CiscoCSCO
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: 90,400
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
48% more first-time investments, than exits
New positions opened: 206 | Existing positions closed: 139
22% more call options, than puts
Call options by funds: $3.75B | Put options by funds: $3.07B
1% more capital invested
Capital invested by funds: $182B [Q4 2024] → $185B (+$2.71B) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 109 [Q4 2024] → 109 (+0) [Q1 2025]
0% less funds holding
Funds holding: 3,310 [Q4 2024] → 3,300 (-10) [Q1 2025]
0.6% less ownership
Funds ownership: 75.35% [Q4 2024] → 74.75% (-0.6%) [Q1 2025]
14% less repeat investments, than reductions
Existing positions increased: 1,268 | Existing positions reduced: 1,472
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Deutsche Bank Matthew Niknam | 10%upside $73 | Buy Upgraded | 16 Jun 2025 |
Piper Sandler James Fish | 4%downside $64 | Neutral Maintained | 15 May 2025 |
Citigroup Atif Malik | 7%upside $71 | Buy Maintained | 15 May 2025 |
Morgan Stanley Meta Marshall | 1%upside $67 | Overweight Maintained | 15 May 2025 |
Evercore ISI Group Amit Daryanani | 9%upside $72 | Outperform Maintained | 15 May 2025 |
Financial journalist opinion
Based on 33 articles about CSCO published over the past 30 days
