Cisco (CSCO)

• Market cap: $263B
• 1 day: -1.71%
• 5 days: -0.28%
• 1 month: -6.79%
• 3 months: 2.2%
• 6 months: 10.04%
• Year to date: 12.57%
• 1 year: 34.11%
• 5 years: 64.8%
• 10 years: 158.87%
• Sector: Technology
• Industry: Communication Equipment

About: 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.

Employees: 86,200

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

78% more first-time investments, than exits

New positions opened: 221 | Existing positions closed: 124

35% more call options, than puts

Call options by funds: $4.49B | Put options by funds: $3.32B

15% more funds holding in top 10

Funds holding in top 10: 109 [Q1] → 125 (+16) [Q2]

13% more capital invested

Capital invested by funds: $185B [Q1] → $209B (+$23.9B) [Q2]

1.29% more ownership

Funds ownership: 75.02% [Q1] → 76.31% (+1.29%) [Q2]

1% more funds holding

Funds holding: 3,331 [Q1] → 3,366 (+35) [Q2]

3% less repeat investments, than reductions

Existing positions increased: 1,374 | Existing positions reduced: 1,418

Research analyst outlook

13 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $69
• Avg. target: $76
• High target: $87

13 analyst ratings

• positive: 8 62%
• neutral: 5 38%
• negative: 0 0%

HSBC Stephen Bersey	$69	Hold Downgraded	15 Aug 2025
Piper Sandler James Fish	$70	Neutral Maintained	14 Aug 2025
Wells Fargo Aaron Rakers	$83	Overweight Maintained	14 Aug 2025
Evercore ISI Group Amit Daryanani	$74	In-Line Maintained	14 Aug 2025
Barclays Tim Long	$71	Equal-Weight Maintained	14 Aug 2025