BNP Paribas Exane Increases Cisco Systems (NASDAQ:CSCO) Price Target to $87.00

Cisco Systems (NASDAQ:CSCO) had its price objective increased by BNP Paribas Exane from $86.00 to $87.00 in a research report issued to clients and investors on Thursday,MarketScreener reports. The brokerage currently has an “outperform” rating on the network equipment provider’s stock. BNP Paribas Exane’s target price would suggest a potential upside of 13.21% from the stock’s current price.

CSCO has been the topic of a number of other research reports. KeyCorp raised their target price on Cisco Systems from $77.00 to $87.00 and gave the company an “overweight” rating in a report on Thursday, November 13th. CICC Research raised their price objective on shares of Cisco Systems from $78.00 to $84.00 and gave the stock an “outperform” rating in a research note on Friday, November 14th. UBS Group boosted their target price on shares of Cisco Systems from $88.00 to $90.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. Erste Group Bank raised shares of Cisco Systems from a “hold” rating to a “buy” rating in a report on Monday, November 10th. Finally, Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Monday, January 26th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $97.19.

Cisco Systems Stock Performance

NASDAQ:CSCO opened at $76.85 on Thursday. The firm has a market capitalization of $303.64 billion, a PE ratio of 26.97, a PEG ratio of 2.83 and a beta of 0.87. Cisco Systems has a 1 year low of $52.11 and a 1 year high of $88.18. The company has a current ratio of 0.96, a quick ratio of 0.83 and a debt-to-equity ratio of 0.45. The firm’s fifty day simple moving average is $77.83 and its 200 day simple moving average is $73.07.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.02 by $0.02. The company had revenue of $15.35 billion during the quarter, compared to analysts’ expectations of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The business’s quarterly revenue was up 9.7% compared to the same quarter last year. During the same period in the prior year, the company earned $0.94 earnings per share. On average, sell-side analysts anticipate that Cisco Systems will post 3.04 EPS for the current year.

Insider Buying and Selling at Cisco Systems

In related news, Director Kristina M. Johnson sold 13,481 shares of the company’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $77.13, for a total value of $1,039,789.53. Following the sale, the director owned 61,630 shares of the company’s stock, valued at $4,753,521.90. The trade was a 17.95% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Thimaya K. Subaiya sold 1,745 shares of the stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $79.46, for a total transaction of $138,657.70. Following the completion of the transaction, the executive vice president directly owned 176,319 shares of the company’s stock, valued at $14,010,307.74. This trade represents a 0.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 507,122 shares of company stock worth $39,545,816 in the last 90 days. 0.01% of the stock is currently owned by insiders.

Institutional Trading of Cisco Systems

Large investors have recently bought and sold shares of the stock. Brighton Jones LLC grew its holdings in shares of Cisco Systems by 49.5% in the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock worth $4,392,000 after purchasing an additional 24,562 shares during the last quarter. Revolve Wealth Partners LLC boosted its position in Cisco Systems by 37.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock valued at $542,000 after buying an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC grew its stake in Cisco Systems by 7.5% during the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock worth $706,000 after buying an additional 712 shares during the last quarter. New York State Teachers Retirement System increased its holdings in shares of Cisco Systems by 2.2% during the second quarter. New York State Teachers Retirement System now owns 3,298,853 shares of the network equipment provider’s stock worth $228,874,000 after buying an additional 72,462 shares in the last quarter. Finally, Omnia Family Wealth LLC raised its stake in shares of Cisco Systems by 15.3% in the second quarter. Omnia Family Wealth LLC now owns 6,029 shares of the network equipment provider’s stock valued at $418,000 after acquiring an additional 801 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors.

Cisco Systems News Roundup

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

• Positive Sentiment: Cisco unveiled the Silicon One G300 switching chip designed for large AI cluster buildouts, positioning the company to compete in a multi‑hundred‑billion dollar AI infrastructure market — a clear long‑term growth catalyst. Silicon One G300 announcement
• Positive Sentiment: Q2 results beat both EPS and revenue expectations and management highlighted strong AI/customer orders (notably ~$2.1B of AI infrastructure orders), supporting revenue momentum and the firm’s raised FY guidance. That underpins upside if Cisco converts AI demand into sustained margin expansion. Zacks coverage
• Positive Sentiment: Multiple sell‑side firms raised price targets and reiterated buy/outperform views (examples: CICC raised its target to $96; UBS, Citi, BNP/Exane and others increased targets), which can support further upside via analyst-driven flows and ETF reweighting. CICC price target update
• Neutral Sentiment: Free cash flow fell year‑over‑year but remains positive with healthy margins; analysts note strong FCF long term despite higher capex for AI initiatives — this reduces downside risk but flags near‑term investment drag. TalkMarkets FCF piece
• Neutral Sentiment: MarketBeat and other bullish pieces argue for large long‑term upside (price‑target extrapolations to $150–$182), but these are speculative scenarios that rely on sustained AI share gains and margin recovery. MarketBeat long-term thesis
• Negative Sentiment: Investors punished Cisco after management disclosed gross‑margin pressure driven by a global memory shortage and higher component costs; that margin miss triggered a sharp selloff and created near‑term volatility risk for CSCO. CNBC margin story
• Negative Sentiment: Despite upbeat revenue/guidance, some analysts and market commentary viewed Cisco’s margin outlook and guidance as mixed, prompting sector weakness and headline risk that could keep short‑term selling pressure elevated. MarketWatch on market impact
• Neutral Sentiment: Reported short‑interest data in the feed is inconsistent/zero and appears not to be a meaningful new factor for intraday moves. (Days‑to‑cover figures show no material change.)

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.