Cisco Systems, Inc. (NASDAQ:CSCO) Receives Consensus Rating of “Moderate Buy” from Brokerages

Shares of Cisco Systems, Inc. (NASDAQ:CSCO) have been given an average rating of “Moderate Buy” by the twenty-four research firms that are covering the company, Marketbeat reports. Seven analysts have rated the stock with a hold recommendation, fifteen have issued a buy recommendation and two have given a strong buy recommendation to the company. The average 12-month price objective among brokerages that have issued ratings on the stock in the last year is $129.4286.

Several research firms have issued reports on CSCO. Morgan Stanley boosted their price target on Cisco Systems from $130.00 to $135.00 and gave the company an “overweight” rating in a report on Thursday, August 13th. Rosenblatt Securities lifted their price objective on Cisco Systems from $150.00 to $165.00 and gave the company a “buy” rating in a research report on Thursday, August 13th. Bank of America boosted their price objective on Cisco Systems from $135.00 to $150.00 and gave the company a “buy” rating in a research note on Monday, June 8th. New Street Research increased their target price on shares of Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. Finally, Citic Securities raised their target price on shares of Cisco Systems from $90.00 to $130.00 in a research note on Friday, May 15th.

More Cisco Systems News

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

• Positive Sentiment: AI infrastructure orders are supporting Cisco’s growth outlook. Cisco reportedly received approximately $4 billion in AI infrastructure orders during the quarter. Product revenue rose 24% year over year, helping produce record fiscal 2026 results and reinforcing the company’s position as a supplier of networking equipment for AI data centers. Cisco Stock: Buy or Sell?
• Positive Sentiment: Analyst sentiment remains favorable. Recent research updates raised several price targets, including targets of $135 from Morgan Stanley, $140 from Truist Financial, $150 from Bank of America and $165 from Rosenblatt Securities. Cisco has a consensus rating of “Moderate Buy,” suggesting analysts see additional upside if AI-networking demand translates into sustained earnings growth. Cisco Systems Receives a Rating Update
• Positive Sentiment: Streaming infrastructure may provide another growth opportunity. Rising demand for low-latency live video, expanded content-delivery capacity and AI-enabled media workflows could increase demand for Cisco’s networking products among streaming platforms, enterprises and cloud providers. What Could Cisco Systems Gain From The Streaming Infrastructure Boom?
• Neutral Sentiment: An executive sold 5,832 shares valued at approximately $650,000 under a pre-arranged Rule 10b5-1 trading plan. The transaction reduced the executive’s holdings by 4.35%, but the scheduled nature of the sale and substantial remaining ownership lessen its significance as a bearish signal. Cisco Executive SEC Filing
• Negative Sentiment: Valuation and execution risks remain. With Cisco trading at more than 32 times earnings, investors may be concerned that margin pressure, slower recurring-revenue growth or delays in converting AI orders into profits could limit near-term upside.

Insider Activity

In related news, EVP Deborah L. Stahlkopf sold 6,487 shares of the company’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $111.53, for a total value of $723,495.11. Following the completion of the transaction, the executive vice president owned 167,116 shares of the company’s stock, valued at approximately $18,638,447.48. This represents a 3.74% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 5,832 shares of the stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $111.47, for a total value of $650,093.04. Following the completion of the sale, the executive vice president owned 128,382 shares of the company’s stock, valued at $14,310,741.54. The trade was a 4.35% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 53,611 shares of company stock worth $6,066,680. 0.01% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Cisco Systems

A number of hedge funds have recently made changes to their positions in the business. Rogco LP raised its stake in Cisco Systems by 5.2% during the 2nd quarter. Rogco LP now owns 13,757 shares of the network equipment provider’s stock valued at $1,616,000 after purchasing an additional 682 shares during the period. Syon Capital LLC boosted its stake in Cisco Systems by 1.2% in the 2nd quarter. Syon Capital LLC now owns 46,049 shares of the network equipment provider’s stock worth $5,409,000 after purchasing an additional 557 shares during the period. TD Waterhouse Canada Inc. grew its holdings in Cisco Systems by 66.9% during the 2nd quarter. TD Waterhouse Canada Inc. now owns 345,623 shares of the network equipment provider’s stock valued at $40,466,000 after buying an additional 138,560 shares in the last quarter. Premier Path Wealth Partners LLC raised its position in shares of Cisco Systems by 13.0% during the second quarter. Premier Path Wealth Partners LLC now owns 38,888 shares of the network equipment provider’s stock valued at $4,568,000 after buying an additional 4,461 shares during the last quarter. Finally, United Community Bank raised its position in shares of Cisco Systems by 0.5% during the second quarter. United Community Bank now owns 30,569 shares of the network equipment provider’s stock valued at $3,591,000 after buying an additional 152 shares during the last quarter. Institutional investors own 73.33% of the company’s stock.

Cisco Systems Trading Up 1.3%

Shares of Cisco Systems stock opened at $111.04 on Friday. The company’s fifty day simple moving average is $116.02 and its 200-day simple moving average is $100.24. The stock has a market capitalization of $437.66 billion, a PE ratio of 33.25, a P/E/G ratio of 2.33 and a beta of 1.02. Cisco Systems has a 1-year low of $66.13 and a 1-year high of $130.37. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.93 and a quick ratio of 0.79.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, topping the consensus estimate of $1.17 by $0.05. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.The firm had revenue of $17.25 billion during the quarter, compared to analyst estimates of $16.84 billion. During the same period in the prior year, the business posted $0.99 EPS. Cisco Systems’s revenue was up 17.6% on a year-over-year basis. Cisco Systems has set its FY 2027 guidance at 5.050-5.110 EPS and its Q1 2027 guidance at 1.320-1.340 EPS. As a group, equities analysts anticipate that Cisco Systems will post 4.09 earnings per share for the current year.

Cisco Systems Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd will be paid a $0.42 dividend. The ex-dividend date of this dividend is Friday, October 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. Cisco Systems’s dividend payout ratio is 50.30%.

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.