Cisco Systems stock analysis
Cisco Systems (CIS) Stock Price & Analysis
CIS Stock Chart & Stats
- Day’s Range
- EUR 86.94 - EUR 91.38
- 52-Week Range
- EUR 61.95 - EUR 111.56
- Previous Close
- EUR 91.75
- Volume
- N/A
- Average Volume (3M)
- 3,289
- Market Cap
- EUR 364.32B
- Enterprise Value
- EUR 437.61B
- Total Cash (Recent Filing)
- EUR 15.85B
- Total Debt (Recent Filing)
- EUR 29.80B
- Price to Earnings (P/E)
- 25.2
- Beta
- 0.12
- Next Earnings
- Feb 17, 2027 (Est.)
- EPS Estimate
- 1.21
- Next Dividend Ex-Date
- Jan 04, 2027
- Dividend Yield
- 1.68%
Bulls Say, Bears Say
Bulls Say
Broad-based Revenue Growth
Record growth across total and product revenue indicates stronger demand for Cisco’s networking and infrastructure portfolio. Broad momentum across customer markets can support operating leverage, reinforce market position, and sustain elevated earnings power over the next several quarters.
AI And Networking Expansion
Cisco is positioning its networking platforms, Silicon One technology, and optics for a multiyear AI infrastructure opportunity. Rising design wins and hyperscaler demand could create a durable growth engine while expanding Cisco’s relevance in data-center connectivity.
Recurring Revenue And Cash Generation
A large recurring-revenue base improves revenue visibility and makes customer relationships more durable, while strong free-cash-flow conversion supports investment and shareholder returns. Together, these characteristics strengthen financial resilience through changing technology cycles.
Bears Say
Hardware Mix Pressures Margins
The shift toward hardware-heavy growth and higher memory costs is already reducing gross margin, with management expecting full-year margin below the latest quarter. Persistent mix and component pressures could limit operating leverage even as revenue expands.
Limited Services Growth
Services revenue is growing far more slowly than hardware, reducing the contribution from a typically recurring and potentially stabilizing revenue stream. Lower service attachment among hyperscalers may constrain mix improvement and make growth more dependent on product demand.
Optics Supply Constraint And Lumpy AI Demand
Optics availability could limit Cisco’s ability to convert strong AI demand into near-term revenue, while uneven order timing makes execution less predictable. These constraints may produce quarter-to-quarter volatility and complicate the company’s ability to maintain its raised outlook.
Cisco Systems News
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Cisco Systems Stock Smart Score
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.
- Sector
- Technology
- Industry
- Communication Equipment
- CEO
- Charles H. Robbins
- Employees
- 82,400
- Website
- www.cisco.com
- Address
- 170 West Tasman Drive, San Jose, CA, 95134-1706, US
Cisco Systems (CIS) Earnings & Revenues
CIS Company Deck
CIS Earnings Call
Earnings Call SentimentPositive
The call was strongly positive. Cisco reported record revenue, EPS, cash flow and orders, raised fiscal 2027 guidance, and described broad-based momentum across networking, AI infrastructure, security, sovereign infrastructure and software. The main negatives were lower gross margins due to hardware mix and memory costs, limited services growth, optics supply constraints and lower visibility with tougher comparisons in the second half. These challenges were explicitly acknowledged but were outweighed by the company's record results, strong order growth and raised outlook.
View all DE:CIS earnings summariesCIS Net sales Breakdown
- 54.33% Networking
- 27.04% Services
- 9.43% Security
- 7.64% Collaboration
- 1.56% Observability
CIS Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 9 | 5 | 8 |
| Technical Analysis | 3 | 5 | 2 |
| Moving Averages | 6 | 0 | 6 |
