Cisco Systems, Inc. (CSCO) Stock Price, News, Analysis

Technical Score (1D)

SELL

News Sentiment

BEARISH

Cisco’s latest announcement of an on‑premises AI POD that bundles its own networking gear, Nvidia‑accelerated compute, and Kubernetes‑based software is the most immediate catalyst, as it expands the company’s addressable market in the secure‑AI space and has already spurred a 3.3 % share jump. The POD’s ability to run AI workloads without exposing data externally positions Cisco as a compelling choice for enterprises prioritizing data sovereignty, potentially accelerating new customer commitments and future revenue streams. This development dovetails with the company’s recent Q4 results, which showed an 18 % year‑over‑year revenue increase largely driven by AI networking orders that have yet to be booked, indicating that the market is already pricing in the conversion of those orders into revenue. The fact that Cisco’s earnings multiples remain comparable to Dell’s, despite Dell’s larger revenue jump, underscores that investors are already factoring in the upside from these AI orders. Over the next 1–10 trading days, the market will be watching how quickly Cisco can recognize the revenue from these AI networking orders and whether the company’s FY27 guidance of 15 % revenue and 17 % EPS growth holds up under scrutiny. A key watch item is the timing of the Agent Launchpad rollout later this year, which could further broaden model support and accelerate adoption. Additionally, analysts will be monitoring any updates on Nvidia model integration, as that could unlock deeper performance gains for the POD. Finally, keep an eye on any guidance revisions or commentary from Cisco’s management that might clarify the pace at which AI orders translate into booked revenue, as that will be a critical determinant of short‑term upside.

CSCO|Analyst Targets

LOW TARGET

$115 +4.9%

2 analysts

MEAN TARGET

$138 +25.6%

18 analysts

HIGH TARGET

$170 +55.1%

17 analysts

PRICE RANGE

$115.00 - $170.00

SB / B / H / S / SS

7/17/11/1/1

DAILYIQ EST.

$141.89 (+29.5%)

CSCO|Company Info

Sector

Technology

Industry

Communication Equipment

Exchange

NMS

Country

United States

Website

cisco.com

Symbol

CSCO

Description

Cisco Systems, Inc. is a global technology leader focused on providing essential networking and security solutions that underpin the internet. The company's core business revolves around designing, developing, and selling a comprehensive suite of products and services, including data center switching, network security, and collaboration tools. Cisco's value proposition lies in its ability to connect and secure networks across various environments, from corporate campuses to cloud-based platforms, catering to diverse customer segments like businesses, governments, and service providers. They offer a range of solutions, including hardware, software, and support services, delivered through direct sales, partnerships, and a global distribution network. Established in 1984, Cisco maintains a strong competitive position by continually innovating and adapting to evolving technological demands.

CSCO|Insider Trading

Bought (1Y)

0 shares

Sold (1Y)

178,054.748 shares

$20.9M

Fink Nichlas ASVP, Chief Accounting Officer

Award/Grant7,826 shares2026-09-16

Tuszik OliverEVP, Global Sales

Award/Grant69,613 shares2026-09-16

Subaiya Thimaya K.EVP, Operations

Award/Grant55,690 shares2026-09-16

Stahlkopf Deborah LEVP and Chief Legal Officer

Award/Grant55,690 shares2026-09-16

Robbins CharlesChair and CEO

Award/Grant167,069 shares2026-09-16

CSCO|Fundamentals

Bullish

Verdict: Bullish

✓Revenue growing year over year

✓Positive net margin

✓Positive operating cash flow

Gross Margin

64.5%

Net Margin

21.0%

Revenue CAGR

2.7%

Current Ratio

0.93x

Debt / Equity

0.45x

Return on Equity

26.4%

CSCO|Earnings Snapshot

Earnings Summary

Cisco Systems, Inc. is a global technology leader that designs, develops, and sells networking and security solutions, including data center switching, network security, and collaboration tools, serving businesses, governments, and service providers across diverse environments. In the last two quarters, Cisco reported EPS of $0.94 in Q4 2024 and $0.96 in Q1 2025, both beating estimates of $0.909 and $0.9174 respectively, while revenue rose from $13.991 billion to $14.149 billion, a modest 1.1% increase. The trend continued with EPS of $0.99 in Q2 2025 and $1.00 in Q3 2025, again surpassing estimates of $0.97731 and $0.98216, and revenue climbed to $14.673 billion and $14.883 billion, reflecting a 3.4% YoY growth in Q3. Historically, Cisco has maintained a consistent pattern of EPS beats over the past four quarters, with revenue growth accelerating from 1.1% in Q1 2025 to 3.4% in Q3 2025, indicating robust demand for its networking hardware and software. Recent news highlights Cisco’s entry into Verizon’s 6G Innovation Forum and a partnership with quantum firm Infleqtion to develop distributed quantum networking, positioning the company to capture early revenue from 6G and quantum deployments; these developments suggest a strategic shift toward high‑margin, high‑technology services. Forward‑looking watch points include monitoring the company’s next quarterly guidance for indications of how the 6G and quantum collaborations translate into new revenue streams or higher margin opportunities, as well as keeping an eye on Verizon’s progress in the 6G forum and any public announcements from Infleqtion about the Universal Quantum Switch, which could signal the first commercial deployments.

Read full report

EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'27	$1.32	-	-
Q4'26	$1.19	$1.22	+2.2%
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

EstBeatMiss

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	-

Full Earnings BreakdownEstimates, actuals, guidance, and historical context

→

CSCO|Monthly Returns

Market Data

CSCO Stock Snapshot

HOLD36/100

$109.60+$0.09 (0.1%)

Market cap: 427.93B
P/E ratio: 32.3
Day range: $108.09 – $110.99
News sentiment: 43/100 · Neutral
Analyst target: $137.62 (+25.6%)
Consensus: Buy · 37 analysts

52-week range+64.0% off low · -18.3% from high

$66.81$134.23

Price $109.60 DailyIQ Est. $141.89

CSCO sits in the middle of its 52-week range with the technical picture unresolved. 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?

RICH

At today's price, Cisco Systems, Inc. needs to grow free cash flow about 24.1% a year for the next 10 years to justify its valuation at a 9.40% cost of capital. Over its actual history it has compounded free cash flow at 2.4% a year, so the market is asking for 21.8 percentage points above its own delivered rate. On that basis CSCO looks priced above what its own growth record supports.

Implied FCF growth: 24.1%
Historical FCF CAGR: 2.4%
Growth gap: +21.8 pts
Verdict: RICH
Discount rate (WACC): 9.40%
Beta: 0.94

Behaviour On Record

What CSCO's own history says about today's numbers

Realized volatility (21d): 23.9% 65th pct
Below its peak: -15.7%
vs 200-day average: +13.9%
Up days (1y): 53%

Cisco Systems, Inc. is currently running 23.9% 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 65th percentile — a little above its own norm, against a typical reading of 20.7%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.

CSCO is trading -15.7% below its running peak. Across 12 full years on file, its median worst-drawdown-in-a-year was -18.0%, and the deepest was -37.8% in 2022. The current pullback is therefore shallower than what this stock gives back in a typical year, which is context worth having before treating it as a dislocation.

Price sits +13.9% from its 200-day moving average. Against every other day in its history, that gap ranks at the 81st percentile — a wider gap than this stock usually carries. Over the past year CSCO closed higher on 53% of sessions, and it is currently 1 session into a falling streak.

On September specifically: over 13 years of records, CSCO finished the month higher 8 of 13 times, with a median return of +0.8% and an average of -0.5%. Its strongest month historically has been May at +3.8% on average, its weakest September at -0.5%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.

Overnight risk is measurable too: CSCO has opened more than 2% away from the prior close in 25 of 3,267 sessions (0.8% of the time), with the largest gaps running +4.7% and -5.9%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.

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 3,268 daily closes between 2013-09-20 and 2026-09-18, 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 Technology sector, currently ranked 1st of 11 GICS sectors by relative-strength rotation score (leading).

Sector rank: #1 of 11
Sector state: Leading
Sector rotation score: 90

Options Market

What is the options market pricing for CSCO?

CallsPuts

For Cisco Systems, Inc.'s nearest expiry (2026-09-25, 5 days out), open interest is call-heavy, a bullish tilt (put/call ratio of 0.45), with at-the-money implied volatility around 33.2%. The options market is pricing roughly a ±3.8% move by that expiry — a range of about $106.15–$114.58.

Put/call ratio (2026-09-25): 0.45
ATM implied volatility: 33.2%
Total open interest: 13,866
Expected move by 2026-09-25: ±3.8% ($106.15–$114.58)

Analyst Rating Changes

Are analysts turning bullish or bearish on CSCO?

Deutsche Bank most recently initiated coverage on Cisco Systems, Inc. to Buy on Sep 1, 2026 with a price target of $135. Over the last 90 days, coverage has run 0 upgrades against 1 downgrade, a net bearish lean.

Latest action: Deutsche Bank — Buy
90-day upgrades: 0
90-day downgrades: 1
Net rating momentum: -1

Date	Firm	Action	Rating	Price target
Sep 1, 2026	Deutsche Bank	Initiated	Hold → Buy	$135
Aug 14, 2026	HSBC	Downgrade	Buy → Hold	$137 → $120
Aug 13, 2026	UBS	Maintained	Buy	$132 → $138
Aug 13, 2026	Truist Securities	Maintained	Buy	$125 → $140
Aug 13, 2026	Barclays	Maintained	Equal-Weight	$121 → $123
Aug 13, 2026	Wells Fargo	Maintained	Overweight	$130 → $150
Aug 13, 2026	Keybanc	Maintained	Overweight	$130 → $135
Aug 13, 2026	Rosenblatt	Maintained	Buy	$150 → $165
Aug 13, 2026	Morgan Stanley	Maintained	Overweight	$130 → $135
Jun 25, 2026	Keybanc	Maintained	Overweight	$125 → $130
Jun 12, 2026	Morgan Stanley	Maintained	Overweight	$120 → $130
Jun 8, 2026	B of A Securities	Maintained	Buy	$135 → $150

CSCO Competitive Positioning

Cisco Systems, Inc. (CSCO) is tracked alongside these names in Communication Equipment on DailyIQ — ranked by market cap, with today's move alongside.

CSCOyou're hereCisco Systems, Inc.$427.9B+0.08%
HPEHewlett Packard Enterprise Company$81.0B-5.32%
MSIMotorola Solutions, Inc.$76.1B-0.03%
ZBRAZebra Technologies Corporation$16.6B-0.09%

Held by These ETFs

CSCO is a top holding in these ETFs tracked on DailyIQ — bar length shows portfolio weight.

News Sentiment Analysis

Sentiment gathered from recent headlines

43/100

Strong NegativeNeutralStrong Positive

BEARISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

Cisco Systems is broadening its role in enterprise AI by integrating its infrastructure with Splunk’s platform. The new Cisco AI POD, unveiled at the Splunk conference, enables customers to run AI models on-premises, in private clouds, or air‑gapped environments using Nvidia‑accelerated compute. This move positions Cisco to monetize AI workloads beyond traditional hardware sales, potentially capturing a larger share of the growing AI spend. The partnership leverages Splunk’s data, observability, and security capabilities, offering a comprehensive solution for AI deployment and management.

What did this article say?

Cisco Systems shares fell 7.8% over three months, largely due to a 210‑basis‑point drop in fourth‑quarter gross margin driven by a heavier hardware mix and higher memory costs. The decline underscores ongoing margin pressure and raises concerns about the sustainability of forward growth, despite strong top‑line results. Investors should monitor future earnings releases for any rebound in margin performance and assess whether the dip represents a value entry point.

What did this article say?

Cisco Systems has introduced a new on‑premises AI POD that integrates its infrastructure, Nvidia‑accelerated computing, and Kubernetes‑based software, allowing enterprises to run AI workloads without exposing data externally. The move broadens Cisco’s addressable market in the AI space and signals a strategic push into secure, private‑cloud environments. Investors reacted positively, with shares rising 3.3% as the market interpreted the expansion as a significant tailwind for Cisco’s AI infrastructure strategy. The rollout includes Splunk AI Assistant now and an Agent Launchpad slated for later this year, with support for models from Google, OpenAI, and Cisco, and Nvidia models expected soon. This development positions Cisco as a more compelling option for organizations prioritizing security and data sovereignty, potentially driving new customer commitments and revenue streams.

What did this article say?

Cisco Systems (CSCO) reported slower year‑to‑year revenue growth than peers, yet its last quarter saw an 18% rise driven largely by AI networking orders that have not yet materialized into revenue. The company’s earnings multiples remain comparable to Dell, despite Dell’s 49% revenue jump, suggesting investors are pricing in future AI demand. This forward‑looking optimism reflects a moderate positive catalyst, though the material impact is still unconfirmed. Traders should monitor how quickly these AI orders convert to booked revenue and the company’s guidance on future revenue recognition.

What did this article say?

Cisco delivered record FY26 results with 18% YoY revenue growth in Q4, robust AI infrastructure orders, and a bullish FY27 outlook of 15% revenue and 17% EPS growth, prompting an upgrade to buy.

What did this article say?

Cisco reported Q4 FY2026 revenue up 18% year‑over‑year, driven by a sharp increase in AI‑powered networking orders. Hyperscaler demand jumped 4.5×, underscoring the company’s leadership in AI infrastructure. Strong earnings support the analyst’s buy rating and suggest continued upside as AI adoption expands. Traders should monitor the company’s guidance for the next quarter and the pace of hyperscaler contracts.

What did this article say?

Cisco reported $9.3 billion in hyperscaler AI‑infrastructure orders for fiscal 2026, representing 14.7% of annual revenue, and expanded its AI platform to private, air‑gapped environments. The move signals growing materiality of AI infrastructure for Cisco and supports a modest upside to its valuation. Traders should watch the upcoming earnings release for guidance updates and the progress of the AWS security partnership.

What did this article say?

Cisco Systems has launched an on‑premises AI POD for Splunk, deepened its NVIDIA partnership, and secured a multi‑year co‑development deal with AWS to deliver AI‑driven security and observability across hybrid environments. The move positions Cisco as a central control layer for AI performance and risk management, potentially driving higher margins and recurring revenue from enterprise customers. Investors should watch how quickly the new solutions gain traction and the impact on Cisco’s AI‑centric earnings guidance.

What did this article say?

Cisco Systems announced a partnership with quantum‑technology firm Infleqtion to combine Cisco’s quantum networking expertise with Infleqtion’s neutral‑atom quantum platforms. The collaboration targets key networking challenges that must be overcome to scale quantum computing and sensing from isolated devices to distributed networks. While the deal signals strategic validation for Infleqtion, it does not represent a material shift in Cisco’s core business or revenue streams. The partnership is likely to be priced into the market as a modest tailwind, with no immediate impact on guidance or earnings.

What did this article say?

Cisco’s rollout of the AI POD for Splunk enables on‑premises AI deployment, reinforcing its shift toward AI infrastructure and supporting a projected $7.5 billion revenue target for fiscal 2027, an 87.5% YoY jump that positions AI as a new growth engine.

Technical Analysis

Real-time indicators across multiple timeframes

SELL

Technical indicators reflect the latest computed signal mix for this timeframe.

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Institutional & Hedge Fund Ownership

6 tracked managers · $19.46B combined position · 1 adding, 5 trimming, 0 unchanged (latest 13F filings)

Manager	Trend	Shares Held	% of Co.	Position Value	Filed
Geode Capital Management, LLC	▼ Sell	101,007,196	2.59%	$11.84B	2026-08-12
Invesco Ltd.	▼ Sell	82,898,986	2.12%	$6.43B	2026-07-15
Neuberger Berman Group LLC	▼ Sell	5,602,513	0.14%	$658.11M	2026-08-13
Marshall Wace, LLP	▲ Buy	3,627,800	0.09%	$426.12M	2026-08-13
Baillie Gifford & Co	▼ Sell	863,626	0.02%	$101.44M	2026-08-06
Loomis Sayles & Co L P	▼ Sell	986	0.00%	$115.8K	2026-08-14

Q2 2026 flow:3.22M sh bought ($378.71M)1.52M sh sold ($178.37M)net +1.70M sh (+$200.34M)

Congressional Trading Activity

19 disclosed trades · ~$310.5K est. traded value · 10 buys, 9 sells

Member	Chamber	State	Type	Amount	Traded	Filed
Richard Dean Dr McCormick	House	GA06	▼ Sell	$1K - $15K	2026-07-30	2026-08-14
Richard Dean Dr McCormick	House	GA06	▼ Sell	$1K - $15K	2026-06-12	2026-07-09
Maria Elvira Salazar	House	FL27	▲ Buy	$1K - $15K	2026-03-19	2026-04-21
Julia Letlow	House	LA05	▲ Buy	$1K - $15K	2026-02-02	2026-03-12
Gilbert Cisneros	House	CA31	▲ Buy	$1K - $15K	2026-01-09	2026-02-13
Richard Dean Dr McCormick	House	GA06	▲ Buy	$1K - $15K	2025-11-05	2025-12-09
Linda T. Sanchez	House	CA38	▼ Sell	$1K - $15K	2025-10-28	2026-01-09
Jared Moskowitz	House	FL23	▲ Buy	$1K - $15K	2025-10-10	2025-11-22
Valerie Hoyle	House	OR04	▼ Sell	$1K - $15K	2025-09-23	2025-10-10
Lisa McClain	House	MI09	▼ Sell	$1K - $15K	2025-08-04	2025-09-12
Lisa McClain	House	MI09	▲ Buy	$1K - $15K	2025-07-22	2025-08-13
Cleo Fields	House	LA06	▲ Buy	$50K - $100K	2025-06-30	2025-07-01
Julia Letlow	House	LA05	▲ Buy	$1K - $15K	2025-06-17	2026-01-13
Scott Scott Franklin	House	FL18	▼ Sell	$1K - $15K	2025-06-16	2025-07-14
Jefferson Shreve	House	IN06	▼ Sell	$50K - $100K	2025-05-12	2025-06-22
Josh Gottheimer	House	NJ05	▼ Sell	$1K - $15K	2025-04-09	2025-05-14
Sheri Biggs	House	SC03	▼ Sell	$15K - $50K	2025-03-18	2025-10-05
Valerie Hoyle	House	OR04	▲ Buy	$1K - $15K	2024-10-29	2025-09-12
Richard Dean Dr McCormick	House	GA06	▲ Buy	$1K - $15K	2023-03-15	2025-09-17

CSCO·Cisco Systems, Inc.

EPS

Revenue

CSCO Stock Snapshot

What growth is priced into CSCO?

What CSCO's own history says about today's numbers

Is money rotating into or out of CSCO's sector?

What is the options market pricing for CSCO?

Are analysts turning bullish or bearish on CSCO?

CSCO Competitive Positioning

Held by These ETFs

News Sentiment Analysis

Recent News Coverage

Technical Analysis

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News Sentiment Analysis

Recent News Coverage

Technical Analysis

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CSCO·Cisco Systems, Inc.

EPS

Revenue

CSCO Stock Snapshot

What growth is priced into CSCO?

What CSCO's own history says about today's numbers

Is money rotating into or out of CSCO's sector?

What is the options market pricing for CSCO?

Are analysts turning bullish or bearish on CSCO?

CSCO Competitive Positioning

Held by These ETFs

News Sentiment Analysis

Recent News Coverage

Technical Analysis

Real-time indicators across multiple timeframes

Discover More

News Sentiment Analysis

Recent News Coverage

Technical Analysis

Real-time indicators across multiple timeframes

Discover More

Market Status

Recently Viewed

Portfolio

Email Alerts

Portfolio News

Economic Events

Earnings Events

Economic News