Cisco Systems (CSCO) News Today

Cisco Systems, Inc. (CSCO) is seeing mixed sentiment today after its fiscal Q4 results and a flurry of analyst updates. While the stock has pulled back on networking‐revenue concerns, investors are also focusing on strong AI and cloud growth drivers, 5G positioning and fresh price‐target hikes.

• Positive Sentiment: Cisco beat expectations in Q4, with analysts pointing to AI and cloud growth as key drivers. Cisco (CSCO) Beats Expectations, Analyst Cites AI and Cloud Growth Drivers
• Positive Sentiment: Jim Cramer highlighted Cisco’s AI business after interviewing CEO Chuck Robbins, boosting investor confidence in its long-term AI positioning. I Like Cisco Systems, Inc. (CSCO) Because Of Its AI Business, Says Jim Cramer
• Positive Sentiment: Wells Fargo raised its CSCO price target to $83, reflecting confidence in Cisco’s growth prospects. Cisco Systems (NASDAQ:CSCO) Given New $83.00 Price Target at Wells Fargo & Company
• Positive Sentiment: Another price target was lifted to $70, signaling broader analyst support for the shares. Cisco Systems (NASDAQ:CSCO) Price Target Raised to $70.00
• Positive Sentiment: MarketBeat included Cisco among its “Promising 5G Stocks To Research,” highlighting its role in next‐generation networking. Promising 5G Stocks To Research - August 17th
• Neutral Sentiment: HSBC cut Cisco to a “Hold” rating and reiterated that view amid concerns over near‐term networking revenue. Cisco Systems (NASDAQ:CSCO) Cut to Hold at Hsbc Global Res
• Neutral Sentiment: William Blair upgraded Cisco to “Hold,” reflecting cautious optimism about its growth drivers. Cisco Systems (NASDAQ:CSCO) Raised to "Hold" at William Blair
• Neutral Sentiment: Analysts are watching Cisco’s international revenue trends to gauge global demand and guide future forecasts. Why Cisco (CSCO) International Revenue Trends Deserve Your Attention
• Neutral Sentiment: Cisco is cited alongside IBM as a potential “anti-AI” tech play, appealing to investors wary of high-multiple AI stocks. Cisco and IBM Could Be the Market’s ‘Anti-AI’ Tech Bets
• Negative Sentiment: The stock dipped about 6% after Q4 results, driven by concerns over softer networking revenue despite upbeat AI orders, security growth and a positive 2026 outlook. Cisco Drops 6% Post Q4 Results: Time to Buy CSCO Shares on the Dip?
• Negative Sentiment: Despite strong AI-related demand, tariffs have weighed on operating and net margins, leading some to view Cisco’s valuation as rich. Cisco: Valuation Is Too Rich Despite Strong Q4 2025 AI-Related Performance