Cisco Systems (NASDAQ:CSCO – Get Free Report) had its price objective hoisted by research analysts at Citigroup from $85.00 to $90.00 in a research note issued to investors on Thursday,MarketScreener reports. The firm presently has a “buy” rating on the network equipment provider’s stock. Citigroup’s price target points to a potential upside of 17.11% from the company’s current price.
A number of other equities research analysts also recently issued reports on the company. Evercore ISI boosted their price target on Cisco Systems from $100.00 to $175.00 and gave the company an “outperform” rating in a research report on Tuesday, February 3rd. Erste Group Bank raised Cisco Systems from a “hold” rating to a “buy” rating in a research note on Monday, November 10th. Argus increased their target price on shares of Cisco Systems from $80.00 to $100.00 in a research report on Thursday, November 13th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Cisco Systems in a research report on Tuesday, January 27th. Finally, Bank of America boosted their price objective on shares of Cisco Systems from $85.00 to $95.00 and gave the stock a “buy” rating in a research note on Thursday, November 13th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, Cisco Systems presently has an average rating of “Moderate Buy” and a consensus price target of $97.19.
Check Out Our Latest Stock Analysis on Cisco Systems
Cisco Systems Stock Performance
Cisco Systems (NASDAQ:CSCO – Get Free Report) last announced its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, beating analysts’ consensus estimates of $1.02 by $0.02. The company had revenue of $15.35 billion for the quarter, compared to analyst estimates of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. Cisco Systems’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same quarter last year, the business earned $0.94 EPS. Sell-side analysts anticipate that Cisco Systems will post 3.04 EPS for the current year.
Insider Buying and Selling
In other news, Director Michael D. Capellas sold 16,150 shares of the firm’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $77.28, for a total value of $1,248,072.00. Following the transaction, the director directly owned 157,218 shares in the company, valued at approximately $12,149,807.04. This trade represents a 9.32% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Kristina M. Johnson sold 13,481 shares of the business’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $77.13, for a total transaction of $1,039,789.53. Following the sale, the director directly owned 61,630 shares of the company’s stock, valued at approximately $4,753,521.90. This represents a 17.95% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 507,122 shares of company stock worth $39,545,816. Company insiders own 0.01% of the company’s stock.
Institutional Inflows and Outflows
Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. CreativeOne Wealth LLC grew its position in shares of Cisco Systems by 6.9% during the fourth quarter. CreativeOne Wealth LLC now owns 53,085 shares of the network equipment provider’s stock worth $4,089,000 after acquiring an additional 3,404 shares during the last quarter. Security National Bank of Sioux City Iowa IA bought a new stake in Cisco Systems in the 4th quarter valued at about $203,000. Burton Enright Welch acquired a new position in Cisco Systems during the 4th quarter valued at about $497,000. Parkside Financial Bank & Trust grew its position in Cisco Systems by 4.9% in the 4th quarter. Parkside Financial Bank & Trust now owns 38,905 shares of the network equipment provider’s stock worth $2,997,000 after purchasing an additional 1,807 shares during the last quarter. Finally, Fortis Capital Management LLC acquired a new stake in shares of Cisco Systems in the fourth quarter valued at approximately $282,000. Institutional investors and hedge funds own 73.33% of the company’s stock.
More Cisco Systems News
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.)
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.
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