Cisco Systems Stock: Is Wall Street Bullish or Bearish?
Shares of the San Jose, California-based company have outperformed the broader market over the past 52 weeks. CSCO stock has climbed 41.6% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 14.5%. Moreover, shares of Cisco Systems are up 13.4% on a YTD basis, compared to SPX's 6.1% gain.
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Looking closer, the networking giant stock has also outpaced the Technology Select Sector SPDR Fund's (XLK) over 22% return over the past 52 weeks.
Shares of Cisco soared 4.9% following its Q3 2025 results on May 14. The company reported adjusted EPS of $0.96 and revenue of $14.1 billion, exceeding expectations. Cisco also raised its fiscal 2025 revenue forecast to $56.5 billion - $56.7 billion and its adjusted EPS guidance to $3.77 - $3.79. Investor confidence was further boosted by over $600 million in AI infrastructure orders during the quarter and a year-to-date total surpassing $1 billion.
For the fiscal year that ended in July 2025, analysts expect CSCO's EPS to decline 1.9% year-over-year to $3.06. However, the company's earnings surprise history is promising. It beat the consensus estimates in the last four quarters.
Among the 23 analysts covering the stock, the consensus rating is a 'Moderate Buy.' That's based on 13 'Strong Buys,' one 'Moderate Buy' rating, and nine 'Holds.'
On Jul. 28, Evercore ISI downgraded Cisco from 'Outperform' to 'In Line' and kept its $72 price target, citing a cyclical recovery in enterprise networking and increased focus on cloud and AI.
As of writing, the stock is trading below the mean price target of $72.47. The Street-high price target of $79 implies a potential upside of 17.7% from the current price levels.
On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com
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