Inside the research
Cisco Systems, Inc.
CSCO Research profile · latest available data
Price overview
$106.70
▼ -0.27 (-0.3%)
| 52w hi | $129.52 |
|---|---|
| 52w lo | $65.86 |
| Vol | 19.95M |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.49
| Short | -0.05 |
|---|---|
| Medium | +0.80 |
| Long | +0.93 |
computed 2026-09-27
Key fundamentals
Cisco Systems, Inc.
Technology · Communication Equipment
| Market cap | $420.67B |
|---|---|
| Enterprise value | $435.94B |
| Trailing P/E | 32.04x |
| Forward P/E | 18.98x |
| EV / EBITDA | 23.39x |
| P / S (ttm) | 6.64x |
| Profit margin | 21.0% |
| Return on equity | 27.3% |
| Revenue growth | +17.6% |
| Earnings growth | +52.1% |
| Debt / equity | 62.02 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.35 | |
| Sector | +0.19 | |
| Technical | +0.16 | |
| Earnings | +0.00 | |
| Sentiment | -0.11 |
macro × 1.00 · 2026-09-27
Business overview
Cisco Systems, Inc. designs, develops, and sells technologies to power, help, secure, and draw insights from the internet in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company provides data center switching; network security, identity and access management, and secure access service edge; identity and agentic security solutions; interconnects public and private wireline and mobile networks, delivering connectivity to campus, data center, and branch networks; WEBEX suite, collaboration devices, and contact center; communication platform as a service software, including perpetual licenses, subscription arrangements, and hardware solutions; network assurance and observability suite; accelerated issue resolution, software support, and hardware replacement; professional services, such as planning, design, implementation, and high-value consulting; service and support packages, financing, and managed network services; and regional, national, and international wireline carriers, webscale products, internet, and cable. It also provides wireless products, including indoor and outdoor coverage designed for seamless roaming use of voice, video, and data applications; end-to-end collaboration solutions through cloud, on-premise, or within hybrid cloud environments. In addition, it offers technical support services. The company serves businesses, public institutions, governments, and service providers. It sells its products and services directly, through systems integrators, service providers, and other thirdy-party resellers, and distributors. Cisco Systems, Inc. was incorporated in 1984 and is headquartered in San Jose, California.
Risk Metrics
| Beta vs SPX | 0.95 |
|---|---|
| Corr SPX | 0.52 |
| Annual vol | 29.1% |
| Annual ret | +40.2% |
| Sharpe | 1.38 |
| Max DD | -18.1% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $89.54 |
|---|---|
| High / Low | $110.00 / $75.00 |
| Median | $90.00 |
| Analysts | 22 |
| Strong Buy | 4 | |
|---|---|---|
| Buy | 13 | |
| Hold | 9 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-05-04 | Evercore ISI Group | → Outperform |
| 2026-04-23 | BWG Global | → Mixed |
| 2026-04-16 | JP Morgan | → Overweight |
| 2026-03-31 | Truist Securities | → Buy |
| 2026-02-12 | UBS | → Buy |
| 2026-02-12 | Rosenblatt | → Buy |
Officers & Board
| Director | Sarah Rae Murphy since 2022 |
|---|---|
| Director | Marianna Tessel since 2021 |
| Director | John Harris since 2021 |
| Director | Mark Garrett since 2018 |
| Director | Chuck Robbins since 2015 |
| CEO | Chuck Robbins since 2015 |
| Director | Kristina M. Johnson since 2012 |
| Director | Michael David Capellas since 2006 |
| Founder | Sandra Lerner current |
| Manager | John Chambers current |
| Founder | Leonard Bosack current |
| Director | Dan Schulman 2023–2026 |
| Director | Lisa Su 2020–2023 |
| Director | Wesley Bush 2019–2025 |
| Director | Brent Saunders 2017–2023 |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-12 | Earnings Release, Exhibits | read |
| 2026-05-13 | Earnings Release, Restructuring… | read |
| 2026-05-01 | Officer / Director Change | read |
| 2026-04-06 | Officer / Director Change | read |
| 2026-02-11 | Earnings Release, Exhibits | read |
| 2025-12-17 | Officer / Director Change, Shareholder Vote… | read |
| 2025-11-12 | Earnings Release, Exhibits | read |
| 2025-10-17 | Officer / Director Change | read |
| 2025-08-25 | Bylaws Amendment, Exhibits | read |
| 2025-08-13 | Earnings Release, Exhibits | read |
| 2025-06-09 | Officer / Director Change | read |
| 2025-05-14 | Officer / Director Change | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-10 | Patel Jeetendra I | President and CPO | Withheld for tax | 9.40K | $1.14M |
| 2026-08-10 | Fink Nichlas A | SVP, Chief Accounting Off | Withheld for tax | 1.21K | $146.32K |
| 2026-08-10 | Tuszik Oliver | EVP, Global Sales | Withheld for tax | 3.15K | $381.97K |
| 2026-08-10 | Subaiya Thimaya K. | EVP, Operations | Withheld for tax | 7.65K | $928.46K |
| 2026-08-10 | Stahlkopf Deborah L | EVP and Chief Legal Offic | Withheld for tax | 4.21K | $511.08K |
| 2026-08-10 | Robbins Charles | Chair and CEO | Withheld for tax | 15.66K | $1.90M |
| 2026-08-10 | Patterson Mark | EVP and CFO | Withheld for tax | 4.07K | $493.68K |
| 2026-07-10 | Tuszik Oliver | EVP, Global Sales | Withheld for tax | 2.26K | $267.27K |
| 2026-06-16 | Subaiya Thimaya K. | EVP, Operations | Sell | 5.22K | $624.67K |
| 2026-06-16 | Subaiya Thimaya K. | EVP, Operations | Sell | 1.91K | $229.93K |
Flow & Concentration
| Insider 180d net | -$854.60K |
|---|---|
| Insider buys / sells | 0 / 2 |
| Insider bias | Neutral |
| 13F holders | 0 |
| Top-5 share | 0.0% |
| HHI | 0 (—) |
Connections
Customers: Treadway Co
Dividends
| Yield (TTM) | 1.16% |
|---|---|
| $ / share (TTM) | $1.24 |
| 5y CAGR | +2.7% |
Annual dividend per share
| 2021 | $1.47 |
|---|---|
| 2022 | $1.51 |
| 2023 | $1.55 |
| 2024 | $1.59 |
| 2025 | $1.63 |
| 2026 | $0.83 |
Federal Contracts
| Amount | Agency | Description |
|---|---|---|
| $8.64M | Department of State | DOS REMOTE WI-FI MONITORING |
| $32.85K | Department of Health and Human Services | THIS PO IS ISSUE TO PROCURE CISCO BOOT OPTIMIZED AND 02240GB SATA M.2 |
| $30.00K | Department of State | INTERNET SERVICES |
| $0 | Department of Defense | FIRELWALL |
| $0 | Department of Defense | REPAIR |
| $0 | Department of Defense | ADAPTIVE SECURITY D |
SEC Filings
The Long Run
FY 2010–2025 · 16 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $53.80B | +12.0% | |
| Gross profit | $35.75B | +2.3% | |
| Operating income | $15.03B | +4.9% | |
| Net income | $12.61B | +13.6% | |
| Cash from ops | $10.88B | +0.9% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $106.99 | $108.64 | $106.53 | $106.70 | 19.95M |
| Sep 24 | $105.65 | $107.06 | $105.06 | $106.97 | 32.36M |
| Sep 23 | $106.22 | $106.88 | $105.91 | $106.43 | 17.63M |
| Sep 22 | $110.28 | $110.43 | $104.51 | $106.44 | 32.89M |
| Sep 21 | $109.81 | $111.50 | $108.83 | $111.46 | 21.57M |
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