Cisco Systems (NASDAQ:CSCO) Price Target Cut to $140.00 by Analysts at Rosenblatt Securities

Cisco Systems (NASDAQ:CSCO) had its price target lowered by analysts at Rosenblatt Securities from $165.00 to $140.00 in a research note issued to investors on Friday, Benzinga reports. The brokerage currently has a “buy” rating on the network equipment provider’s stock. Rosenblatt Securities‘s target price suggests a potential upside of 37.24% from the company’s previous close.

CSCO has been the subject of a number of other research reports. UBS Group increased their target price on Cisco Systems from $132.00 to $138.00 and gave the company a “buy” rating in a report on Thursday, August 13th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Cisco Systems in a research note on Wednesday, August 26th. Truist Financial boosted their price target on Cisco Systems from $125.00 to $140.00 and gave the stock a “buy” rating in a research report on Thursday, August 13th. Zacks Research raised Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, September 30th. Finally, Piper Sandler decreased their price objective on Cisco Systems from $132.00 to $125.00 and set a “neutral” rating on the stock in a report on Tuesday, September 22nd. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $128.00.

Cisco Systems Stock Up 1.2%

CSCO stock opened at $102.01 on Friday. Cisco Systems has a 52 week low of $72.80 and a 52 week high of $130.37. The company has a quick ratio of 0.79, a current ratio of 0.93 and a debt-to-equity ratio of 0.39. The firm has a 50-day simple moving average of $108.02 and a 200-day simple moving average of $102.13. The stock has a market capitalization of $402.18 billion, a P/E ratio of 30.54, a P/E/G ratio of 2.07 and a beta of 1.01.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings results on Thursday, November 12th. The network equipment provider reported $1.40 earnings per share for the quarter, beating analysts’ consensus estimates of $1.33 by $0.07. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The firm had revenue of $18.52 billion for the quarter, compared to analyst estimates of $18.12 billion. During the same period last year, the company posted $1.00 EPS. 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. Equities analysts forecast that Cisco Systems will post 4.48 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, EVP Thimaya K. Subaiya sold 5,832 shares of the company’s stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $111.47, for a total value of $650,093.04. Following the completion of the sale, the executive vice president directly owned 128,382 shares in the company, valued at $14,310,741.54. This represents a 4.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, 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 the stock in a transaction that occurred 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 completion of the sale, the executive vice president directly owned 163,337 shares of the company’s stock, valued at approximately $17,996,470.66. This represents a 0.41% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 6,824 shares of company stock worth $759,392 over the last three months. Corporate insiders own 0.01% of the company’s stock.

Hedge Funds Weigh In On Cisco Systems

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Cozad Asset Management Inc. grew its holdings in shares of Cisco Systems by 0.3% in the first quarter. Cozad Asset Management Inc. now owns 26,203 shares of the network equipment provider’s stock valued at $2,033,000 after purchasing an additional 87 shares during the period. Dogwood Wealth Management LLC raised its stake in Cisco Systems by 3.9% during the second quarter. Dogwood Wealth Management LLC now owns 2,413 shares of the network equipment provider’s stock worth $283,000 after purchasing an additional 90 shares during the period. Green Ridge Wealth Planning LLC raised its stake in Cisco Systems by 1.5% during the third quarter. Green Ridge Wealth Planning LLC now owns 6,017 shares of the network equipment provider’s stock worth $648,000 after purchasing an additional 90 shares during the period. August Group Capital Ltd boosted its holdings in Cisco Systems by 2.0% in the 2nd quarter. August Group Capital Ltd now owns 4,723 shares of the network equipment provider’s stock valued at $555,000 after purchasing an additional 91 shares during the last quarter. Finally, Financial Insights Inc. boosted its holdings in Cisco Systems by 1.5% in the 1st quarter. Financial Insights Inc. now owns 6,220 shares of the network equipment provider’s stock valued at $483,000 after purchasing an additional 92 shares during the last quarter. Institutional investors and hedge funds 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: Executives described a potential multi-year networking “supercycle” as companies and hyperscalers expand infrastructure for agentic AI. Cisco is also adding Anthropic’s Claude Mythos to its security products, which could strengthen its AI-security offering. Cisco CEO discusses networking demand
• Neutral Sentiment: Cisco declared a quarterly dividend of $0.42 per share, or $1.68 annualized. The payout supports shareholder income but is not a change to the dividend amount in the provided report. Cisco dividend information
• Negative Sentiment: Despite the earnings beat and raised outlook, reports noted share-price volatility tied partly to broader Nvidia-related market swings. That external volatility could weigh on near-term trading even as Cisco’s company-specific news is strong. Report on Cisco shares and market volatility

About Cisco Systems

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.