Cisco Systems (NASDAQ:CSCO) Issues FY 2026 Earnings Guidance

Cisco Systems (NASDAQ:CSCO) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 4.080-4.140 for the period, compared to the consensus EPS estimate of 3.750. The company issued revenue guidance of $60.2 billion-$61.0 billion, compared to the consensus revenue estimate of $59.6 billion. Cisco Systems also updated its Q2 2026 guidance to 1.010-1.030 EPS.

Cisco Systems Trading Up 3.1%

CSCO traded up $2.25 during trading on Wednesday, reaching $73.96. 55,375,483 shares of the company’s stock were exchanged, compared to its average volume of 20,791,576. The company’s fifty day moving average price is $69.33 and its 200-day moving average price is $67.16. The company has a debt-to-equity ratio of 0.49, a quick ratio of 0.91 and a current ratio of 1.00. The firm has a market capitalization of $291.46 billion, a PE ratio of 28.23, a P/E/G ratio of 3.00 and a beta of 0.95. Cisco Systems has a fifty-two week low of $52.11 and a fifty-two week high of $74.84.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, August 13th. The network equipment provider reported $0.99 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.98 by $0.01. Cisco Systems had a return on equity of 27.06% and a net margin of 18.45%.The company had revenue of $14.67 billion during the quarter, compared to analyst estimates of $14.63 billion. During the same period in the previous year, the company earned $0.87 EPS. The company’s revenue for the quarter was up 7.6% compared to the same quarter last year. As a group, equities analysts forecast that Cisco Systems will post 3.04 EPS for the current year.

Wall Street Analyst Weigh In

A number of research firms have recently commented on CSCO. JPMorgan Chase & Co. raised their price target on Cisco Systems from $73.00 to $78.00 and gave the stock an “overweight” rating in a research report on Thursday, July 17th. Erste Group Bank raised shares of Cisco Systems from a “hold” rating to a “buy” rating in a research report on Monday. HSBC reissued a “hold” rating and issued a $69.00 price target on shares of Cisco Systems in a research note on Friday, August 15th. Rosenblatt Securities reiterated a “buy” rating and set a $87.00 price objective on shares of Cisco Systems in a report on Thursday, August 14th. Finally, William Blair upgraded Cisco Systems to a “hold” rating in a research note on Thursday, August 14th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat.com, Cisco Systems currently has a consensus rating of “Moderate Buy” and an average price target of $75.50.

Insider Buying and Selling at Cisco Systems

In related news, EVP Oliver Tuszik sold 17,526 shares of the business’s stock in a transaction that occurred on Friday, September 19th. The stock was sold at an average price of $67.95, for a total transaction of $1,190,891.70. Following the transaction, the executive vice president directly owned 198,855 shares of the company’s stock, valued at approximately $13,512,197.25. The trade was a 8.10% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Charles Robbins sold 30,557 shares of the company’s stock in a transaction on Friday, August 15th. The shares were sold at an average price of $66.63, for a total transaction of $2,036,012.91. Following the completion of the transaction, the chief executive officer owned 639,000 shares in the company, valued at approximately $42,576,570. This represents a 4.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 82,965 shares of company stock valued at $5,559,996 in the last three months. Corporate insiders own 0.01% of the company’s stock.

Institutional Trading of Cisco Systems

Several institutional investors have recently added to or reduced their stakes in the company. Brighton Jones LLC increased its position in Cisco Systems by 49.5% during the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock worth $4,392,000 after buying an additional 24,562 shares during the period. Revolve Wealth Partners LLC increased its position in Cisco Systems by 37.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock worth $542,000 after acquiring an additional 2,474 shares during the period. Sivia Capital Partners LLC raised its stake in Cisco Systems by 7.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock worth $706,000 after purchasing an additional 712 shares in the last quarter. Schnieders Capital Management LLC. raised its stake in Cisco Systems by 3.9% in the 2nd quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock worth $969,000 after purchasing an additional 519 shares in the last quarter. Finally, Marshall Wace LLP boosted its holdings in Cisco Systems by 118.1% in the 2nd quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock valued at $6,289,000 after purchasing an additional 590,650 shares during the period. 73.33% of the stock is currently owned by institutional investors.

Cisco Systems Company Profile

Cisco Systems, Inc designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company also offers switching portfolio encompasses campus switching as well as data center switching; enterprise routing portfolio interconnects public and private wireline and mobile networks, delivering highly secure, and reliable connectivity to campus, data center and branch networks; wireless products include wireless access points and controllers; and compute portfolio including the cisco unified computing system, hyperflex, and software management capabilities, which combine computing, networking, and storage infrastructure management and virtualization.