Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its stake in shares of Cisco Systems, Inc. (NASDAQ: CSCO) by 2.9% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 442,297 shares of the network equipment provider's stock after
Cisco Systems CSCO shares have returned 17.2% in the trailing six-month period, outperforming the broader Zacks Computer & Technology sector, as well as close peers, Hewlett Packard Enterprise HPE and Arista Networks ANET, driven by an aggressive AI push and expanding networking portfolio. While the broader sector has appreciated 11.7%, shares of Arista Networks climbed 3.9%.
Cisco Systems edges past Palo Alto Networks with rising estimates, strong security adoption and lower valuation as integration costs weigh on PANW.
Cisco Systems, Inc. (NASDAQ: CSCO - Get Free Report) insider Jeetendra Patel sold 11,248 shares of the firm's stock in a transaction on Friday, February 13th. The shares were sold at an average price of $76.00, for a total transaction of $854,848.00. Following the completion of the transaction, the insider directly owned 262,776 shares of the
China Universal Asset Management Co. Ltd. lifted its stake in Cisco Systems, Inc. (NASDAQ: CSCO) by 10.8% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 114,690 shares of the network equipment provider's stock after purchasing an additional 11,203 shares during the quarter.
Cisco Systems is rated a buy, driven by strong demand, robust earnings, and attractive valuation versus peers. Q2 revenue grew 9.3% YoY to $15.35B, with broad-based geographic and segment strength, especially in networking. Growth catalysts include the campus refresh cycle, accelerating AI infrastructure demand, and upcoming security product launches.
Shares of Cisco Systems (CSCO) have rallied to around $78, supported by optimism around AI infrastructure spending, resilient enterprise demand, and improving recurring revenue from software and services. However, the stock's sharp move higher has pushed valuation well above historical averages, even as revenue growth remains modest and core networking demand faces cyclical and competitive pressures.
Cisco Systems (CSCO) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, CSCO broke out above the 50-day moving average, suggesting a short-term bullish trend.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
The "AI Order Surge" may have obscured a profit warning for the average Cisco (NASDAQ:CSCO) investor. On the evening of February 11, 2026, Cisco Systems appeared to deliver a textbook beat-and-raise quarter, highlighted by a staggering $2.1 billion in AI infrastructure orders.
