Market Cap: 468.9125B; Mega Cap
P/E Ratio: 39.66; Fwd: 25.06
EPS (TTM): $3
Div. Yield: 1.38%

CS

CSCONASDAQ— Cisco Systems Inc Price & Analysis

Cisco Systems Inc

TECHNOLOGY — COMMUNICATION EQUIPMENT

$113.77

-$5.20-4.37%

Market Cap: 468.9125B; Mega Cap
P/E Ratio: 39.66; Fwd: 25.06
EPS (TTM): $3
Div. Yield: 1.38%

Technical Summary

RSI (14)44.87Neutral

SMA (50)$108.69Bullish

SMA (200)$83.47Bullish

MACD2.0573Bearish

Bollinger$114.20 – $128.39Lower

Stochastic16.68Oversold

Theo Outlook

Cisco Systems (CSCO) presents a bullish thesis with a $448.4B market cap, trailing P/E of 37.92, forward P/E of 25.06, TTM EPS of $3.00, and 12% year-over-year quarterly revenue growth to $60.75B TTM. The stock trades near its 50-day moving average of $108.69, supported by a 1.39% dividend yield and strong profitability margins of 19.7%. Analysts target $127.18, implying upside from current levels amid improving earnings momentum. Key catalysts include expansion in networking hardware, software, IoT, and cybersecurity via acquisitions like Webex and OpenDNS, driving 12% quarterly revenue growth and 37.1% quarterly EPS growth. Recent fiscal Q3 2026 results (ended April 30) show operating margin expansion to 25%, with momentum in enterprise digital transformation and 5G infrastructure fueling further growth into 2026. Risks encompass intense competition from Huawei and Juniper, potential regulatory scrutiny on acquisitions, and macro headwinds from slower IT spending; these are mitigated by Cisco's 82.9% institutional ownership, diversified revenue streams, and recurring software subscriptions that stabilize cash flows during downturns. Analysis generated by HeyTheo AI based on SEC filings, earnings transcripts, and market data.

Theo Outlook

Cisco Systems (CSCO) presents a bullish thesis with a $448.4B market cap, trailing P/E of 37.92, forward P/E of 25.06, TTM EPS of $3.00, and 12% year-over-year quarterly revenue growth to $60.75B TTM. The stock trades near its 50-day moving average of $108.69, supported by a 1.39% dividend yield and strong profitability margins of 19.7%. Analysts target $127.18, implying upside from current levels amid improving earnings momentum. Key catalysts include expansion in networking hardware, software, IoT, and cybersecurity via acquisitions like Webex and OpenDNS, driving 12% quarterly revenue growth and 37.1% quarterly EPS growth. Recent fiscal Q3 2026 results (ended April 30) show operating margin expansion to 25%, with momentum in enterprise digital transformation and 5G infrastructure fueling further growth into 2026. Risks encompass intense competition from Huawei and Juniper, potential regulatory scrutiny on acquisitions, and macro headwinds from slower IT spending; these are mitigated by Cisco's 82.9% institutional ownership, diversified revenue streams, and recurring software subscriptions that stabilize cash flows during downturns. Analysis generated by HeyTheo AI based on SEC filings, earnings transcripts, and market data.

CS

CSCONASDAQ— Cisco Systems Inc Price & Analysis

Cisco Systems Inc

TECHNOLOGY — COMMUNICATION EQUIPMENT

$113.77

-$5.20-4.37%

Company Overview

Cisco Systems, Inc. is an American multinational technology conglomerate headquartered in San Jose, California, in the center of Silicon Valley. Cisco develops, manufactures and sells networking hardware, software, telecommunications equipment and other high-technology services and products. Through its numerous acquired subsidiaries, such as OpenDNS, Webex, Jabber and Jasper, Cisco specializes in specific tech markets, such as the Internet of Things (IoT), domain security and energy management. On January 25, 2021, Cisco reincorporated in Delaware.

Fundamental Snapshot

Revenue: 60.746B
EBITDA: 17.007B
Gross Profit: 39.058B
Operating Margin: 25.0%
Profit Margin: 19.7%
ROE: 25.2%
Book Value: $12.4
Beta: 1.004
52-Wk High: $130.37
52-Wk Low: $64.66
Avg Volume: 49.6488M
PEG Ratio: 1.651

Frequently Asked Questions

What is Cisco's business model?

Cisco Systems develops and sells networking hardware, software, and services focused on enterprise connectivity, security, and IoT. It generates recurring revenue through subscriptions and maintenance, with TTM revenue of $60.75B and gross profit of $39.06B.

What are Cisco's primary revenue sources?

Revenue comes mainly from networking products, collaboration software like Webex, and security solutions. TTM revenue reached $60.75B with 12% year-over-year quarterly growth, supported by a 19.7% profit margin.

What competitive advantages does Cisco hold?

Trading Data

Open: $117.01
Previous Close: $118.97
Day Range: $112.858 – $117.18
Volume: 50.2643M
Shares Outstanding: 3.9414B
Analyst Target: $127.18

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Company Overview

Cisco Systems, Inc. is an American multinational technology conglomerate headquartered in San Jose, California, in the center of Silicon Valley. Cisco develops, manufactures and sells networking hardware, software, telecommunications equipment and other high-technology services and products. Through its numerous acquired subsidiaries, such as OpenDNS, Webex, Jabber and Jasper, Cisco specializes in specific tech markets, such as the Internet of Things (IoT), domain security and energy management. On January 25, 2021, Cisco reincorporated in Delaware.

Fundamental Snapshot

Revenue: 60.746B
EBITDA: 17.007B
Gross Profit: 39.058B
Operating Margin: 25.0%
Profit Margin: 19.7%
ROE: 25.2%
Book Value: $12.4
Beta: 1.004
52-Wk High: $130.37
52-Wk Low: $64.66
Avg Volume: 49.6488M
PEG Ratio: 1.651

Trading Data

Open: $117.01
Previous Close: $118.97
Day Range: $112.858 – $117.18
Volume: 50.2643M
Shares Outstanding: 3.9414B
Analyst Target: $127.18

Frequently Asked Questions

What is Cisco's business model?

Cisco Systems develops and sells networking hardware, software, and services focused on enterprise connectivity, security, and IoT. It generates recurring revenue through subscriptions and maintenance, with TTM revenue of $60.75B and gross profit of $39.06B.

What are Cisco's primary revenue sources?

Revenue comes mainly from networking products, collaboration software like Webex, and security solutions. TTM revenue reached $60.75B with 12% year-over-year quarterly growth, supported by a 19.7% profit margin.

What competitive advantages does Cisco hold?

Cisco benefits from its scale ($448.4B market cap), extensive patent portfolio, and ecosystem integrations. It maintains an 82.9% institutional ownership rate and leads in enterprise networking with strong brand loyalty.

What are the key risks for CSCO investors?

Key risks include competition and macro IT spending slowdowns. The stock's trailing P/E of 37.92 and beta of 1.00 reflect volatility, though a 1.39% dividend yield and upcoming July 22, 2026 dividend provide some downside protection.

What is the growth outlook for Cisco?

Analysts project continued expansion with a $127.18 target price and forward P/E of 25.06. Growth drivers include digital transformation and 5G, with next earnings likely following the April 30, 2026 quarter and EPS growth of 37.1% recently.