AI and Cybersecurity Moves: Recent chatter on social media has spotlighted Cisco Systems' potential acquisition of an Israeli cybersecurity firm for a reported $2 billion. Many are intrigued by the company’s strategic push into AI, with some highlighting growing AI orders as a positive signal for future growth. There’s also buzz around Cisco’s investment in a major AI infrastructure project, fueling excitement.
Stock Price Concerns: Discussions also focus on Cisco’s recent stock price dip, with shares declining over the past week and month. Some users speculate this pullback could present a buying opportunity, while others express caution due to mixed signals in sectors like security revenue. The sentiment reflects a divide between optimism for long-term potential and short-term unease.
Legal and Political Noise: A lawsuit appeal to the U.S. Supreme Court over alleged human rights abuses tied to Cisco’s technology has sparked debate on social media. Additionally, a politician’s recent sale of Cisco stock in a modest range has drawn attention, though opinions vary on its significance. These issues add a layer of uncertainty to the ongoing conversation.
Note: This discussion summary was generated from an AI condensation of post data.
Cisco Systems Insider Trading Activity
Cisco Systems insiders have traded $CSCO stock on the open market 47 times in the past 6 months. Of those trades, 0 have been purchases and 47 have been sales.
Here’s a breakdown of recent trading of $CSCO stock by insiders over the last 6 months:
- CHARLES ROBBINS (Chair and CEO) has made 0 purchases and 10 sales selling 632,989 shares for an estimated $49,007,695.
- DEBORAH L STAHLKOPF (EVP and Chief Legal Officer) has made 0 purchases and 9 sales selling 177,105 shares for an estimated $13,651,730.
- JEETENDRA I PATEL (President and CPO) has made 0 purchases and 6 sales selling 172,957 shares for an estimated $13,363,638.
- MARK PATTERSON (EVP and CFO) has made 0 purchases and 3 sales selling 76,146 shares for an estimated $5,811,494.
- THIMAYA K. SUBAIYA (EVP, Operations) has made 0 purchases and 5 sales selling 67,038 shares for an estimated $5,146,408.
- OLIVER TUSZIK (EVP, Global Sales) has made 0 purchases and 5 sales selling 36,319 shares for an estimated $2,665,038.
- MICHAEL D CAPELLAS has made 0 purchases and 2 sales selling 27,000 shares for an estimated $2,084,854.
- MARIA VICTORIA WONG (SVP & Chief Acctg Officer) has made 0 purchases and 6 sales selling 14,294 shares for an estimated $1,057,507.
- KRISTINA M JOHNSON sold 13,481 shares for an estimated $1,039,844
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Cisco Systems Revenue
Cisco Systems had revenues of $14.9B in Q1 2026. This is an increase of 7.53% from the same period in the prior year.
You can track CSCO financials on Quiver Quantitative's CSCO stock page.
Cisco Systems Congressional Stock Trading
Members of Congress have traded $CSCO stock 8 times in the past 6 months. Of those trades, 5 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $CSCO stock by members of Congress over the last 6 months:
- REPRESENTATIVE RICHARD MCCORMICK purchased up to $15,000 on 11/05.
- REPRESENTATIVE LINDA T. SÁNCHEZ sold up to $15,000 on 10/28.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 3 purchases worth up to $80,000 on 10/10 and 0 sales.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 07/22 and 1 sale worth up to $15,000 on 08/04.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Cisco Systems Hedge Fund Activity
We have seen 1,620 institutional investors add shares of Cisco Systems stock to their portfolio, and 1,496 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 30,915,503 shares (+75.7%) to their portfolio in Q3 2025, for an estimated $2,115,238,715
- FMR LLC removed 19,588,307 shares (-21.0%) from their portfolio in Q3 2025, for an estimated $1,340,231,964
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 13,037,497 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $892,025,544
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 9,648,265 shares (+110.2%) to their portfolio in Q3 2025, for an estimated $660,134,291
- CITADEL ADVISORS LLC removed 7,882,031 shares (-86.5%) from their portfolio in Q3 2025, for an estimated $539,288,561
- BLACKROCK, INC. added 6,523,725 shares (+1.8%) to their portfolio in Q3 2025, for an estimated $446,353,264
- WELLINGTON MANAGEMENT GROUP LLP added 5,498,375 shares (+19.5%) to their portfolio in Q3 2025, for an estimated $376,198,817
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Cisco Systems Government Contracts
We have seen $10,428,330 of award payments to $CSCO over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- DOS REMOTE WI-FI MONITORING: $9,299,832
- CISCO MAINTENANCE DELIVERY ORDER: INFINTEVISION/STRONGLEPTON: $787,809
- CISCO MAINTENANCE TASK ORDER: $299,288
- INTERNET SERVICES: $30,000
- LICENSE FOR SLIDO AUDIENCE ENGAGEMENT PLATFORM TO SUPPORT INTERACTIVE Q&A, POLLING, AND REAL-TIME FEEDBACK ...: $11,400
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Cisco Systems Analyst Ratings
Wall Street analysts have issued reports on $CSCO in the last several months. We have seen 9 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 12/17/2025
- Keybanc issued a "Overweight" rating on 11/13/2025
- Melius Research issued a "Buy" rating on 11/13/2025
- B of A Securities issued a "Buy" rating on 11/13/2025
- Wells Fargo issued a "Overweight" rating on 11/13/2025
- UBS issued a "Buy" rating on 11/13/2025
- JP Morgan issued a "Overweight" rating on 11/13/2025
To track analyst ratings and price targets for Cisco Systems, check out Quiver Quantitative's $CSCO forecast page.
Cisco Systems Price Targets
Multiple analysts have issued price targets for $CSCO recently. We have seen 13 analysts offer price targets for $CSCO in the last 6 months, with a median target of $90.0.
Here are some recent targets:
- Meta Marshall from Morgan Stanley set a target price of $91.0 on 12/17/2025
- James Fish from Piper Sandler set a target price of $86.0 on 11/13/2025
- Atif Malik from Citigroup set a target price of $85.0 on 11/13/2025
- Samik Chatterjee from JP Morgan set a target price of $90.0 on 11/13/2025
- Tim Long from Barclays set a target price of $76.0 on 11/13/2025
- Amit Daryanani from Evercore ISI Group set a target price of $80.0 on 11/13/2025
- Brandon Nispel from Keybanc set a target price of $87.0 on 11/13/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
