Cisco Systems (NASDAQ:CSCO – Get Free Report) was upgraded by research analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a report issued on Saturday.
A number of other equities research analysts also recently weighed in on CSCO. President Capital dropped their price objective on Cisco Systems from $90.00 to $88.00 in a research report on Wednesday, December 24th. JPMorgan Chase & Co. increased their price target on shares of Cisco Systems from $90.00 to $95.00 and gave the company an “overweight” rating in a research report on Monday, February 9th. Evercore raised shares of Cisco Systems from an “in-line” rating to an “outperform” rating and lifted their price objective for the stock from $80.00 to $100.00 in a research report on Monday, January 26th. 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. Finally, Wells Fargo & Company raised their target price on shares of Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a research note on Thursday, November 13th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat.com, Cisco Systems has a consensus rating of “Moderate Buy” and an average price target of $89.55.
View Our Latest Report on CSCO
Cisco Systems Price Performance
Cisco Systems (NASDAQ:CSCO – Get Free Report) last posted 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. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The company had revenue of $15.35 billion during the quarter, compared to analyst estimates of $15.11 billion. During the same quarter in the prior year, the business earned $0.94 earnings per share. Cisco Systems’s revenue was up 9.7% on a year-over-year basis. Sell-side analysts forecast that Cisco Systems will post 3.04 EPS for the current fiscal year.
Insider Activity at Cisco Systems
In other Cisco Systems news, insider Jeetendra I. Patel sold 11,248 shares of the business’s stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $76.00, for a total transaction of $854,848.00. Following the sale, the insider owned 262,776 shares in the company, valued at approximately $19,970,976. The trade was a 4.10% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Michael D. Capellas sold 10,850 shares of the firm’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $77.13, for a total value of $836,860.50. Following the completion of the transaction, the director owned 146,368 shares of the company’s stock, valued at approximately $11,289,363.84. The trade was a 6.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 75,677 shares of company stock worth $5,811,211 in the last quarter. 0.01% of the stock is owned by insiders.
Institutional Trading of Cisco Systems
Several large investors have recently made changes to their positions in CSCO. Bare Financial Services Inc raised its stake 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 valued at $25,000 after buying an additional 308 shares during the last quarter. Marquette Asset Management LLC purchased a new stake in shares of Cisco Systems in the third quarter worth about $25,000. MidAtlantic Capital Management Inc. acquired a new stake in Cisco Systems during the fourth quarter worth about $25,000. Intesa Sanpaolo Wealth Management purchased a new position in Cisco Systems during the fourth quarter valued at approximately $25,000. Finally, Legacy Investment Solutions LLC purchased a new stake in Cisco Systems during the second quarter worth $28,000. 73.33% of the stock is owned by hedge funds and other institutional investors.
Cisco Systems News Roundup
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Cisco’s President and Chief Product Officer highlighted that Cisco already has a product written entirely with AI and said the company expects multiple AI-only products by end of 2026 — a clear positive for growth expectations and revenue-facing AI narrative. Cisco President Says AI Agents Need To Get The Background Checks Done — Yet Predicts 6 Products ‘Written With AI Only’ By The End Of 2026
- Positive Sentiment: Cisco appears in recent dividend-stock roundups, reinforcing appeal to income-focused investors given Cisco’s yield and long-term cash generation. That can support demand from dividend investors. Got $10,000? Put It in These Dividend Stocks Now
- Neutral Sentiment: Cisco will participate in multiple March investor events — increased access to management can reduce uncertainty and provide fresh guidance, but impact depends on messaging. Cisco to Participate in March 2026 Events with the Financial Community
- Neutral Sentiment: Analyst/blog attention is elevated (Zacks notes CSCO as a trending stock) and valuation pieces are circulating; this drives trading interest but not a clear directional catalyst on its own. Cisco Systems, Inc. (CSCO) Is a Trending Stock: Facts to Know Before Betting on It
- Neutral Sentiment: Coverage questioning whether Cisco is fairly priced after multi‑year gains may increase volatility as investors reassess valuation vs. growth prospects. Is Cisco Systems (CSCO) Fairly Priced After Strong Multi‑Year Share Price Gains?
- Neutral Sentiment: Reported short-interest data in the feed is anomalous (shows zero), so it’s not providing a reliable signal to the market today.
- Negative Sentiment: Cisco disclosed that a critical bug in a widely used networking product has been exploited by hackers since 2023; government action and remediation costs or reputation damage could pressure the stock. Cisco says hackers have been exploiting a critical bug to break into big customer networks since 2023
- Negative Sentiment: High-profile commentary comparing past Cisco market dynamics to current sector froth (Michael Burry pieces linking Cisco’s dot‑com era dynamics to today’s AI winners) can stoke caution among momentum traders and raise reputation/valuation concerns by association. ‘This is Not Business as Usual. This is Risk’: Michael Burry Warns Nvidia Looks Strikingly Similar to Cisco Just Prior to Dot Com Bubble Crash
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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