Earnings Reaction: Social media erupted following Cisco Systems' quarterly results, which surpassed revenue and earnings forecasts yet revealed softer gross margins than anticipated. Shares dipped initially, prompting debates on whether the miss signals deeper pressures in networking demand. Investors highlighted the company's year-to-date gains amid broader Dow strength.
Technical Momentum: Traders noted the stock's resilience, reclaiming levels unseen since 2000 and negating bearish patterns for fresh highs. Options activity surged with bullish calls expiring profitably, fueling optimism around AI networking exposure. Charts suggest potential upside to $91-$93 if momentum persists.
Strategic Shifts: Discussions touched on AI integrations outperforming peers and rumored cybersecurity acquisitions bolstering growth prospects. Earlier layoffs and geopolitical threats lingered in memory, but focus shifted to operational streamlining. The narrative portrays Cisco as a steady tech play in uncertain times.
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 46 times in the past 6 months. Of those trades, 0 have been purchases and 46 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 11 sales selling 621,977 shares for an estimated $48,457,033.
- JEETENDRA I PATEL (President and CPO) has made 0 purchases and 7 sales selling 175,144 shares for an estimated $13,615,054.
- DEBORAH L STAHLKOPF (EVP and Chief Legal Officer) has made 0 purchases and 5 sales selling 172,585 shares for an estimated $13,449,622.
- MARK PATTERSON (EVP and CFO) has made 0 purchases and 4 sales selling 73,808 shares for an estimated $5,708,649.
- THIMAYA K. SUBAIYA (EVP, Operations) has made 0 purchases and 6 sales selling 69,760 shares for an estimated $5,466,599.
- MICHAEL D CAPELLAS has made 0 purchases and 2 sales selling 27,000 shares for an estimated $2,084,854.
- OLIVER TUSZIK (EVP, Global Sales) has made 0 purchases and 4 sales selling 21,925 shares for an estimated $1,723,944.
- KRISTINA M JOHNSON sold 13,481 shares for an estimated $1,039,844
- MARIA VICTORIA WONG (SVP & Chief Acctg Officer) has made 0 purchases and 6 sales selling 13,010 shares for an estimated $998,873.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
Cisco Systems Revenue
Cisco Systems had revenues of $15.3B in Q2 2026. This is an increase of 9.71% 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 6 times in the past 6 months. Of those trades, 5 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $CSCO stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARIA ELVIRA SALAZAR has traded it 2 times. They made 2 purchases worth up to $65,000 on 03/19 and 0 sales.
- REPRESENTATIVE JULIA LETLOW purchased up to $15,000 on 02/02.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 01/09.
- REPRESENTATIVE RICHARD MCCORMICK purchased up to $15,000 on 11/05.
- REPRESENTATIVE LINDA T. SÁNCHEZ sold up to $15,000 on 10/28.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
Cisco Systems Hedge Fund Activity
We have seen 1,638 institutional investors add shares of Cisco Systems stock to their portfolio, and 1,650 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 removed 107,699,854 shares (-75.0%) from their portfolio in Q4 2025, for an estimated $8,296,119,753
- AUTO-OWNERS INSURANCE CO removed 51,277,890 shares (-98.7%) from their portfolio in Q1 2026, for an estimated $3,934,552,499
- PRICE T ROWE ASSOCIATES INC /MD/ added 14,874,407 shares (+103.2%) to their portfolio in Q4 2025, for an estimated $1,145,775,571
- SG AMERICAS SECURITIES, LLC removed 10,197,328 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $782,440,977
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN removed 9,464,347 shares (-50.4%) from their portfolio in Q4 2025, for an estimated $729,038,649
- FMR LLC removed 8,059,384 shares (-11.0%) from their portfolio in Q4 2025, for an estimated $620,814,349
- FRANKLIN RESOURCES INC added 7,679,422 shares (+18.0%) to their portfolio in Q4 2025, for an estimated $591,545,876
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Cisco Systems Government Contracts
We have seen $10,398,330 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
- 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
- B of A Securities issued a "Buy" rating on 11/13/2025
- Melius Research issued a "Buy" rating on 11/13/2025
- Keybanc issued a "Overweight" rating on 11/13/2025
- Rosenblatt 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
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 $95.0.
Here are some recent targets:
- Samik Chatterjee from JP Morgan set a target price of $96.0 on 04/16/2026
- Matthew Niknam from Truist Securities set a target price of $94.0 on 03/31/2026
- Mike Genovese from Rosenblatt set a target price of $100.0 on 02/12/2026
- David Vogt from UBS set a target price of $95.0 on 02/12/2026
- Amit Daryanani from Evercore ISI Group set a target price of $100.0 on 01/26/2026
- Meta Marshall from Morgan Stanley set a target price of $91.0 on 12/17/2025
- Aaron Rakers from Wells Fargo set a target price of $95.0 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.
