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Cisco Systems, Inc. provides networking hardware, software, and services critical for AI infrastructure, including data center connectivity and cloud solutions.

Snapshot
Country USA USA
ExchangeNasdaq
AI Layer infra
Category 3.40 Networking Hardware & Silicon
Sentiment 48.0%
USD Mkt Cap442.08B
USD Revenue63.32B
USD Net Income13.27B
P/E33.67
fwd P/E20.02
PEG1.01
Price 3M-8.8%
Price 6M+43.3%
Price 1Y+70.7%
Price 2Y+135.2%
USD Share Price111.67
Price History
Price & Size
Price 112.13 USD
Market Cap 442.08B USD
Shares Outstanding 3.94B
Shares Float 3.94B
52w Low 66.35 USD
52w High 130.37 USD
Avg Volume 21.20M
Valuation
P/E (trailing) 33.7x
P/E (forward) 20.0x
P/B 8.80x
Enterprise Value 457.35B USD
Book Value / Share 12.74 USD
PEG Ratio 1.01x
P/S 6.98x
EV / Revenue 7.22x
EV / EBITDA 24.53x
Income
Revenue 63.32B USD
Revenue / Share 16.02 USD
EBITDA 18.64B USD
Net Income 13.27B USD
EPS (trailing) 3.33 USD
EPS (forward) 5.60 USD
Margins & Profitability
Gross Margin 64.5%
Operating Margin 27.7%
Profit Margin 20.9%
EBITDA Margin 29.4%
Return on Equity 27.3%
Return on Assets 8.0%
Growth
Revenue Growth 17.6%
Earnings Growth 52.1%
Cash & Debt
Total Cash 15.92B USD
Total Debt 31.19B USD
Free Cash Flow 11.18B USD
Operating Cash Flow 14.18B USD
Debt / Equity 0.62x
Current Ratio 0.93x
Quick Ratio 0.69x
Dividend
Rate 1.68 USD
Yield 1.5%
Payout Ratio 49.9%
Ex-Date 2026-10-02
Risk
Beta 0.99
Analyst Consensus
Target (Mean) 137.62 USD
Target (Median) 135.00 USD
Target (High) 170.00 USD
Target (Low) 115.00 USD
Recommendation buy
# Analysts 24
Identifiers
ISINUS17275R1023
CUSIP17275R102
FIGIBBG000C3J3C9
SEDOL2198163
Sentiment 48.0%
Positive drivers

Cisco's AI-optimized networking solutions saw increased enterprise adoption amid broader data center expansions. Strategic partnerships with hyperscalers bolstered revenue visibility in the period. Positive analyst notes highlighted margin resilience from software subscriptions.

Neutral / mixed

Macroeconomic headwinds including interest rate uncertainty tempered overall tech spending. Mixed quarterly guidance reflected ongoing inventory normalization. Regulatory scrutiny on acquisitions introduced some ambiguity without immediate impact.

Negative drivers

Intensifying competition from Arista and Juniper eroded market share in high-speed switching. Delayed product launches in security segments weighed on investor confidence. Broader sector rotation out of legacy hardware names pressured the stock.

Bottom line

Sentiment remained slightly negative as competitive pressures outweighed AI tailwinds, resulting in cautious positioning ahead of the next earnings cycle.