Cisco Systems, Inc.

NasdaqGS:CSCO 주식 리포트

시가총액: US$362.8b

Cisco Systems 과거 순이익 실적

과거 기준 점검 4/6

Cisco Systems의 수입은 연평균 -1.4%의 비율로 감소해 온 반면, Communications 산업은 수입이 연평균 2% 증가했습니다. 매출은 연평균 3.2%의 비율로 증가해 왔습니다. Cisco Systems의 자기자본이익률은 23.2%이고 순이익률은 18.8%입니다.

핵심 정보

-1.43%

순이익 성장률

-0.04%

주당순이익(EPS) 성장률

Communications 산업 성장률31.77%
매출 성장률3.20%
자기자본이익률23.21%
순이익률18.76%
다음 순이익 업데이트13 May 2026

최근 과거 실적 업데이트

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 14

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.

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 21

Cisco Systems: Continues To Make Higher Highs And Higher Lows

Mar 19

Cisco Faces Growing Competition For The Hyperscalers

Feb 24

Cisco Earnings Preview: Old Tech Tends To Be Slow (Growth) Tech - May Not Be A Bad Thing

Feb 11

매출 및 비용 세부 내역

Cisco Systems가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.

순이익 및 매출 추이

NasdaqGS:CSCO 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
24 Jan 2659,05411,07614,1509,470
25 Oct 2557,69610,32914,0099,414
26 Jul 2556,65410,18013,9469,300
26 Apr 2555,6239,79214,1089,099
25 Jan 2554,1769,18713,8068,712
26 Oct 2452,9769,39313,4648,356
27 Jul 2453,80310,32013,0737,983
27 Apr 2455,36412,11612,6387,757
27 Jan 2457,23313,44212,6427,771
28 Oct 2358,03413,58112,5277,683
29 Jul 2356,99812,61312,3327,551
29 Apr 2354,89711,47011,9157,280
28 Jan 2353,16111,30211,4717,026
29 Oct 2252,28911,50211,2976,841
30 Jul 2251,55711,81211,1376,774
30 Apr 2251,58112,00611,2576,805
29 Jan 2251,54911,82511,4376,794
30 Oct 2150,78911,39711,4016,651
31 Jul 2149,81810,59111,3656,549
01 May 2148,84610,21811,1166,401
23 Jan 2148,02610,12910,8616,250
24 Oct 2048,07110,46210,8366,293
25 Jul 2049,30111,21411,0736,347
25 Apr 2050,57510,78411,4166,535
25 Jan 2051,55011,05411,7116,648
26 Oct 1951,99110,99811,7606,635
27 Jul 1951,90411,62111,3776,577
27 Apr 1951,32013,21811,6056,450
26 Jan 1950,82512,86511,5406,381
27 Oct 1850,2661,26511,4746,373
28 Jul 1849,33011011,3456,332
28 Apr 1848,619-1,26911,2806,205
27 Jan 1848,096-1,44511,1146,122
28 Oct 1747,7899,68111,0776,081
29 Jul 1748,0059,60911,1676,059
29 Apr 1748,5109,99811,3306,161
28 Jan 1748,5709,83211,6196,280
29 Oct 1648,91710,63111,3966,281
30 Jul 1649,24710,73911,4016,296
30 Apr 1649,45210,24511,5136,243
23 Jan 1649,58910,33311,4696,164
24 Oct 1549,5989,58311,8116,184
25 Jul 1549,1618,98111,8516,207

양질의 수익: CSCO는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: CSCO의 현재 순 이익률 (18.8%)은 지난해 (17%)보다 높습니다.

잉여현금흐름 대비 순이익 분석

과거 순이익 성장 분석

수익추이: CSCO의 수익은 지난 5년 동안 연평균 1.4% 감소했습니다.

성장 가속화: 지난 1년간 CSCO 의 수익 증가율(20.5%)은 연간 평균(-1.4%)을 초과합니다.

수익 대 산업: CSCO의 지난 1년 수익 증가율(20.5%)은 Communications 업계 평균(23.1%)을 능가하지 못했습니다.

자기자본이익률

높은 ROE: CSCO의 자본 수익률(23.2%)은 높음으로 평가됩니다.

총자산이익률

투하자본수익률

우수한 과거 실적 기업을 찾아보세요

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/04 19:33
종가2026/05/01 00:00
수익2026/01/24
연간 수익2025/07/26

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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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.

분석가기관
James KelleherArgus Research Company
Jonathan RuykhaverBaird
Jeffrey KvaalBarclays