CSCOTechnology · Communication EquipmentThe 26 Wall Street analysts covering Cisco Systems, Inc. hold a median 12-month price target of $135 — +22.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 90 of 100 as at 22 Aug 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Cisco Systems, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (99): Analysts have, on balance, been raising their forecasts.
Accruals (40): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (0): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on CSCO, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +22.5% from it.
Of the 20 most recent actions, 8 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 14 Aug 2026 | HSBC | Downgrade | Hold | $137 → $120 |
| 13 Aug 2026 | Barclays | Maintains | Equal-Weight | $121 → $123 |
| 13 Aug 2026 | Keybanc | Maintains | Overweight | $130 → $135 |
| 13 Aug 2026 | Morgan Stanley | Maintains | Overweight | $130 → $135 |
| 13 Aug 2026 | Rosenblatt | Maintains | Buy | $150 → $165 |
| 13 Aug 2026 | Truist Securities | Maintains | Buy | $125 → $140 |
| 13 Aug 2026 | UBS | Maintains | Buy | $132 → $138 |
| 13 Aug 2026 | Wells Fargo | Maintains | Overweight | $130 → $150 |
| 25 June 2026 | Keybanc | Maintains | Overweight | $125 → $130 |
| 25 June 2026 | Keybanc | Maintains | Overweight | — |
| 12 June 2026 | Morgan Stanley | Maintains | Overweight | — |
| 8 June 2026 | B of A Securities | Maintains | Buy | — |
| 26 May 2026 | B of A Securities | Maintains | Buy | — |
| 15 May 2026 | Barclays | Maintains | Equal-Weight | — |
| 15 May 2026 | HSBC | Upgrade | Buy | — |
| 14 May 2026 | B of A Securities | Maintains | Buy | — |
| 14 May 2026 | Citigroup | Maintains | Buy | — |
| 14 May 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 14 May 2026 | Keybanc | Maintains | Overweight | — |
| 14 May 2026 | Morgan Stanley | Maintains | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. CSCO appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 24 Aug 2026, Cisco Systems, Inc. returned +67.1% against +19.6% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 24% of US stocks
Cheaper than 19% of US stocks
Cheaper than 12% of US stocks
Cheaper than 12% of US stocks
Higher than 67% of US stocks
Higher than 75% of US stocks
Higher than 77% of US stocks
Higher than 86% of US stocks
Higher than 83% of US stocks
Higher than 86% of US stocks
Higher than 88% of US stocks
Higher than 36% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Cisco Systems, Inc. has a market value of $437.7B and an enterprise value of $452.1B.
Revenue in the twelve months to 30 Apr 2026: $60.7B. The latest quarter grew 17.6% year on year.
Net income over the same four quarters: $12.0B, a 19.7% net margin.
Diluted earnings per share, trailing twelve months: $3.08.
Free cash flow in the twelve months to 30 Apr 2026: $11.8B, after $1.2B of capital spending.
Cisco Systems, Inc. spent $7.5B on share buybacks and $6.5B on dividends in the twelve months to 30 Apr 2026.
Trailing P/E: 33.3×; forward P/E: 20.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.51%, paying out 50% of earnings.
Cisco Systems, Inc. employs 86,200 people — $705K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Cisco Systems, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The article suggests Cisco could be a hidden beneficiary of the AI boom, contrasting it with Nvidia's prominence. It positions Cisco as a potential winner from growing AI-driven demand.
Why it matters — A CSCO watcher would care because the piece highlights Cisco's potential role in capturing value from AI infrastructure growth.
The article highlights that Cisco Systems has quietly become a compelling AI infrastructure story on the Dow Jones Industrial Average, positioning the company as an emerging player in AI-related infrastructure.
Why it matters — CSCO watchers would care because the piece frames Cisco as an increasingly relevant AI infrastructure name, which could broaden how investors view the company's role in the AI market.
The Motley Fool published a piece assessing whether Cisco stock is a buy or sell, noting that AI is helping accelerate revenue growth at Cisco.
Why it matters — A CSCO watcher would care because AI-driven momentum in revenue growth could be a key factor in Cisco's ongoing business performance.
Cisco's stock dropped 10% following its Q4 earnings report, despite Q4 revenues surging 18% and continued strong AI demand. The report notes margin pressure, soft recurring growth, and a premium valuation as offsetting factors.
Why it matters — CSCO watchers would care because the report highlights a mixed picture of strong revenue and AI demand against margin pressure and valuation concerns following the post-earnings share decline.
Cisco reported strong Q4 FY2026 results,, with revenue up 18% sequentially and non-GAAP EPS up ％23%, citing AI infrastructure momentum. The company reported $4B in Q4 AI infrastructure orders, totaling $9.3B for FY2026, and guided to $7.5B in AI infrastructure revenue for FY2027, though the stock sold off on concerns over declining gross margins, which fell to 66.3% and are forecast at 65–66% for Q1 FY2027.
Why it matters — A CSCO watcher would care because the strong AI infrastructure growth and guidance are tempered by margin pressure, a key factor for the company's profitability outlook.
The 26 Wall Street analysts covering Cisco Systems, Inc. have a median 12-month price target of $135, with estimates ranging from $115 to $165. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 26 analysts covering Cisco Systems, Inc., 17 rate it a Buy, 9 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Cisco Systems, Inc. 90 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Aug 2026, Cisco Systems, Inc. ranks 90 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (99 of 100).
No one can know that. What the data says: the median 12-month target from 26 analysts implies +22.5% from the last close, and Ticker Nerd's factor model ranks Cisco Systems, Inc. 90 out of 100 as at 22 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Cisco Systems, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CSCO are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $115 to $165 over the next 12 months.
Cisco Systems, Inc. returned +67.1% over the 12 months to 24 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Cisco Systems, Inc. is a technology company that designs, manufactures, and sells networking, cybersecurity, collaboration, and software solutions for enterprise and service-provider customers.
The most recent item we track (24/7 Wall Street, 24 Aug 2026): "Forget Nvidia. Cisco Could Be a Hidden Winner From the AI Boom". The article suggests Cisco could be a hidden beneficiary of the AI boom, contrasting it with Nvidia's prominence. It positions Cisco as a potential winner from growing AI-driven demand.
Cisco Systems, Inc. is a technology company that designs, manufactures, and sells networking, cybersecurity, collaboration, and software solutions for enterprise and service-provider customers. Its portfolio includes routers, switches, wireless access points, security platforms, conferencing tools, and cloud-based management software that help organizations connect users, devices, applications, and data across modern digital environments. Cisco serves a broad range of industries, including government, healthcare, education, financial services, retail, and telecommunications, with products and services used to build, secure, and manage network infrastructure. The company also develops solutions in areas such as observability, Internet of Things, and AI infrastructure, making it a central provider in the global communications and enterprise technology market. Headquartered in San Jose, California, Cisco Systems, Inc. remains one of the most established names in networking and secure connectivity.
CEO Mr. Charles H. Robbins · 86,200 employees · United States · https://www.cisco.com
