Cisco Systems, Inc. (NASDAQ:CSCO) Receives $86.81 Consensus Price Target from Analysts

Shares of Cisco Systems, Inc. (NASDAQ:CSCO) have received an average rating of “Moderate Buy” from the twenty-five research firms that are presently covering the firm, MarketBeat reports. Eight investment analysts have rated the stock with a hold rating, sixteen have issued a buy rating and one has issued a strong buy rating on the company. The average twelve-month price target among brokers that have issued a report on the stock in the last year is $86.8095.

Several brokerages have issued reports on CSCO. Wells Fargo & Company increased their price objective on shares of Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a research report on Thursday, November 13th. Argus raised their price target on shares of Cisco Systems from $80.00 to $100.00 in a report on Thursday, November 13th. BNP Paribas Exane lifted their price target on shares of Cisco Systems from $76.00 to $86.00 and gave the stock an “outperform” rating in a research note on Thursday, November 13th. JPMorgan Chase & Co. upped their price objective on shares of Cisco Systems from $80.00 to $90.00 and gave the company an “overweight” rating in a research report on Thursday, November 13th. Finally, Melius Research raised their target price on Cisco Systems from $84.00 to $100.00 and gave the company a “buy” rating in a research note on Thursday, November 13th.

Cisco Systems News Roundup

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

• Positive Sentiment: Evercore ISI upgraded Cisco and expects high-single-digit revenue growth in the coming period, a key bullish catalyst that supports upside to revenue and earnings expectations. Evercore ISI sees high-single-digit revenue growth ahead for Cisco (CSCO)
• Positive Sentiment: Zacks Research moved CSCO from “hold” to “strong-buy,” and media reports show shares reacted to analyst upgrades with intraday gains—supporting short-term bullish momentum. Zacks Research upgrade
• Neutral Sentiment: Coverage pieces are urging investors to reassess Cisco after multi?year share gains — useful for framing valuation risk but not a direct catalyst. Is It Time To Reassess Cisco Systems (CSCO) After Strong Multi?Year Share Price Gains?
• Neutral Sentiment: Data on short interest is effectively meaningless/zero in the latest release (odd reporting), so it’s not currently a clear driver of price. (May change if accurate shorting picks up.)
• Negative Sentiment: Commentary in Forbes warns the current rally could be a “trap” — a cautionary view that may prompt profit-taking and increase volatility. Cisco Is Rallying, But Is It A Trap?
• Negative Sentiment: Cisco CEO Chuck Robbins warned investors of potential “AI carnage” when the cycle shakes out, signaling company-level caution that could temper enthusiasm around Cisco’s AI positioning. Cisco Boss Robbins Warns Investors of “AI Carnage” Ahead as Winners and Losers Emerge

Insider Buying and Selling

In related news, insider Jeetendra I. Patel sold 163,896 shares of the company’s stock in a transaction on Friday, November 14th. The shares were sold at an average price of $77.86, for a total value of $12,760,942.56. Following the sale, the insider directly owned 281,108 shares of the company’s stock, valued at $21,887,068.88. This represents a 36.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Michael D. Capellas sold 16,150 shares of the business’s stock in a transaction dated 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 sale, the director directly owned 157,218 shares of the company’s stock, valued at $12,149,807.04. The trade was a 9.32% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 1,044,865 shares of company stock worth $81,397,635 over the last 90 days. 0.01% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Cisco Systems

A number of hedge funds have recently bought and sold shares of CSCO. Bare Financial Services Inc lifted its stake in Cisco Systems by 531.0% during the second 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 during the last quarter. Marquette Asset Management LLC acquired a new stake in shares of Cisco Systems during the third quarter worth $25,000. Financial Connections Group Inc. lifted its position in shares of Cisco Systems by 89.4% in the 2nd quarter. Financial Connections Group Inc. now owns 409 shares of the network equipment provider’s stock worth $28,000 after buying an additional 193 shares during the last quarter. Legacy Investment Solutions LLC acquired a new position in shares of Cisco Systems in the 2nd quarter valued at about $28,000. Finally, Lowe Wealth Advisors LLC boosted its holdings in shares of Cisco Systems by 96.2% in the 3rd quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock valued at $28,000 after buying an additional 200 shares during the period. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Cisco Systems Stock Down 0.7%

Shares of NASDAQ CSCO opened at $78.43 on Tuesday. The stock has a fifty day moving average price of $76.70 and a 200 day moving average price of $72.01. The company has a current ratio of 0.93, a quick ratio of 0.83 and a debt-to-equity ratio of 0.46. Cisco Systems has a 12-month low of $52.11 and a 12-month high of $80.82. The company has a market cap of $309.88 billion, a P/E ratio of 29.48, a P/E/G ratio of 2.99 and a beta of 0.87.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings data on Wednesday, November 12th. The network equipment provider reported $1.00 EPS for the quarter, topping analysts’ consensus estimates of $0.98 by $0.02. The company had revenue of $14.88 billion for the quarter, compared to analysts’ expectations of $14.77 billion. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.The firm’s quarterly revenue was up 7.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.91 earnings per share. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS and its Q2 2026 guidance at 1.010-1.030 EPS. Research analysts anticipate that Cisco Systems will post 3.04 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, January 21st. Shareholders of record on Friday, January 2nd were issued a dividend of $0.41 per share. The ex-dividend date was Friday, January 2nd. This represents a $1.64 annualized dividend and a yield of 2.1%. Cisco Systems’s payout ratio is currently 61.65%.

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.