Cisco Systems (NASDAQ:CSCO) Price Target Raised to $90.00

Cisco Systems (NASDAQ:CSCO) had its price objective hoisted by Citigroup from $85.00 to $90.00 in a report issued on Thursday,MarketScreener reports. They currently have a buy rating on the network equipment provider’s stock.

Other equities research analysts have also issued research reports about the stock. Barclays lifted their price objective on shares of Cisco Systems from $71.00 to $76.00 and gave the company an “equal weight” rating in a research note on Thursday, November 13th. BNP Paribas Exane boosted their price target on Cisco Systems from $76.00 to $86.00 and gave the stock an “outperform” rating in a research report on Thursday, November 13th. Wall Street Zen lowered Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, November 22nd. President Capital decreased their target price on Cisco Systems from $90.00 to $88.00 in a research report on Wednesday, December 24th. Finally, UBS Group increased their price target on Cisco Systems from $88.00 to $90.00 and gave the company a “buy” rating in a report on Thursday, November 13th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, Cisco Systems presently has an average rating of “Moderate Buy” and an average price target of $97.19.

Cisco Systems Stock Performance

Shares of NASDAQ CSCO opened at $76.85 on Thursday. The company has a debt-to-equity ratio of 0.45, a current ratio of 0.96 and a quick ratio of 0.83. Cisco Systems has a one year low of $52.11 and a one year high of $88.18. The business’s 50-day moving average price is $77.83 and its two-hundred day moving average price is $73.10. The company has a market capitalization of $303.64 billion, a P/E ratio of 26.97, a price-to-earnings-growth ratio of 2.90 and a beta of 0.87.

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

Cisco Systems Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be given a $0.42 dividend. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend is Thursday, April 2nd. Cisco Systems’s dividend payout ratio (DPR) is currently 58.95%.

Insiders Place Their Bets

In related news, Director Kristina M. Johnson sold 13,481 shares of the stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $77.13, for a total value of $1,039,789.53. Following the completion of the sale, the director owned 61,630 shares in the company, valued at approximately $4,753,521.90. This trade represents a 17.95% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Thimaya K. Subaiya sold 1,745 shares of Cisco Systems stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $79.46, for a total value of $138,657.70. Following the sale, the executive vice president directly owned 176,319 shares in the company, valued at approximately $14,010,307.74. This trade represents a 0.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 507,122 shares of company stock valued at $39,545,816 in the last 90 days. 0.01% of the stock is currently owned by corporate insiders.

Institutional Trading of Cisco Systems

Hedge funds have recently modified their holdings of the company. Intesa Sanpaolo Wealth Management bought a new stake in Cisco Systems in the 4th quarter valued at $25,000. MidAtlantic Capital Management Inc. bought a new stake in Cisco Systems in the fourth quarter valued at about $25,000. Bare Financial Services Inc raised its position in Cisco Systems by 531.0% in the second quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock worth $25,000 after purchasing an additional 308 shares in the last quarter. Marquette Asset Management LLC bought a new position in Cisco Systems during the third quarter worth about $25,000. Finally, Jessup Wealth Management Inc bought a new stake in Cisco Systems in the fourth quarter valued at $29,000. Institutional investors own 73.33% of the company’s stock.

Key Headlines Impacting 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.