Cisco Systems (NASDAQ:CSCO) Price Target Raised to $95.00 at UBS Group

Cisco Systems (NASDAQ:CSCO) had its price objective upped by UBS Group from $90.00 to $95.00 in a research note issued to investors on Thursday morning,Benzinga reports. The firm currently has a buy rating on the network equipment provider’s stock.

A number of other brokerages also recently weighed in on CSCO. BNP Paribas Exane raised their target price on shares of Cisco Systems from $86.00 to $87.00 and gave the company an “outperform” rating in a research note on Thursday. Argus raised their price objective on shares of Cisco Systems from $80.00 to $100.00 in a research report on Thursday, November 13th. 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. Erste Group Bank raised Cisco Systems from a “hold” rating to a “buy” rating in a research note on Monday, November 10th. Finally, Rosenblatt Securities reaffirmed a “buy” rating and set a $100.00 price target on shares of Cisco Systems in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, Cisco Systems currently has a consensus rating of “Moderate Buy” and an average price target of $96.48.

Cisco Systems Trading Down 12.3%

Cisco Systems stock opened at $75.00 on Thursday. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.83 and a current ratio of 0.93. Cisco Systems has a fifty-two week low of $52.11 and a fifty-two week high of $88.18. The stock has a market cap of $296.33 billion, a P/E ratio of 26.32, a PEG ratio of 3.23 and a beta of 0.87. The firm’s fifty day moving average price is $77.86 and its 200-day moving average price is $73.00.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, topping the consensus estimate of $1.02 by $0.02. Cisco Systems had a return on equity of 28.06% and a net margin of 19.22%.The business had revenue of $15.35 billion during the quarter, compared to analysts’ expectations of $15.11 billion. During the same period in the previous year, the business earned $0.94 earnings per share. The firm’s revenue was up 9.7% on a year-over-year basis. Equities research analysts forecast that Cisco Systems will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

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

Insider Activity at Cisco Systems

In other news, SVP Maria Victoria Wong sold 9,801 shares of the firm’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $76.38, for a total value of $748,600.38. Following the completion of the sale, the senior vice president directly owned 33,026 shares of the company’s stock, valued at approximately $2,522,525.88. This trade represents a 22.89% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Kristina M. Johnson sold 13,481 shares of the business’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $77.13, for a total transaction of $1,039,789.53. Following the transaction, the director owned 61,630 shares in the company, valued at $4,753,521.90. This represents a 17.95% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 507,122 shares of company stock valued at $39,545,816 over the last 90 days. Company insiders own 0.01% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the company. Smithfield Trust Co increased its stake in shares of Cisco Systems by 0.3% in the 4th quarter. Smithfield Trust Co now owns 33,666 shares of the network equipment provider’s stock worth $2,596,000 after acquiring an additional 117 shares in the last quarter. Main Management ETF Advisors LLC grew its holdings in Cisco Systems by 1.0% in the fourth quarter. Main Management ETF Advisors LLC now owns 12,528 shares of the network equipment provider’s stock worth $965,000 after purchasing an additional 128 shares during the period. Cairn Investment Group Inc. increased its stake in shares of Cisco Systems by 0.5% during the fourth quarter. Cairn Investment Group Inc. now owns 24,146 shares of the network equipment provider’s stock valued at $1,860,000 after purchasing an additional 130 shares in the last quarter. Juncture Wealth Strategies LLC lifted its holdings in shares of Cisco Systems by 0.9% during the fourth quarter. Juncture Wealth Strategies LLC now owns 15,042 shares of the network equipment provider’s stock valued at $1,159,000 after purchasing an additional 132 shares during the last quarter. Finally, Clearwater Capital Advisors LLC boosted its position in shares of Cisco Systems by 2.5% in the 4th quarter. Clearwater Capital Advisors LLC now owns 5,407 shares of the network equipment provider’s stock worth $417,000 after purchasing an additional 132 shares in the last quarter. 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.