	N/A	15,831	N/A
4/27/2019	51,320	13,218	N/A	15,989	N/A
1/26/2019	50,825	12,865	N/A	14,076	N/A
10/27/2018	50,266	1,265	N/A	14,349	N/A
7/28/2018	49,330	110	N/A	13,666	N/A
4/28/2018	48,619	-1,269	N/A	13,567	N/A
1/27/2018	48,096	-1,445	N/A	14,524	N/A
10/28/2017	47,789	9,681	N/A	14,226	N/A
7/29/2017	48,005	9,609	N/A	13,876	N/A
4/29/2017	48,510	9,998	N/A	13,693	N/A
1/28/2017	48,570	9,832	N/A	13,384	N/A
10/29/2016	48,917	10,631	N/A	13,534	N/A
7/30/2016	49,247	10,739	N/A	13,570	N/A
4/30/2016	49,452	10,245	N/A	13,890	N/A
1/23/2016	49,589	10,333	N/A	13,866	N/A
10/24/2015	49,598	9,583	N/A	12,827	N/A

애널리스트 향후 성장 전망

수입 대 저축률: CSCO 의 연간 예상 수익 증가율(12.9%)이 saving rate(3.7%)보다 높습니다.

수익 vs 시장: CSCO 의 연간 수익(12.9%)이 US 시장(17.2%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: CSCO 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: CSCO 의 수익(연간 8.5%)이 US 시장(연간 13.4%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: CSCO 의 수익(연간 8.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: CSCO의 자본 수익률은 3년 후 34.7%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2026/09/13 03:32
종가	2026/09/11 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	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 양식 8-K

^* 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

Cisco Systems 향후 성장

Future 기준 점검 2/6

핵심 정보

최근 향후 성장 업데이트

Price target increased by 27% to US$114

Price target increased by 7.2% to US$81.81

Cisco Systems, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 2026

Recent updates

Infleqtion Partners With Cisco to Develop Scalable Quantum Networking Systems

CSCO: AI Networking Cycle And Sovereign Infrastructure Will Drive Future Upside

Cisco Systems Expands Saudi AI Infrastructure With AMD and HUMAIN Targeting 1GW by 2030

China-Linked Espionage Group Targets Cisco Routers With Persistent Access Tools

CSCO: AI Networking Supercycle And Hyperscaler Demand Will Drive Future Returns

Cisco Launches Sovereign Critical Infrastructure Portfolio in Canada

Cisco Expands Secure AI Factory With NVIDIA and Supermicro for Enterprise AI Demand

Fourth quarter dividend of US$0.42 announced

Full year 2026 earnings released: EPS: US$3.36 (vs US$2.56 in FY 2025)

Cisco Systems, Inc. Declares Quarterly Dividend, Payable on October 21, 2026

Cisco Q4: AI Momentum Is Real, But Let's See If The Premium Is Justified

AI Workforce Rollout

Cisco Targets $6 Billion AI Revenue With Full Workforce AI Agent Rollout

CSCO: AI Networking Upswing Will Test Elevated Margins And P/E

Cisco Systems, Inc. to Report Q4, 2026 Results on Aug 12, 2026

CSCO: AI Infrastructure Demand And Hyperscaler Orders Will Drive Future Returns

Tech Mahindra and Cisco Launch AI Security Service Edge for Global Enterprises

Cisco Teams With SuccessKPI to Bring Workforce Management to Webex Contact Center

CSCO: AI Order Euphoria Will Expose Rich P/E To Disappointment

Now 21% overvalued after recent price rise

Cisco Secures $230 Million U.S. Army IT Modernization Contract With World Wide Technology

Cisco Accelerates AI and Quantum Security Push With Equinix and NVIDIA Partnerships

Upcoming dividend of US$0.42 per share

CSCO: AI Networking Momentum And Security Risks Will Drive Future Returns

Equinix Cisco and NVIDIA Launch Global AI Factories for Secure Enterprise Deployments

Cisco Systems (CSCO) Stock Could Be 8.7% Overvalued After New AI Partnerships

Cisco Stock Gains Momentum on Record Q3 Revenue and $9 Billion AI Orders Forecast

Cisco Lifts 2026 Outlook as AI and Networking Demand Drive Strong Earnings and $42.9b Backlog

CSCO: AI Infrastructure And Security Execution Will Shape Returns From Here

Cisco Systems Unveils Cisco Cloud Control Unified Platform and Announces Security and Quantum-Safe Innovations

AI Infrastructure Dependence And Hardware Mix Will Pressure Margins And Earnings Stability

Automation Anywhere Launches Enterpriseclaw in Collaboration with Cisco, Nvidia, Okta, and OpenAI to Run Next-Generation Ai Agents Inside Enterprise Systems

CSCO: AI Infrastructure Momentum And Security Efforts Will Support Richer Valuation

Defensive AI infrastructure

Investor sentiment improves as stock rises 16%

AI Infrastructure And Security Expansion Will Define The Next Chapter

Third quarter dividend of US$0.42 announced

Cisco Systems, Inc. Declares Quarterly Dividend, Payable on July 22, 2026

Third quarter 2026 earnings released: EPS: US$0.85 (vs US$0.63 in 3Q 2025)

Price target increased by 27% to US$114

Now 23% overvalued after recent price rise

Cisco to Acquire Israeli Co Astrix Security

CSCO: AI And Cybersecurity Moves Will Offset Ongoing Margin Pressures

Cisco Systems, Inc. to Report Q3, 2026 Results on May 13, 2026

Cisco Systems, Inc. Introduces Universal Quantum Switch

CSCO: AI Alliances And Cyber Deals Will Offset Rising Memory Costs

Cisco Report in Talks to Buy Astrix Security

Ultra Accelerator Link Consortium Publishes Four Specifications Defining In-Network Compute, Chiplets, Manageability and 200G Performance

Cisco Systems, Inc. Announces Changes to Its Board

CSCO: AI Partnerships And Capital Returns Will Offset Memory Cost Headwinds

Upcoming dividend of US$0.42 per share

CSCO: AI Infrastructure Partnerships Will Support Earnings Despite Memory Cost Pressure

Executive Vice President of Operations notifies of intention to sell stock

CSCO: AI Data Center Demand Will Support Earnings Despite Margin Headwinds

Executive Vice President of Operations notifies of intention to sell stock

CSCO: AI Infrastructure Demand Will Shape Multi Year Earnings Resilience

Second quarter dividend increased to US$0.42

Second quarter 2026 earnings: EPS and revenues exceed analyst expectations

Cisco Systems, Inc. Increases Quarterly Dividend, Payable on April 22, 2026

Cisco Expands Agenticops Innovations Across Portfolio

CSCO: AI Networking Strength And Margin Resilience Will Shape Multi Year Returns

Cisco Systems, Inc. to Report Q2, 2026 Results on Feb 11, 2026

CSCO: AI Infrastructure And Networking Strength Will Support Multi Year Upside

CSCO: AI Infrastructure Demand And Networking Strength Will Support Multi Year Upside

Cisco Reportedly in Talks to Buy Israeli Cybersecurity Firm for USD 2 Billion

Upcoming dividend of US$0.41 per share

Lead Independent Director recently sold US$2.1m worth of stock

Lead Independent Director notifies of intention to sell stock

CSCO: AI Networking Cycle Will Drive Multi Year Upside Despite Security Weakness

Executive Vice President of Operations notifies of intention to sell stock

CSCO: AI Networking Cycle Will Offset Security And ESG Uncertainty

CSCO: Networking Strength And AI Demand Will Balance Security Headwinds