Cisco Systems (NASDAQ:CSCO) Coverage Initiated by Analysts at Deutsche Bank Aktiengesellschaft

Stock analysts at Deutsche Bank Aktiengesellschaft began coverage on shares of Cisco Systems (NASDAQ:CSCO) in a research report issued on Tuesday, Briefing.com reports. The brokerage set a “buy” rating and a $135.00 price target on the network equipment provider’s stock. Deutsche Bank Aktiengesellschaft’s target price suggests a potential upside of 22.18% from the stock’s previous close.

CSCO has been the subject of several other research reports. CICC Research upped their price target on Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a research note on Monday, May 18th. HSBC downgraded Cisco Systems from a “buy” rating to a “hold” rating and cut their price objective for the company from $137.00 to $120.00 in a research note on Friday, August 14th. Rosenblatt Securities upped their target price on Cisco Systems from $150.00 to $165.00 and gave the stock a “buy” rating in a research report on Thursday, August 13th. The Goldman Sachs Group increased their price target on Cisco Systems from $116.00 to $125.00 and gave the company a “neutral” rating in a report on Wednesday, June 3rd. Finally, New Street Research raised their target price on shares of Cisco Systems from $82.00 to $122.00 and gave the company a “neutral” rating in a research note on Thursday, May 14th. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $129.68.

Cisco Systems Stock Up 0.5%

Cisco Systems stock opened at $110.49 on Tuesday. The company has a market capitalization of $435.49 billion, a P/E ratio of 33.08, a P/E/G ratio of 2.16 and a beta of 1.02. The firm’s fifty day simple moving average is $114.99 and its 200-day simple moving average is $101.51. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39. Cisco Systems has a 1-year low of $66.13 and a 1-year high of $130.37.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.17 by $0.05. The firm had revenue of $17.25 billion during the quarter, compared to analysts’ expectations of $16.84 billion. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. Cisco Systems’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same period in the prior year, the company posted $0.99 earnings per share. Cisco Systems has set its FY 2027 guidance at 5.050-5.110 EPS and its Q1 2027 guidance at 1.320-1.340 EPS. Sell-side analysts forecast that Cisco Systems will post 4.44 earnings per share for the current fiscal year.

Insider Activity at Cisco Systems

In related news, CEO Charles Robbins sold 21,628 shares of the company’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $111.54, for a total transaction of $2,412,387.12. Following the completion of the transaction, the chief executive officer directly owned 602,710 shares in the company, valued at $67,226,273.40. This represents a 3.46% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,487 shares of the firm’s stock in a transaction on Friday, August 14th. The stock was sold at an average price of $111.53, for a total transaction of $723,495.11. Following the completion of the sale, the executive vice president owned 167,116 shares in the company, valued at $18,638,447.48. This represents a 3.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 53,611 shares of company stock valued at $6,066,680. 0.01% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Cisco Systems

Hedge funds have recently made changes to their positions in the stock. Brighton Jones LLC boosted its position in shares of Cisco Systems by 49.5% during the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after acquiring an additional 24,562 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Cisco Systems by 37.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock worth $542,000 after buying an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC raised its holdings 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 buying an additional 712 shares in the last quarter. Schnieders Capital Management LLC. lifted its holdings in shares of Cisco Systems by 3.9% during the second quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock valued at $969,000 after acquiring an additional 519 shares during the period. Finally, Marshall Wace LLP lifted its holdings in shares of Cisco Systems by 118.1% during the second quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock valued at $6,289,000 after acquiring an additional 590,650 shares during the period. Institutional investors own 73.33% of the company’s stock.

Key Cisco Systems News

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

• Positive Sentiment: Saudi AI infrastructure is moving into production. AMD, Cisco and HUMAIN said AMD Instinct MI355X systems, connected by Cisco Silicon One networking, are now live and serving customers in Saudi Arabia. The partners plan to expand the buildout to as much as 1 gigawatt by 2030, with an additional phase of up to 250 megawatts beginning in 2027. The deployment strengthens Cisco’s position in high-growth AI networking and sovereign-compute markets. AMD, Cisco and HUMAIN Expand Saudi Arabia’s AI Infrastructure as AMD Instinct Systems Go Live
• Positive Sentiment: Investors are looking beyond Cisco’s existing AI outlook. An analysis argues that an early enterprise technology-refresh cycle could become a second growth engine, in addition to the hyperscaler AI business already reflected in management’s guidance. A broader refresh would support demand for networking, security and related products. Cisco Systems Stock Has A Second Engine The AI Story Hides
• Positive Sentiment: Sovereign infrastructure expands Cisco’s addressable market. Cisco also introduced a critical-infrastructure portfolio in Canada designed for air-gapped, on-premises deployments, targeting organizations that require strict data residency, security and control. How Investors Are Reacting To Cisco Systems Expanding Sovereign AI Infrastructure In Saudi Arabia
• Neutral Sentiment: Analyst attention remains focused on CSCO. Cisco was included in a September 1 roundup of major Wall Street research calls, but the available report does not specify a new rating or price-target change. Tuesday’s Top Wall Street Analyst Research Calls
• Neutral Sentiment: Upcoming investor events could provide catalysts. Cisco executives are scheduled to meet investors at several technology conferences in September, potentially offering updates on AI networking demand, enterprise spending and financial guidance. Cisco to Participate in September Events with the Financial Community

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.