Cisco Systems (NASDAQ:CSCO) Given “Buy” Rating at UBS Group

Cisco Systems (NASDAQ:CSCO)‘s stock had its “buy” rating reaffirmed by UBS Group in a report released on Thursday,MarketScreener reports.

CSCO has been the subject of several other reports. JPMorgan Chase & Co. boosted their price objective on Cisco Systems from $95.00 to $96.00 in a research report on Monday. HSBC raised their target price on shares of Cisco Systems from $74.00 to $77.00 and gave the stock a “hold” rating in a report on Friday, February 13th. Argus upgraded shares of Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. Zacks Research lowered shares of Cisco Systems from a “strong-buy” rating to a “hold” rating in a report on Monday, April 13th. Finally, KeyCorp boosted their price objective on shares of Cisco Systems from $87.00 to $125.00 and gave the company an “overweight” rating in a research report on Thursday. Three analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $108.32.

Cisco Systems Trading Up 14.2%

Shares of NASDAQ CSCO traded up $14.51 during midday trading on Thursday, reaching $116.38. 34,663,707 shares of the stock were exchanged, compared to its average volume of 22,660,469. Cisco Systems has a 12 month low of $62.30 and a 12 month high of $119.36. The company has a market capitalization of $459.68 billion, a price-to-earnings ratio of 40.82, a P/E/G ratio of 3.73 and a beta of 0.92. The company has a debt-to-equity ratio of 0.45, a current ratio of 0.96 and a quick ratio of 0.85. The business has a 50-day simple moving average of $83.93 and a two-hundred day simple moving average of $79.36.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, beating analysts’ consensus estimates of $1.03 by $0.03. The business had revenue of $15.84 billion during the quarter, compared to analysts’ expectations of $15.56 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The firm’s quarterly revenue was up 12.0% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.96 EPS. Cisco Systems has set its Q4 2026 guidance at 1.160-1.180 EPS and its FY 2026 guidance at 4.270-4.290 EPS. As a group, equities research analysts expect that Cisco Systems will post 3.42 EPS for the current year.

Insider Activity

In related news, EVP Deborah L. Stahlkopf sold 7,981 shares of the stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total transaction of $634,489.50. Following the completion of the transaction, the executive vice president directly owned 187,097 shares of the company’s stock, valued at approximately $14,874,211.50. This represents a 4.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Thimaya K. Subaiya sold 1,744 shares of the firm’s stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $77.07, for a total value of $134,410.08. Following the completion of the transaction, the executive vice president owned 156,693 shares of the company’s stock, valued at approximately $12,076,329.51. This represents a 1.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 46,431 shares of company stock worth $3,574,820. 0.01% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Cisco Systems

Several large investors have recently made changes to their positions in the stock. Signature Resources Capital Management LLC raised its position in Cisco Systems by 2.3% during the first quarter. Signature Resources Capital Management LLC now owns 5,061 shares of the network equipment provider’s stock worth $393,000 after acquiring an additional 116 shares in the last quarter. Smithfield Trust Co increased its stake in shares of Cisco Systems by 0.3% during the 4th quarter. Smithfield Trust Co now owns 33,666 shares of the network equipment provider’s stock worth $2,596,000 after purchasing an additional 117 shares during the last quarter. Pacific Sage Partners LLC increased its stake in shares of Cisco Systems by 0.7% during the 1st quarter. Pacific Sage Partners LLC now owns 16,185 shares of the network equipment provider’s stock worth $1,256,000 after purchasing an additional 118 shares during the last quarter. Capstone Wealth Management Group LLC raised its holdings in shares of Cisco Systems by 3.2% in the 4th quarter. Capstone Wealth Management Group LLC now owns 3,818 shares of the network equipment provider’s stock valued at $294,000 after purchasing an additional 120 shares during the period. Finally, Hilton Head Capital Partners LLC lifted its stake in Cisco Systems by 0.9% in the 1st quarter. Hilton Head Capital Partners LLC now owns 13,488 shares of the network equipment provider’s stock valued at $1,047,000 after purchasing an additional 120 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Cisco reported revenue of $15.84 billion, up 12% year over year and above Wall Street estimates, while adjusted EPS of $1.06 also topped expectations. Cisco Reports Third Quarter Earnings
• Positive Sentiment: The company raised full-year fiscal 2026 guidance, with revenue now projected at $62.8 billion-$63.0 billion and EPS at $4.27-$4.29, both above consensus, signaling confidence in demand trends. Reuters article
• Positive Sentiment: Cisco said AI infrastructure orders are surging, including about $9 billion in hyperscaler AI infrastructure orders for FY2026, reinforcing the market’s view that Cisco is becoming a bigger AI play. Article about AI infrastructure orders
• Positive Sentiment: The company also announced a quarterly dividend of $0.42 per share, which supports its appeal to income-focused investors. MarketBeat dividend note
• Neutral Sentiment: Cisco is cutting about 4,000 jobs as part of an AI-focused restructuring, with up to $1 billion in related charges; investors see this as a margin/efficiency move, but it also adds near-term execution risk. WSJ article

About Cisco Systems

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.