Recent discussions on X about Cisco Systems (CSCO) have centered on the company's latest quarterly results, particularly its impressive performance in AI infrastructure. Many users have highlighted the reported $800 million in AI orders for the quarter, with some noting that the total for the fiscal year surpassed $2 billion, far exceeding initial expectations. This has sparked renewed interest in the stock’s potential amid the broader tech sector's AI boom.
Additionally, there’s buzz around positive analyst updates following the earnings report, with some on X pointing to raised price targets as a sign of confidence in Cisco’s growth trajectory. Despite some concerns over weaker security revenue due to external factors like federal budget cuts, the overall tone leans toward optimism for the networking giant. The stock’s stability in recent trading sessions has also been a talking point among users.
Note: This discussion summary was generated from an AI condensation of post data.
Cisco Systems Congressional Stock Trading
Members of Congress have traded $CSCO stock 6 times in the past 6 months. Of those trades, 2 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $CSCO stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN purchased up to $15,000 on 07/22.
- REPRESENTATIVE CLEO FIELDS purchased up to $100,000 on 06/30.
- REPRESENTATIVE SCOTT FRANKLIN sold up to $15,000 on 06/16.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $100,000 on 05/12.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 04/09, 02/21.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Cisco Systems Insider Trading Activity
Cisco Systems insiders have traded $CSCO stock on the open market 30 times in the past 6 months. Of those trades, 0 have been purchases and 30 have been sales.
Here’s a breakdown of recent trading of $CSCO stock by insiders over the last 6 months:
- DEBORAH L STAHLKOPF (EVP and Chief Legal Officer) has made 0 purchases and 9 sales selling 36,787 shares for an estimated $2,370,003.
- CHARLES ROBBINS (Chair and CEO) has made 0 purchases and 3 sales selling 30,557 shares for an estimated $2,036,057.
- JEETENDRA I PATEL (President and CPO) has made 0 purchases and 5 sales selling 19,921 shares for an estimated $1,298,421.
- THIMAYA K. SUBAIYA (EVP, Operations) has made 0 purchases and 4 sales selling 19,764 shares for an estimated $1,276,168.
- RICHARD SCOTT HERREN (EVP and CFO) has made 0 purchases and 2 sales selling 15,678 shares for an estimated $1,027,244.
- OLIVER TUSZIK (EVP, Global Sales) sold 15,000 shares for an estimated $952,947
- MARIA VICTORIA WONG (SVP & Chief Acctg Officer) has made 0 purchases and 5 sales selling 9,669 shares for an estimated $616,567.
- MARK PATTERSON (EVP and CFO) sold 7,230 shares for an estimated $484,294
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Cisco Systems Hedge Fund Activity
We have seen 1,561 institutional investors add shares of Cisco Systems stock to their portfolio, and 1,689 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DODGE & COX removed 21,101,261 shares (-97.1%) from their portfolio in Q2 2025, for an estimated $1,464,005,488
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 18,030,441 shares (+413.3%) to their portfolio in Q2 2025, for an estimated $1,250,951,996
- GOLDMAN SACHS GROUP INC removed 13,822,404 shares (-29.4%) from their portfolio in Q2 2025, for an estimated $958,998,389
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC added 13,037,497 shares (+inf%) to their portfolio in Q2 2025, for an estimated $904,541,541
- FRANKLIN RESOURCES INC added 12,904,969 shares (+46.2%) to their portfolio in Q2 2025, for an estimated $895,346,749
- VICTORY CAPITAL MANAGEMENT INC added 11,176,489 shares (+187.0%) to their portfolio in Q2 2025, for an estimated $775,424,806
- AMUNDI removed 10,029,717 shares (-34.4%) from their portfolio in Q2 2025, for an estimated $695,861,765
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Cisco Systems Government Contracts
We have seen $10,037,814 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: $7,973,165
- CISCO MONITORING SERVICES FOR GLOBAL WIRELESS SOLUTION: $1,940,000
- CISCO EQUIPMENT PACKAGE: $38,248
- INTERNET SERVICES: $30,000
- CISCO ADVANCED SERVICES FOR CGR WIFI/AV SYSTEM: $15,000
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:
- B of A Securities issued a "Buy" rating on 08/14/2025
- Rosenblatt issued a "Buy" rating on 08/14/2025
- Morgan Stanley issued a "Overweight" rating on 07/18/2025
- JP Morgan issued a "Overweight" rating on 07/17/2025
- CICC issued a "Outperform" rating on 07/14/2025
- Keybanc issued a "Overweight" rating on 06/26/2025
- Deutsche Bank issued a "Buy" rating on 06/16/2025
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 14 analysts offer price targets for $CSCO in the last 6 months, with a median target of $74.0.
Here are some recent targets:
- Stephen Bersey from HSBC set a target price of $69.0 on 08/15/2025
- Aaron Rakers from Wells Fargo set a target price of $83.0 on 08/14/2025
- James Fish from Piper Sandler set a target price of $70.0 on 08/14/2025
- Tim Long from Barclays set a target price of $71.0 on 08/14/2025
- Amit Daryanani from Evercore ISI Group set a target price of $74.0 on 08/14/2025
- Mike Genovese from Rosenblatt set a target price of $87.0 on 08/14/2025
- Tal Liani from B of A Securities set a target price of $85.0 on 08/14/2025
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.
