Cisco (CSCO)

• Market cap: $230B
• 1 day: 0.68%
• 5 days: 4.39%
• 1 month: -6.45%
• 3 months: -4.53%
• 6 months: 3.85%
• Year to date: -2.32%
• 1 year: 22.88%
• 5 years: 36.22%
• 10 years: 100.24%
• 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: 90,400

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

307% more first-time investments, than exits

New positions opened: 423 | Existing positions closed: 104

108% more funds holding in top 10

Funds holding in top 10: 52 [Q3] → 108 (+56) [Q4]

17% more capital invested

Capital invested by funds: $155B [Q3] → $182B (+$26.6B) [Q4]

12% more call options, than puts

Call options by funds: $3.28B | Put options by funds: $2.94B

8% more funds holding

Funds holding: 3,026 [Q3] → 3,281 (+255) [Q4]

3.09% more ownership

Funds ownership: 72.17% [Q3] → 75.26% (+3.09%) [Q4]

19% less repeat investments, than reductions

Existing positions increased: 1,149 | Existing positions reduced: 1,411

Research analyst outlook

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

• Low target: $60 4% upside
• Avg. target: $66 14% upside
• High target: $72 25% upside

9 analyst ratings

• positive: 4 44%
• neutral: 5 56%
• negative: 0 0%

Evercore ISI Group Amit Daryanani 33% 1-year accuracy 14 / 43 met price target	16% upside $67	Outperform Maintained	28 Apr 2025
Rosenblatt Mike Genovese 49% 1-year accuracy 24 / 49 met price target	9% upside $63	Buy Maintained	22 Apr 2025
JP Morgan Samik Chatterjee 51% 1-year accuracy 38 / 75 met price target	21% upside $70	Overweight Maintained	17 Apr 2025
Citigroup Atif Malik 25% 1-year accuracy 14 / 55 met price target	18% upside $68	Buy Maintained	14 Apr 2025
Piper Sandler James Fish 50% 1-year accuracy 14 / 28 met price target	4% upside $60	Neutral Maintained	8 Apr 2025