Rosenblatt Securities Reaffirms Buy Rating for Cisco Systems (NASDAQ:CSCO)

Cisco Systems (NASDAQ:CSCO)‘s stock had its “buy” rating restated by research analysts at Rosenblatt Securities in a note issued to investors on Thursday,Benzinga reports. They currently have a $100.00 price target on the network equipment provider’s stock. Rosenblatt Securities’ price target indicates a potential upside of 30.12% from the stock’s previous close.

A number of other analysts also recently weighed in on CSCO. JPMorgan Chase & Co. boosted their target price on Cisco Systems from $90.00 to $95.00 and gave the stock an “overweight” rating in a research report on Monday, February 9th. Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a research note on Tuesday, January 27th. Zacks Research raised shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Monday, January 26th. BNP Paribas Exane increased their target price on shares of Cisco Systems from $76.00 to $86.00 and gave the company an “outperform” rating in a report on Thursday, November 13th. Finally, Piper Sandler boosted their price target on shares of Cisco Systems from $70.00 to $86.00 and gave the stock a “neutral” rating in a research note on Thursday, November 13th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $97.19.

Cisco Systems Stock Performance

Cisco Systems stock opened at $76.85 on Thursday. Cisco Systems has a fifty-two week low of $52.11 and a fifty-two week high of $88.18. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.83 and a current ratio of 0.96. The stock has a market cap of $303.64 billion, a P/E ratio of 26.97, a price-to-earnings-growth ratio of 2.83 and a beta of 0.87. The firm’s fifty day moving average price is $77.83 and its 200-day moving average price is $73.07.

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

Insider Activity

In other Cisco Systems news, Director Michael D. Capellas sold 16,150 shares of the company’s stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $77.28, for a total transaction of $1,248,072.00. Following the completion of the transaction, the director owned 157,218 shares of the company’s stock, valued at $12,149,807.04. This represents a 9.32% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, SVP Maria Victoria Wong sold 9,801 shares of Cisco Systems stock in a transaction that occurred on Monday, November 24th. The stock was sold at an average price of $76.38, for a total value of $748,600.38. Following the completion of the sale, the senior vice president owned 33,026 shares in the company, valued at approximately $2,522,525.88. This represents a 22.89% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 507,122 shares of company stock valued at $39,545,816. 0.01% of the stock is owned by corporate insiders.

Institutional Trading of Cisco Systems

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Avantax Advisory Services Inc. boosted its stake in Cisco Systems by 1.1% in the second quarter. Avantax Advisory Services Inc. now owns 420,336 shares of the network equipment provider’s stock valued at $29,163,000 after acquiring an additional 4,525 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. lifted its holdings in shares of Cisco Systems by 6.9% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 3,189,645 shares of the network equipment provider’s stock valued at $218,236,000 after purchasing an additional 205,043 shares during the last quarter. Greystone Financial Group LLC acquired a new stake in shares of Cisco Systems in the 3rd quarter valued at about $8,563,000. Jones Financial Companies Lllp grew its stake in Cisco Systems by 8.9% during the 3rd quarter. Jones Financial Companies Lllp now owns 686,469 shares of the network equipment provider’s stock worth $46,165,000 after buying an additional 56,057 shares during the last quarter. Finally, Rockland Trust Co. increased its position in Cisco Systems by 213.8% during the third quarter. Rockland Trust Co. now owns 20,497 shares of the network equipment provider’s stock worth $1,402,000 after buying an additional 13,966 shares during the period. Hedge funds and other institutional investors own 73.33% of the company’s stock.

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.