UBS Group Forecasts Strong Price Appreciation for Cisco Systems (NASDAQ:CSCO) Stock

Cisco Systems (NASDAQ:CSCO) had its price objective boosted by UBS Group from $90.00 to $95.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage presently has a “buy” rating on the network equipment provider’s stock. UBS Group’s target price indicates a potential upside of 23.62% from the stock’s current price.

A number of other equities research analysts have also recently issued reports on CSCO. CICC Research upped their target price on shares of Cisco Systems from $78.00 to $84.00 and gave the company an “outperform” rating in a report on Friday, November 14th. Evercore boosted their price target on Cisco Systems from $100.00 to $175.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 3rd. President Capital cut their price objective on Cisco Systems from $90.00 to $88.00 in a research report on Wednesday, December 24th. Wells Fargo & Company lifted their target price on Cisco Systems from $83.00 to $95.00 and gave the stock an “overweight” rating in a research note on Thursday, November 13th. Finally, KeyCorp increased their price target on Cisco Systems from $77.00 to $87.00 and gave the company an “overweight” rating in a research note on Thursday, November 13th. One 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.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $97.19.

Cisco Systems Trading Up 2.5%

NASDAQ CSCO opened at $76.85 on Thursday. Cisco Systems has a 12 month low of $52.11 and a 12 month 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 stock has a 50 day moving average of $77.83 and a 200-day moving average of $73.07. The company has a market cap of $303.64 billion, a PE ratio of 26.97, a PEG ratio of 2.83 and a beta of 0.87.

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

Insiders Place Their Bets

In other Cisco Systems news, EVP Thimaya K. Subaiya sold 1,745 shares of the company’s stock in a transaction on Friday, December 12th. The stock was sold at an average price of $79.46, for a total value of $138,657.70. Following the transaction, the executive vice president directly owned 176,319 shares of the company’s stock, valued at $14,010,307.74. This represents a 0.98% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director Michael D. Capellas sold 10,850 shares of Cisco Systems stock in a transaction on Friday, December 19th. The stock was sold at an average price of $77.13, for a total value of $836,860.50. Following the sale, the director directly owned 146,368 shares of the company’s stock, valued at $11,289,363.84. This represents a 6.90% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 507,122 shares of company stock worth $39,545,816 over the last three months. 0.01% of the stock is currently owned by corporate insiders.

Institutional Trading of Cisco Systems

A number of institutional investors have recently bought and sold shares of the business. Intesa Sanpaolo Wealth Management acquired a new stake in Cisco Systems during the fourth quarter worth approximately $25,000. MidAtlantic Capital Management Inc. bought a new stake in shares of Cisco Systems during the 4th quarter valued at $25,000. Bare Financial Services Inc grew its holdings in shares of Cisco Systems by 531.0% during the 2nd quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock worth $25,000 after purchasing an additional 308 shares in the last quarter. Marquette Asset Management LLC bought a new position in shares of Cisco Systems in the third quarter worth $25,000. Finally, Jessup Wealth Management Inc bought a new position in shares of Cisco Systems in the fourth quarter worth $29,000. Institutional investors own 73.33% of the company’s stock.

Cisco Systems News Summary

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.