Cisco Systems (CSCO)
Builds network infrastructure with integrated security, observability, collaboration, and services.
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Sells switches, routers, wireless systems, security and observability software, Webex collaboration tools, and lifecycle services to organizations and service providers worldwide. Revenue combines upfront hardware and license sales with subscriptions, support, and professional services, while a substantial portion of offerings reaches customers through channel partners.
Networking covers campuses, branches, data centers, and service-provider infrastructure through switches, routers, wireless systems, servers, silicon, optics, and cloud-managed software. Security adds network defense, identity and access, secure access, and threat detection; Splunk, ThousandEyes, and AppDynamics extend the portfolio into analytics and full-stack observability. Collaboration centers on Webex meetings, calling, contact centers, and devices.
Services span technical support, planning, design, implementation, and consulting. Revenue combines hardware, software licenses, SaaS, support, and professional services, with subscriptions recognized both upfront and over contract terms. The integrated architecture connects networking, security, observability, compute, and collaboration, while the Americas remains the largest sales region.
Serves enterprises, public institutions, governments, service providers, and large webscale customers worldwide. A substantial portion of offerings reaches customers through systems integrators, service providers, resellers, and distributors, making channel execution a structural dependency.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 1, 2026 | Deutsche Bank | Upgrade | ||
| Aug 31, 2026 | Deutsche Bank | Initiate | Rating: —Target: $73 | Target: $135 |
| Aug 14, 2026 | HSBC | Downgrade | Target: $137 | Target: $120 |
| Aug 13, 2026 | Truist Financial | Target | Target: — | Target: $140 |
| Aug 13, 2026 | UBS | Reiterate | Rating: —Target: $132 | Target: $138 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 25, 2026Cash & short-term investments $15.92B · Total debt $29.53B · Total assets $129.64B · Shareholders' equity $50.29B
- Revenue
- $17.25B
- Operating income
- $4.26B
- Net income
- $3.86B
HistoryDividendAnnual yieldUpcoming
| Institutions | 81.40% | 3.21B shares | |
|---|---|---|---|
| 4,214 holders · as of Jun 30, 2026 | |||
| Insiders | 0.08% | 3.00M shares | |
| 20 holders · as of Sep 18, 2026 | |||
| Other | 18.52% | 729.96M shares | |
| remainder | |||
3.94B company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.10% | 358.67M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.21% | 244.79M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.00% | 197.15M | as of Jun 30, 2026 |
Invesco Ltd.Institution | 3.51% | 138.19M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 3.03% | 119.31M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 14, 2026 | Thimaya K. Subaiya | officer: EVP, Operations | −312 | $110.18 |
| Sep 11, 2026 | Mark Patterson | officer: EVP and CFO | −1,795 | $108.87 |
| Sep 14, 2026 | Oliver Tuszik | officer: EVP, Global Sales | −680 | $110.18 |
| Sep 8, 2026 | Nichlas A. Fink | officer: SVP, Chief Accounting Officer | −2,274 | $109.36 |
| Aug 19, 2026 | Thimaya K. Subaiya | officer: EVP, Operations | −5,832 | $111.47 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Cisco Systems | $108.82 | −2.37% | $439.31B | 33.5 | 21.3 | 6.9 | +17.6% |
| Palo Alto Networks | $367.93 | −1.03% | $302.98B | 844.9 | 87.9 | 26.4 | +34.5% |
| Arista Networks | $206.64 | +0.59% | $258.66B | 64.8 | 44.4 | 24.5 | +37.7% |
| Hewlett Packard Enterprise | $62.09 | +0.55% | $81.78B | 32.2 | 13.6 | 2.0 | +33.5% |
| Fortinet | $172.82 | −1.38% | $128.57B | 61.7 | 49.1 | 17.1 | +25.6% |
| Microsoft | $499.28 | −0.47% | $3.72T | 27.9 | 25.5 | 11.2 | +17.8% |
| Datadog | $247.59 | +1.03% | $87.23B | 496.5 | 93.1 | 22.0 | +35.6% |
| Zoom Communications | $90.95 | +0.06% | $26.65B | 8.4 | 14.8 | 5.3 | +4.9% |
| Median | 61.7 | 44.4 | 17.1 | +33.5% |