Cisco Systems (NASDAQ:CSCO) Stock Price Expected to Rise, Bank of America Analyst Says

Cisco Systems (NASDAQ:CSCO) had its target price raised by equities researchers at Bank of America from $95.00 to $114.00 in a report issued on Thursday, Marketbeat Ratings reports. The firm currently has a “buy” rating on the network equipment provider’s stock. Bank of America‘s target price would suggest a potential downside of 3.56% from the stock’s current price.

Other equities analysts have also issued research reports about the company. UBS Group upped their price target on Cisco Systems from $95.00 to $132.00 and gave the company a “buy” rating in a research note on Thursday. JPMorgan Chase & Co. raised their price target on Cisco Systems from $95.00 to $96.00 in a research report on Monday, May 11th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Cisco Systems in a research report on Friday, April 24th. Erste Group Bank lowered Cisco Systems from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Finally, Rosenblatt Securities restated a “buy” rating and issued a $100.00 price target on shares of Cisco Systems in a research note on Thursday, February 12th. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $114.55.

Cisco Systems Stock Performance

Shares of NASDAQ:CSCO opened at $118.21 on Thursday. The business’s fifty day moving average price is $85.41 and its two-hundred day moving average price is $79.95. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.85. The stock has a market capitalization of $466.92 billion, a price-to-earnings ratio of 38.38, a price-to-earnings-growth ratio of 4.34 and a beta of 0.92. Cisco Systems has a fifty-two week low of $62.30 and a fifty-two week high of $119.36.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, topping the consensus estimate of $1.03 by $0.03. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The company had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. During the same quarter in the prior year, the business earned $0.96 earnings per share. The business’s revenue for the quarter was up 12.0% on a year-over-year basis. Cisco Systems has set its Q4 2026 guidance at 1.160-1.180 EPS and its FY 2026 guidance at 4.270-4.290 EPS. As a group, analysts predict that Cisco Systems will post 3.42 EPS for the current fiscal year.

Insiders Place Their Bets

In other Cisco Systems news, EVP Thimaya K. Subaiya sold 1,744 shares of the company’s stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $77.07, for a total value of $134,410.08. Following the transaction, the executive vice president directly owned 156,693 shares of the company’s stock, valued at $12,076,329.51. This represents a 1.10% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, SVP Maria Victoria Wong sold 551 shares of the company’s stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $77.54, for a total value of $42,724.54. Following the completion of the transaction, the senior vice president directly owned 27,957 shares in the company, valued at approximately $2,167,785.78. This represents a 1.93% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 15,587 shares of company stock worth $1,230,765. Company insiders own 0.01% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in CSCO. Brighton Jones LLC grew its holdings in Cisco Systems by 49.5% in the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after buying an additional 24,562 shares in the last quarter. Revolve Wealth Partners LLC grew its holdings in Cisco Systems by 37.0% in the 4th 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 holdings in Cisco Systems by 7.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock valued at $706,000 after buying an additional 712 shares in the last quarter. Schnieders Capital Management LLC. grew its holdings in Cisco Systems by 3.9% in the 2nd quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock valued at $969,000 after buying an additional 519 shares in the last quarter. Finally, Marshall Wace LLP grew its holdings in Cisco Systems by 118.1% in the 2nd quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock valued at $6,289,000 after buying an additional 590,650 shares in the last quarter. 73.33% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Cisco reported stronger-than-expected Q3 earnings and revenue, with EPS of $1.06 topping estimates and sales of $15.84 billion above forecasts. Article title
• Positive Sentiment: The company raised full-year guidance and pointed to roughly $9 billion in fiscal 2026 hyperscaler AI infrastructure orders, reinforcing the view that Cisco is becoming a key AI infrastructure beneficiary. Article title
• Positive Sentiment: Multiple firms raised price targets after the earnings beat, including HSBC, Evercore, Piper Sandler, KeyCorp, Morgan Stanley, UBS, BNP Paribas, Wells Fargo and Citigroup, signaling broad Wall Street optimism. Article title
• Positive Sentiment: Cisco’s CEO said AI will force a “multi-billion dollar infrastructure reset,” which supports the bullish narrative that the company is at the center of a long upgrade cycle. Article title
• Neutral Sentiment: Cisco also announced plans to cut about 4,000 jobs as it reshapes spending toward AI, which may improve efficiency but adds some execution risk. Article title
• Neutral Sentiment: Some commentary warns that the stock’s rapid rally has pushed valuation higher, and options activity shows elevated volatility expectations heading into the next phase. Article title

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.