CSCO

CISCO SYSTEMS, INC.

Nasdaq · Computer Communications Equipment · Inc. DE · CIK 0000858877
$114.35 -0.89% $455.7B
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)Congressional Activity (4)
Vol
Market Cap$455.7B
Cap SizeMega Cap
Analyst ConsensusStrong Buy (72%)
Inst. Holders12 funds
Inst. Value$58.8B
Inst. Activity2 buys / 2 sells
Insider Activity0B / 14S
Insider Net $-$3.0M
Reddit Sentiment79° Bullish
SEC Reports9
Congressional6 trades
Exchange Nasdaq·Sector Computer Communications Equipment·Inc. DE·CIK 0000858877·Prev Close $115.38

Recent Activity

Aug 11, 2026 earnings_calendar
CSCO Q4 2026 Earnings After Market Close — 2026-08-11
EPS est: $1.09 | Rev est: $16.1B
May 15, 2026 SEC
HSBC double upgrades NVDA to Buy — PT $137 (+19%), a contrarian call against consensus mean of $90
ANALYST-UPGRADE — Impact 6/10
May 15, 2026 Insider
Stahlkopf Deborah L sold 300 shares
EVP and Chief Legal Officer @ $114.97 ($34.5K)
May 15, 2026 Insider
Tuszik Oliver sold 2,761 shares
EVP, Global Sales @ $114.61 ($316.4K)
May 15, 2026 Insider
Patterson Mark sold 300 shares
EVP and CFO @ $115.08 ($34.5K)
May 1, 2026 SEC
Evercore ISI upgrades CSCO to Outperform — PT $100 (+9.3%) in cluster of 17 analyst actions
ANALYST-UPGRADE — Impact 5/10
Apr 23, 2026 SEC
BWG Global downgrades stock to Mixed from Positive — no price target issued
ANALYST-DOWNGRADE — Impact 1/10
Inst.
NORGES BANK — NEW
58,071,810 shares ($4.5B)

Price Targets

$122.87 +7.4% upside Buy
Current $114.35 Low $84.98 Median $125.00 High $150.00 23 analysts
$84.98 $150.00

Analyst Ratings

Buy72% buy · 32 analysts
7Strong Buy
16Buy
9Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 15, 2026 HSBC UPGRADE Hold → Buy
May 15, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
May 14, 2026 UBS MAINTAIN Buy → Buy
May 14, 2026 Citigroup MAINTAIN Buy → Buy
May 14, 2026 Morgan Stanley MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.17 ▲ +9.2% $1.15 — $1.20 18% YoY 21
Next Q $1.15 ▲ +7.1% $1.10 — $1.22 15% YoY 19
Current FY $4.28 ▲ +2.8% $4.26 — $4.33 12% YoY 22
Next FY $4.75 ▲ +5.2% $4.37 — $5.00 11% YoY 25

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$30.7B
MORGAN STANLEY$5.8B
CHARLES SCHWAB INVESTMENT MANAGEMENT$5.4BNEW
FMR LLC$5.0B
NORGES BANK$4.5BNEW

Recent Insider Trades

DateInsiderTypeValue
May 15, 2026Stahlkopf DeborahSELL$34.5K
May 15, 2026Tuszik OliverSELL$316.4K
May 15, 2026Patterson MarkSELL$34.5K
May 15, 2026Patel JeetendraSELL$22.9K
May 10, 2026Patel JeetendraF$907.7K

Reddit Sentiment

79°
Bullish
Bearish Neutral Bullish
24 mentions 18 bullish 2 bearish

Congressional Trades

4 members: 6 buys, 0 sells
MemberPartyTypeAmount
Ro KhannaDBUY$15,001 - $50,000
Ro KhannaDBUY$15,001 - $50,000
Maria ElviraRBUY$1,001 - $15,000
12 institutional holders with $58.8B total value (763,721,589 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC398,943,293$30.7B52.2%
2MORGAN STANLEY75,326,258$5.8B9.9%
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC70,521,797$5.4B9.2%NEW
4FMR LLC65,445,654$5.0B8.6%
5NORGES BANK58,071,810$4.5B7.6%NEW
6BANK OF AMERICA CORP /DE/52,148,049$4.0B6.8%
7WELLS FARGO & COMPANY/MN38,738,740$3.0B5.1%
8Cullen Capital Management, LLC3,732,436$287.5M0.5%
9YACKTMAN ASSET MANAGEMENT LP340,638$26.2M0.0%TRIM -62.5%
10TWO SIGMA INVESTMENTS, LP224,800$17.3M0.0%DOUBLED +563.1%
11DODGE & COX163,114$12.6M0.0%TRIM -25.1%
12Olstein Capital Management, L.P.65,000$5.0K0.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW58,071,810$4.5B2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED33,900224,800+563.1%$17.3M2025-Q4
DODGE & COXTRIM217,789163,114-25.1%$12.6M2025-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT1,541,5050-100.0%$0.002025-Q4
RENAISSANCE TECHNOLOGIES LLCNEW1,541,505$105.5M2025-Q3
DODGE & COXTRIM621,455217,789-65.0%$14.9M2025-Q3
TWO SIGMA INVESTMENTS, LPNEAR_EXIT363,26733,900-90.7%$2.3M2025-Q3
NORGES BANKEXIT55,013,3260-100.0%$0.002025-Q3
NORGES BANKNEW55,013,326$3.8B2025-Q2
UBS Group AGTRIM43,240,12730,359,493-29.8%$2.1B2025-Q2
DODGE & COXNEAR_EXIT21,722,716621,455-97.1%$43.1M2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM1,354,614363,267-73.2%$25.2M2025-Q2
Elliott Investment Management L.P.EXIT2,000,0000-100.0%$0.002025-Q2
RENAISSANCE TECHNOLOGIES LLCEXIT7,8000-100.0%$0.002025-Q2
Elliott Investment Management L.P.NEW2,000,000$123.4M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM3,359,3551,354,614-59.7%$83.6M2025-Q1
YACKTMAN ASSET MANAGEMENT LPTRIM1,179,744442,914-62.5%$27.3M2025-Q1
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT786,7057,800-99.0%$481.3K2025-Q1
NORGES BANKEXIT55,707,8520-100.0%$0.002025-Q1
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT3,366,705786,705-76.6%$46.6M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW82,720,255$4.4B2024-Q3
11 unique insiders with 14 transactions. Net insider value: -$3.0M ($0.00 bought, $3.0M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 15, 2026Stahlkopf Deborah LEVP and Chief Legal OfficerSELL300$114.97$34.5K
May 15, 2026Tuszik OliverEVP, Global SalesSELL2,761$114.61$316.4K
May 15, 2026Patterson MarkEVP and CFOSELL300$115.08$34.5K
May 15, 2026Patel Jeetendra IPresident and CPOSELL200$114.62$22.9K
May 10, 2026Patel Jeetendra IPresident and CPOF9,399.377$96.57$907.7K
May 10, 2026Patterson MarkEVP and CFOF3,639.796$96.57$351.5K
May 10, 2026Robbins CharlesChair and CEOF15,746.594$96.57$1.5M
May 10, 2026Stahlkopf Deborah LEVP and Chief Legal OfficerF4,069.39$96.57$393.0K
May 10, 2026Subaiya Thimaya K.EVP, OperationsF7,629.478$96.57$736.8K
May 10, 2026Tuszik OliverEVP, Global SalesF3,145.568$96.57$303.8K
May 10, 2026Wong Maria VictoriaSVP & Chief Acctg OfficerF1,268.069$96.57$122.5K
Apr 10, 2026Tuszik OliverEVP, Global SalesF2,259.591$83.17$187.9K
Apr 6, 2026Shimer Peter ADirectorA2,333$0.00$0.00
Mar 20, 2026Patterson MarkEVP and CFOSELL2,391$77.68$185.7K
Mar 18, 2026Tuszik OliverEVP, Global SalesSELL3,132$79.74$249.7K
Mar 17, 2026Stahlkopf Deborah LEVP and Chief Legal OfficerSELL7,981$79.50$634.5K
Mar 16, 2026Weil KevinDirectorA383$78.90$30.2K
Mar 16, 2026Tessel MariannaDirectorA383$78.90$30.2K
Mar 16, 2026JOHNSON KRISTINA MDirectorA383$78.90$30.2K
Mar 12, 2026Subaiya Thimaya K.EVP, OperationsSELL1,744$77.07$134.4K
Mar 11, 2026Wong Maria VictoriaSVP & Chief Acctg OfficerSELL551$77.54$42.7K
Mar 10, 2026Wong Maria VictoriaSVP & Chief Acctg OfficerF298.925$76.21$22.8K
Mar 10, 2026Subaiya Thimaya K.EVP, OperationsF1,715.468$76.21$130.7K
Feb 24, 2026Wong Maria VictoriaSVP & Chief Acctg OfficerSELL2,179$77.74$169.4K
Feb 19, 2026Subaiya Thimaya K.EVP, OperationsSELL8,433$78.50$662.0K
Feb 13, 2026Patel Jeetendra IPresident and CPOSELL2,700$74.12$200.1K
Feb 13, 2026Wong Maria VictoriaSVP & Chief Acctg OfficerSELL51$74.24$3.8K
Feb 13, 2026Robbins CharlesChair and CEOSELL4,800$74.12$355.8K
Feb 10, 2026Patel Jeetendra IPresident and CPOF7,711.705$86.78$669.2K
Feb 10, 2026Robbins CharlesChair and CEOF11,381.209$86.78$987.7K
Feb 10, 2026Stahlkopf Deborah LEVP and Chief Legal OfficerF2,623.614$86.78$227.7K
Feb 10, 2026Tuszik OliverEVP, Global SalesF3,695.237$86.78$320.7K
Feb 10, 2026Subaiya Thimaya K.EVP, OperationsF6,735.87$86.78$584.5K
Feb 10, 2026Patterson MarkEVP and CFOF1,839.64$86.78$159.6K
Feb 10, 2026Wong Maria VictoriaSVP & Chief Acctg OfficerF1,190.905$86.78$103.3K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (72% buy). Based on 32 analysts: 7 strong buy, 16 buy, 9 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$122.87 mean target +7.4% upside Buy (1.85)
$84.98 Low $150.00 High
MetricValue
Current Price$114.35
Target Low$84.98
Target Mean$122.87
Target Median$125.00
Target High$150.00
# Analysts23
RecommendationBuy (1.85)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
$1.17 $1.15 $1.20 18.2% +9.2% 16↑ 0↓ $16.8B 14.7% 21
Next Q
2026-10-31
$1.15 $1.10 $1.22 14.9% +7.1% 12↑ 0↓ $16.7B 12.5% 19
Current FY
2026-07-31
$4.28 $4.26 $4.33 12.3% +2.8% 20↑ 0↓ $62.9B 11.0% 22
Next FY
2027-07-31
$4.75 $4.37 $5.00 11.0% +5.2% 20↑ 0↓ $68.3B 8.5% 25

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.171
7d ago$1.072+0.098
30d ago$1.072+0.098
60d ago$1.072+0.099
90d ago$1.072+0.099
14 analyst firms have rated this stock: 2 upgrades, 1 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 15, 2026 HSBC UPGRADE Hold Buy
May 15, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
May 14, 2026 UBS MAINTAIN Buy Buy
May 14, 2026 Citigroup MAINTAIN Buy Buy
May 14, 2026 Morgan Stanley MAINTAIN Overweight Overweight
May 14, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
May 14, 2026 B of A Securities MAINTAIN Buy Buy
May 14, 2026 Piper Sandler MAINTAIN Neutral Neutral
May 14, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 14, 2026 Keybanc MAINTAIN Overweight Overweight
May 14, 2026 Rosenblatt MAINTAIN Buy Buy
May 4, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 23, 2026 BWG Global DOWNGRADE Positive Mixed
Apr 16, 2026 JP Morgan MAINTAIN Overweight Overweight
Mar 31, 2026 Truist Securities INITIATE Buy
Feb 12, 2026 UBS MAINTAIN Buy Buy
Feb 12, 2026 Rosenblatt MAINTAIN Buy Buy
Jan 26, 2026 Evercore ISI Group UPGRADE In-Line Outperform
Dec 17, 2025 Morgan Stanley MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 202671690072%
Apr 1, 202671690072%
Mar 1, 202671590071%
Feb 1, 202671590071%
Jan 1, 2026713110065%
Dec 1, 2025713110065%
Nov 1, 2025812120063%
Strong BuyBuyHoldSellStrong Sell
4 members of Congress traded this stock: 6 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 13, 2026Ro KhannaDHOUSEBUY$15,001 - $50,000Cisco Systems IncMay 13, 2026 (31d)
Mar 30, 2026Ro KhannaDHOUSEBUY$15,001 - $50,000Cisco Systems IncApr 9, 2026 (11d)
Mar 19, 2026Maria Elvira SalazarRHOUSEBUY$1,001 - $15,000Cisco Systems IncApr 22, 2026 (35d)
Mar 19, 2026Maria Elvira SalazarRHOUSEBUY$15,001 - $50,000Cisco Systems IncApr 22, 2026 (35d)
Feb 2, 2026Julia LetlowRHOUSEBUY$1,001 - $15,000Cisco Systems IncMar 13, 2026 (40d)
Jan 9, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Cisco Systems IncFeb 16, 2026 (39d)
79°
Bullish
Bearish Neutral Bullish
24 mentions 18 bullish 2 bearish 24 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 15, 2026160° Warm101
May 15, 2026160° Warm101
May 14, 2026160° Warm101
May 14, 2026160° Warm101
May 14, 2026160° Warm101
May 14, 2026160° Warm101
May 14, 2026150° Neutral001
May 14, 2026150° Neutral001
May 14, 2026140° Cool011
May 14, 2026140° Cool011
May 13, 2026160° Warm101
May 13, 2026160° Warm101
May 13, 2026156° Neutral001
May 13, 2026156° Neutral001
May 12, 2026160° Warm101
May 12, 2026160° Warm101
Apr 25, 2026160° Warm101
Apr 25, 2026160° Warm101
Mar 17, 2026160° Warm101
Mar 17, 2026160° Warm101
Mar 12, 2026160° Warm101
Mar 12, 2026160° Warm101
Feb 28, 2026160° Warm101
Feb 28, 2026160° Warm101

Recent Reddit Threads

r/investing Bullish 5d 12h ago
Is Cisco showing where enterprise AI spending is heading next?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 6d 9h ago
Let's party like it's 1999! $140k of Cisco ($CSCO) earnings gains
▲ 1 💬 1 ⚡ 0.5
r/stocks Bullish 2mo ago
CSCO - hold longer or sell?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 6d 12h ago
ChatGPT thinks my CSCO gains are literally impossible 🫪
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Bullish 2mo ago
Another undervalued photonics pureplay: $SMOP.OL
▲ 1 💬 1 ⚡ 0.5
r/stocks Neutral 7d 6h ago
CSCO above $100 per share - who'd a thought? Earnings today...
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 7d 3h ago
CSCO 100% gain
▲ 1 💬 0 ⚡ 0.5
r/investing Bullish 2mo ago
Burry statement comparing Nvidia and 2000 CSCO
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 6d 18h ago
CSCO AH
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 8d 3h ago
Riding $100k of gains into Cisco ($CSCO) earnings
▲ 1 💬 1 ⚡ 0.5
Aug 11, 2026
earnings_calendar
CSCO Q4 2026 Earnings After Market Close — 2026-08-11
EPS est: $1.09 | Rev est: $16.1B
May 13, 2026
earnings_calendar
CSCO Q3 2026 Earnings After Market Close — 2026-05-13
May 12, 2026
earnings_calendar
CSCO Q3 2026 Earnings After Market Close — 2026-05-12
EPS est: $1.05 | Rev est: $15.8B
Apr 30, 2026
short_interest
FTD: CSCO — 10,147 shares ($0.9M) failed to deliver
Settlement: 20260430, Price: $89.57, FTD Value: $908,866.79, CISCO SYSTEMS;COM USD0.001 (DE
Apr 29, 2026
short_volume
Short Volume: CSCO — 63.9% short (3.5M / 5.4M)
Short: 3,479,710 | Exempt: 2,073 | TRF Vol: 5,443,858 | Short Ratio: 63.9% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
Enforcement
Centripetal Networks, LLC v. Cisco Systems, Inc.
Court ruling from Court of Appeals for the Federal Circuit. Docket: 24-2097
Apr 27, 2026
dark_pool
Dark Pool: CSCO — 14.3M shares, 189,674 trades
Week starting 2026-04-27. Total ATS volume: 14,250,026 shares across 189,674 trades.
Apr 21, 2026
short_volume
Short Volume: CSCO — 58.4% short (3.2M / 5.5M)
Short: 3,189,760 | Exempt: 12,212 | TRF Vol: 5,460,047 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: CSCO — 18.3M shares, 205,134 trades
Week starting 2026-04-20. Total ATS volume: 18,278,701 shares across 205,134 trades.
Apr 20, 2026
short_interest
FTD: CSCO — 247,924 shares ($21.4M) failed to deliver
Settlement: 20260420, Price: $86.25, FTD Value: $21,383,445, CISCO SYSTEMS;COM USD0.001 (DE
Apr 17, 2026
short_volume
Short Volume: CSCO — 57.7% short (3.5M / 6.1M)
Short: 3,514,617 | Exempt: 12,544 | TRF Vol: 6,092,782 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
dark_pool
Dark Pool: CSCO — 14.5M shares, 183,765 trades
Week starting 2026-04-13. Total ATS volume: 14,475,871 shares across 183,765 trades.
Apr 13, 2026
Enforcement
Cisco Systems, Inc. v. Ramot at Tel Aviv University Ltd.
Court ruling from Court of Appeals for the Federal Circuit. Docket: 24-1726
Apr 9, 2026
short_volume
Short Volume: CSCO — 61.7% short (3.7M / 6.0M)
Short: 3,722,681 | Exempt: 4,292 | TRF Vol: 6,030,965 | Short Ratio: 61.7% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
dark_pool
Dark Pool: CSCO — 17.8M shares, 216,835 trades
Week starting 2026-04-06. Total ATS volume: 17,784,328 shares across 216,835 trades.
Apr 6, 2026
short_volume
Short Volume: CSCO — 75.3% short (3.9M / 5.2M)
Short: 3,888,563 | Exempt: 11,609 | TRF Vol: 5,165,226 | Short Ratio: 75.3% | Off-exchange volume (dark pool + OTC)
Apr 2, 2026
short_volume
Short Volume: CSCO — 59.1% short (1.9M / 3.2M)
Short: 1,902,451 | Exempt: 2,100 | TRF Vol: 3,220,468 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
Enforcement
2:24-cv-00224 EireOg Innovations Ltd. v. Cisco Systems Inc.
Court ruling from United States District Court for the Eastern District of Texas. Docket: N/A