Cisco Systems Inc

Cisco Systems Inc(CSCO)股票分析

$107.390

-2.406 (-2.24%)收盤時

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最高
110.000
開盤
109.960
成交量加權均價
108.18
成交量
15.89M
市值
192.13B
最低
107.140
成交金額
1.72B
企業價值/稅息折舊攤銷前利潤(TTM)
18.84

Cisco Systems, Inc. designs and sells a range of technologies that power the Internet. The Company is integrating its product portfolios across networking, security, collaboration, applications and cloud. The Company's segments include the Americas; Europe, Middle East, and Africa (EMEA), and Asia Pacific, Japan, and China (APJC). Its Networking product category represents its core networking technologies of switching, routing, wireless, fifth generation (5G), silicon, optics solutions and compute products. Its Security product category consists of its cloud and application security, industrial security, network security, and user and device security offerings. Its Collaboration product category consists of its meetings, collaboration devices, calling, contact center and platform as a service (CPaaS) offering. Its Observability product category consists of its full stack observability offerings.

AI 分析 of Cisco Systems Inc (CSCO)

持有

Cisco Systems Inc is currently a hold. The stock is priced at $107.39, which is below several analyst price targets, including $110 from Bernstein and $135 from Deutsche Bank. However, the RSI is low at 28.072, indicating potential oversold conditions, but the recent 5-day change is down 9.29%, suggesting short-term weakness. The main risk is the current negative sentiment in the market, as indicated by a 203.13% increase in insider selling activity over the last month, which could signal a lack of confidence among insiders.

分析師評級(27)

-14.98% 下跌空間
買進
19 買進
8 持有
0 賣出
目前: 107.39
最低
76.00
平均
91.30
最高
100.00

Bernstein

2026-09-30

目標價

$110

Market Perform

Piper Sandler

2026-09-22

目標價

$125

中性

Deutsche Bank

2026-08-31

目標價

$135

買進

Truist

2026-08-13

目標價

$140

買進

Rosenblatt

2026-08-13

目標價

$165

買進

估值指標

Cisco Systems Inc(CSCO)目前預期本益比為 19.80,5 年平均預期本益比為 15.50。

預期本益比

高估
5 年均值 P/E
15.50
目前P/E
19.80
高估
18.59
低估
12.41

預期 EV/EBITDA

高估
5 年均值 EV/EBITDA
12.16
目前EV/EBITDA
18.84
高估
16.33
低估
7.98

預期股價營收比

高估
5 年均值 P/S
4.20
目前P/S
5.55
高估
5.07
低估
3.34

Alphio AI 對 CSCO 的價格情境

情境價格取自當年最後一個月度預測區間。機率為固定的模型權重(25 / 50 / 25),不構成保證。

樂

樂觀

樂觀 · 25%CSCO

$65.54

情境價格

基

基準

基準 · 50%CSCO

$64.10

情境價格

悲

悲觀

悲觀 · 25%CSCO

$56.40

情境價格

持有 CSCO 的大戶

C

Corient Private Wealth LP

+ 持有CSCO

+50.10%

3個月報酬率

T

Turtle Creek Management, LLC

+ 持有CSCO

+19.26%

3個月報酬率

O

Ofi Invest Asset Management

+ 持有CSCO

+11.72%

3個月報酬率

P

PKO Towarzystwo Funduszy Inwestycyjnych SA

+ 持有CSCO

+10.76%

3個月報酬率

C

Caixa Econômica Federal

+ 持有CSCO

+10.01%

3個月報酬率

M

MUFG Securities EMEA plc

+ 持有CSCO

+9.19%

3個月報酬率

事件時間軸

2026-10-15 (ET)

14:30:00

Applied Intuition Valued at $30B, Plans to Raise Over $1B

2026-10-14 (ET)

10:30:00

Cisco Appoints Girish Rishi to Board of Directors

2026-10-09 (ET)

16:30:00

Cisco Appoints Girish Rishi to Board of Directors

2026-10-06 (ET)

15:00:00

Cisco Shares Rise $4.46 to $117.28

2026-09-29 (ET)

08:30:00

Bell Canada and Cisco Collaborate on Sovereign AI Infrastructure

資訊

CSCO 常見問題 —— 由 Alphio AI 解答

Cisco Systems, Inc. designs and sells a range of technologies that power the Internet. The Company is integrating its product portfolios across networking, security, collaboration, applications and cloud. The Company's segments include the Americas; Europe, Middle East, and Africa (EMEA), and Asia Pacific, Japan, and China (APJC). Its Networking product category represents its core networking technologies of switching, routing, wireless, fifth generation (5G), silicon, optics solutions and compute products. Its Security product category consists of its cloud and application security, industrial security, network security, and user and device security offerings. Its Collaboration product category consists of its meetings, collaboration devices, calling, contact center and platform as a service (CPaaS) offering. Its Observability product category consists of its full stack observability offerings. It operates in the Technology sector (COMPUTER COMMUNICATIONS EQUIPMENT industry).

Cisco Systems Inc is currently a hold. The stock is priced at $107.39, which is below several analyst price targets, including $110 from Bernstein and $135 from Deutsche Bank. However, the RSI is low at 28.072, indicating potential oversold conditions, but the recent 5-day change is down 9.29%, suggesting short-term weakness. The main risk is the current negative sentiment in the market, as indicated by a 203.13% increase in insider selling activity over the last month, which could signal a lack of confidence among insiders.

27 analysts cover CSCO: 19 rate it Buy, 8 Hold and 0 Sell. The average price target is 91.30.

0xJadelynx2026/10/10

US equities: indexes are rising, but capital is leaving. On October 9, the three major indexes closed higher together. The Dow rose 0.83% to 51,654.95, the Nasdaq rose 0.64%, and the S&P 500 rose 0.59%, with all posting weekly gains. But fund flow data reveals cracks — over the past week, US single stocks saw $11 billion in outflows, the third-largest weekly outflow since 2008, with 9 of 11 sectors experiencing outflows. Semiconductors came under clear pressure, while IT hardware and software strengthened against the trend. Strong performances from Hewlett Packard Enterprise, Cisco, and Oracle show capital is concentrating in areas that can truly generate cash flow. JPMorgan data also confirms this: retail trading sentiment improved, and funds flowed back into AI and semiconductor-related stocks, with Nvidia attracting $834 million last week. Gold: prices are rebounding, but ETFs are reducing positions. COMEX gold futures rose 1.52% to $4,220.3/oz, and silver rose 2.84%. But the world's largest gold ETF — SPDR Gold Trust — saw its holdings decrease by 2.281 tonnes from the previous day, with current holdings at 1,053.13 tonnes. Gold rising while ETF holdings fall suggests this rebound is driven more by short-term short covering and safe-haven sentiment rather than systematic medium- to long-term allocation. Still, from a medium-term view, World Gold Council reports show global gold ETF inflows reached a record $31 billion in Q3, with holdings increasing by 67 tonnes to a record 4,256 tonnes, indicating that on a broader trend, gold allocation demand remains strong. My allocation approach: For US equities short term, I'm watching the trend of capital concentrating from indexes into individual stocks and shifting from semiconductors toward cash-flow-generating tech companies. For gold, I maintain a buy-low, sell-high approach in the $4,100–$4,200 range. A strong breakout above $4,230 could open more upside. If gold pulls back to around $4,000, I would seriously consider adding, because the medium- to long-term allocation logic reflected in Q3's record ETF inflows has not changed. Which side does your scale lean toward? Tech stocks or gold? #WeeklyCheckIn

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$CSCO Cisco Systems climbed Tuesday as its October rollout brought Supermicro's liquid- and air-cooled GPU systems into the company's authorized sales channel. The networking giant is packaging the servers with Nvidia software, Cisco switches and security, and Splunk observability as one validated AI infrastructure stack. Why the beat was not what the market cared about, and the number that decides what comes next:

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