Cisco Systems (NASDAQ:CSCO) Given “Buy” Rating at Rosenblatt Securities

Cisco Systems (NASDAQ:CSCO)‘s stock had its “buy” rating restated by Rosenblatt Securities in a research note issued to investors on Thursday,Benzinga reports. They presently have a $100.00 target price on the network equipment provider’s stock. Rosenblatt Securities’ target price would suggest a potential upside of 16.90% from the stock’s previous close.

Several other brokerages also recently issued reports on CSCO. Wells Fargo & Company boosted their target price on shares of Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a research note on Thursday, November 13th. President Capital dropped their price target on Cisco Systems from $90.00 to $88.00 in a research report on Wednesday, December 24th. Citigroup increased their price objective on Cisco Systems from $80.00 to $85.00 and gave the stock a “buy” rating in a research note on Thursday, November 13th. HSBC lifted their target price on Cisco Systems from $69.00 to $74.00 and gave the company a “hold” rating in a research note on Friday, November 14th. Finally, JPMorgan Chase & Co. increased their price target on shares of Cisco Systems from $90.00 to $95.00 and gave the stock an “overweight” rating in a research report on Monday. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $94.45.

Cisco Systems Price Performance

CSCO stock opened at $85.54 on Thursday. Cisco Systems has a one year low of $52.11 and a one year high of $88.18. The firm has a 50-day moving average of $77.91 and a two-hundred day moving average of $72.99. The firm has a market capitalization of $337.98 billion, a PE ratio of 32.16, a P/E/G ratio of 3.26 and a beta of 0.87. The company has a current ratio of 0.93, a quick ratio of 0.83 and a debt-to-equity ratio of 0.46.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, topping the consensus estimate of $1.02 by $0.02. The business had revenue of $15.35 billion for the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a net margin of 18.38% and a return on equity of 27.29%. The firm’s quarterly revenue was up 9.7% compared to the same quarter last year. During the same period last year, the firm posted $0.94 earnings per share. On average, analysts forecast that Cisco Systems will post 3.04 earnings per share for the current year.

Insider Activity

In related news, CEO Charles Robbins sold 116,734 shares of the company’s stock in a transaction on Tuesday, November 18th. The shares were sold at an average price of $77.30, for a total transaction of $9,023,538.20. Following the completion of the sale, the chief executive officer directly owned 704,153 shares of the company’s stock, valued at approximately $54,431,026.90. This represents a 14.22% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Maria Victoria Wong sold 428 shares of the firm’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $80.33, for a total value of $34,381.24. Following the completion of the sale, the senior vice president directly owned 32,176 shares in the company, valued at approximately $2,584,698.08. This represents a 1.31% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 1,044,865 shares of company stock valued at $81,397,635. Insiders own 0.01% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of CSCO. Norges Bank bought a new stake in Cisco Systems in the 4th quarter valued at $4,473,272,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its position in shares of Cisco Systems by 413.3% during the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 22,393,371 shares of the network equipment provider’s stock valued at $1,553,645,000 after buying an additional 18,030,441 shares during the last quarter. Franklin Resources Inc. lifted its stake in shares of Cisco Systems by 46.2% in the second quarter. Franklin Resources Inc. now owns 40,836,858 shares of the network equipment provider’s stock valued at $2,833,261,000 after buying an additional 12,904,969 shares during the period. Arrowstreet Capital Limited Partnership grew its position in Cisco Systems by 110.2% during the third quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider’s stock worth $1,259,369,000 after buying an additional 9,648,265 shares in the last quarter. Finally, Laurel Wealth Advisors LLC grew its position in Cisco Systems by 6,778.2% during the second quarter. Laurel Wealth Advisors LLC now owns 6,810,012 shares of the network equipment provider’s stock worth $472,479,000 after buying an additional 6,711,004 shares in the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Record Q2 revenue, EPS beats on the headline metrics and Cisco raised its FY26 outlook — evidence of strong demand (particularly from AI hyperscalers). This supports longer‑term revenue growth expectations. CISCO REPORTS SECOND QUARTER EARNINGS
• Positive Sentiment: New Silicon One G300 AI switching silicon positions Cisco to compete for large AI‑data‑center spend (big TAM). That product news underpins the company’s AI infrastructure narrative and potential market share gains vs. competitors. Silicon One G300 Announcement Drives Sentiment
• Positive Sentiment: Board approved a 2% quarterly dividend increase to $0.42 — a shareholder‑friendly move that signals management confidence and supports income investors. CISCO REPORTS SECOND QUARTER EARNINGS
• Neutral Sentiment: Analyst sentiment and price targets remain broadly positive with several upgrades and above‑consensus targets — this supports upside but may already be priced into the stock. Quiver Quant Q2 Earnings Summary
• Neutral Sentiment: Valuation debate: some outlets question whether recent multi‑year gains have priced in the AI upside, so investor patience may be required for further upside. Is Cisco Fairly Priced?
• Negative Sentiment: Near‑term guidance was essentially in line with expectations rather than a clear beat; investors punished the stock after the quarter even though results were strong — market focus shifted to guidance cadence. CNBC: Stock Drops on Mediocre Forecast
• Negative Sentiment: Gross margin came in below some estimates and management noted higher memory/component costs are pressuring margins; that near‑term margin risk is a key reason traders sold shares. MSN: Higher Memory Costs Pressure Margins
• Negative Sentiment: Operating cash flow softened year‑over‑year and capex rose; combined with notable insider selling reported by third parties, these items add execution and governance noise for short‑term traders. Quiver Quant: Financials & Insider Activity

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.