Cisco (CSCO)
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-09-15
$110.07+0.01%
Close 2026-09-15 · 1-day change
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-09-15
Research Workspace
Put CSCO beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Communications Equipment is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Operating margin near 34.2% in fiscal 2026: FY26 operating margin 24.3% vs target 34.2%.
View ThesisRevenue growth is accelerating — up about 12% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskCisco's growth in AI and security infrastructure must continue to justify its price. Revenue grew 18% year over year, and the last quarter beat expectations. It trades at 26× P/E versus a peer median of 38×, indicating that expectations look modest compared to our view. The primary risk is weak execution quality, as operating margin is near 24.3% versus a target of 34.2%. Peer multiples imply a price about 13% below where it trades (it looks expensive on this basis).
Trailing returns as of 2026-09-15. CSCO is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 28 analysts currently covering CSCO (as of Sep 2026).
Based on 9 Wall Street analysts offering 12-month price targets for CSCO in the last 4 months.
Continue this research
Compare CSCO with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CSCO Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-15. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Communications Equipment — fair value, gap to price, and forward P/E.
Compare the value case
Put CSCO next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Restructuring to invest in growth areas including AI and security
New offerings align with growth in AI and security.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
Current $110.07
The last 12 months of price, then the range of analyst 12-month targets from today’s $110.07.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase revenue and deliver double-digit growth
Analyst suggests potential for sustained revenue growth.
Advances: Increase revenue and deliver double-digit growth
Significant AI order book supports revenue growth objective.
Advances: Restructuring to invest in growth areas including AI and security
Security revenue growth aligns with investment in growth areas.
Threatens: Maintain and grow non-GAAP EPS and profitability
AI hardware pressure could impact profitability and EPS.
Advances: Restructuring to invest in growth areas including AI and security
Increased AI outlook aligns with investment in growth areas.
Threatens: Maintain and grow non-GAAP EPS and profitability
Margin outlook impacts profitability and EPS growth.
Threatens: Maintain and grow non-GAAP EPS and profitability
Margin outlook impacts profitability and EPS growth.
