Cisco Systems (NASDAQ:CSCO) Price Target Raised to $165.00

Cisco Systems (NASDAQ:CSCO) had its price target lifted by Rosenblatt Securities from $150.00 to $165.00 in a report issued on Thursday,Benzinga reports. They currently have a buy rating on the network equipment provider’s stock.

CSCO has been the subject of a number of other research reports. Citigroup increased their price objective on Cisco Systems from $90.00 to $112.00 and gave the stock a “buy” rating in a report on Thursday, May 14th. HSBC raised shares of Cisco Systems from a “hold” rating to a “buy” rating and upped their target price for the stock from $77.00 to $137.00 in a research report on Friday, May 15th. JPMorgan Chase & Co. increased their price target on shares of Cisco Systems from $95.00 to $96.00 in a research note on Monday, May 11th. Citic Securities lifted their price target on shares of Cisco Systems from $90.00 to $130.00 in a research report on Friday, May 15th. Finally, CICC Research boosted their price objective on shares of Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a research note on Monday, May 18th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $129.43.

Cisco Systems Stock Performance

Shares of CSCO opened at $111.68 on Thursday. The company has a 50-day simple moving average of $117.03 and a two-hundred day simple moving average of $99.09. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.93 and a quick ratio of 0.81. The firm has a market capitalization of $440.18 billion, a PE ratio of 33.44, a price-to-earnings-growth ratio of 2.52 and a beta of 1.02. Cisco Systems has a one year low of $65.75 and a one year high of $130.37.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, topping analysts’ consensus estimates of $1.17 by $0.05. The firm had revenue of $17.25 billion for the quarter, compared to the consensus estimate of $16.84 billion. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.The business’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.99 EPS. Cisco Systems has set its FY 2027 guidance at 5.050-5.110 EPS and its Q1 2027 guidance at 1.320-1.340 EPS. On average, analysts anticipate that Cisco Systems will post 4.09 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd will be given a $0.42 dividend. This represents a $1.68 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend is Friday, October 2nd. Cisco Systems’s payout ratio is currently 50.30%.

Insider Activity at Cisco Systems

In related news, EVP Thimaya K. Subaiya sold 7,127 shares of the stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total transaction of $854,598.57. Following the sale, the executive vice president directly owned 140,857 shares of the company’s stock, valued at approximately $16,890,162.87. This represents a 4.82% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,400 shares of Cisco Systems stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $120.03, for a total transaction of $2,568,642.00. Following the completion of the transaction, the chief executive officer directly owned 637,085 shares of the company’s stock, valued at $76,469,312.55. This trade represents a 3.25% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 31,134 shares of company stock valued at $3,739,000. 0.01% of the stock is owned by insiders.

Institutional Trading of Cisco Systems

Several institutional investors have recently added to or reduced their stakes in the business. Magnolia Capital Advisors LLC lifted its stake in Cisco Systems by 1.5% during the 2nd quarter. Magnolia Capital Advisors LLC now owns 7,368 shares of the network equipment provider’s stock valued at $865,000 after acquiring an additional 106 shares during the period. Windsor Advisory Group LLC purchased a new stake in shares of Cisco Systems during the 2nd quarter valued at about $797,000. Vantage Point Financial LLC grew its stake in shares of Cisco Systems by 6.3% in the second quarter. Vantage Point Financial LLC now owns 2,829 shares of the network equipment provider’s stock worth $332,000 after acquiring an additional 167 shares during the period. Pointe Capital Management LLC raised its holdings in shares of Cisco Systems by 2.6% during the second quarter. Pointe Capital Management LLC now owns 13,048 shares of the network equipment provider’s stock valued at $1,533,000 after purchasing an additional 325 shares during the last quarter. Finally, Lotus Technology Management LP bought a new stake in Cisco Systems in the 2nd quarter worth approximately $1,113,000. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Key Cisco Systems News

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

• Positive Sentiment: AI demand is accelerating. Cisco reported fiscal Q4 revenue of approximately $17.3 billion, up 18% year over year, and adjusted EPS of $1.22 versus the $1.17 consensus estimate. AI infrastructure orders increased 4.5 times to $9.3 billion for fiscal 2026, while management expects approximately $7.5 billion of hyperscaler AI infrastructure revenue in fiscal 2027. Chuck Robbins Says AI Is Fueling a Networking Supercycle
• Positive Sentiment: Fiscal 2027 guidance exceeded expectations. Management forecast roughly 15% revenue growth, supported by hyperscaler spending, data-center switching and broader networking upgrades. Several firms—including UBS, Truist, Wells Fargo, KeyCorp, Morgan Stanley and Rosenblatt—raised their price targets and maintained bullish ratings, suggesting long-term upside if the AI networking cycle continues. Cisco Just Gave Investors Three Big Reasons to Be Bullish
• Neutral Sentiment: The market is demanding faster growth. Despite the earnings beat and upbeat outlook, Cisco’s shares have decreased because expectations were already elevated after a substantial rally. Investors are questioning whether the company’s AI momentum can remain strong beyond the current infrastructure buildout and whether Cisco’s premium valuation is justified. Cisco Shares Slide Despite Earnings Beat and Strong Guidance
• Negative Sentiment: Margin pressure is the primary concern. AI infrastructure growth is arriving mainly through lower-margin hardware, creating mix-related gross-margin compression and raising questions about how profitably Cisco can scale orders. HSBC downgraded CSCO to Hold from Buy and reduced its price target to $120 from $137, citing a lack of near-term catalysts even after the strong quarter. Cisco Beat on Every Line, Then Fell on What AI Costs to Ship

Cisco Systems Company Profile

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.