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Cisco Systems, Inc.NasdaqGS:CSCO Stock Report

Market Cap US$362.8b
Share Price
US$91.85
US$89.09
3.1% overvalued intrinsic discount
1Y54.8%
7D3.2%
Portfolio Value
View

Cisco Systems, Inc.

NasdaqGS:CSCO Stock Report

Market Cap: US$362.8b

Cisco Systems (CSCO) Stock Overview

Designs, develops, and sells technologies that help to power, secure, and draw insights from the internet in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. More details

CSCO fundamental analysis
Snowflake Score
Valuation3/6
Future Growth2/6
Past Performance4/6
Financial Health3/6
Dividends5/6

CSCO Community Fair Values

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Cisco Systems, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Cisco Systems
Historical stock prices
Current Share PriceUS$91.85
52 Week HighUS$92.92
52 Week LowUS$58.58
Beta0.82
1 Month Change16.24%
3 Month Change17.28%
1 Year Change54.81%
3 Year Change98.59%
5 Year Change71.91%
Change since IPO118,788.90%

Recent News & Updates

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

Shareholder Returns

CSCOUS CommunicationsUS Market
7D3.2%1.7%0.8%
1Y54.8%92.1%27.7%

Return vs Industry: CSCO underperformed the US Communications industry which returned 92.1% over the past year.

Return vs Market: CSCO exceeded the US Market which returned 27.7% over the past year.

Price Volatility

Is CSCO's price volatile compared to industry and market?
CSCO volatility
CSCO Average Weekly Movement5.2%
Communications Industry Average Movement7.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.3%

Stable Share Price: CSCO has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: CSCO's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
198486,200Chuck Robbinswww.cisco.com

Cisco Systems, Inc. designs, develops, and sells technologies that help to power, secure, and draw insights from the internet in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company offers data center switching; network security, identity and access management, and secure access service edge; threat intelligence, detection, and response 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, monitoring and analytics, and observability suite; 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 delivers connectivity to campus, data center, and branch networks; wireless products, including indoor and outdoor wireless 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, transition collaboration solutions from on-premise to the cloud; and network assurance, monitoring and analytics, and observability suite.

Cisco Systems, Inc. Fundamentals Summary

How do Cisco Systems's earnings and revenue compare to its market cap?
CSCO fundamental statistics
Market capUS$362.80b
Earnings (TTM)US$11.08b
Revenue (TTM)US$59.05b
32.8x
P/E Ratio
6.1x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
CSCO income statement (TTM)
RevenueUS$59.05b
Cost of RevenueUS$20.78b
Gross ProfitUS$38.28b
Other ExpensesUS$27.20b
EarningsUS$11.08b

Last Reported Earnings

Jan 24, 2026

Next Earnings Date

May 13, 2026

Earnings per share (EPS)2.80
Gross Margin64.81%
Net Profit Margin18.76%
Debt/Equity Ratio63.0%

How did CSCO perform over the long term?

See historical performance and comparison

Dividends

1.8%
Current Dividend Yield
59%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/02 03:52
End of Day Share Price 2026/05/01 00:00
Earnings2026/01/24
Annual Earnings2025/07/26

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Cisco Systems, Inc. is covered by 59 analysts. 24 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
James KelleherArgus Research Company
Jonathan RuykhaverBaird
Jeffrey KvaalBarclays