Cisco Systems, Inc. (NASDAQ:CSCO) Given Average Rating of “Moderate Buy” by Analysts

Cisco Systems, Inc. (NASDAQ:CSCO) has earned an average recommendation of “Moderate Buy” from the twenty-four analysts that are covering the stock, Marketbeat Ratings reports. Eight analysts have rated the stock with a hold recommendation and sixteen have assigned a buy recommendation to the company. The average 1 year price objective among brokerages that have issued a report on the stock in the last year is $86.8095.

CSCO has been the subject of a number of analyst reports. Morgan Stanley increased their price objective on Cisco Systems from $82.00 to $91.00 and gave the company an “overweight” rating in a research note on Wednesday, December 17th. CICC Research raised their price target on shares of Cisco Systems from $78.00 to $84.00 and gave the stock an “outperform” rating in a report on Friday, November 14th. Citigroup upped their price objective on shares of Cisco Systems from $80.00 to $85.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. Melius Research increased their target price on shares of Cisco Systems from $84.00 to $100.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Cisco Systems in a report on Thursday, October 30th.

Insider Buying and Selling

In other news, EVP Thimaya K. Subaiya sold 1,745 shares of the firm’s stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $79.46, for a total value of $138,657.70. Following the completion of the sale, the executive vice president directly owned 176,319 shares of the company’s stock, valued at approximately $14,010,307.74. This trade represents a 0.98% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Charles Robbins sold 116,734 shares of the business’s stock in a transaction dated Tuesday, November 18th. The shares were sold at an average price of $77.30, for a total transaction of $9,023,538.20. Following the transaction, the chief executive officer owned 704,153 shares in the company, valued at $54,431,026.90. This represents a 14.22% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,044,865 shares of company stock valued at $81,397,635 over the last three months. Insiders own 0.01% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in CSCO. Northstar Advisory Group LLC boosted its stake in Cisco Systems by 1.6% in the 4th quarter. Northstar Advisory Group LLC now owns 8,203 shares of the network equipment provider’s stock worth $632,000 after purchasing an additional 133 shares in the last quarter. Roman Butler Fullerton & Co. lifted its stake in shares of Cisco Systems by 0.8% in the fourth quarter. Roman Butler Fullerton & Co. now owns 15,917 shares of the network equipment provider’s stock worth $1,183,000 after buying an additional 133 shares in the last quarter. Green Alpha Advisors LLC grew its holdings in shares of Cisco Systems by 1.2% during the fourth quarter. Green Alpha Advisors LLC now owns 12,349 shares of the network equipment provider’s stock valued at $951,000 after buying an additional 141 shares during the last quarter. Benchmark Financial Wealth Advisors LLC increased its position in shares of Cisco Systems by 1.4% during the third quarter. Benchmark Financial Wealth Advisors LLC now owns 10,449 shares of the network equipment provider’s stock valued at $715,000 after acquiring an additional 142 shares in the last quarter. Finally, Cobblestone Capital Advisors LLC NY raised its holdings in Cisco Systems by 0.6% in the 3rd quarter. Cobblestone Capital Advisors LLC NY now owns 24,622 shares of the network equipment provider’s stock worth $1,685,000 after acquiring an additional 142 shares during the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Key Stories Impacting Cisco Systems

Here are the key news stories impacting Cisco Systems this week:

• Positive Sentiment: Evercore ISI upgraded Cisco from “in‑line” to “outperform” and raised its price target to $100, citing better revenue/profit visibility and AI opportunity — a direct catalyst for the stock’s move. Evercore ISI Group upgrades Cisco Systems (CSCO)
• Positive Sentiment: Multiple analysts have lifted targets and reiterated buys after Cisco’s outlook and AI revenue potential were highlighted; these revisions increase investor expectations for upside versus prior estimates. Cisco Systems Trending as Analysts Lift Targets
• Positive Sentiment: Coverage notes point to Cisco’s above‑consensus profit and revenue outlook as a substantive driver for upgrades — signaling the company’s results/guidance are increasingly convincing analysts. Cisco upgraded on above consensus profit, revenue outlook
• Positive Sentiment: Cisco launched the “Cisco 360” partner program to accelerate customer AI outcomes and make it easier for partners to deploy AI‑ready data centers and secure architectures — this supports revenue growth from the AI transition. Cisco Launches New Cisco 360 Partner Program, Built with Partners for the AI Era
• Neutral Sentiment: Cisco released research on how AI is driving privacy and governance spending — supportive for long‑term TAM but not an immediate revenue guarantee. Investors should watch execution and timing of AI monetization. AI Fuels Surge in Data Privacy Investments and Redefines Governance, Cisco Reports
• Neutral Sentiment: Background pieces note the stock has had short‑term pullbacks even as the 12‑month performance is strong; this means analyst upgrades may fuel further upside but also increase sensitivity to near‑term execution and valuation. Cisco (CSCO) Stock: Why This Tech Bargain Just Got Upgraded

Cisco Systems Stock Performance

NASDAQ CSCO opened at $77.01 on Tuesday. The company has a 50-day simple moving average of $76.60 and a two-hundred day simple moving average of $71.84. Cisco Systems has a 12-month low of $52.11 and a 12-month high of $80.82. The firm has a market cap of $304.27 billion, a price-to-earnings ratio of 28.95, a PEG ratio of 2.82 and a beta of 0.87. The company has a quick ratio of 0.83, a current ratio of 0.93 and a debt-to-equity ratio of 0.46.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data on Wednesday, November 12th. The network equipment provider reported $1.00 EPS for the quarter, topping the consensus estimate of $0.98 by $0.02. The firm had revenue of $14.88 billion for the quarter, compared to the consensus estimate of $14.77 billion. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.The company’s quarterly revenue was up 7.5% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.91 earnings per share. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS and its Q2 2026 guidance at 1.010-1.030 EPS. On average, equities analysts forecast that Cisco Systems will post 3.04 EPS for the current year.

Cisco Systems Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, January 21st. Investors of record on Friday, January 2nd were issued a dividend of $0.41 per share. This represents a $1.64 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date was Friday, January 2nd. Cisco Systems’s dividend payout ratio is currently 61.65%.

Cisco Systems Company Profile

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.