Yahoo · Sep 21, 2026
Cisco Moves Higher as Splunk Takes Agents Behind the Firewall
Self-managed AI widens Cisco's market while token tracking creates a separate governance opportunity.
NYSE · CSCO
Cisco Systems, Inc.
Technology · Communication Equipment
$111.46
Up+$1.95 (+1.78%)
Updated Sep 22, 2026, 7:58 AM
SID Score
6.8/10
Composite research score
Smart Money
47/100
Neutral
- Market cap
- 313.22B
- P/E ratio
- 30.36
- Dividend yield
- 1.83%
- 52-week range
- $72.80 – $130.37
- Volume
- 21.57M
- Avg. volume
- 20.46M
Price performance
CSCO price history
1M range · 20 trading sessions · Daily adjusted prices
CSCO closed at $111.46 after 20 trading sessions, up 1.12% for the selected period.
- Last close
- $111.46
- Period change
- +1.12%
- Period low
- $107.44
- Period high
- $112.36
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Sep 21, 2026 | $109.81 | $111.50 | $108.83 | $111.46 | 21.57M |
| Sep 18, 2026 | $110.35 | $110.8068 | $108.09 | $109.51 | 41.3M |
| Sep 17, 2026 | $109.72 | $111.44 | $109.32 | $110.24 | 16.16M |
| Sep 16, 2026 | $110.66 | $110.99 | $107.55 | $107.74 | 15.56M |
| Sep 15, 2026 | $110.915 | $111.69 | $109.62 | $110.07 | 15.61M |
| Sep 14, 2026 | $109.97 | $111.74 | $109.39 | $110.06 | 12.55M |
| Sep 11, 2026 | $108.89 | $112.215 | $108.36 | $112.13 | 14.16M |
| Sep 10, 2026 | $108.74 | $109.89 | $107.36 | $107.44 | 11.55M |
| Sep 9, 2026 | $109.275 | $110.43 | $108.98 | $109.43 | 10.84M |
| Sep 8, 2026 | $109.37 | $109.64 | $108.475 | $109.17 | 14.69M |
| Sep 4, 2026 | $109.64 | $110.355 | $109.00 | $109.20 | 12.38M |
| Sep 3, 2026 | $108.80 | $109.67 | $107.60 | $108.61 | 14.22M |
| Sep 2, 2026 | $110.315 | $110.51 | $108.395 | $109.455 | 11.37M |
| Sep 1, 2026 | $110.05 | $110.72 | $108.93 | $109.74 | 14.17M |
| Aug 31, 2026 | $110.28 | $111.38 | $109.61 | $110.49 | 20.85M |
| Aug 28, 2026 | $112.31 | $112.50 | $109.71 | $109.93 | 13.05M |
| Aug 27, 2026 | $112.15 | $112.57 | $111.61 | $112.15 | 13.55M |
| Aug 26, 2026 | $111.51 | $112.95 | $111.19 | $112.36 | 10.31M |
| Aug 25, 2026 | $112.23 | $112.4995 | $110.605 | $111.11 | 11.82M |
| Aug 24, 2026 | $109.97 | $111.22 | $109.30 | $110.23 | 12.64M |
Latest CSCO news
The latest Smart Investors Daily articles mentioning CSCO.
Stock researchCompany · Overview
CSCO research
Overview
Company profile and research snapshot.
Company profile
Cisco Systems is the largest provider of networking equipment in the world and one of the largest software companies in the world. Its largest businesses are selling networking hardware and software (where it has leading market shares) and cybersecurity software such as firewalls. It also has collaboration products, like its Webex suite, and observability tools. It primarily outsources its manufacturing to third parties and has a large sales and marketing staff—25,000 strong across 90 countries. Overall, Cisco employs 80,000 people and sells its products globally.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Buy
- Average target
- $76.75
- Implied upside
- —
- Analysts
- 15
| Date | Firm | Rating | Target |
|---|---|---|---|
| Sep 1, 2026 | Deutsche Bank | Buy | — |
| Aug 14, 2026 | HSBC | Hold | — |
| Aug 13, 2026 | Barclays | Equal-Weight | — |
| Aug 13, 2026 | Wells Fargo | Overweight | — |
| Aug 13, 2026 | Keybanc | Overweight | — |
News briefing
Generated Sep 21, 2026, 9:12 PM
Why Is CSCO Up Today?
Cisco Systems gained 1.78% today as the networking giant continues to attract investor attention amid its strategic pivot toward enterprise AI solutions. The stock's modest rally reflects growing recognition of Cisco's potential to capture a larger share of AI infrastructure spending, particularly through its recent Splunk acquisition integration.
Bottom line: Cisco's modest gains today reflect investor optimism around its Splunk-powered push into enterprise AI, a strategically important pivot for the legacy networking company. However, execution risks around integration and intensifying competition from both established players and specialized AI vendors warrant careful monitoring of upcoming earnings and guidance for evidence of traction in this critical market segment.
Yahoo · Sep 21, 2026
DELL Rides on Growing AI Clientele: Can the Stock Outpace SMCI & CSCO?
Dell Technologies' AI customer base tops 6,500 as enterprise, sovereign and Neocloud demand fuels record orders and a $95B backlog amid tough competition.
Yahoo · Sep 21, 2026
2 Growth Stocks with All-Star Potential and 1 We Avoid
Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.
Yahoo · Sep 21, 2026
Here is What to Know Beyond Why Cisco Systems, Inc. (CSCO) is a Trending Stock
Cisco (CSCO) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
AI research layers
Interpretive context generated from the platform’s current data sources.
Cisco Systems Stock Performance
Cisco Systems shares closed at $109.51, reflecting a single-session decline of 0.83% per SID market data. Over the trailing one-month period, the stock has slipped 0.94%, while the three-month return shows a more pronounced pullback of 8.39%. On a twelve-month basis, however, CSCO has delivered a robust gain of 40.76%, significantly outpacing broader market benchmarks. The stock currently trades below its 50-day moving average of $113.27, suggesting near-term technical weakness, but remains well above its 200-day moving average of $96.72, indicating the longer-term uptrend remains intact. The 14-day relative strength index stands at 48.8, positioning the stock in neutral territory and away from overbought or oversold thresholds. According to Massive/Polygon data, average daily trading volume stands at approximately 20.5 million shares. CSCO carries a beta of 0.864, indicating lower volatility relative to the broader market.
Cisco Systems Valuation Analysis
Cisco Systems commands a market capitalization of approximately $313.2 billion, positioning it among the largest companies in the technology sector. Per SID market data, the stock trades at a price-to-earnings ratio of 30.36, which represents a notable premium relative to historical averages for the networking equipment industry. The PEG ratio stands at an elevated 19.96, suggesting that the current P/E multiple is high relative to the company's expected earnings growth trajectory. CSCO's price-to-book ratio registers at 6.69, according to SEC filings, reflecting a substantial premium over tangible asset value. The company continues to return capital to shareholders through its dividend program, with the current dividend yield at approximately 2.06%. This yield provides an income component for investors during the recent period of price consolidation. The valuation metrics collectively indicate that the market is pricing in meaningful future growth or margin expansion from Cisco's ongoing business transformation.
Smart Money Activity for CSCO
Cisco Systems registers a composite smart money score of 47 out of 100, generating a neutral signal according to SID market data. Institutional positioning represents the strongest component, scoring a maximum 25 out of 25, reflecting broad and deep ownership among major fund managers per 13F institutional filings. Congressional trading activity scores 12.8 out of 25, indicating moderate engagement from lawmakers. Dark pool activity registers at 8.9 out of 25, suggesting below-average institutional block trading in non-public venues. The insider component scores 0 out of 25, the lowest possible reading. According to SEC Form 4 filings, there have been eight insider transactions over the past 90 days, all of which were sales with zero insider purchases recorded during this period. This uniform selling pattern among corporate insiders warrants monitoring, though insider sales can be driven by diversification needs, tax planning, or pre-arranged 10b5-1 trading plans rather than directional conviction. The absence of any insider buying remains a notable data point for institutional investors tracking corporate officer sentiment.
Cisco Systems Earnings Outlook
Cisco Systems has demonstrated a consistent pattern of exceeding Wall Street expectations in its most recent reported quarters. Per company earnings reports, CSCO posted earnings per share of $1.22 for the quarter reported in August 2026, surpassing the consensus estimate of $1.13 by $0.09, representing a positive surprise of approximately 8.0%. In the prior quarter reported in May 2026, the company earned $1.06 per share against an estimate of $1.00, delivering an upside surprise of $0.06. Looking ahead, analysts project earnings of $1.04 per share for the quarter with results expected in February 2026, and $1.13 per share for the subsequent quarter anticipated in August 2026. The consecutive beats suggest operational execution has been running ahead of analyst models. These forward estimates will serve as key benchmarks for evaluating whether Cisco can sustain its trajectory of outperformance amid evolving enterprise networking demand.
Wall Street Analyst Ratings for CSCO
Recent Wall Street analyst activity on Cisco Systems reflects a modestly constructive but mixed outlook. According to SID consensus data, Deutsche Bank initiated coverage on CSCO with a Buy rating in September 2026, upgrading from a prior Hold stance, representing the most bullish recent action on the stock. Conversely, HSBC downgraded its rating to Hold from Buy in August 2026, signaling reduced conviction following the company's earnings release. Barclays maintained its Equal-Weight rating in August 2026, reflecting a neutral positioning. On the constructive side, both Wells Fargo and Keybanc reiterated their Overweight ratings in August 2026, per Wall Street analyst reports, indicating continued confidence in the company's fundamental trajectory. Of the five most recent analyst actions, three carry positive or overweight designations, one is neutral, and one reflects a downgrade. This distribution suggests that the broader analyst community leans cautiously positive on CSCO, though the HSBC downgrade introduces a counterpoint to the prevailing constructive narrative.
