Cisco Systems, Inc. is an American multinational technology conglomerate headquartered in San Jose, California, in the center of Silicon Valley. Cisco develops, manufactures and sells networking hardware, software, telecommunications equipment and other high-technology services and products. Through its numerous acquired subsidiaries, such as OpenDNS, Webex, Jabber and Jasper, Cisco specializes in specific tech markets, such as the Internet of Things (IoT), domain security and energy management. On January 25, 2021, Cisco reincorporated in Delaware.
| Revenue (TTM) | $63.33B |
| Gross Profit (TTM) | $40.86B |
| EBITDA | $18.64B |
| Operating Margin | 27.70% |
| Return on Equity | 27.30% |
| Return on Assets | 7.98% |
| Revenue/Share (TTM) | $16.02 |
| Book Value | $12.74 |
| Price-to-Book | 8.34 |
| Price-to-Sales (TTM) | 6.64 |
| EV/Revenue | 6.84 |
| EV/EBITDA | 21.64 |
| Quarterly Earnings Growth (YoY) | 52.10% |
| Quarterly Revenue Growth (YoY) | 17.60% |
| Shares Outstanding | $3.94B |
| Float | $3.94B |
| % Insiders | 0.06% |
| % Institutions | 83.38% |
Volatility is currently expanding
Cisco shares have surged nearly 40% this year on an AI-driven networking boom, but one valuation figure will determine whether the rally has room to run or has already priced in the good news.
Qualcomm and Cisco both raise their dividends every year and both are racing into AI infrastructure, but their capital allocation priorities point in completely different directions for a retiree who needs the income to be reliable.
The SGA U.S. LCG Portfolio returned 6.8% (Gross) and 6.0% (Net) in Q2 compared to the Russell 1000 Growth Index return of 16.7% and the S&P 500 Index return of 15.2%. Recent purchases include Equinix and Arista Networks. We liquidated our position in Intuit and Aon.
CSCO pairs cybersecurity growth, AI infrastructure momentum and strong cash generation with a lower P/S multiple than ZS.
AI training clusters stall the moment data cannot move fast enough between chips, which means the real bottleneck is not silicon but the fiber, switches, and optics surrounding it.
New Cisco and Omdia research shows 95% of enterprises say their existing AIOps tools can't keep up, and more than half have already moved to AgenticOps News Summary The alert math no longer works. At current volumes, the average organization would need roughly 100 IT specialists to clear its daily network alert backlog by hand.
Investors seeking steady capital appreciation often overlook older technology sector names, assuming their prime growth years are over. Looking beneath the surface shows how foundational hardware suppliers adapt, and how established balance sheets can capture substantial value during infrastructure transitions.
Piper Sandler cut its price target on Cisco to $125 from a prior $132. Analysts expressed concerns that growth is peaking in the industry.
Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction) stock is sliding through Tuesday's session while the broader technology tape holds firm. Cisco stock is down 6% to $104.
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.
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