Cisco Systems stock analysis
Cisco Systems (0R0K) Share Price & Analysis
0R0K Stock Chart & Stats
- Day’s Range
- $98.03 - $102.31
- 52-Week Range
- $71.56 - $131.95
- Previous Close
- $98.26
- Volume
- N/A
- Average Volume (3M)
- 22.73K
- Market Cap
- $386.41B
- Enterprise Value
- $470.11B
- Total Cash (Recent Filing)
- $15.92B
- Total Debt (Recent Filing)
- $29.53B
- Price to Earnings (P/E)
- 30.0
- Beta
- 0.14
- Next Earnings
- Feb 17, 2027 (Est.)
- EPS Estimate
- N/A
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 1.63%
Bulls Say, Bears Say
Bulls Say
Revenue And AI Growth
Cisco is returning to strong growth, supported by expanding AI infrastructure demand and a broad networking cycle. The FY27 outlook indicates that recent momentum may extend beyond a single quarter, while projected AI infrastructure revenue provides a meaningful durable growth avenue.
Profitability And Cash Conversion
High margins and strong conversion of earnings into free cash flow give Cisco substantial internal funding capacity. This supports continued research, product investment, debt servicing, and shareholder returns while providing resilience through normal enterprise spending cycles.
Networking Platform Momentum
Sustained networking order growth across the portfolio indicates broad platform demand rather than dependence on one isolated product. Continued adoption of data-center, campus, and Wi-Fi technologies can reinforce Cisco’s installed base and support cross-selling of adjacent software and security offerings.
Bears Say
Higher Leverage
The step-up in leverage reduces financial flexibility compared with Cisco’s historical profile. A larger debt burden can constrain capital allocation, increase sensitivity to financing conditions, and leave less balance-sheet capacity for acquisitions, investment, or unexpected operating pressure.
Hardware Mix Margin Pressure
A greater hardware contribution and elevated memory costs are pressuring product economics even as demand improves. If this mix persists, it could limit margin expansion from growth and require pricing or cost actions, making current profitability less easily sustained.
Modest Recurring Growth
Recurring revenue indicators are growing more slowly than product orders, suggesting that Cisco’s shift toward subscription and software economics remains gradual. Slower ARR expansion can make revenue predictability and customer monetization less supportive of growth than the product momentum alone implies.
Cisco Systems News
0R0K FAQ
What was Cisco Systems’s price range in the past 12 months?
What is Cisco Systems’s market cap?
When is Cisco Systems’s upcoming earnings report date?
How were Cisco Systems’s earnings last quarter?
Is Cisco Systems overvalued?
Does Cisco Systems pay dividends?
What is Cisco Systems’s EPS estimate?
How many shares outstanding does Cisco Systems have?
What happened to Cisco Systems’s price movement after its last earnings report?
Which hedge fund is a major shareholder of Cisco Systems?
What is the TipRanks Smart Score and how is it calculated?
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 (0R0K) Earnings & Revenues
0R0K Company Deck
0R0K Earnings Call
Earnings Call SentimentPositive
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 summaries0R0K Net sales Breakdown
- 54.33% Networking
- 27.04% Services
- 9.43% Security
- 7.64% Collaboration
- 1.56% Observability
0R0K Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 8 | 6 | 8 |
| Technical Analysis | 2 | 6 | 2 |
| Moving Averages | 6 | 0 | 6 |
