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CSCO logo

Cisco Systems, Inc. Stock Price

NasdaqGS:CSCO Community·US$424.8b Market Cap
  • 5 Narratives written by author
  • 0 Comments on narratives written by author
  • 817 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

CSCO Share Price Performance

US$110.24
41.56 (60.51%)
​
US$136.27
Fair Value
US$110.24
41.56 (60.51%)
19.1% undervalued intrinsic discount
US$136.27
Fair Value
Price US$110.24
AnalystConsensusTarget US$136.27
kapirey US$110.56
CoksiBoy US$145.00
Wed, 26 Aug 26
Fair ValueUS$136.27
Share Pricen/a

CSCO Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$136.27 19.1% undervalued intrinsic discount

CSCO: Enterprise Networking And AI Demand Will Support Steady Upside Amid Sector Risks

1users have liked this narrative
0users have commented on this narrative
319users have followed this narrative
KA
kapirey
kapirey's
Fair Value
·
Fair Value US$110.56 Fairly Valued intrinsic discount

Defensive AI infrastructure

1users have liked this narrative
0users have commented on this narrative
35users have followed this narrative
CO
CoksiBoy's
Fair Value
·
Fair Value US$145 24.0% undervalued intrinsic discount

AI Workforce Rollout

0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
CSCO logo
Cisco Systems
24.0% undervalued intrinsic discount

AI Workforce Rollout

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CO
CoksiBoy
Published 12 Aug
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CSCO logo
Cisco Systems
Fairly Valued intrinsic discount

Defensive AI infrastructure

View narrative
KA
kapirey
kapirey
Published 20 May
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CSCO logo
Cisco Systems
19.1% undervalued intrinsic discount

CSCO: Enterprise Networking And AI Demand Will Support Steady Upside Amid Sector Risks

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 26 Aug
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CSCO logo
Cisco Systems
33.7% undervalued intrinsic discount

AI Infrastructure And Security Expansion Will Define The Next Chapter

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AN
AnalystHighTarget
AnalystHighTarget
Updated 9 Sep
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CSCO logo
Cisco Systems
4.1% undervalued intrinsic discount

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

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AN
AnalystLowTarget
AnalystLowTarget
Updated 12 Aug
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Trending Discussion

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Recently Updated Narratives

CO
CSCO logo

AI Workforce Rollout

Fair Value: US$145 24.0% undervalued intrinsic discount
7 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
KA
kapirey
CSCO logo

Defensive AI infrastructure

Fair Value: US$110.56 Fairly Valued intrinsic discount
35 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
CSCO logo

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

Fair Value: US$166.29 33.7% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Very undervalued with solid track record and pays a dividend.

0 Risks
6 Rewards
View Full Analysis

Cisco Systems, Inc. Key Details

US$63.3b

Revenue

US$22.5b

Cost of Revenue

US$40.9b

Gross Profit

US$27.6b

Other Expenses

US$13.3b

Earnings

Last Reported Earnings
Jul 25, 2026
Next Reporting Earnings
n/a
3.37
64.52%
20.95%
58.7%
View Full Analysis

About CSCO

Founded
1984
Employees
82400
CEO
Charles Robbins
WebsiteView website
www.cisco.com

Cisco Systems, Inc. designs, develops, and sells technologies to power, help, secure, and draw insights from the internet in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company provides data center switching; network security, identity and access management, and secure access service edge; identity and agentic security solutions; interconnects public and private wireline and mobile networks, delivering connectivity to campus, data center, and branch networks; WEBEX suite, collaboration devices, and contact center; communication platform as a service software, including perpetual licenses, subscription arrangements, and hardware solutions; network assurance and observability suite; accelerated issue resolution, software support, and hardware replacement; professional services, such as planning, design, implementation, and high-value consulting; service and support packages, financing, and managed network services; and regional, national, and international wireline carriers, webscale products, internet, and cable. It also provides wireless products, including indoor and outdoor coverage designed for seamless roaming use of voice, video, and data applications; end-to-end collaboration solutions through cloud, on-premise, or within hybrid cloud environments. In addition, it offers technical support services. The company serves businesses, public institutions, governments, and service providers. It sells its products and services directly, through systems integrators, service providers, and other thirdy-party resellers, and distributors. Cisco Systems, Inc. was incorporated in 1984 and is headquartered in San Jose, California.

Recent CSCO News & Updates

Seeking Alpha • Sep 17

Cisco Stock Could Soon Wake From Its Summer Slumber

Summary Cisco delivered FY2026 Q4 revenue growth of 18% YoY, reaching multiyear highs and beating analyst top-line expectations by $424.73 million. AI-driven networking demand is robust, with hyperscaler AI infrastructure orders up 4.5x in FY2026 and Q4 RPO growth accelerating, supporting a bullish outlook. Gross margin contracted to 66.3% due to memory costs and competition, but operating margin expanded as expense control offset headwinds, keeping profitability healthy. I reiterate my buy rating on Cisco, citing a discounted forward P/E, accelerating top-line growth, and strong positioning in AI and international infrastructure. Read the full article on Seeking Alpha

Recent updates

No updates

Cisco Systems, Inc. Competitors

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Dell Technologies

Symbol: NYSE:DELL
Market cap: US$358.1b
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Arista Networks

Symbol: NYSE:ANET
Market cap: US$249.1b
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Sandisk

Symbol: NasdaqGS:SNDK
Market cap: US$222.6b
View more competitors

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