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
Vol19.95M
As of25 Sep 2026

The Verdict

Hold

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/E32.04x
Forward P/E18.98x
EV / EBITDA23.39x
P / S (ttm)6.64x
Profit margin21.0%
Return on equity27.3%
Revenue growth+17.6%
Earnings growth+52.1%
Debt / equity62.02

Layer Breakdown

LayerRawContribution
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.

United States · www.cisco.com

Risk Metrics

Beta vs SPX0.95
Corr SPX0.52
Annual vol29.1%
Annual ret+40.2%
Sharpe1.38
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
Analysts22
Strong Buy4
Buy13
Hold9
Sell0
Strong Sell0

Recent rating actions

2026-05-04Evercore ISI Group→ Outperform
2026-04-23BWG Global→ Mixed
2026-04-16JP Morgan→ Overweight
2026-03-31Truist Securities→ Buy
2026-02-12UBS→ Buy
2026-02-12Rosenblatt→ Buy

Officers & Board

DirectorSarah Rae Murphy since 2022
DirectorMarianna Tessel since 2021
DirectorJohn Harris since 2021
DirectorMark Garrett since 2018
DirectorChuck Robbins since 2015
CEOChuck Robbins since 2015
DirectorKristina M. Johnson since 2012
DirectorMichael David Capellas since 2006
FounderSandra Lerner current
ManagerJohn Chambers current
FounderLeonard Bosack current
DirectorDan Schulman 2023–2026
DirectorLisa Su 2020–2023
DirectorWesley Bush 2019–2025
DirectorBrent Saunders 2017–2023

Material Events

DateEvent8-K
2026-08-12Earnings Release, Exhibitsread
2026-05-13Earnings Release, Restructuring…read
2026-05-01Officer / Director Changeread
2026-04-06Officer / Director Changeread
2026-02-11Earnings Release, Exhibitsread
2025-12-17Officer / Director Change, Shareholder Vote…read
2025-11-12Earnings Release, Exhibitsread
2025-10-17Officer / Director Changeread
2025-08-25Bylaws Amendment, Exhibitsread
2025-08-13Earnings Release, Exhibitsread
2025-06-09Officer / Director Changeread
2025-05-14Officer / Director Changeread

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-10Patel Jeetendra IPresident and CPOWithheld for tax9.40K$1.14M
2026-08-10Fink Nichlas ASVP, Chief Accounting OffWithheld for tax1.21K$146.32K
2026-08-10Tuszik OliverEVP, Global SalesWithheld for tax3.15K$381.97K
2026-08-10Subaiya Thimaya K.EVP, OperationsWithheld for tax7.65K$928.46K
2026-08-10Stahlkopf Deborah LEVP and Chief Legal OfficWithheld for tax4.21K$511.08K
2026-08-10Robbins CharlesChair and CEOWithheld for tax15.66K$1.90M
2026-08-10Patterson MarkEVP and CFOWithheld for tax4.07K$493.68K
2026-07-10Tuszik OliverEVP, Global SalesWithheld for tax2.26K$267.27K
2026-06-16Subaiya Thimaya K.EVP, OperationsSell5.22K$624.67K
2026-06-16Subaiya Thimaya K.EVP, OperationsSell1.91K$229.93K

Flow & Concentration

Insider 180d net-$854.60K
Insider buys / sells0 / 2
Insider biasNeutral
13F holders0
Top-5 share0.0%
HHI0 (—)

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

AmountAgencyDescription
$8.64MDepartment of StateDOS REMOTE WI-FI MONITORING
$32.85KDepartment of Health and Human ServicesTHIS PO IS ISSUE TO PROCURE CISCO BOOT OPTIMIZED AND 02240GB SATA M.2
$30.00KDepartment of StateINTERNET SERVICES
$0Department of DefenseFIRELWALL
$0Department of DefenseREPAIR
$0Department of DefenseADAPTIVE SECURITY D

SEC Filings

DateFormDoc
2026-08-124view
2026-08-124view
2026-08-124view
2026-08-124view
2026-08-124view
2026-08-124view
2026-08-128-Kview
2026-08-124view
2026-07-134view
2026-07-1313F-HRview
2026-06-174view
2026-06-164view
2026-06-164view
2026-06-164view
2026-06-114view

The Long Run

FY 2010–2025 · 16 years

LineLatestCAGRTrend
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

NASDAQ-100S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$106.99$108.64$106.53$106.7019.95M
Sep 24$105.65$107.06$105.06$106.9732.36M
Sep 23$106.22$106.88$105.91$106.4317.63M
Sep 22$110.28$110.43$104.51$106.4432.89M
Sep 21$109.81$111.50$108.83$111.4621.57M

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