Analysts Set Cisco Systems, Inc. (NASDAQ:CSCO) Target Price at $89.55

Shares of Cisco Systems, Inc. (NASDAQ:CSCO) have received an average recommendation of “Moderate Buy” from the twenty-four brokerages that are currently covering the stock, MarketBeat reports. Seven analysts have rated the stock with a hold rating, fourteen have issued a buy rating and three have issued a strong buy rating on the company. The average 12 month target price among brokerages that have covered the stock in the last year is $89.55.

Several research analysts have weighed in on the company. Rosenblatt Securities reiterated a “buy” rating and issued a $100.00 price target on shares of Cisco Systems in a report on Thursday, February 12th. Barclays upped their target price on Cisco Systems from $71.00 to $76.00 and gave the company an “equal weight” rating in a research note on Thursday, November 13th. UBS Group raised their price target on Cisco Systems from $90.00 to $95.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. DZ Bank upgraded Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. Finally, Erste Group Bank lowered shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th.

Cisco Systems News Roundup

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

• Positive Sentiment: Cisco’s President and Chief Product Officer highlighted that Cisco already has a product written entirely with AI and said the company expects multiple AI-only products by end of 2026 — a clear positive for growth expectations and revenue-facing AI narrative. Cisco President Says AI Agents Need To Get The Background Checks Done — Yet Predicts 6 Products ‘Written With AI Only’ By The End Of 2026
• Positive Sentiment: Cisco appears in recent dividend-stock roundups, reinforcing appeal to income-focused investors given Cisco’s yield and long-term cash generation. That can support demand from dividend investors. Got $10,000? Put It in These Dividend Stocks Now
• Neutral Sentiment: Cisco will participate in multiple March investor events — increased access to management can reduce uncertainty and provide fresh guidance, but impact depends on messaging. Cisco to Participate in March 2026 Events with the Financial Community
• Neutral Sentiment: Analyst/blog attention is elevated (Zacks notes CSCO as a trending stock) and valuation pieces are circulating; this drives trading interest but not a clear directional catalyst on its own. Cisco Systems, Inc. (CSCO) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Coverage questioning whether Cisco is fairly priced after multi‑year gains may increase volatility as investors reassess valuation vs. growth prospects. Is Cisco Systems (CSCO) Fairly Priced After Strong Multi‑Year Share Price Gains?
• Neutral Sentiment: Reported short-interest data in the feed is anomalous (shows zero), so it’s not providing a reliable signal to the market today.
• Negative Sentiment: Cisco disclosed that a critical bug in a widely used networking product has been exploited by hackers since 2023; government action and remediation costs or reputation damage could pressure the stock. Cisco says hackers have been exploiting a critical bug to break into big customer networks since 2023
• Negative Sentiment: High-profile commentary comparing past Cisco market dynamics to current sector froth (Michael Burry pieces linking Cisco’s dot‑com era dynamics to today’s AI winners) can stoke caution among momentum traders and raise reputation/valuation concerns by association. ‘This is Not Business as Usual. This is Risk’: Michael Burry Warns Nvidia Looks Strikingly Similar to Cisco Just Prior to Dot Com Bubble Crash

Insider Buying and Selling at Cisco Systems

In related news, CEO Charles Robbins sold 19,545 shares of the stock in a transaction on Friday, February 13th. The stock was sold at an average price of $76.00, for a total value of $1,485,420.00. Following the transaction, the chief executive officer directly owned 671,095 shares of the company’s stock, valued at approximately $51,003,220. This trade represents a 2.83% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Jeetendra I. Patel sold 11,248 shares of the business’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $76.00, for a total value of $854,848.00. Following the sale, the insider directly owned 262,776 shares of the company’s stock, valued at approximately $19,970,976. This trade represents a 4.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 75,677 shares of company stock worth $5,811,211. 0.01% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of CSCO. Norges Bank purchased a new stake in Cisco Systems during the 4th quarter worth $4,473,272,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its position in shares of 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 buying an additional 18,030,441 shares during the period. Price T Rowe Associates Inc. MD boosted its position in shares of Cisco Systems by 103.2% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 29,289,151 shares of the network equipment provider’s stock worth $2,256,144,000 after buying an additional 14,874,407 shares during the period. Franklin Resources Inc. grew 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 in the last quarter. Finally, Arrowstreet Capital Limited Partnership raised its holdings in shares of Cisco Systems by 110.2% during 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 buying an additional 9,648,265 shares during the period. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems Trading Up 1.7%

Shares of CSCO stock opened at $79.46 on Friday. The company has a market capitalization of $313.86 billion, a price-to-earnings ratio of 27.88, a PEG ratio of 2.95 and a beta of 0.87. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. The firm has a 50-day moving average price of $77.82 and a 200 day moving average price of $73.71. Cisco Systems has a twelve month low of $52.11 and a twelve month high of $88.18.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings results 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 business had revenue of $15.35 billion during the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The company’s quarterly revenue was up 9.7% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.94 earnings per share. Research analysts forecast that Cisco Systems will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be issued a $0.42 dividend. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date is Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.1%. Cisco Systems’s dividend payout ratio (DPR) is 57.54%.

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.