Cisco Systems, Inc.

NasdaqGS:CSCO Aktierapport

Börsvärde: US$480.2b

Cisco Systems Tidigare resultatutveckling

Tidigare kriterier kontrolleras 5/6

Cisco Systems s intäkter har minskat med en genomsnittlig årlig takt på -1.6%, medan Communications -branschen såg intäkter på sjunkande på 0.9% årligen. Intäkterna har varit växande med en genomsnittlig takt på 3.2% per år. Cisco Systems s avkastning på eget kapital är 24.5% och den har en nettomarginal på 19.7%.

Viktig information

-1.57%

Tillväxttakt i vinsten

-0.15%

Tillväxttakt för EPS

Communications Tillväxt i branschen31.77%
Intäkternas tillväxttakt3.22%
Avkastning på eget kapital24.47%
Nettomarginal19.69%
Senaste uppdateringen av resultatet25 Apr 2026

Senaste uppdateringar av tidigare prestationer

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 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?
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.

Fördelning av intäkter och kostnader

Hur Cisco Systems tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.

Resultat- och intäktshistorik

NasdaqGS:CSCO Intäkter, kostnader och resultat (USD Millions )
DatumIntäkterIntäkterG+A KostnaderFoU-kostnader
25 Apr 2660,74611,95814,2029,512
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

Kvalitetsintäkter: CSCO har inkomster av hög kvalitet.

Växande vinstmarginal: CSCO s nuvarande netto vinstmarginaler (19.7%) är högre än förra året (17.6%).

Fritt kassaflöde vs resultatanalys

Analys av tidigare vinsttillväxt

Resultatutveckling: CSCO s intäkter har minskat med 1.6% per år under de senaste 5 åren.

Accelererande tillväxt: CSCO s intäktstillväxt under det senaste året ( 22.2% ) överstiger sitt 5-åriga genomsnitt ( -1.6% per år).

Resultat vs industri: CSCO vinsttillväxt under det senaste året ( 22.2% ) översteg Communications branschen 11.5%.

Avkastning på eget kapital

Hög ROE: CSCO s avkastning på eget kapital ( 24.5% ) anses vara hög.

Avkastning på tillgångar

Avkastning på sysselsatt kapital

Upptäck starka bolag som tidigare presterat bra

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Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/06/12 03:17
Aktiekurs vid dagens slut2026/06/12 00:00
Intäkter2026/04/25
Årlig intjäning2025/07/26

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.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* 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.

AnalytikerInstitution
James KelleherArgus Research Company
Jonathan RuykhaverBaird
Jeffrey KvaalBarclays