Cisco Systems (CSCO) Aandelenoverzicht
Cisco Systems, Inc. ontwerpt, ontwikkelt en verkoopt technologieën die helpen het internet in Noord- en Zuid-Amerika, Europa, het Midden-Oosten, Afrika, Azië-Pacific, Japan en China van energie te voorzien, te beveiligen en inzichten te verkrijgen uit het internet. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 2/6 |
| Toekomstige groei | 2/6 |
| Prestaties in het verleden | 5/6 |
| Financiële gezondheid | 3/6 |
| Dividenden | 4/6 |
Beloningen
Risicoanalyse
Geen risico's gedetecteerd voor CSCO uit onze risicocontroles.
CSCO Community Fair Values
Create NarrativeSee what 497 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
Cisco Systems, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$121.83 |
| 52 Week Hoogtepunt | US$130.37 |
| 52 Week Laag | US$63.93 |
| Bèta | 1 |
| 1 maand verandering | 22.70% |
| 3 maanden verandering | 55.53% |
| 1 Jaar Verandering | 87.14% |
| 3 jaar verandering | 134.60% |
| 5 jaar verandering | 129.31% |
| Verandering sinds IPO | 157,594.45% |
Recent nieuws en updates
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
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.
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
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 AlphaCSCO: 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.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?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.
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.
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?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.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.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.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.Rendement voor aandeelhouders
| CSCO | US Communications | US Markt | |
|---|---|---|---|
| 7D | -6.3% | -9.2% | -4.1% |
| 1Y | 87.1% | 86.9% | 20.6% |
Rendement versus industrie: CSCO kwam overeen met de US Communications industrie, die het afgelopen jaar een rendement opleverde van 86.9 %.
Rendement versus markt: CSCO overtrof de US markt, die het afgelopen jaar een rendement opleverde van 20.6 %.
Prijsvolatiliteit
| CSCO volatility | |
|---|---|
| CSCO Average Weekly Movement | 5.9% |
| Communications Industry Average Movement | 9.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: CSCO heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 6% ) van CSCO is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1984 | 86,200 | Chuck Robbins | www.cisco.com |
Cisco Systems, Inc. ontwerpt, ontwikkelt en verkoopt technologieën die helpen het internet in Noord- en Zuid-Amerika, Europa, het Midden-Oosten, Afrika, Azië-Pacific, Japan en China van energie te voorzien, te beveiligen en inzichten uit het internet te halen. Het bedrijf biedt datacenter-switching; netwerkbeveiliging, identiteits- en toegangsbeheer, en secure access service edge; threat intelligence, detectie en reactie-oplossingen; interconnectie van publieke en private wireline en mobiele netwerken, die connectiviteit leveren aan campus-, datacenter- en filiaalnetwerken; WEBEX-suite, samenwerkingsapparaten en contactcenter; communicatieplatform-as-a-service-software, inclusief eeuwigdurende licenties, abonnementsarrangementen en hardware-oplossingen; netwerkwaarborging, monitoring en analyse, en observability suite; oplossen van problemen, softwareondersteuning en vervanging van hardware; professionele diensten, zoals planning, ontwerp, implementatie en hoogwaardige consulting; service- en ondersteuningspakketten, financiering en beheerde netwerkdiensten; en regionale, nationale en internationale wireline carriers, webscale producten, internet en kabel. Het bedrijf levert ook connectiviteit voor campus-, datacenter- en filiaalnetwerken; draadloze producten, waaronder draadloze dekking voor binnen en buiten, ontworpen voor naadloos roaming-gebruik van spraak-, video- en datatoepassingen; end-to-end samenwerkingsoplossingen via de cloud, op locatie of binnen hybride cloudomgevingen, overgangsoplossingen voor samenwerking van op locatie naar de cloud; en netwerkgarantie, monitoring en analyse, en observability suite.
Cisco Systems, Inc. Samenvatting
| CSCO fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$468.24b |
| Inkomsten(TTM) | US$11.96b |
| Inkomsten(TTM) | US$60.75b |
Is CSCO overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| CSCO resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$60.75b |
| Kosten van inkomsten | US$21.69b |
| Brutowinst | US$39.06b |
| Overige uitgaven | US$27.10b |
| Inkomsten | US$11.96b |
Laatst gerapporteerde inkomsten
Apr 25, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 3.03 |
| Brutomarge | 64.30% |
| Nettowinstmarge | 19.69% |
| Schuld/Eigen Vermogen Verhouding | 64.1% |
Hoe presteerde CSCO op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
Betaalt CSCO een betrouwbaar dividend?
Zie CSCO dividendgeschiedenis en benchmarks| Cisco Systems dividenddata | |
|---|---|
| Ex Dividend Datum | Jul 06 2026 |
| Betaaldatum dividend | Jul 22 2026 |
| Dagen tot Ex-dividend | 24 days |
| Dagen tot dividendbetaaldatum | 40 days |
Betaalt CSCO een betrouwbaar dividend?
Zie CSCO dividendgeschiedenis en benchmarksBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/11 22:12 |
| Aandelenkoers aan het einde van de dag | 2026/06/11 00:00 |
| Inkomsten | 2026/04/25 |
| Jaarlijkse inkomsten | 2025/07/26 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Cisco Systems, Inc. wordt gevolgd door 59 analisten. 24 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| James Kelleher | Argus Research Company |
| Jonathan Ruykhaver | Baird |
| Jeffrey Kvaal | Barclays |