CSCO|Analyst Targets
CSCO|Company Info
CSCO|Insider Trading
CSCO|Fundamentals
CSCO|Earnings Snapshot
EPS
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q1'27 | $1.35 | - | - |
| Q4'26 | $1.17 | $1.22 | +4.4% |
| Q3'26 | $1.06 | $1.06 | +0.4% |
| Q2'26 | $1.03 | $1.04 | +0.5% |
| Q3'25 | $0.98 | $1.00 | +1.8% |
| Q2'25 | $0.98 | $0.99 | +1.3% |
Revenue
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q1'27 | $18.5B | - | - |
| Q4'26 | $17.2B | $17.3B | +0.5% |
| Q3'26 | $15.9B | $15.8B | -0.2% |
| Q2'26 | $15.5B | $15.3B | -1.2% |
| Q3'25 | - | $14.9B | - |
| Q2'25 | - | $14.7B | - |
CSCO|Monthly Returns
Market Data
CSCO Stock Snapshot
- Market cap
- 376.85B
- P/E ratio
- 28.4
- Day range
- $95.85 – $97.59
- News sentiment
- 42/100 · Neutral
- Analyst target
- $136.16 (+40.9%)
- Consensus
- Buy · 37 analysts
Price is in the lower half of its 52-week range, and the momentum read backs that positioning up. Coverage is deep enough that new information gets priced quickly, so surprises tend to be macro rather than fundamental.
Reverse DCF
What growth is priced into CSCO?
At today's price, Cisco Systems, Inc. needs to grow free cash flow about 13.9% a year for 3 years, slowing to a long-run rate by year 10, to justify its valuation at a 8.77% cost of capital. Over the last five years its revenue has trended at 4.1% a year, so the market is asking for 9.8 percentage points above its own delivered rate. On that basis CSCO looks priced above what its own growth record supports.
- Implied FCF growth
- 13.9%
- Growth trend
- 4.1%
- Growth gap
- +9.8 pts
- Verdict
- RICH
- Discount rate (WACC)
- 8.77%
- Beta
- 0.97
Behaviour On Record
What CSCO's own history says about today's numbers
- Realized volatility (21d)
- 33.6% 87th pct
- Below its peak
- -22.7%
- vs 200-day average
- -1.4%
- Up days (1y)
- 52%
Cisco Systems, Inc. is currently running 33.6% annualised volatility over the last 21 sessions. Measured against CSCO's own 13 years of daily returns rather than a market-wide average, that is the 87th percentile — elevated for this stock, against a typical reading of 20.8%.
CSCO is trading -22.7% below its running peak. Across 13 full years on file, its median worst-drawdown-in-a-year was -18.0%, and the deepest was -37.8% in 2022. The current drawdown is already deeper than this stock's typical annual low point, which puts it in the part of its range where past recoveries began, and where past declines also continued.
Price sits -1.4% from its 200-day moving average. Against every other day in its history, that gap ranks at the 25th percentile — a narrower gap than it typically runs. Over the past year CSCO closed higher on 52% of sessions, and it is currently 1 session into a falling streak.
On November specifically: over 13 years of records, CSCO finished the month higher 7 of 13 times, with a median return of +3.3% and an average of +2.6%. Its strongest month historically has been May at +3.8% on average, its weakest September at -0.6%.
Overnight risk is measurable too: CSCO has opened more than 2% away from the prior close in 25 of 3,269 sessions (0.8% of the time), with the largest gaps running +4.7% and -5.9%.
Across the last 3 dated reports on file, CSCO moved an average of 5.3% in the session after earnings, closing higher 0 of those 3 times, with a median move of -5.5% and a largest of -5.7%.
All figures computed from 3,270 daily closes between 2013-11-06 and 2026-11-05, split-adjusted, recomputed daily. Percentiles are against CSCO's own 13-year history, not a peer group or index.
Sector Rotation
Is money rotating into or out of CSCO's sector?
Cisco Systems, Inc. sits in the Software sector, currently ranked 11th of 12 GICS sectors by relative-strength rotation score (lagging).
- Sector rank
- #11 of 12
- Sector state
- Lagging
- Sector rotation score
- 18
Analyst Consensus Estimates
What do analysts expect CSCO to earn?
Analysts expect Cisco Systems, Inc. to earn $5.15 per share in the fiscal year ending Jul 2027 and $5.18 in the fiscal year ending Jul 2029, from 2 estimates. These are analyst forecasts, not company guidance, and later years rest on fewer analysts.
Revenue marked ~ is our calculation from the EPS estimate, not analyst consensus.
Analyst Rating Changes
Are analysts turning bullish or bearish on CSCO?
Morgan Stanley most recently downgraded Cisco Systems, Inc. to Equal-Weight on Nov 5, 2026 with a price target of $120 (from $135). Over the last 90 days, coverage has run 0 upgrades against 2 downgrades, a net bearish lean.
- Latest action
- Morgan Stanley: Equal-Weight
- 90-day upgrades
- 0
- 90-day downgrades
- 2
- Net rating momentum
- -2
Corporate Stakes
What does CSCO own in other companies?
Cisco Systems, Inc. files its own 13F because it holds at least $100M of listed US stock. At the end of Q3 2026 it reported 5 positions worth $294.3M, led by iShares Core S&P Total U.S. Stock Market ETF at $119.7M (41% of the total). That quarter it opened a new position in LIFE and sold out of RBRK. At today's prices those positions are worth $241.0M, about 0.1% of Cisco Systems, Inc.'s own market value.
- Listed positions
- 5
- Reported value
- $294.3M
- Worth now
- $241.0M
- Largest position
- ITOT
- New / sold out
- 1 / 1
Form 13F lists US-listed shares held at quarter-end and is filed up to 45 days later. Stakes in private companies are not on it. Value now and Change put those same shares, adjusted for any stock split, at today's price against their reported quarter-end value, so they do not reflect buying or selling since.
Earnings Release, Scored
What did Cisco Systems, Inc.'s latest earnings release say?
Most important lines
- 1
Networking product orders grew 40% year over year in Q4, marking the eighth consecutive quarter of double-digit growth
New this quarter - 2
Q4 total product orders up 35% year over year; up 25% excluding hyperscalers, with double-digit growth across every geography and customer market
- 3
Record top and bottom-line performance with double-digit growth in Q4 and FY 2026, exceeding the high end of guidance ranges
New this quarter
Peers & ETF holders
CSCO peers & ETF holders
Communication EquipmentMarket cap · today
News & sentiment
What is the news saying about CSCO?
CSCO fell 18.4% over the month to Nov 6. News tone held between 47 and 75 from Oct 6 to Oct 19, then jumped to 74 on Oct 20.
- Oct 6 +4.7%same day: Cisco System’s $4.30 Billion Collaboration Unit Adds WhatsApp to Webex
- Oct 30 -5.5%same day: Cisco chief found a 27-year-old ex-founder ‘buried away in the organization doing something unstrategic’—now the Gen Zer is rewriting 98% of its code
- Nov 5 -7.6%same day: Cisco Systems (CSCO) Expands Into Managed Secure Networking For AI Enterprise Infrastructure
Technical analysis
How strong is CSCO's momentum right now?
On the daily chart CSCO ranks at the 88th percentile for momentum against 1,060 stocks and ETFs, a bullish reading.
Institutional ownership
Are big funds buying or selling CSCO?
100 of the 229 tracked managers added to CSCO in their latest 13F and 128 trimmed. Together they own 68.8% of the company, worth $313.1B. BlackRock and Vanguard Capital Management alone hold 15.5%.
- 1BlackRock, Inc.9.19%$42.1B positionTrimmed 1.7% last quarter
- $28.8B positionAdded 0.4% last quarter
- 3State Street Corp5.05%$23.2B positionAdded 1.8% last quarter
- 4Invesco Ltd.3.54%$16.2B positionAdded 66.7% last quarter
- $14.0B positionAdded 1.2% last quarter
- $11.8B positionTrimmed 1.1% last quarter
- 7Morgan Stanley2.06%$9.4B positionAdded 3.4% last quarter
- 8FMR LLC (Fidelity)1.95%$8.9B positionAdded 12.9% last quarter
- $7.9B positionAdded 5.0% last quarter
- 10Norges Bank1.40%$6.4B positionTrimmed 5.6% last quarter
Congressional trading
Is Congress trading CSCO?
16 members of Congress disclosed 25 CSCO trades between Oct 29, 2024 and Oct 23, 2026: 11 buys and 14 sells, about $407.5K in estimated value.
What stands out
Click one to highlight its trades in the chartDiscover more
How has CSCO done against its peers?
Over the six months to Nov 6, CSCO returned +5.1%. Of the 15 related stocks and ETFs, 5 did better, led by PANW at +76.8%.
- 1PANWPalo Alto Networks, Inc.up 76.8%+71.7 pts
- 2HPEHewlett Packard Enterprise Companyup 57.4%+52.3 pts
- 3MSIMotorola Solutions, Inc.up 18.9%+13.8 pts
- 4PLTRPalantir Technologies Inc.up 18.5%+13.4 pts
- 5AMDAdvanced Micro Devices, Inc.up 5.7%+0.6 pts
- 6CSCOThis stockup 5.1%
- 7MUMicron Technology, Inc.up 4.8%−0.3 pts
- 8TXNTexas Instruments Incorporateddown 1.3%−6.4 pts
- 16CIENCiena Corporationdown 57.2%−62.4 pts