Rosenblatt Securities Issues Pessimistic Forecast for Cisco Systems (NASDAQ:CSCO) Stock Price

Cisco Systems (NASDAQ:CSCO) had its price target reduced by investment analysts at Rosenblatt Securities from $165.00 to $140.00 in a report released on Friday, Benzinga reports. The brokerage presently has a “buy” rating on the network equipment provider’s stock. Rosenblatt Securities‘s price target points to a potential upside of 46.38% from the company’s current price.

Several other analysts also recently issued reports on the stock. Sanford C. Bernstein started coverage on shares of Cisco Systems in a research report on Wednesday, September 30th. They issued a “market perform” rating and a $110.00 price objective for the company. Weiss Ratings reiterated a “buy (b)” rating on shares of Cisco Systems in a research note on Wednesday, August 26th. Truist Financial boosted their target price on shares of Cisco Systems from $125.00 to $140.00 and gave the stock a “buy” rating in a research report on Thursday, August 13th. Deutsche Bank initiated coverage on shares of Cisco Systems in a research note on Tuesday, September 1st. They issued a “buy” rating and a $135.00 target price for the company. Finally, Wall Street Zen lowered shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, November 7th. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat, Cisco Systems currently has an average rating of “Moderate Buy” and a consensus target price of $125.64.

Cisco Systems Stock Down 6.2%

Shares of NASDAQ CSCO traded down $6.37 on Friday, hitting $95.64. The company had a trading volume of 28,551,419 shares, compared to its average volume of 19,473,690. The company has a quick ratio of 0.79, a current ratio of 0.93 and a debt-to-equity ratio of 0.39. Cisco Systems has a 12-month low of $72.80 and a 12-month high of $130.37. The firm has a market capitalization of $377.07 billion, a P/E ratio of 25.44, a PEG ratio of 2.09 and a beta of 1.01. The business has a 50 day moving average of $107.76 and a two-hundred day moving average of $102.21.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results on Thursday, November 12th. The network equipment provider reported $1.40 EPS for the quarter, beating the consensus estimate of $1.33 by $0.07. The business had revenue of $18.52 billion for the quarter, compared to the consensus estimate of $18.12 billion. Cisco Systems had a return on equity of 33.06% and a net margin of 22.34%. During the same period last year, the business 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. As a group, equities research analysts forecast that Cisco Systems will post 4.48 earnings per share for the current fiscal year.

Insider Transactions at Cisco Systems

In other Cisco Systems news, EVP Oliver Tuszik sold 680 shares of Cisco Systems stock in a transaction that occurred on Monday, September 14th. The stock was sold at an average price of $110.18, for a total transaction of $74,922.40. Following the sale, the executive vice president directly owned 163,337 shares in the company, valued at $17,996,470.66. The trade was a 0.41% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 5,832 shares of the company’s stock in a transaction that occurred on Wednesday, August 19th. The shares were sold at an average price of $111.47, for a total value of $650,093.04. Following the completion of the transaction, the executive vice president directly owned 128,382 shares in the company, valued at approximately $14,310,741.54. The trade was a 4.35% 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. Insiders sold 6,824 shares of company stock valued at $759,392 in the last three months. 0.01% of the stock is currently owned by company insiders.

Institutional Trading of Cisco Systems

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Vista Cima Wealth Management LLC raised its holdings in Cisco Systems by 8.6% in the third quarter. Vista Cima Wealth Management LLC now owns 9,668 shares of the network equipment provider’s stock valued at $1,041,000 after acquiring an additional 764 shares in the last quarter. Oxford Financial Group LTD. LLC boosted its stake in Cisco Systems by 3.4% during the 3rd quarter. Oxford Financial Group LTD. LLC now owns 4,087 shares of the network equipment provider’s stock valued at $440,000 after acquiring an additional 136 shares during the last quarter. Cornermen Financial LLC bought a new position in Cisco Systems during the 3rd quarter valued at $1,292,000. Octavia Wealth Advisors LLC grew its holdings in Cisco Systems by 29.1% during the 3rd quarter. Octavia Wealth Advisors LLC now owns 6,605 shares of the network equipment provider’s stock worth $711,000 after acquiring an additional 1,487 shares in the last quarter. Finally, Empowered Funds LLC grew its holdings in Cisco Systems by 10.2% during the 3rd quarter. Empowered Funds LLC now owns 676,948 shares of the network equipment provider’s stock worth $72,860,000 after acquiring an additional 62,513 shares in the last quarter. Institutional investors 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: Cisco reported revenue of $18.5 billion and adjusted EPS of $1.40, beating estimates. It raised fiscal 2027 revenue guidance to $74.8–$75.8 billion and EPS guidance to $5.47–$5.53, and lifted its AI revenue target to $9 billion. Strong AI-infrastructure and networking demand underpin the outlook. Reuters: Cisco raises annual revenue forecast
• Neutral Sentiment: Several analysts lowered price targets after the results, but kept positive or neutral ratings. Citigroup cut its target to $120 and Wells Fargo to $130, both retaining Buy or Overweight; other firms also trimmed targets. The revisions reflect caution about near-term execution, even as analysts see potential upside. Benzinga: Analyst cuts Cisco price target
• Negative Sentiment: Fiscal Q1 product orders rose 21%, but missed expectations and slowed from the prior period, raising questions about the pace of demand growth. Yahoo Finance: Cisco down on expectations miss

Cisco Systems Company Profile

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.