Cisco Systems (CSCO) Aktievy
Cisco Systems, Inc. designar, utvecklar och säljer teknik som hjälper till att driva, säkra och dra insikter från internet i Nord- och Sydamerika, Europa, Mellanöstern, Afrika, Asien och Stillahavsområdet, Japan och Kina. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 2/6 |
| Framtida tillväxt | 2/6 |
| Tidigare resultat | 5/6 |
| Finansiell hälsa | 3/6 |
| Utdelningar | 5/6 |
Belöningar
Riskanalys
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CSCO Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$110.56
FV
9.5% övervärderad intrinsisk rabatt7.20%
Revenue growth p.a.
90
users have viewed this narrative1users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
Cisco Systems, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$121.10 |
| 52 veckors högsta | US$130.37 |
| 52 veckors lägsta | US$64.85 |
| Beta | 1 |
| 1 månads förändring | 2.44% |
| 3 månaders förändring | 53.49% |
| 1 års förändring | 88.95% |
| 3 års förändring | 132.57% |
| 5 års förändring | 132.57% |
| Förändring sedan börsintroduktionen | 156,649.55% |
Senaste nyheter och uppdateringar
Seeking Alpha • Jun 09
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
Uppdatering av berättelse • Jun 06
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.
Ny berättelse • Jun 01
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
Seeking Alpha • Jun 09
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 AlphaUppdatering av berättelse • Jun 06
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.Ny berättelse • Jun 01
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?Uppdatering av berättelse • 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.
Ny berättelse • 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.
Ny berättelse • 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?Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • Sep 04
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.Aktieägarnas avkastning
| CSCO | US Communications | US Marknad | |
|---|---|---|---|
| 7D | -0.4% | 1.1% | 0.9% |
| 1Y | 89.0% | 96.2% | 24.5% |
Avkastning vs industri: CSCO presterade sämre än US Communications branschen som gav 96.2 % under det senaste året.
Avkastning vs Marknaden: CSCO översteg US marknaden som gav 24.5 % under det senaste året.
Prisvolatilitet
| CSCO volatility | |
|---|---|
| CSCO Average Weekly Movement | 5.9% |
| Communications Industry Average Movement | 9.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Stabil aktiekurs: CSCO har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: CSCO s veckovolatilitet ( 6% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1984 | 86,200 | Chuck Robbins | www.cisco.com |
Cisco Systems, Inc. designar, utvecklar och säljer teknik som hjälper till att driva, säkra och dra insikter från internet i Nord- och Sydamerika, Europa, Mellanöstern, Afrika, Asien och Stillahavsområdet, Japan och Kina. Företaget erbjuder switching för datacenter, nätverkssäkerhet, identitets- och åtkomsthantering samt Secure Access Service Edge, lösningar för threat intelligence, detection och response, sammankoppling av publika och privata trådbundna och mobila nätverk, vilket ger anslutningsmöjligheter till campus, datacenter och filialnätverk, WEBEX-sviten, samarbetsenheter och kontaktcenter, kommunikationsplattform som en serviceprogramvara, inklusive eviga licenser, abonnemangsarrangemang och hårdvarulösningar; network assurance, monitoring and analytics, and observability suite; problemlösning, mjukvarusupport och hårdvarubyte; professionella tjänster, såsom planering, design, implementering och högvärdeskonsultation; service- och supportpaket, finansiering och managed network services; och regionala, nationella och internationella fastnätsoperatörer, webscale-produkter, internet och kabel. Företaget levererar också anslutningsmöjligheter till campus-, datacenter- och filialnätverk; trådlösa produkter, inklusive trådlös täckning för inomhus- och utomhusbruk som är utformad för sömlös roaming av röst-, video- och dataapplikationer; heltäckande samarbetslösningar via molnet, lokalt eller i hybrida molnmiljöer, övergång av samarbetslösningar från lokalt till molnet; och nätverkssäkring, övervakning och analys samt observability suite.
Cisco Systems, Inc. Sammanfattning av grunderna
| CSCO grundläggande statistik | |
|---|---|
| Börsvärde | US$477.31b |
| Vinst(TTM) | US$11.96b |
| Intäkter(TTM) | US$60.75b |
39.9x
P/E-förhållande7.9x
P/S-förhållandeÄr CSCO övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| CSCO resultaträkning (TTM) | |
|---|---|
| Intäkter | US$60.75b |
| Kostnad för intäkter | US$21.69b |
| Bruttovinst | US$39.06b |
| Övriga kostnader | US$27.10b |
| Intäkter | US$11.96b |
Senast redovisade vinst
Apr 25, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 3.03 |
| Bruttomarginal | 64.30% |
| Nettovinstmarginal | 19.69% |
| Skuld/egenkapitalförhållande | 64.1% |
Hur har CSCO utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
1.4%
Aktuell utdelningsavkastning55%
UtbetalningskvotGer CSCO en tillförlitlig utdelning?
Se CSCO utdelningshistorik och jämförelsetal| Cisco Systems datum för utdelning | |
|---|---|
| Ex utdelningsdag | Jul 06 2026 |
| Utbetalningsdag för utdelning | Jul 22 2026 |
| Dagar till Ex-utdelning | 21 days |
| Dagar till utdelningsdag | 37 days |
Ger CSCO en tillförlitlig utdelning?
Se CSCO utdelningshistorik och jämförelsetalFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/14 17:53 |
| Aktiekurs vid dagens slut | 2026/06/12 00:00 |
| Intäkter | 2026/04/25 |
| Årlig intjäning | 2025/07/26 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Cisco Systems, Inc. bevakas av 59 analytiker. 24 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| James Kelleher | Argus Research Company |
| Jonathan Ruykhaver | Baird |
| Jeffrey Kvaal | Barclays |