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Cisco Systems (GB:0R0K)
LSE:0R0K

Cisco Systems (0R0K) Price & Analysis

12 Followers

0R0K Stock Chart & Stats

$114.15
$0.61(0.53%)
At close: 4:00 PM EDT
$114.15
$0.61(0.53%)

Bulls Say, Bears Say

Bulls Say
AI And Networking DemandStrong demand across hyperscalers, enterprises, and service providers supports a durable networking cycle. Cisco’s AI infrastructure traction and broad order growth could expand its addressable market as AI deployments require higher-capacity, secure networks.
High Profitability And Cash ConversionCisco’s established product portfolio and software and support mix support resilient margins and strong conversion of accounting profit into cash. This provides funding for research, infrastructure investment, shareholder returns, and strategic execution through industry cycles.
Broad Secure Networking PlatformCisco’s combination of networking, security, observability, collaboration, and services creates a broad enterprise platform. Cross-selling and integrated deployments can deepen customer relationships, support renewals, and improve competitive resilience over time.
Bears Say
Higher Leverage Reduces Financial FlexibilityThe material increase in debt relative to equity makes Cisco’s balance sheet less conservative than its prior profile. Higher leverage can constrain flexibility for acquisitions, investment, or shareholder distributions if operating conditions weaken or cash flows become volatile.
Hardware Mix And Memory Costs Pressure MarginsAI infrastructure growth is increasing the contribution of hardware, while memory costs are pressuring product profitability. If this mix persists, Cisco may need pricing, sourcing, or operating efficiencies to preserve its historically strong margin structure.
Modest Recurring Growth And Lumpy Hyperscaler ConversionRecurring revenue growth is slower than product order growth, and large hyperscaler commitments may convert to reported revenue unevenly. This can make growth less predictable and raises execution risk if customer deployments, supply availability, or project timing are delayed.

Cisco Systems News

0R0K FAQ

What was Cisco Systems’s price range in the past 12 months?
Cisco Systems lowest share price was $66.13 and its highest was $131.95 in the past 12 months.
    What is Cisco Systems’s market cap?
    Cisco Systems’s market cap is $442.86B.
      When is Cisco Systems’s upcoming earnings report date?
      Cisco Systems’s upcoming earnings report date is Nov 18, 2026 which is in 81 days.
        How were Cisco Systems’s earnings last quarter?
        Cisco Systems released its earnings results on Aug 12, 2026. The company reported $1.22 earnings per share for the quarter, beating the consensus estimate of $1.167 by $0.053.
          Is Cisco Systems overvalued?
          According to Wall Street analysts Cisco Systems’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Cisco Systems pay dividends?
            Cisco Systems does not currently pay dividends.
            What is Cisco Systems’s EPS estimate?
            Cisco Systems’s EPS estimate is 1.33.
              How many shares outstanding does Cisco Systems have?
              Cisco Systems has 3,941,434,600 shares outstanding.
                What happened to Cisco Systems’s price movement after its last earnings report?
                Cisco Systems reported an EPS of $1.22 in its last earnings report, beating expectations of $1.167. Following the earnings report the stock price went down -8.527%.
                  Which hedge fund is a major shareholder of Cisco Systems?
                  Currently, no hedge funds are holding shares in GB:0R0K
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Cisco Systems

                    Cisco Systems, Inc. is a leading global technology company focused on designing, producing, and marketing Internet Protocol (IP)-based networking equipment, software, and associated products within the communications and information technology industries. The company operates extensively across major regions including the Americas, Europe, the Middle East, Africa, and the Asia Pacific, specifically covering Japan and China. Its comprehensive product lineup features switching solutions for both enterprise campuses and data centers. Cisco's enterprise routing segment is crucial for securely and reliably interconnecting public, private, wired, and mobile networks, ensuring vital connectivity across corporate campuses, data centers, and branch offices. Additionally, the company provides a range of wireless products offering seamless indoor and outdoor roaming for voice, video, and data applications. Security forms a significant pillar of its offerings, encompassing network defense, identity and access management, secure access service edge (SASE), alongside threat intelligence, detection, and response capabilities. For collaboration, Cisco delivers the Webex Suite, dedicated devices, contact center platforms, and communication platform-as-a-service (CPaaS). These end-to-end collaboration solutions are adaptable, available in cloud, on-premise, or hybrid environments, facilitating clients' migration to cloud-based systems. Moreover, their observability suite provides network assurance, monitoring, and analytics. Beyond its product portfolio, Cisco offers extensive customer support and services, including technical assistance, advanced professional services, and advisory consulting. The company serves a broad clientele, from small and large businesses to public institutions, governmental agencies, and service providers. Products and services are distributed directly by Cisco, as well as through a diverse network of system integrators, service providers, other resellers, and distributors. Cisco Systems, Inc. also engages in strategic collaborations with other industry players. Founded in 1984, the company is headquartered in San Jose, California.

                    Cisco Systems (0R0K) Earnings & Revenues

                    0R0K Company Deck

                    0R0K Earnings Call

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call communicates strong, broad-based demand and execution — record revenue, robust product and hyperscaler momentum, meaningful design wins, operating leverage, and strong cash returns. Key challenges include gross margin headwinds driven by a higher hardware mix and memory costs, flat services growth, modest recurring revenue expansion, and timing/linearity risks between large hyperscaler orders and revenue recognition. Management positions FY27 guidance conservatively while emphasizing durable secular drivers (Agentic AI, networking super cycle) and supply-chain actions to support continued growth.View all GB:0R0K earnings summaries

                    0R0K Revenue Breakdown

                    54.33%54.33%27.04%9.43%7.64%1.56%
                    54.33% Networking
                    27.04% Services
                    9.43% Security
                    7.64% Collaboration
                    1.56% Observability
                    tipranks

                    0R0K Stock 12 Month Forecast

                    Average Price Target

                    $141.21
                    ▲(23.71% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 22,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 11, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":67.519,"date":1756684800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 18,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 10, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":67.044,"date":1759276800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 16,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 9, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":72.095,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 18,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 8, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":75.19,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 16,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 7, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":76.79,"date":1767225600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 16,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":79.989,"date":1769904000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 17,\t&nbsp; </span>\n              <span  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