Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$442.1B
3,943M shares
52-week range
$66.35 – $130.37
68% from low
Sector
COMPUTER COMMUNICATIONS EQUIPMENT
Exchange
NASDAQ
CS
P/S (TTM)
6.9
EV / FCF (TTM)
33.9
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.
www.cisco.comNo one on the platform currently holds CSCO.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-09-30 | 1,541,505 | $105.5M |
| Bridgewater Associatesas of 2026-03-31 | 822,892 | $63.8M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-10-02 | $0.4200 | 2026-10-21 |
| 2026-07-06 | $0.4200 | 2026-07-22 |
| 2026-04-02 | $0.4200 | 2026-04-22 |
| 2026-01-02 | $0.4100 | 2026-01-21 |
| 2025-10-03 | $0.4100 | 2025-10-22 |
| 2025-07-03 | $0.4100 | 2025-07-23 |
| 2025-04-03 | $0.4100 | 2025-04-23 |
| 2025-01-03 | $0.4000 | 2025-01-22 |
| 2024-10-02 | $0.4000 | 2024-10-23 |
| 2024-07-05 | $0.4000 | 2024-07-24 |
No one on the platform has traded CSCO yet.
| 2024-04-03 | $0.4000 | 2024-04-24 |
| 2024-01-03 | $0.3900 | 2024-01-24 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 17.5% | 20.8% | 19.0% | — | — | — |
| Rev. Growth % | 11.8% | 4.9% | ||||
| Profit Margin % | 21.0% | 20.6% | 19.0% | |||
| Free Cash Flow Margin % | 20.2% | 24.1% | 26.2% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +0.4% on the P/E track.
At today's price, your expected annual return is +8.2% on the P/E track.
At today's price, your expected annual return is +17.1% on the P/E track.
Also held through funds
2 more books hold CSCO indirectly · VTI 0.5% of fund, AVUS 0.2% of fund
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $73.1B | +16.2% | $5.12 | $4.98–$5.38 | 21.5× | 16 |
| 2028 | $78.3B | +7.2% | $5.59 | $5.27–$5.94 | 19.6× | 16 |
| 2029 | $82.9B | +5.8% | $6.01 | $5.34–$7.20 | 18.3× | 7 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-12 | $1.17 | $1.22 | +4.3% |
| 2026-05-13 | $1.03 | $1.06 | +2.9% |
| 2026-02-11 | $1.02 | $1.04 | +2.0% |
| 2025-11-12 | $0.98 | $1.00 | +1.8% |
| 2025-08-13 | $0.98 | $0.99 | +1.3% |
| 2025-05-14 | $0.92 | $0.96 | +4.7% |
| 2025-02-12 | $0.91 | $0.94 | +3.3% |
| 2024-11-13 | $0.87 | $0.91 | +4.4% |
| $234.7B |
| — |
| LRCXLam Research Corporation | $273.49 | -8.29% | $342.0B | — |
| MSIMotorola Solutions, Inc. | $474.13 | +1.71% | $78.7B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$CSCO CSCO today My estimate Open $109.40 Low $108.35 High $111.25 Close $110.20
View on StockTwits ↗
$CSCO Google or research the question below and read the answers carefully: How would a merger with SentineOne(S) significantly help Cisco Systems ?
View on StockTwits ↗
$CSCO SentinelOne(S) has more advanced AI centric cybersecurity technology than Microsoft, Crowdstrike and Palo Alto Networks, as seen below: https://www.sentinelone.com/vs/competition/
View on StockTwits ↗$CSCO A Cisco Systems - SentinelOne merger would instill fear in the global cybersecurity space ! https://finance.yahoo.com/technology/ai/articles/6-billion-cybersecurity-prize-tech-131541526.html
View on StockTwits ↗$CSCO not a ton @ 110.42 It could go GREEN b4 days end 😎💰✅🔜$114
View on StockTwits ↗
@Tariffssuk Yeah but...this is all long in the tooth. When Jensen has to back stop more buildout means that private capital is being tapped out. Remember, $CSCO and many other tech imploded after the internet bubble blew in 2000. But, didn't mean the internet stopped being built out. Big difference the price of the stock and the underlying tech
View on StockTwits ↗$CSCO The key overnight signal is Nasdaq futures. If they recover from -1.0% toward -0.5% or better, I’d become more confident that CSCO can recover toward $113 during Monday’s session.
View on StockTwits ↗
$CSCO So I would lower my Monday CSCO estimate slightly Monday CSCO My estimate now Open $111.50 Low $110.60 High $113.25 Close $112.40
View on StockTwits ↗$CSCO Oil has jumped: WTI is about $103.20, up roughly 3.2%, and Brent is about $108.23. More importantly for CSCO, Nasdaq-100 futures are down about 1.1%, while S&P 500 futures are down roughly 0.5%.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.