Cisco Systems (NASDAQ:CSCO – Get Free Report) had its price objective boosted by stock analysts at Citigroup from $85.00 to $90.00 in a report released on Thursday,MarketScreener reports. The brokerage currently has a “buy” rating on the network equipment provider’s stock. Citigroup’s target price suggests a potential upside of 14.84% from the stock’s current price.
Other research analysts have also issued research reports about the stock. Wells Fargo & Company upped their price target on shares of Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a research note on Thursday, November 13th. Bank of America lifted their target price on Cisco Systems from $85.00 to $95.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. President Capital reduced their price target on shares of Cisco Systems from $90.00 to $88.00 in a research report on Wednesday, December 24th. HSBC increased their price objective on shares of Cisco Systems from $69.00 to $74.00 and gave the stock a “hold” rating in a research note on Friday, November 14th. Finally, Barclays upped their price target on shares of Cisco Systems from $71.00 to $76.00 and gave the company an “equal weight” rating in a report on Thursday, November 13th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $94.73.
View Our Latest Stock Analysis on CSCO
Cisco Systems Price Performance
Cisco Systems (NASDAQ:CSCO – Get Free Report) last issued its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.02 by $0.02. The business had revenue of $15.35 billion for the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.The business’s quarterly revenue was up 9.7% on a year-over-year basis. During the same period in the prior year, the firm posted $0.94 earnings per share. As a group, analysts predict that Cisco Systems will post 3.04 earnings per share for the current fiscal year.
Insider Transactions at Cisco Systems
In other Cisco Systems news, SVP Maria Victoria Wong sold 428 shares of the firm’s stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $80.33, for a total value of $34,381.24. Following the transaction, the senior vice president directly owned 32,176 shares of the company’s stock, valued at $2,584,698.08. This trade represents a 1.31% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Thimaya K. Subaiya sold 1,745 shares of Cisco Systems stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $79.46, for a total value of $138,657.70. Following the transaction, the executive vice president owned 176,319 shares in the company, valued at approximately $14,010,307.74. The trade was a 0.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,044,865 shares of company stock worth $81,397,635 in the last ninety days. Company insiders own 0.01% of the company’s stock.
Institutional Inflows and Outflows
A number of large investors have recently bought and sold shares of the stock. Norges Bank purchased a new position in Cisco Systems in the fourth quarter valued at $4,473,272,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its position in shares of Cisco Systems by 413.3% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 22,393,371 shares of the network equipment provider’s stock worth $1,553,645,000 after acquiring an additional 18,030,441 shares in the last quarter. Franklin Resources Inc. increased its holdings in shares of Cisco Systems by 46.2% in the 2nd quarter. Franklin Resources Inc. now owns 40,836,858 shares of the network equipment provider’s stock valued at $2,833,261,000 after acquiring an additional 12,904,969 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its position in shares of Cisco Systems by 110.2% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider’s stock worth $1,259,369,000 after acquiring an additional 9,648,265 shares in the last quarter. Finally, Laurel Wealth Advisors LLC lifted its stake in Cisco Systems by 6,778.2% during the second quarter. Laurel Wealth Advisors LLC now owns 6,810,012 shares of the network equipment provider’s stock worth $472,479,000 after purchasing an additional 6,711,004 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.
Trending Headlines about Cisco Systems
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Record Q2 revenue and beat on non‑GAAP EPS with raised full‑year guidance — Cisco reported ~$15.3B revenue and non‑GAAP EPS of $1.04, and raised FY26 revenue guidance to $61.2–$61.7B and non‑GAAP EPS to $4.13–$4.17, giving a clear demand signal (AI/hyperscaler strength). PR Newswire: Cisco Reports Second Quarter Earnings
- Positive Sentiment: New AI networking silicon — Cisco unveiled the Silicon One G300 (102.4Tbps) aimed at large AI clusters, positioning CSCO to capture infrastructure spending from hyperscalers and compete with Broadcom/Nvidia. This product announcement supports the revenue/AI narrative. InsiderMonkey: Silicon One G300 Announcement
- Positive Sentiment: Dividend rise — Cisco increased its quarterly dividend to $0.42 (2% raise), supporting the income-investor case and total‑return thesis. Press Release / Slide Deck
- Positive Sentiment: Analyst support — Rosenblatt reaffirmed a “buy” and $100 PT, reflecting continued analyst optimism and potential upside vs. current levels. Benzinga: Rosenblatt Rating
- Neutral Sentiment: Trade/tariff policy update — U.S. House moved to block tariffs on Canada; reduced trade-policy uncertainty could be modestly positive for tech supply chains but the direct impact on Cisco’s near-term results is unclear. YouTube: Canada Tariffs Override
- Negative Sentiment: Margin concerns from higher memory costs — Several outlets flagged that rising memory prices are pressuring gross margins; Cisco reported GAAP gross margin below some estimates and commentary on component cost pressure weighed on the stock. MSN: Memory Costs Pressure Margins
- Negative Sentiment: Mood mismatch — Despite beats and an upgraded full‑year outlook, investors reacted negatively to guidance that many saw as only in‑line (or conservative on margins), driving post‑close and premarket selling. Coverage notes and market commentary highlight the selloff. CNBC: Stock Drops on Forecast Reaction
- Negative Sentiment: Headline focus on gross‑margin metrics and cash‑flow/chip-costs — Media reports emphasizing below‑estimate gross margin and memory‑cost headwinds amplified selling despite top‑line momentum. MarketWatch: Investors Pan Earnings
About Cisco Systems
Cisco Systems, Inc is a global technology company that designs, manufactures and sells networking hardware, software and telecommunications equipment. Its core business focuses on enabling enterprise and service-provider networks through products such as routers, switches, network security appliances and wireless systems. Over time Cisco has broadened its portfolio to emphasize software-defined networking, cybersecurity, cloud infrastructure and edge computing solutions that help organizations build and manage modern IT environments.
In addition to hardware, Cisco offers a growing range of software platforms and subscription services for network management, security, analytics and collaboration.
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