NYSE · CSCO
Technology · Communication Equipment
$104.89
Down-$2.37 (-2.21%)
Updated Oct 23, 2026, 5:28 AM
SID Score
7.1/10
Composite research score
Smart Money
41/100
Neutral
Price performance · CSCO
1M range · 21 trading sessions · Daily adjusted prices
Prices through Oct 22, 2026
CSCO closed at $104.89 after 21 trading sessions, down 1.94% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 22, 2026 | $106.77 | $106.77 | $103.58 | $104.89 | 18.57M |
| Oct 21, 2026 | $107.23 | $107.90 | $106.69 | $107.26 | 11.48M |
| Oct 20, 2026 | $106.105 | $107.06 | $105.30 | $106.71 | 10.76M |
| Oct 19, 2026 | $109.24 | $109.468 | $106.405 | $106.50 | 14.18M |
| Oct 16, 2026 | $109.96 | $110.00 | $107.14 | $107.39 | 15.89M |
| Oct 15, 2026 | $112.17 | $112.41 | $108.45 | $109.85 | 20.96M |
| Oct 14, 2026 | $115.15 | $116.23 | $113.25 | $113.64 | 16.74M |
| Oct 13, 2026 | $114.28 | $115.37 | $112.76 | $115.07 | 12.32M |
| Oct 12, 2026 | $118.21 | $118.27 | $114.13 | $115.34 | 14.5M |
| Oct 9, 2026 | $116.64 | $118.65 | $115.36 | $118.39 | 11.42M |
| Oct 8, 2026 | $116.655 | $117.18 | $114.69 | $114.89 | 12.98M |
| Oct 7, 2026 | $117.07 | $118.39 | $116.58 | $117.39 | 17.26M |
| Oct 6, 2026 | $113.53 | $118.40 | $113.31 | $117.94 | 21.04M |
| Oct 5, 2026 | $111.975 | $113.19 | $111.535 | $112.82 | 18.55M |
| Oct 2, 2026 | $109.83 | $112.23 | $109.00 | $112.20 | 17.5M |
| Oct 1, 2026 | $108.04 | $109.075 | $106.92 | $108.76 | 12.76M |
| Sep 30, 2026 | $107.03 | $108.67 | $107.02 | $107.63 | 17.01M |
| Sep 29, 2026 | $107.265 | $107.40 | $106.06 | $106.94 | 11.74M |
| Sep 28, 2026 | $106.52 | $107.68 | $105.98 | $106.74 | 19.36M |
| Sep 25, 2026 | $106.99 | $108.64 | $106.53 | $106.70 | 19.95M |
| Sep 24, 2026 | $105.65 | $107.06 | $105.06 | $106.97 | 32.36M |
The latest Smart Investors Daily articles mentioning CSCO.
Company
Market Activity
Research & News
CSCO research
Company profile and research snapshot.
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 websiteConsensus and target data currently published for this company.
| Date | Firm | Rating | Target |
|---|---|---|---|
| Sep 30, 2026 | Bernstein | Market Perform | — |
| Sep 22, 2026 | Piper Sandler | Neutral | — |
| Sep 1, 2026 | Deutsche Bank | Buy | — |
| Aug 14, 2026 | HSBC | Hold | — |
| Aug 13, 2026 | Barclays | Equal-Weight | — |
Generated Oct 22, 2026, 9:18 PM
Cisco Systems is experiencing a modest pullback as investors reassess the company's positioning in the rapidly evolving AI networking landscape. While the stock has attracted attention for its potential to capitalize on AI infrastructure expansion, recent analyst commentary suggests the market may be pricing in elevated expectations that need validation.
Bottom line: Cisco's 2.21% decline reflects investor caution amid an evolving narrative around the company's AI networking opportunity—more of a healthy consolidation than a fundamental deterioration. The key challenge ahead is whether Cisco can convert its strong market position and the $21 billion AI networking opportunity into concrete revenue growth and margin expansion that justifies recent valuation expectations.
Yahoo · Oct 22, 2026
Is FTNT a good stock to buy? We came across a bullish thesis on Fortinet, Inc. on Astute Optics – US’s Substack. In this article, we will summarize the bulls’ thesis on FTNT. Fortinet, Inc.’s share was trading at $170.93as of October 20th 2026. FTNT’s trailing and forward P/E were 61.58 and 45.05 respectively according to Yahoo […]
Yahoo · Oct 22, 2026
Cisco Systems (CSCO) reached $104.89 at the closing of the latest trading day, reflecting a -2.21% change compared to its last close.
Yahoo · Oct 22, 2026
Delray Beach, FL, Oct. 22, 2026 (GLOBE NEWSWIRE) -- According to MarketsandMarkets™, the global AI TRiSM Market is projected to grow from USD 3.09 billion in 2026 to USD 11.61 billion by 2031, registering a CAGR of 30.3% during the forecast period. The expansion of generative AI and agentic AI applications is increasing enterprise demand for solutions that strengthen AI governance, protect models, manage operational risks, and support responsible AI deployment. Get PDF Brochure — Market Data & S
Yahoo · Oct 22, 2026
Cisco Systems announced new high density AI networking hardware, including Silicon One G302 switches and a planned 400Gb/s per lane USFP optical module co-developed with NVIDIA, TE Connectivity and Amphenol, alongside expanded SONiC support and security tooling for AI operations. The firm is tying hyperscaler AI demand to a fuller ecosystem play. This spans custom silicon and optics through to observability and token-based AI cost control, with the aim of making its networking and security...
Interpretive context generated from the platform’s current data sources.
Cisco Systems shares closed at $107.26, declining 0.83% in the most recent session, per SID market data. The stock has pulled back 4.26% over the past month and is down 4.9% over the trailing three-month period, reflecting near-term selling pressure. However, on a twelve-month basis, CSCO has delivered a robust 37.85% gain, significantly outperforming broader market benchmarks. The stock currently trades below its 50-day moving average of $111.01, signaling short-term weakness, but remains well above its 200-day moving average of $100.12, which supports the longer-term uptrend. The 14-day RSI reads 48.4, placing the stock in neutral territory, neither overbought nor oversold. According to Massive/Polygon data, average daily trading volume stands at approximately 20.5 million shares. Cisco's beta of 0.864 indicates the stock exhibits lower volatility relative to the broader market, consistent with its profile as a large-cap technology infrastructure provider.
Cisco Systems carries a market capitalization of approximately $313.2 billion, positioning it among the largest networking and communications technology companies globally, per SID market data. The stock trades at a price-to-earnings ratio of 30.36, which sits above its historical average and reflects a premium valuation relative to traditional hardware peers in the technology sector. The PEG ratio of 19.96 suggests the current earnings multiple is elevated when adjusted for expected growth, according to SEC filings. Cisco's price-to-book ratio stands at 6.69, indicating investors are paying a substantial premium over the company's net asset value, partly attributable to intangible assets from acquisitions including the Splunk deal. The company maintains a dividend yield of 2.06%, providing a meaningful income component uncommon among large-cap technology names. This yield may contribute to downside support during periods of market volatility, attracting income-oriented institutional investors alongside growth-focused participants.
Cisco Systems registers a smart money composite score of 41 out of 100 with a neutral signal, according to SID market data. Institutional ownership scores a perfect 25 out of 25, reflecting comprehensive coverage by major fund managers and pension funds, consistent with Cisco's blue-chip status. However, insider activity scores a modest 4.3 out of 25, with SEC Form 4 filings revealing 20 insider transactions over the past 90 days, comprising 11 purchases and 9 sales. The relatively balanced buy-sell ratio suggests no strong directional conviction among company executives and directors. Dark pool activity registers at 8.9 out of 25, indicating moderate but not elevated off-exchange trading interest. Congressional trading activity scores just 3.2 out of 25, per 13F institutional filings, showing minimal legislative interest in the position. The divergence between strong institutional ownership and weak insider conviction contributes to the overall neutral smart money reading, suggesting large funds maintain positions while insiders exercise measured caution at current valuation levels.
Cisco Systems has demonstrated consistent earnings outperformance in its two most recently reported quarters, according to company earnings reports. In the quarter reported on August 12, 2026, Cisco posted earnings per share of $1.22, exceeding analyst estimates of $1.13 by $0.09, representing a positive surprise of approximately 8%. The prior quarter reported on May 13, 2026 also delivered a beat, with actual EPS of $1.06 versus the $1.00 consensus estimate, a $0.06 positive surprise. Looking ahead, analysts project EPS of $1.13 for the quarter expected to be reported on August 17, 2026, and $1.29 for the November 11, 2026 reporting period, per analyst estimates. The rising estimate trajectory from $1.00 to $1.29 across four sequential quarters reflects expectations for accelerating profitability, likely driven by recurring software revenue growth and continued integration synergies from recent acquisitions within the company's portfolio.
Recent Wall Street coverage of Cisco Systems reflects a predominantly neutral-to-cautious consensus, per SID consensus data. On September 30, 2026, Bernstein initiated coverage with a Market Perform rating, while Piper Sandler maintained its Neutral stance on September 22, 2026. Deutsche Bank provided the most constructive view, initiating coverage with a Buy rating on September 1, 2026, upgrading from a prior Hold position. Conversely, HSBC downgraded Cisco to Hold from Buy on August 14, 2026, following the company's earnings release, according to Wall Street analyst reports. Barclays maintained its Equal-Weight rating on August 13, 2026. Among these five recent ratings, only one constitutes a Buy recommendation, with four analysts holding neutral-equivalent positions. The pattern suggests analysts broadly acknowledge Cisco's solid execution, evidenced by consecutive earnings beats, but express reservation about further upside given the stock's elevated P/E ratio of 30.36 and the 37.85% gain already realized over the trailing twelve months.
The latest Smart Investors Daily articles mentioning CSCO.
