DailyIQ
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Sector:TechnologyAll sectors
Last updated 1 hour ago

CSCO·Cisco Systems, Inc.

$.
-. (-.%)
High
$122.00
Open
$120.49
Market Cap
474.59B
52W High
$120.79
Low
$117.45
P. Close
$120.41
P/E
39.69
52W Low
$62.30
Fwd P/E
102.63
Mean Target
-
Technical Score (1D)
100
BUY
News Sentiment
69
BULLISH
Analysts are adjusting their outlooks for Cisco Systems (CSCO) following recent performance. Bank of America has raised its price target for CSCO to $135 from $114, reflecting increased optimism. This follows a significant price target increase by Rosenblatt, who boosted their target to $150 from $100 and reiterated a Buy rating. These target revisions are driven by strong acceleration observed in Cisco's Networking segment, with its Security business also showing signs of stabilization. While some areas like Collaboration and Observability have seen weaker performance, analysts are confident in Cisco's operational flexibility to maintain robust operating margins, even amidst potential gross margin pressures. The current consensus among analysts leans towards an overweight rating, with the average price target around $129.20. Investors will be watching for continued strength in Networking and the company's ability to navigate cost pressures to sustain its operating margin resilience.
Earnings Summary
Cisco Systems, Inc. is a global technology leader providing essential networking and security solutions that underpin the internet, offering a comprehensive suite of hardware, software, and services. Operating within the Technology sector, specifically the Communication Equipment industry, Cisco's business model focuses on connecting and securing networks for businesses, governments, and service providers through continuous innovation and adaptation to evolving technological demands. In its most recent reported quarters, Cisco demonstrated a positive earnings trend, with Q3 2026 EPS of $1.06 beating estimates of $1.0559 and Q2 2026 EPS of $1.04 exceeding estimates of $1.03461. Revenue also showed strength, with Q3 2026 revenue at $15.841 billion surpassing estimates of $15.869 billion, and Q2 2026 revenue at $15.349 billion falling slightly short of the $15.538 billion estimate. This performance follows a pattern of consistent EPS beats in the preceding quarters of Q2 2025 ($0.99 actual vs. $0.97731 estimate), Q1 2025 ($0.96 actual vs. $0.9174 estimate), and Q4 2024 ($0.94 actual vs. $0.909 estimate), indicating a strong beat streak for earnings per share. Historically, Cisco has shown a trajectory of year-over-year revenue growth, with notable beats against analyst estimates in recent periods, particularly driven by demand for its AI infrastructure solutions. Recent news highlights Cisco's significant increase in its fiscal 2026 AI infrastructure order outlook to $9 billion, fueled by hyperscaler demand and strategic partnerships with companies like NVIDIA and OpenAI for AI agent deployment. Analyst sentiment has turned strongly positive, with upgrades and price target increases reflecting confidence in Cisco's AI-driven growth narrative and its role in a potential "networking super cycle." Investors should watch for continued acceleration in AI infrastructure orders and revenue conversion, as well as the impact of its strategic restructuring on future financial performance and market positioning.

EPS

EstBeatMiss
$0.88$0.96$1.04$1.13$1.21Q1'25Q2'25Q3'25Q2'26Q3'26Q4'26
QtrEstActual+/−
Q4'26$1.17 - -
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%
Q1'25$0.92$0.96+4.6%

Revenue

EstBeatMiss
$13.7B$14.7B$15.7B$16.6B$17.6BQ1'25Q2'25Q3'25Q2'26Q3'26Q4'26
QtrEstActual+/−
Q4'26$17.2B - -
Q3'26$15.9B$15.8B-0.2%
Q2'26$15.5B$15.3B-1.2%
Q3'25 - $14.9B -
Q2'25 - $14.7B -
Q1'25 - $14.1B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

CSCO Stock Snapshot

CSCO is currently trading at $118.78, giving Cisco Systems, Inc. a market cap of 474.59B and a P/E ratio of 39.7. Today's range spans $117.45–$122.00, with shares opening at $120.49 and moving down $1.63 (1.4%) from the prior close. DailyIQ's technical score sits at 100/100 (BUY) with a news sentiment reading of 69/100.

Over the past year CSCO has traded between $62.30 and $120.79 - the current price is +90.7% off the 52-week low and -1.7% from the high.

CSCO carries a BUY signal on a 100/100 technical score, trades at $118.78 (near 52-week highs), and has bullish sentiment at 69/100. At 474.59B in Technology market cap (P/E: 39.7), the name has scale without the index-anchor inertia of mega-cap peers - which means when the bullish momentum runs, the percentage move can be meaningfully larger. Annual range: $62.30–$120.79.

The combination of a BUY signal (100/100) and bullish news sentiment (69/100) puts CSCO on the screens of active managers who run quality-momentum overlays — a cohort that can build meaningful positions at 474.59B in Technology market cap without immediately moving the stock. At $118.78 (near 52-week highs in the $62.30–$120.79 range), the entry discipline is clean and the potential re-rating if sentiment continues to improve is meaningful.

Recent News Coverage

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