Cisco Systems (NASDAQ:CSCO) Given New $77.00 Price Target at HSBC

Cisco Systems (NASDAQ:CSCO) had its target price boosted by investment analysts at HSBC from $74.00 to $77.00 in a research note issued to investors on Friday,MarketScreener reports. The firm currently has a “hold” rating on the network equipment provider’s stock. HSBC’s target price would suggest a potential upside of 2.67% from the stock’s previous close.

Other research analysts have also recently issued research reports about the stock. Argus boosted their price target on shares of Cisco Systems from $80.00 to $100.00 in a research report on Thursday, November 13th. Citigroup boosted their target price on shares of Cisco Systems from $85.00 to $90.00 and gave the company a “buy” rating in a report on Thursday. Weiss Ratings restated a “buy (b)” rating on shares of Cisco Systems in a report on Tuesday, January 27th. Erste Group Bank upgraded Cisco Systems from a “hold” rating to a “buy” rating in a report on Monday, November 10th. Finally, Citic Securities raised their target price on Cisco Systems from $75.00 to $90.00 in a research note on Monday, November 17th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, Cisco Systems currently has a consensus rating of “Moderate Buy” and a consensus target price of $97.19.

Cisco Systems Trading Down 12.3%

Shares of Cisco Systems stock opened at $75.00 on Friday. 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’s 50 day simple moving average is $77.86 and its 200-day simple moving average is $73.00. The stock has a market cap of $296.33 billion, a P/E ratio of 26.32, a P/E/G ratio of 3.23 and a beta of 0.87. Cisco Systems has a 1-year low of $52.11 and a 1-year high of $88.18.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, topping analysts’ consensus estimates of $1.02 by $0.02. The firm had revenue of $15.35 billion for the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a return on equity of 28.06% and a net margin of 19.22%.The firm’s revenue was up 9.7% compared to the same quarter last year. During the same quarter last year, the business posted $0.94 earnings per share. Analysts predict that Cisco Systems will post 3.04 EPS for the current fiscal year.

Insider Activity at Cisco Systems

In related news, EVP Thimaya K. Subaiya sold 1,745 shares of the company’s stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $79.46, for a total transaction of $138,657.70. Following the sale, the executive vice president directly owned 176,319 shares of the company’s stock, valued at $14,010,307.74. This represents a 0.98% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Kristina M. Johnson sold 13,481 shares of the firm’s stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $77.13, for a total transaction of $1,039,789.53. Following the completion of the transaction, the director directly owned 61,630 shares of the company’s stock, valued at $4,753,521.90. This represents a 17.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 507,122 shares of company stock valued at $39,545,816. 0.01% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Norges Bank acquired a new position in shares of Cisco Systems during the fourth quarter worth about $4,473,272,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its stake in Cisco Systems by 413.3% in 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 worth $1,553,645,000 after acquiring an additional 18,030,441 shares during the last quarter. Franklin Resources Inc. grew its holdings in Cisco Systems by 46.2% during the 2nd quarter. Franklin Resources Inc. now owns 40,836,858 shares of the network equipment provider’s stock worth $2,833,261,000 after acquiring an additional 12,904,969 shares in the last quarter. Arrowstreet Capital Limited Partnership increased its position in shares of Cisco Systems by 110.2% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider’s stock valued at $1,259,369,000 after purchasing an additional 9,648,265 shares during the last quarter. Finally, Laurel Wealth Advisors LLC raised its holdings in shares of Cisco Systems by 6,778.2% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 6,810,012 shares of the network equipment provider’s stock valued at $472,479,000 after purchasing an additional 6,711,004 shares in the last quarter. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco unveiled the Silicon One G300 switching chip and is targeting a large AI infrastructure opportunity; management also reported $2.1B of AI infrastructure orders from hyperscalers, underscoring meaningful demand for Cisco’s data‑center networking products. Read More.
• Positive Sentiment: Analysts responded by raising price targets and reiterating buy ratings (Citigroup, UBS, Rosenblatt and others), reflecting confidence in Cisco’s AI/ networking positioning and implying upside vs. the current price. Read More.
• Positive Sentiment: Cisco raised its quarterly dividend (to $0.42) and reiterated full‑year revenue and EPS ranges that were above some prior expectations, supporting the long‑term income and capital‑return story. Read More.
• Neutral Sentiment: Q2 results: revenue was a record ~$15.35B (≈+9.7% Y/Y) and non‑GAAP EPS beat by a small amount, and Cisco raised FY26 guidance — a positive top/bottom‑line print that nonetheless left room for debate. Read More.
• Negative Sentiment: Investors focused on margin pressure: management warned that rising global memory prices are squeezing gross margins and operating leverage, and the company’s near‑term margin outlook was cautious. That drove a sharp intra‑day selloff and broader tech weakness. Read More.
• Negative Sentiment: Market reaction was strong despite the beat — shares fell materially as traders re‑priced margin risk and a mixed/“in‑line” near‑term outlook, triggering sector‑wide volatility and ETF flows away from networking names. Read More.

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.