Cisco Systems (NASDAQ:CSCO) Stock Gets Price Target Cut from Barclays

Cisco Systems (NASDAQ:CSCO) had its price target decreased by Barclays from $123.00 to $109.00 in a research note issued on Friday, Benzinga reports. The firm presently has an “equal weight” rating on the network equipment provider’s stock. Barclays‘s target price indicates a potential upside of 12.90% from the company’s current price.

Other equities research analysts have also issued reports about the stock. Weiss Ratings restated a “buy (b)” rating on shares of Cisco Systems in a report on Wednesday, August 26th. Wall Street Zen cut shares of Cisco Systems from a “buy” rating to a “hold” rating in a research report on Saturday, November 7th. Sanford C. Bernstein assumed coverage on shares of Cisco Systems in a report on Wednesday, September 30th. They set a “market perform” rating and a $110.00 target price for the company. Zacks Research raised Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, September 30th. Finally, Freedom Capital upgraded Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Sunday, August 16th. Three analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and eight have given a Hold rating to the company. According to MarketBeat.com, Cisco Systems has a consensus rating of “Moderate Buy” and an average target price of $126.77.

Cisco Systems Price Performance

CSCO traded down $5.46 during trading on Friday, reaching $96.55. The stock had a trading volume of 8,451,593 shares, compared to its average volume of 21,984,127. The stock has a market cap of $380.65 billion, a PE ratio of 28.84, a PEG ratio of 2.07 and a beta of 1.01. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.79 and a current ratio of 0.93. Cisco Systems has a one year low of $72.80 and a one year high of $130.37. The business has a 50-day moving average of $108.02 and a 200-day moving average of $102.13.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings results on Thursday, November 12th. The network equipment provider reported $1.40 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.33 by $0.07. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%. The firm had revenue of $18.52 billion during the quarter, compared to analyst estimates of $18.12 billion. During the same quarter in the previous year, the company posted $1.00 earnings per share. Cisco Systems has set its Q2 2027 guidance at 1.340-1.360 EPS and its FY 2027 guidance at 5.470-5.530 EPS. As a group, equities research analysts anticipate that Cisco Systems will post 4.48 EPS for the current fiscal year.

Insider Activity

In other news, EVP Thimaya K. Subaiya sold 5,832 shares of the business’s stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $111.47, for a total transaction of $650,093.04. Following the completion of the sale, the executive vice president owned 128,382 shares of the company’s stock, valued at $14,310,741.54. The trade was a 4.35% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 680 shares of Cisco Systems stock in a transaction on Monday, September 14th. The shares were sold at an average price of $110.18, for a total value of $74,922.40. Following the transaction, the executive vice president owned 163,337 shares in the company, valued at $17,996,470.66. This trade represents a 0.41% 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. Insiders sold 6,824 shares of company stock worth $759,392 over the last three months. Insiders own 0.01% of the company’s stock.

Institutional Investors Weigh In On Cisco Systems

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Bridgewater Advisors Inc. purchased a new stake in Cisco Systems during the 2nd quarter valued at $6,442,000. Beacon Pointe Advisors LLC bought a new position in Cisco Systems in the 2nd quarter valued at $60,009,000. Western Wealth Management LLC increased its stake in Cisco Systems by 60.5% in the first quarter. Western Wealth Management LLC now owns 76,372 shares of the network equipment provider’s stock worth $5,926,000 after purchasing an additional 28,792 shares during the period. ABN AMRO Bank N.V. purchased a new stake in shares of Cisco Systems during the second quarter valued at $19,114,000. Finally, Envestnet Portfolio Solutions Inc. increased its stake in Cisco Systems by 24.6% in the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 363,506 shares of the network equipment provider’s stock worth $47,287,000 after buying an additional 71,774 shares during the period. Institutional investors own 73.33% of the company’s stock.

Recent Cisco Systems Headlines

These are some of the CSCO headlines that stood out recently:

• Positive Sentiment: Management describes a potential networking “supercycle” as demand for agentic AI infrastructure grows. Cisco is also incorporating Anthropic’s Claude Mythos into security products, adding to its AI-related growth opportunities. CRN report on Cisco’s networking outlook
• Neutral Sentiment: Rosenblatt Securities cut its price target to $140 from $165 but maintained a Buy rating. Cisco also declared a quarterly dividend of $0.42 per share. Rosenblatt Securities ratings
• Negative Sentiment: Despite the earnings beat and raised guidance, investors are focusing on narrowing profit margins and valuation. Broader technology-stock weakness and Nvidia-related volatility may add pressure. Seeking Alpha report on margin concerns

Cisco Systems Company Profile

Cisco Systems, Inc. develops networking, cybersecurity, collaboration and observability technologies for businesses, governments and other organizations. Its products include routers, switches, wireless systems and data center infrastructure, along with security software and services that help organizations connect and protect their networks. The company also provides collaboration tools through its Webex platform and observability capabilities through its software offerings, including technology from Splunk, which Cisco acquired in 2024.