Cisco Systems (CSCO) Hisse Özeti
Cisco Systems, Inc., Amerika kıtası, Avrupa, Orta Doğu, Afrika, Asya-Pasifik, Japonya ve Çin’de interneti desteklemek, kolaylaştırmak, güvenliğini sağlamak ve internetten içgörüler elde etmek amacıyla teknolojiler tasarlar, geliştirir ve satar. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 6/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 5/6 |
| Finansal Sağlık | 4/6 |
| Temettüler | 5/6 |
Ödüller
Risk Analizi
CSCO risk kontrollerimizi geçti.
CSCO Community Fair Values
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Analyst Price Targets
Top Community Narratives
Cisco Systems, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$110.24 |
| 52 Haftanın En Yüksek Seviyesi | US$130.37 |
| 52 Haftanın En Düşük Seviyesi | US$66.81 |
| Beta | 0.99 |
| 1 Aylık Değişim | -1.23% |
| 3 Aylık Değişim | -7.78% |
| 1 Yıllık Değişim | 60.51% |
| 3 Yıllık Değişim | 106.67% |
| 5 Yıllık Değişim | 94.46% |
| Halka arzdan bu yana değişim | 142,592.57% |
Son Haberler & Güncellemeler
Seeking Alpha • 20h
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
Anlatı Güncellemesi • Sep 09
CSCO: AI Networking Cycle And Sovereign Infrastructure Will Drive Future Upside
Analysts have lifted the fair value estimate for Cisco Systems from $150.00 to about $166.29, pointing to stronger expected revenue growth, slightly higher profit margins, and Cisco's broad participation in AI driven networking cycles as key supports for higher price targets across much of recent Street research, even as a few firms flag valuation and near term growth concerns. Analyst Commentary Recent research on Cisco Systems points to a cluster of bullish views following the latest fiscal Q4 update and new long term targets.Recent updates
Seeking Alpha • 20h
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 AlphaAnlatı Güncellemesi • Sep 09
CSCO: AI Networking Cycle And Sovereign Infrastructure Will Drive Future Upside
Analysts have lifted the fair value estimate for Cisco Systems from $150.00 to about $166.29, pointing to stronger expected revenue growth, slightly higher profit margins, and Cisco's broad participation in AI driven networking cycles as key supports for higher price targets across much of recent Street research, even as a few firms flag valuation and near term growth concerns. Analyst Commentary Recent research on Cisco Systems points to a cluster of bullish views following the latest fiscal Q4 update and new long term targets.
Anlatı Güncellemesi • Aug 26
CSCO: AI Networking Supercycle And Hyperscaler Demand Will Drive Future Returns
The analyst price target for Cisco Systems has been raised by about $6 to $136. This change reflects updated assumptions for slightly higher revenue growth, modestly improved profit margins, a somewhat higher discount rate, and a lower future P/E multiple, as analysts point to strong recent quarterly results and increasing focus on AI networking as key drivers in their models.
Yeni Anlatı • Aug 12
AI Workforce Rollout
Cisco (CSCO) is executing the corporate sector’s largest enterprise-wide AI deployment to date, issuing personalized, task-executing AI agents to all ~90,000 employees starting in its FY2027 (launching late July/August 2026) 1 2. The rollout transitions Cisco from experimental pilot programs to standardized, autonomous agentic workflows across sales, engineering, finance, legal, and customer support 1 2 3.
Anlatı Güncellemesi • Aug 12
CSCO: AI Networking Upswing Will Test Elevated Margins And P/E
The analyst price target for Cisco Systems has been reset from $102.99 to $115.00. Analysts point to higher assumed profit margins and broad-based support from recent research that highlights AI infrastructure demand, networking order strength and sustained interest in Cisco's multi-year AI and cloud refresh story.Anlatı Güncellemesi • Jul 29
CSCO: AI Infrastructure Demand And Hyperscaler Orders Will Drive Future Returns
Cisco Systems' updated analyst price target of $130, up from $127, reflects analysts' use of a slightly lower discount rate, an adjusted fair value estimate, and an updated view on revenue growth, margins and future P/E, informed by recent research pointing to AI infrastructure demand, networking order strength and large bank CIO survey feedback. Analyst Commentary Recent Street research on Cisco Systems points to a cluster of higher fair value estimates, with many bullish analysts tying their views to AI infrastructure demand, networking order strength and management guidance on future AI related revenue.Anlatı Güncellemesi • Jul 15
CSCO: AI Order Euphoria Will Expose Rich P/E To Disappointment
Analysts have lifted the fair value estimate for Cisco Systems to about $103 from roughly $95, citing higher assumed revenue growth, a slightly adjusted discount rate, and expectations for a richer future P/E multiple supported by stronger AI related demand and networking orders highlighted across recent research updates. Analyst Commentary Recent Cisco Systems research has largely highlighted stronger AI infrastructure momentum, a healthier networking order pipeline, and raised revenue expectations tied to AI related projects.Anlatı Güncellemesi • Jun 23
CSCO: AI Networking Momentum And Security Risks Will Drive Future Returns
The analyst price target for Cisco Systems edges higher, with fair value moving from about $125.82 to $127.05, as analysts point to strong AI and networking order trends, refreshed AI-related targets, and a series of raised Street price objectives clustered in the $112 to $150 range, supported by views that AI infrastructure demand, campus refresh activity, and resilient margins can support the updated assumptions. Analyst Commentary Recent research on Cisco Systems points to a cluster of higher price targets and generally positive commentary around execution in AI networking, campus refresh activity, and optical demand tied to Acacia.Analiz Makalesi • Jun 16
Cisco Systems (CSCO) Stock Could Be 8.7% Overvalued After New AI Partnerships
Cisco Systems (CSCO) has moved back into the spotlight after new AI focused alliances with Equinix and NVIDIA, alongside the Cisco Cloud Control launch, recast the stock as an enterprise AI infrastructure partner. See our latest analysis for Cisco Systems. Despite a small 0.8% decline in the latest session, Cisco Systems’ recent AI partnerships and product launches have coincided with a 51.6% 90 day share price return and a 160.71% 5 year total shareholder return, indicating strong momentum...Anlatı Güncellemesi • 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.Yeni Anlatı • 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?Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.Yeni Anlatı • 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?Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Hissedar Getirileri
| CSCO | US Communications | US Pazar | |
|---|---|---|---|
| 7D | 2.6% | 0.8% | -1.1% |
| 1Y | 60.5% | 50.9% | 11.7% |
Getiri vs. Endüstri: CSCO geçen yıl % 50.9 oranında getiri sağlayan US Communications sektörünü aştı.
Getiri vs Piyasa: CSCO geçen yıl % 11.7 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| CSCO volatility | |
|---|---|
| CSCO Average Weekly Movement | 4.9% |
| Communications Industry Average Movement | 7.7% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.9% |
İstikrarlı Hisse Senedi Fiyatı: CSCO son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: CSCO 'nin haftalık oynaklığı ( 5% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1984 | 82,400 | Chuck Robbins | www.cisco.com |
Cisco Systems, Inc., Amerika kıtası, Avrupa, Orta Doğu, Afrika, Asya-Pasifik, Japonya ve Çin’de interneti desteklemek, kolaylaştırmak, güvenliğini sağlamak ve internetten içgörüler elde etmek için teknolojiler tasarlar, geliştirir ve satar. Şirket, veri merkezi anahtarlama; ağ güvenliği, kimlik ve erişim yönetimi ile güvenli erişim hizmeti kenarı; kimlik ve ajan tabanlı güvenlik çözümleri; kamu ve özel kablolu ve mobil ağları birbirine bağlayarak kampüs, veri merkezi ve şube ağlarına bağlantı sağlar; WEBEX paketi, işbirliği cihazları ve iletişim merkezi; kalıcı lisanslar, abonelik düzenlemeleri ve donanım çözümlerini içeren hizmet olarak iletişim platformu yazılımı; ağ güvencesi ve gözlemlenebilirlik paketi; hızlandırılmış sorun çözme, yazılım desteği ve donanım değişimi; planlama, tasarım, uygulama ve yüksek değerli danışmanlık gibi profesyonel hizmetler; hizmet ve destek paketleri, finansman ve yönetilen ağ hizmetleri; ayrıca bölgesel, ulusal ve uluslararası kablolu operatörler, web ölçeğinde ürünler, internet ve kablolu hizmetler sunmaktadır. Ayrıca, ses, video ve veri uygulamalarının kesintisiz dolaşım kullanımı için tasarlanmış iç ve dış mekan kapsama alanı dahil olmak üzere kablosuz ürünler; bulut, şirket içi veya hibrit bulut ortamları üzerinden uçtan uca işbirliği çözümleri sunmaktadır.
Cisco Systems, Inc. Temel Bilgiler Özeti
| CSCO temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$424.77b |
| Kazançlar(TTM) | US$13.27b |
| Gelir(TTM) | US$63.33b |
32.8x
F/K Oranı6.9x
P/S OranıCSCO aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| CSCO gelir tablosu (TTM) | |
|---|---|
| Gelir | US$63.33b |
| Gelir Maliyeti | US$22.47b |
| Brüt Kâr | US$40.86b |
| Diğer Giderler | US$27.59b |
| Kazançlar | US$13.27b |
Son Raporlanan Kazançlar
Jul 25, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 3.37 |
| Brüt Marj | 64.52% |
| Net Kâr Marjı | 20.95% |
| Borç/Özkaynak Oranı | 58.7% |
CSCO uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
1.5%
Mevcut Temettü Verimi49%
Ödeme OranıCSCO güvenilir bir temettü ödüyor mu?
CSCO temettü geçmişine ve kıyaslamalara bakın| Cisco Systems temettü tari̇hleri̇ | |
|---|---|
| Eski Temettü Tarihi | Oct 02 2026 |
| Temettü Ödeme Tarihi | Oct 21 2026 |
| Eski temettüye kadar geçen günler | 14 days |
| Temettü ödeme tarihine kadar geçen günler | 33 days |
CSCO güvenilir bir temettü ödüyor mu?
CSCO temettü geçmişine ve kıyaslamalara bakınŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/17 21:54 |
| Gün Sonu Hisse Fiyatı | 2026/09/17 00:00 |
| Kazançlar | 2026/07/25 |
| Yıllık Kazançlar | 2026/07/25 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Cisco Systems, Inc. 54 Bu analistlerden 25, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| James Kelleher | Argus Research Company |
| Jonathan Ruykhaver | Baird |
| Jeffrey Kvaal | Barclays |