UBS Group Increases Cisco Systems (NASDAQ:CSCO) Price Target to $95.00

Cisco Systems (NASDAQ:CSCO) had its target price upped by equities researchers at UBS Group from $90.00 to $95.00 in a research note issued on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the network equipment provider’s stock. UBS Group’s price target suggests a potential upside of 26.17% from the company’s current price.

A number of other equities research analysts also recently weighed in on the stock. KeyCorp raised their target price on shares of Cisco Systems from $77.00 to $87.00 and gave the company an “overweight” rating in a research note on Thursday, November 13th. Evercore ISI raised their price objective on shares of Cisco Systems from $100.00 to $175.00 and gave the company an “outperform” rating in a research report on Tuesday, February 3rd. Morgan Stanley upped their target price on shares of Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 17th. Citigroup raised their price target on Cisco Systems from $85.00 to $90.00 and gave the company a “buy” rating in a research report on Thursday. Finally, Barclays raised their price objective on Cisco Systems from $71.00 to $76.00 and gave the company an “equal weight” rating in a report on Thursday, November 13th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat, Cisco Systems currently has a consensus rating of “Moderate Buy” and an average price target of $94.95.

Cisco Systems Price Performance

Shares of CSCO traded down $10.25 during midday trading on Thursday, hitting $75.29. 40,449,363 shares of the company traded hands, compared to its average volume of 22,756,447. Cisco Systems has a one year low of $52.11 and a one year high of $88.18. The firm has a market cap of $297.49 billion, a P/E ratio of 28.29, a PEG ratio of 3.26 and a beta of 0.87. The company has a debt-to-equity ratio of 0.46, a current ratio of 0.93 and a quick ratio of 0.83. The stock has a 50-day moving average of $77.91 and a 200-day moving average of $72.99.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, beating the consensus estimate of $1.02 by $0.02. The company had revenue of $15.35 billion during the quarter, compared to analysts’ expectations of $15.11 billion. Cisco Systems had a net margin of 18.38% and a return on equity of 27.29%. Cisco Systems’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.94 earnings per share. As a group, sell-side analysts predict that Cisco Systems will post 3.04 EPS for the current fiscal year.

Insider Activity at Cisco Systems

In other Cisco Systems news, EVP Thimaya K. Subaiya sold 1,745 shares of the business’s stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $79.46, for a total value of $138,657.70. Following the transaction, the executive vice president owned 176,319 shares in the company, valued at approximately $14,010,307.74. The trade was a 0.98% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Michael D. Capellas sold 10,850 shares of the stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $77.13, for a total transaction of $836,860.50. Following the sale, the director owned 146,368 shares of the company’s stock, valued at approximately $11,289,363.84. This represents a 6.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,044,865 shares of company stock worth $81,397,635 over the last ninety days. Insiders own 0.01% of the company’s stock.

Institutional Trading of Cisco Systems

Several large investors have recently bought and sold shares of the company. Brighton Jones LLC raised its stake in Cisco Systems by 49.5% during the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after buying an additional 24,562 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of Cisco Systems by 37.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock valued at $542,000 after acquiring an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC raised its position in shares of Cisco Systems by 7.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock worth $706,000 after purchasing an additional 712 shares during the last quarter. New York State Teachers Retirement System boosted its stake in Cisco Systems by 2.2% in the 2nd quarter. New York State Teachers Retirement System now owns 3,298,853 shares of the network equipment provider’s stock worth $228,874,000 after purchasing an additional 72,462 shares in the last quarter. Finally, Omnia Family Wealth LLC grew its position in Cisco Systems by 15.3% during the 2nd quarter. Omnia Family Wealth LLC now owns 6,029 shares of the network equipment provider’s stock valued at $418,000 after purchasing an additional 801 shares during the last quarter. 73.33% of the stock is owned by institutional investors.

Key Cisco Systems News

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

• Positive Sentiment: Cisco reported record Q2 revenue ($15.3B) and beat on non‑GAAP EPS, and it raised FY‑2026 revenue and EPS guidance — evidence of accelerating demand, especially in networking and AI infrastructure. CISCO REPORTS SECOND QUARTER EARNINGS
• Positive Sentiment: Cisco unveiled the Silicon One G300 switching silicon and new AI networking gear aimed at hyperscale AI clusters — a strategic product push that supports multi‑year AI infrastructure revenue opportunities. Silicon One G300 Announcement Drives Sentiment
• Positive Sentiment: Analysts reacted mostly favorably — several firms raised targets or reiterated buy/outperform stances (Citigroup, BNP Paribas Exane; Rosenblatt reaffirmed a high target), which supports upside expectations. Citigroup Adjusts Price Target BNP Paribas Adjusts Price Target
• Neutral Sentiment: Cisco raised its quarterly dividend (to $0.42) — supportive for income investors but not a near‑term catalyst for price appreciation on its own.
• Negative Sentiment: Investors punished the stock because the company’s near‑term outlook and gross‑margin profile were seen as only modestly better or in line with expectations; that in‑line/“mediocre” feel to the outlook outweighed the beat for some traders. Cisco’s stock drops on mediocre forecast (CNBC) MarketWatch: Investors pan earnings
• Negative Sentiment: Margins are under pressure from higher memory costs and supply‑chain/memory shortages — a concrete headwind for near‑term profitability that analysts flagged. MSN: Higher memory costs pressure margins
• Negative Sentiment: ETF and momentum selling amplified the move lower after the print — several market pieces noted CSCO slid in post‑earnings trade despite the positive demand signals. ETFs in Focus as Cisco Slides

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.