Cisco Systems (NASDAQ:CSCO) Posts Earnings Results, Beats Estimates By $0.07 EPS

Key Points

• Cisco reported quarterly EPS of $1.40, beating the $1.33 consensus by $0.07, while revenue of $18.52 billion also exceeded analysts’ $18.12 billion estimate.
• The company guided to Q2 FY2027 EPS of $1.34–$1.36 and full-year FY2027 EPS of $5.47–$5.53.
• Analysts’ consensus rating was Moderate Buy, with an average price target of $127.87; shares traded at $102.01 on Thursday.

Cisco Systems (NASDAQ:CSCO - Get Free Report) issued its quarterly earnings results on Thursday. The network equipment provider reported $1.40 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.33 by $0.07, FiscalAI reports. The business had revenue of $18.52 billion during the quarter, compared to analysts' expectations of $18.12 billion. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%. Cisco Systems updated its Q2 2027 guidance to 1.340-1.360 EPS and its FY 2027 guidance to 5.470-5.530 EPS.

Cisco Systems Stock Performance

NASDAQ CSCO traded up $1.25 during trading hours on Thursday, hitting $102.01. 21,939,863 shares of the company's stock traded hands, compared to its average volume of 21,997,539. The business's fifty day moving average price is $108.16 and its two-hundred day moving average price is $102.00. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39. Cisco Systems has a 52 week low of $72.80 and a 52 week high of $130.37. The firm has a market capitalization of $402.18 billion, a P/E ratio of 30.54, a P/E/G ratio of 2.02 and a beta of 1.01.

Insider Activity

In related news, EVP Deborah Stahlkopf sold 6,487 shares of Cisco Systems stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $111.53, for a total transaction of $723,495.11. Following the sale, the executive vice president owned 167,116 shares of the company's stock, valued at approximately $18,638,447.48. This trade represents a 3.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya Subaiya sold 312 shares of the firm's stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $110.18, for a total value of $34,376.16. Following the transaction, the executive vice president owned 127,661 shares of the company's stock, valued at approximately $14,065,688.98. The trade was a 0.24% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 44,869 shares of company stock valued at $5,005,620 in the last three months. 0.01% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several research analysts have recently issued reports on the stock. UBS Group upped their price target on shares of Cisco Systems from $132.00 to $138.00 and gave the stock a "buy" rating in a report on Thursday, August 13th. Sanford C. Bernstein started coverage on Cisco Systems in a research report on Wednesday, September 30th. They issued a "market perform" rating and a $110.00 price objective on the stock. Barclays lifted their target price on shares of Cisco Systems from $121.00 to $123.00 and gave the stock an "equal weight" rating in a research note on Thursday, August 13th. Piper Sandler dropped their price objective on Cisco Systems from $132.00 to $125.00 and set a "neutral" rating for the company in a research note on Tuesday, September 22nd. Finally, Rosenblatt Securities upped their price objective on shares of Cisco Systems from $150.00 to $165.00 and gave the company a "buy" rating in a research note on Thursday, August 13th. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $127.87.

Key Headlines Impacting Cisco Systems

These are some of the CSCO headlines that stood out recently:

• Positive Sentiment: ETFs bought about $83.5 million of Cisco shares on Nov. 10, providing a recent indication of institutional fund demand. Article: ETFs add to Cisco holdings
• Neutral Sentiment: Analysts and investors are focused on whether AI-related orders can sustain growth and support margins. A preview cited consensus estimates of $1.32 in adjusted EPS and $18.11 billion in revenue, making results and fiscal 2027 guidance important tests of expectations. Article: Cisco earnings preview
• Negative Sentiment: Options-market positioning ahead of the earnings release was described as bearish, while recent stock weakness and concerns about margins raise the risk of a negative reaction if results or guidance disappoint. Article: Cisco earnings preview and options data

About Cisco Systems

Cisco Systems, Inc. develops networking, cybersecurity, collaboration and observability technologies for businesses, governments and other organizations. Its products include routers, switches, wireless systems and data center infrastructure, along with security software and services that help organizations connect and protect their networks. The company also provides collaboration tools through its Webex platform and observability capabilities through its software offerings, including technology from Splunk, which Cisco acquired in 2024.

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