Companies /Technology

Cisco Systems Inc

NASDAQ: CSCO Communication Equipment
$102.01
▲ $1.25 (+1.24%) today
Markets open · 10:24am ET

24/7 Wall St. View

Price Prediction $126.87 +24.4% Our analysts’ 12-month view: target, optimistic case, and floor. CSCO price prediction → Earnings Beat +5.7% EPS vs. the estimate, revenue, and how the market reacted. CSCO earnings history →

CSCO at a Glance

Valuation
Market cap
$402.2B
P/E ratio
30.3
Dividend yield
1.65%
Profitability
Revenue (TTM)
$63.3B
Profit margin
20.9%
EPS (TTM)
$3.37
Price
52-week range
$72 – $129
24/7 target
$126.87
Street target
$135.79
Earnings
Next report
Feb 9, 2027
Q1 2027 EPS
$1.40
vs. $1.32 est.
+5.7%

Headquartered in San Jose, CA Fiscal year ends July NASDAQ: CSCO cisco.com

About Cisco Systems

Cisco Systems sells networking, security, collaboration and observability technology, plus related services, to enterprises, service providers, cloud and hyperscaler customers, and the public sector worldwide. Its product portfolio has four lines: Networking (switching, routing, data center and AI infrastructure, its largest product line), Security, Collaboration and Observability. These are complemented by a large services business that includes support and subscription offerings. Cisco is positioning itself to help organizations connect, secure and optimize their environments for the agentic AI era. It is increasingly selling AI infrastructure to hyperscalers, which it expects to generate about $9 billion of revenue in fiscal 2027. The company reports three geographic segments: Americas, EMEA and APJC. It carries a substantial base of remaining performance obligations and deferred revenue from software subscriptions and services. Cisco returns capital through quarterly dividends and share repurchases, and continues to make tuck-in acquisitions, most recently WideField Security Inc. in security. Updated

Revenue by Segment · Q1 2027
  1. Networking60%
  2. Services21%
  3. Security11%
  4. Collaboration6%
  5. Observability2%

Latest Activity

CNBC's "Fast Money"
PodcastCNBC's "Fast Money"Melissa Lee · 44 min

Nvidia Fallout, AI Financing Risk and Apple’s Safe-Haven Surge

  • Jensen Huang's exit leaves Nvidia down nearly a third from its $6 trillion peak, with the vendor-financing web in question
  • DA Davidson's Gil Lauria keeps a Buy but cuts his target to $200, preferring AMD, Broadcom and Micron near term
  • 10-year yields above 5.1% make neocloud financing costlier; NScale's S1 shows $5.5B of debt
  • Apple at 39x forward earnings framed as a Costco- or Walmart-style safe haven

Capital is rotating within the AI trade, moving from the Nvidia complex toward AMD and Micron, while Apple gets priced like a staple on 90% iPhone loyalty and almost no AI capex. The pressure point is funding costs, with debt-heavy neocloud borrowers the first to feel a higher 10-year yield.

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CSCOCisco Systems
Q1 2027
EPS
$1.40
est $1.32+5.7%
Revenue
$18.52B
est $18.12B+2.2%

Cisco just raised its FY27 hyperscaler AI infrastructure outlook to $9 billion, and Networking revenue climbing 43% year over year says the supercycle is already in the numbers. Both EPS and sales topped estimates, and full-year guidance went up with them.

Quarterly EPS — reported vs estimate
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Earnings · 2027 Q1Charles RobbinsDirector, BlackRock
In Q1, we delivered the strongest revenue and non-GAAP earnings per share growth rates for Cisco in over 15 years.

A 15-year growth record at this networking incumbent means AI data center orders are finally showing up in the top line, yet the stock slipped 1.1% since Robbins said it.

CSCO -1.10%since the quote
Read more
Earnings · 2027 Q1Charles RobbinsDirector, BlackRock
Organizations are turning to Cisco for our trusted, market-defining technology and our expertise to help them scale, secure and optimize their environments for the agentic AI era.

Robbins is staking Cisco's fiscal 2027 Q1 pitch on enterprises buying networking and security to run AI agents beyond chatbots. Shares slipped 1.1% since, so investors want order numbers behind the positioning.

CSCO -1.10%since the quote
Read more
Earnings · 2027 Q1Charles RobbinsDirector, BlackRock
We are in the very early stages of a multi-year networking supercycle, and we're confident in our ability to continue capturing the multi-billion-dollar opportunity it represents for Cisco.

Cisco's CEO is framing AI-driven network buildouts as a cycle that has barely started, on a fiscal 2027 first quarter earnings call. Shares slipped 1.1% since, so the market is not paying up for the supercycle claim yet, even as Arista fights for the same data center budgets.

CSCO -1.10%since the quote
Read more
Bloomberg Businessweek
PodcastBloomberg BusinessweekCarol Massar · 13 min

Instant Reaction: Nvidia CEO Jensen Huang Ousted by Nvidia Board

  • CFO Colette Kress named interim chief, with Bloomberg Intelligence expecting her to hold the job one to two quarters
  • Mandeep Singh: no successor easily replicates Huang's ecosystem deal-making or TSMC and supply chain ties
  • CUDA creator Ian Buck floated as the leading internal candidate given Nvidia's six-month chip cadence
  • Anurag Rana ranks the AI chip race Nvidia first, then Google, Amazon, Microsoft, with the gap now easier to close

The succession question is no longer hypothetical, and the analyst read is that an interim CFO running the company buys hyperscalers time to push their own silicon. If you own Nvidia for its ecosystem lock-in, a leadership vacuum is now testing that moat. The Tim Cook comparison came up, and nobody on the panel treated it as settled.

Read more
Halftime Report
PodcastHalftime ReportScott Wapner · 43 min

AI Relief Rally, Nvidia Governance and CoreWeave Earnings

  • Baird's Tristan Guerra calls for Nvidia's CEO to step down and cuts the target from $500 to $200 on China export governance
  • CoreWeave's beat and the CEO scrapping his stock sale plan triggered a 25% rally and broad AI relief
  • Panel splits on whether semis bottomed: Broadcom down 33%, AMD down 22%, chip equipment names off 30-50%
  • Goldman floats a third hike into March 2027 as Lebenthal argues for 50bp in December; retail holds up on eight straight XRT weekly gains

The bull case for chips now rests on multiples: Amoroso notes semiconductor PEs sit at their lowest since 2022, while Terranova says the bottom is in. On the consumer side the panel leans toward auto-parts repair names over discretionary retail, with record credit card debt the counterweight.

Read more
Mad Money w/ Jim Cramer
PodcastMad Money w/ Jim CramerJim Cramer · 45 min

Mad Money w/ Jim Cramer 11/6/26

  • Cramer calls Friday's tech bounce a dead cat bounce, with sellers waiting on any data-center recovery
  • Cisco seen as oversold after falling from $230 back to the 90s; he'd buy a small position
  • Applied Materials at $332 versus its $740 summer peak is not automatically a buy
  • Neocloud earnings from CoreWeave and Nebius framed as the week's real test on debt costs

Cramer is telling holders of AI infrastructure names that the washout is unfinished, and that a strong jobs report did nothing to help. The one place he is willing to put money is Cisco, which he thinks has been dragged down with everything else. Applied Materials gets the opposite treatment: its lower price still looks expensive because the old price was built on a squeeze.

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New insider tie · Form 3Girish D Rishi
Now director at CISCO SYSTEMS, INC.

A supply-chain and enterprise software operator just took a board seat at a $454 billion networking company, and Cisco's pivot toward software, services and AI infrastructure is exactly where that experience gets applied. Board additions telegraph where the strategy is heading well before the next earnings report does.

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Press ReleaseNVIDIA

NVIDIA and Cisco Introduce New Pluggable Optics Form Factor to Scale AI Factories

Nvidia is pushing deeper into the optics layer where Broadcom and Marvell make their money, teaming with Cisco on a module that packs 4x the bandwidth density of today's 200Gb/s-per-lane parts and reaches 12.8Tb/s per connection. TE Connectivity and Amphenol are already signed on to build the cages and connectors, and the two plan an open multi-source spec, which is how a vendor design becomes the industry default.

Read more

CSCO Coverage

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Frequently Asked Questions

What does Cisco Systems do?

Cisco Systems sells networking, security, collaboration and observability technology, plus related services, to enterprises, service providers, cloud and hyperscaler customers, and the public sector worldwide.

What is the CSCO stock price target?

24/7 Wall St.'s 12-month price target for CSCO is $126.87, rated Buy. The Wall Street consensus target is $135.79. CSCO price prediction →