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Cisco (CSCO)
NASDAQ:CSCO
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Cisco Systems (CSCO) Price & Analysis

23,830 Followers

CSCO Stock Chart & Stats

$86.25
-$0.22(-0.37%)
At close: 4:00 PM EST
$86.25
-$0.22(-0.37%)

Bulls Say, Bears Say

Bulls Say
AI / Hyperscaler DemandSizable, multi-year hyperscaler AI orders create a durable demand stream for Cisco's optics, silicon and networking products. Large, concentrated hyperscaler contracts underpin capacity planning, scale economics and multi-year revenue visibility supporting investment and product roadmaps.
Strong Cash Generation & ReturnsRobust free cash flow roughly matching net income and large liquidity provide long-term flexibility to fund R&D, capital for AI infrastructure, dividends and buybacks. Sustained cash conversion supports stability through cycles and strategic reinvestment.
Diversified Networking & Optics LeadershipBroad, growing product portfolio spanning switches, optics and silicon strengthens Cisco's competitive moat. Multiple product lines and design wins reduce single-product risk, enable cross-sell into large installed base, and support durable revenue and margin recovery as new products scale.
Bears Say
Higher LeverageMaterially higher leverage reduces financial flexibility and raises refinancing and interest-rate sensitivity. Elevated debt limits ability to opportunistically fund inorganic growth or cushion margin shocks, increasing risk if cash flow normalizes or capital costs rise.
Product Gross Margin PressureComponent cost volatility and a memory‑intensive AI hardware mix create sustained margin risk. If memory prices or unfavorable product mix persist, gross margins could remain below historical norms, pressuring operating profitability and returns over multiple quarters.
Rising Inventory & Advance CommitmentsLarge inventory and prepayment build ties up capital and raises execution risk if demand timing shifts. Higher working capital needs can compress free cash flow and increase exposure to obsolescence or pricing pressure, weakening operating leverage until supply/demand normalizes.

Cisco Systems News

CSCO FAQ

What was Cisco’s price range in the past 12 months?
Cisco lowest stock price was $63.87 and its highest was $130.37 in the past 12 months.
    What is Cisco’s market cap?
    Cisco’s market cap is $504.50B.
      When is Cisco’s upcoming earnings report date?
      Cisco’s upcoming earnings report date is Aug 19, 2026 which is in 75 days.
        How were Cisco’s earnings last quarter?
        Cisco released its earnings results on May 13, 2026. The company reported $1.06 earnings per share for the quarter, beating the consensus estimate of $1.035 by $0.025.
          Is Cisco overvalued?
          According to Wall Street analysts Cisco’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Cisco pay dividends?
            Cisco pays a Quarterly dividend of $0.41 which represents an annual dividend yield of 2.09%. See more information on Cisco dividends here
              What is Cisco’s EPS estimate?
              Cisco’s EPS estimate is 1.17.
                How many shares outstanding does Cisco have?
                Cisco has 3,941,434,600 shares outstanding.
                  What happened to Cisco’s price movement after its last earnings report?
                  Cisco reported an EPS of $1.06 in its last earnings report, beating expectations of $1.035. Following the earnings report the stock price went up 13.409%.
                    Which hedge fund is a major shareholder of Cisco?
                    Currently, no hedge funds are holding shares in CSCO
                    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

                      Cisco Systems, Inc. designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company also offers switching portfolio encompasses campus switching as well as data center switching; enterprise routing portfolio interconnects public and private wireline and mobile networks, delivering highly secure, and reliable connectivity to campus, data center and branch networks; and wireless products include indoor and outdoor wireless coverage designed for seamless roaming use of voice, video, and data applications. In addition, it provides security, which comprising network security, identity and access management, secure access service edge, and threat intelligence, detection, and response offerings; collaboration products, such as Webex Suite, collaboration devices, contact center, and communication platform as a service; end-to-end collaboration solutions that can be delivered from the cloud, on-premise or within hybrid cloud environments allowing customers to transition their collaboration solutions from on-premise to the cloud; and observability offers network assurance, monitoring and analytics and observability suite. Further, the company offers a range of service and support options for its customers, including technical support and advanced services and advisory services. It serves businesses of various sizes, public institutions, governments, and service providers. The company sells its products and services directly, as well as through systems integrators, service providers, other resellers, and distributors. Cisco Systems, Inc. has strategic alliances with other companies. Cisco Systems, Inc. was incorporated in 1984 and is headquartered in San Jose, California.

                      Cisco Systems (CSCO) Earnings & Revenues

                      CSCO Company Deck

                      CSCO Earnings Call

                      Q3 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call conveyed strong, broad-based demand driven by AI infrastructure, networking, optics and hyperscaler wins, with record revenue, robust order growth (35% total product orders) and improved operating performance. Key positives include material hyperscaler AI momentum (Q3 hyperscaler orders $1.9B; FY '26 hyperscaler orders now expected ~ $9B), accelerating networking and Acacia optics growth, and disciplined capital returns. Near-term headwinds include product gross margin pressure from memory and mix, the Splunk cloud transition weighing on revenue, sizable inventory and advanced purchase commitments, and restructuring charges of up to $1B. On balance the strengths — notably the AI and hyperscaler traction and above-guidance results — outweigh the challenges presented, supporting an upbeat outlook but with watch points around margin and execution of supply/cost initiatives.View all CSCO earnings summaries

                      CSCO 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

                      CSCO Stock 12 Month Forecast

                      Average Price Target

                      $129.57
                      ▲(50.23% 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 26,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 12, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":67.545,"date":1751328000000,"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 24,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 13, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":65.994,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n       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style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":78.991,"date":1772323200000,"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 19,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":77.51,"date":1775001600000,"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 20,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      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