Cisco Systems’ (CSCO) “Buy” Rating Reiterated at Rosenblatt Securities

Rosenblatt Securities restated their buy rating on shares of Cisco Systems (NASDAQ:CSCO) in a research note issued to investors on Thursday morning,Benzinga reports. The firm currently has a $100.00 price objective on the network equipment provider’s stock.

A number of other equities analysts have also recently commented on the company. Wells Fargo & Company lifted their price target on Cisco Systems from $83.00 to $95.00 and gave the stock an “overweight” rating in a research note on Thursday, November 13th. UBS Group lifted their target price on shares of Cisco Systems from $88.00 to $90.00 and gave the stock a “buy” rating in a research note on Thursday, November 13th. Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Monday, January 26th. President Capital cut their price target on shares of Cisco Systems from $90.00 to $88.00 in a report on Wednesday, December 24th. Finally, BNP Paribas Exane boosted their price objective on shares of Cisco Systems from $76.00 to $86.00 and gave the company an “outperform” rating in a research report on Thursday, November 13th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, Cisco Systems presently has a consensus rating of “Moderate Buy” and an average target price of $97.19.

Cisco Systems Trading Up 2.5%

Cisco Systems stock opened at $76.85 on Thursday. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.83 and a current ratio of 0.96. Cisco Systems has a fifty-two week low of $52.11 and a fifty-two week high of $88.18. The stock has a market cap of $303.64 billion, a P/E ratio of 26.97, a PEG ratio of 2.90 and a beta of 0.87. The firm’s fifty day moving average price is $77.83 and its 200-day moving average price is $73.10.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, beating the consensus estimate of $1.02 by $0.02. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The firm had revenue of $15.35 billion for the quarter, compared to analysts’ expectations of $15.11 billion. During the same quarter last year, the company posted $0.94 EPS. The business’s quarterly revenue was up 9.7% on a year-over-year basis. Equities research analysts forecast that Cisco Systems will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be given a $0.42 dividend. The ex-dividend date is Thursday, April 2nd. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 annualized dividend and a yield of 2.2%. Cisco Systems’s payout ratio is 61.65%.

Insider Buying and Selling

In other news, SVP Maria Victoria Wong sold 9,801 shares of the company’s stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $76.38, for a total value of $748,600.38. Following the completion of the transaction, the senior vice president owned 33,026 shares of the company’s stock, valued at $2,522,525.88. This represents a 22.89% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Thimaya K. Subaiya sold 56,038 shares of the company’s stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $78.33, for a total transaction of $4,389,456.54. Following the transaction, the executive vice president owned 179,780 shares of the company’s stock, valued at approximately $14,082,167.40. This represents a 23.76% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 507,122 shares of company stock worth $39,545,816 in the last three months. Corporate insiders own 0.01% of the company’s stock.

Institutional Investors Weigh In On Cisco Systems

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in CSCO. Intesa Sanpaolo Wealth Management bought a new position in Cisco Systems during the fourth quarter valued at $25,000. MidAtlantic Capital Management Inc. bought a new position in Cisco Systems during the 4th quarter valued at about $25,000. Bare Financial Services Inc grew its holdings in Cisco Systems by 531.0% during the 2nd quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock valued at $25,000 after purchasing an additional 308 shares during the last quarter. Marquette Asset Management LLC purchased a new stake in Cisco Systems in the 3rd quarter worth about $25,000. Finally, Jessup Wealth Management Inc purchased a new position in shares of Cisco Systems during the fourth quarter valued at approximately $29,000. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Cisco unveiled the Silicon One G300 switching chip designed for large AI cluster buildouts, positioning the company to compete in a multi‑hundred‑billion dollar AI infrastructure market — a clear long‑term growth catalyst. Silicon One G300 announcement
• Positive Sentiment: Q2 results beat both EPS and revenue expectations and management highlighted strong AI/customer orders (notably ~$2.1B of AI infrastructure orders), supporting revenue momentum and the firm’s raised FY guidance. That underpins upside if Cisco converts AI demand into sustained margin expansion. Zacks coverage
• Positive Sentiment: Multiple sell‑side firms raised price targets and reiterated buy/outperform views (examples: CICC raised its target to $96; UBS, Citi, BNP/Exane and others increased targets), which can support further upside via analyst-driven flows and ETF reweighting. CICC price target update
• Neutral Sentiment: Free cash flow fell year‑over‑year but remains positive with healthy margins; analysts note strong FCF long term despite higher capex for AI initiatives — this reduces downside risk but flags near‑term investment drag. TalkMarkets FCF piece
• Neutral Sentiment: MarketBeat and other bullish pieces argue for large long‑term upside (price‑target extrapolations to $150–$182), but these are speculative scenarios that rely on sustained AI share gains and margin recovery. MarketBeat long-term thesis
• Negative Sentiment: Investors punished Cisco after management disclosed gross‑margin pressure driven by a global memory shortage and higher component costs; that margin miss triggered a sharp selloff and created near‑term volatility risk for CSCO. CNBC margin story
• Negative Sentiment: Despite upbeat revenue/guidance, some analysts and market commentary viewed Cisco’s margin outlook and guidance as mixed, prompting sector weakness and headline risk that could keep short‑term selling pressure elevated. MarketWatch on market impact
• Neutral Sentiment: Reported short‑interest data in the feed is inconsistent/zero and appears not to be a meaningful new factor for intraday moves. (Days‑to‑cover figures show no material change.)

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.