Cisco Systems (NASDAQ:CSCO) Receives Buy Rating from Rosenblatt Securities

Rosenblatt Securities reaffirmed their buy rating on shares of Cisco Systems (NASDAQ:CSCO) in a research report sent to investors on Thursday,Benzinga reports. They currently have a $100.00 price target on the network equipment provider’s stock.

CSCO has been the topic of several other reports. Wells Fargo & Company upped their target price on shares of Cisco Systems from $83.00 to $95.00 and gave the stock an “overweight” rating in a research report on Thursday, November 13th. Evercore ISI upped their price target on Cisco Systems from $100.00 to $175.00 and gave the stock an “outperform” rating in a report on Tuesday, February 3rd. Erste Group Bank raised Cisco Systems from a “hold” rating to a “buy” rating in a report on Monday, November 10th. President Capital lowered their target price on Cisco Systems from $90.00 to $88.00 in a report on Wednesday, December 24th. Finally, Morgan Stanley raised their price target on Cisco Systems from $82.00 to $91.00 and gave the company an “overweight” rating in a research report on Wednesday, December 17th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $96.48.

Cisco Systems Stock Down 12.3%

CSCO opened at $75.00 on Thursday. The business has a 50 day simple moving average of $77.86 and a 200-day simple moving average of $73.00. Cisco Systems has a 12 month low of $52.11 and a 12 month high of $88.18. The stock has a market capitalization of $296.33 billion, a P/E ratio of 26.32, a P/E/G ratio of 3.23 and a beta of 0.87. The company has a debt-to-equity ratio of 0.46, a current ratio of 0.93 and a quick ratio of 0.83.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, beating analysts’ consensus estimates of $1.02 by $0.02. Cisco Systems had a return on equity of 28.06% and a net margin of 19.22%.The company had revenue of $15.35 billion during the quarter, compared to the consensus estimate of $15.11 billion. During the same quarter last year, the company earned $0.94 earnings per share. Cisco Systems’s quarterly revenue was up 9.7% compared to the same quarter last year. On average, equities analysts anticipate that Cisco Systems will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be issued a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a dividend yield of 2.2%. The ex-dividend date is Thursday, April 2nd. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s payout ratio is currently 61.65%.

Insider Transactions at Cisco Systems

In related news, Director Michael D. Capellas sold 10,850 shares of the company’s stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $77.13, for a total transaction of $836,860.50. Following the completion of the transaction, the director owned 146,368 shares of the company’s stock, valued at approximately $11,289,363.84. This represents a 6.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Thimaya K. Subaiya sold 1,745 shares of the stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $79.46, for a total transaction of $138,657.70. Following the transaction, the executive vice president directly owned 176,319 shares in the company, valued at approximately $14,010,307.74. This represents a 0.98% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 507,122 shares of company stock valued at $39,545,816 in the last quarter. Insiders own 0.01% of the company’s stock.

Institutional Investors Weigh In On Cisco Systems

Institutional investors have recently added to or reduced their stakes in the company. Avantax Advisory Services Inc. grew its stake in shares of Cisco Systems by 1.1% in the 2nd quarter. Avantax Advisory Services Inc. now owns 420,336 shares of the network equipment provider’s stock worth $29,163,000 after buying an additional 4,525 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. grew its position in shares of Cisco Systems by 6.9% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 3,189,645 shares of the network equipment provider’s stock worth $218,236,000 after buying an additional 205,043 shares in the last quarter. Greystone Financial Group LLC purchased a new position in Cisco Systems during the third quarter valued at approximately $8,563,000. Jones Financial Companies Lllp boosted its position in Cisco Systems by 8.9% during the third quarter. Jones Financial Companies Lllp now owns 686,469 shares of the network equipment provider’s stock valued at $46,165,000 after purchasing an additional 56,057 shares in the last quarter. Finally, Rockland Trust Co. boosted its stake in Cisco Systems by 213.8% in the third quarter. Rockland Trust Co. now owns 20,497 shares of the network equipment provider’s stock valued at $1,402,000 after acquiring an additional 13,966 shares in the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems News Summary

Here are the key news stories impacting Cisco Systems this week:

• Positive Sentiment: Strong Q2 results and AI demand — Cisco reported record Q2 revenue (~$15.3B), topped estimates on revenue and non‑GAAP EPS, and disclosed $2.1B of AI infrastructure orders from hyperscalers, confirming durable AI-driven demand. Cisco Q2 press release
• Positive Sentiment: New AI networking silicon — Cisco unveiled the Silicon One G300 chip and new routers aimed at large AI clusters, a strategic product push into AI infrastructure that supports longer‑term revenue potential. AI chip announcement
• Positive Sentiment: Analysts and capital return support — Several firms raised price targets / reiterated buys after the quarter (Citigroup, UBS, BNP, Rosenblatt among others), and Cisco raised the quarterly dividend, underscoring confidence from some analysts and continued shareholder returns. Analyst target changes
• Neutral Sentiment: Guidance: revenue beats but margin commentary mixed — Cisco raised FY26 revenue and EPS ranges above consensus, and provided Q3 revenue/EPS ranges in line with estimates; however, some of the guidance implicitly assumes tariff/memory impacts, making near‑term clarity mixed. Q2 slide deck / guidance
• Negative Sentiment: Margin pressure from rising memory costs — The main driver of the selloff: management warned higher memory prices are pressuring gross margins, and reported gross margin came in below some estimates, sparking investor concern about margin sustainability. Memory price pressure / CNBC
• Negative Sentiment: Market reaction: cautious outlook & sector spillover — Traders interpreted the margin commentary as a “mediocre”/cautious near‑term outlook despite the beat, driving a sharp intraday decline in Cisco and weighing on other networking/chip names (Arista, chipmakers) and broader tech ETFs. MarketWatch sector impact
• Negative Sentiment: Short interest / volume noise — Reports of increased trading and anomalous short‑interest figures (zeros/NaNs in some feeds) are noisy and not a clear driver; the dominant price action is driven by margin fears and heavy sell volume. Seeking Alpha: investor sentiment

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.