Cisco Systems (NASDAQ:CSCO) Price Target Cut to $140.00 by Analysts at Rosenblatt Securities

Cisco Systems (NASDAQ:CSCO) had its price objective decreased by Rosenblatt Securities from $165.00 to $140.00 in a research report issued to clients and investors on Friday, Benzinga reports. The firm currently has a “buy” rating on the network equipment provider’s stock. Rosenblatt Securities‘s price objective indicates a potential upside of 37.24% from the company’s previous close.

CSCO has been the topic of a number of other reports. Piper Sandler decreased their price target on Cisco Systems from $132.00 to $125.00 and set a “neutral” rating on the stock in a research note on Tuesday, September 22nd. Deutsche Bank started coverage on Cisco Systems in a research note on Tuesday, September 1st. They issued a “buy” rating and a $135.00 price objective for the company. Wells Fargo & Company boosted their price objective on Cisco Systems from $130.00 to $150.00 and gave the company an “overweight” rating in a report on Thursday, August 13th. Truist Financial boosted their price objective on Cisco Systems from $125.00 to $140.00 and gave the company a “buy” rating in a report on Thursday, August 13th. Finally, HSBC lowered Cisco Systems from a “buy” rating to a “hold” rating and decreased their target price for the stock from $137.00 to $120.00 in a research note on Friday, August 14th. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat.com, Cisco Systems has a consensus rating of “Moderate Buy” and an average target price of $128.00.

Cisco Systems Price Performance

Cisco Systems stock opened at $102.01 on Friday. The company’s 50 day simple moving average is $108.02 and its 200-day simple moving average is $102.13. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.79 and a current ratio of 0.93. Cisco Systems has a 1 year low of $72.80 and a 1 year high of $130.37. The company has a market capitalization of $402.18 billion, a price-to-earnings ratio of 30.54, a price-to-earnings-growth ratio of 2.07 and a beta of 1.01.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Thursday, November 12th. The network equipment provider reported $1.40 earnings per share for the quarter, topping analysts’ consensus estimates of $1.33 by $0.07. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The firm had revenue of $18.52 billion during the quarter, compared to analysts’ expectations of $18.12 billion. During the same quarter last year, the company posted $1.00 EPS. Cisco Systems has set its Q2 2027 guidance at 1.340-1.360 EPS and its FY 2027 guidance at 5.470-5.530 EPS. As a group, equities research analysts expect that Cisco Systems will post 4.48 earnings per share for the current year.

Insiders Place Their Bets

In related news, EVP Thimaya K. Subaiya sold 312 shares of Cisco Systems stock in a transaction on Monday, September 14th. The stock was sold at an average price of $110.18, for a total value of $34,376.16. Following the completion of the transaction, the executive vice president directly owned 127,661 shares in the company, valued at approximately $14,065,688.98. This trade represents a 0.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 680 shares of the business’s stock in a transaction on Monday, September 14th. The stock was sold at an average price of $110.18, for a total value of $74,922.40. Following the transaction, the executive vice president directly owned 163,337 shares of the company’s stock, valued at $17,996,470.66. The trade was a 0.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 6,824 shares of company stock worth $759,392 in the last ninety days. Corporate insiders own 0.01% of the company’s stock.

Institutional Investors Weigh In On Cisco Systems

A number of hedge funds have recently bought and sold shares of the stock. Cozad Asset Management Inc. grew its position in shares of Cisco Systems by 0.3% during the first quarter. Cozad Asset Management Inc. now owns 26,203 shares of the network equipment provider’s stock worth $2,033,000 after buying an additional 87 shares in the last quarter. Dogwood Wealth Management LLC increased its stake in shares of Cisco Systems by 3.9% during the second quarter. Dogwood Wealth Management LLC now owns 2,413 shares of the network equipment provider’s stock worth $283,000 after buying an additional 90 shares during the period. Green Ridge Wealth Planning LLC raised its holdings in Cisco Systems by 1.5% in the third quarter. Green Ridge Wealth Planning LLC now owns 6,017 shares of the network equipment provider’s stock valued at $648,000 after acquiring an additional 90 shares in the last quarter. August Group Capital Ltd raised its holdings in Cisco Systems by 2.0% in the second quarter. August Group Capital Ltd now owns 4,723 shares of the network equipment provider’s stock valued at $555,000 after acquiring an additional 91 shares in the last quarter. Finally, Financial Insights Inc. raised its holdings in Cisco Systems by 1.5% in the first quarter. Financial Insights Inc. now owns 6,220 shares of the network equipment provider’s stock valued at $483,000 after acquiring an additional 92 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Recent Cisco Systems Headlines

Here are a few of the latest headlines about CSCO:

• Positive Sentiment: Executives described a potential multi-year networking “supercycle” as companies and hyperscalers expand infrastructure for agentic AI. Cisco is also adding Anthropic’s Claude Mythos to its security products, which could strengthen its AI-security offering. Cisco CEO discusses networking demand
• Neutral Sentiment: Cisco declared a quarterly dividend of $0.42 per share, or $1.68 annualized. The payout supports shareholder income but is not a change to the dividend amount in the provided report. Cisco dividend information
• Negative Sentiment: Despite the earnings beat and raised outlook, reports noted share-price volatility tied partly to broader Nvidia-related market swings. That external volatility could weigh on near-term trading even as Cisco’s company-specific news is strong. Report on Cisco shares and market volatility

About Cisco Systems

Cisco Systems, Inc. develops networking, cybersecurity, collaboration and observability technologies for businesses, governments and other organizations. Its products include routers, switches, wireless systems and data center infrastructure, along with security software and services that help organizations connect and protect their networks. The company also provides collaboration tools through its Webex platform and observability capabilities through its software offerings, including technology from Splunk, which Cisco acquired in 2024.