Yahoo · Oct 30, 2026
Is Arista Networks Stock Really Expensive?
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NASDAQ · CSCO
Technology · Communication Equipment
$104.51
Down-$4.08 (-3.76%)
Updated Oct 31, 2026, 11:36 PM
SID Score
6.7/10
Composite research score
Smart Money
41/100
Neutral
Price performance · CSCO
1M range · 21 trading sessions · Daily adjusted prices
Prices through Oct 30, 2026
CSCO closed at $104.51 after 21 trading sessions, down 6.85% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 30, 2026 | $108.77 | $108.77 | $103.1446 | $104.51 | 24.71M |
| Oct 29, 2026 | $110.67 | $111.10 | $108.2798 | $108.59 | 13.56M |
| Oct 28, 2026 | $111.95 | $112.12 | $109.4403 | $110.29 | 11.96M |
| Oct 27, 2026 | $110.905 | $112.695 | $110.28 | $111.38 | 14.16M |
| Oct 26, 2026 | $108.15 | $111.01 | $107.5005 | $110.24 | 20.46M |
| Oct 23, 2026 | $104.32 | $106.955 | $104.04 | $106.50 | 13.56M |
| Oct 22, 2026 | $106.77 | $106.77 | $103.58 | $104.89 | 18.57M |
| Oct 21, 2026 | $107.23 | $107.90 | $106.69 | $107.26 | 11.48M |
| Oct 20, 2026 | $106.105 | $107.06 | $105.30 | $106.71 | 10.76M |
| Oct 19, 2026 | $109.24 | $109.468 | $106.405 | $106.50 | 14.18M |
| Oct 16, 2026 | $109.96 | $110.00 | $107.14 | $107.39 | 15.89M |
| Oct 15, 2026 | $112.17 | $112.41 | $108.45 | $109.85 | 20.96M |
| Oct 14, 2026 | $115.15 | $116.23 | $113.25 | $113.64 | 16.74M |
| Oct 13, 2026 | $114.28 | $115.37 | $112.76 | $115.07 | 12.32M |
| Oct 12, 2026 | $118.21 | $118.27 | $114.13 | $115.34 | 14.5M |
| Oct 9, 2026 | $116.64 | $118.65 | $115.36 | $118.39 | 11.42M |
| Oct 8, 2026 | $116.655 | $117.18 | $114.69 | $114.89 | 12.98M |
| Oct 7, 2026 | $117.07 | $118.39 | $116.58 | $117.39 | 17.26M |
| Oct 6, 2026 | $113.53 | $118.40 | $113.31 | $117.94 | 21.04M |
| Oct 5, 2026 | $111.975 | $113.19 | $111.535 | $112.82 | 18.55M |
| Oct 2, 2026 | $109.83 | $112.23 | $109.00 | $112.20 | 17.5M |
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Company
Market Activity
Research & News
CSCO research
Company profile and research snapshot.
Cisco Systems is the largest provider of networking equipment in the world and one of the largest software companies in the world. Its largest businesses are selling networking hardware and software (where it has leading market shares) and cybersecurity software such as firewalls. It also has collaboration products, like its Webex suite, and observability tools. It primarily outsources its manufacturing to third parties and has a large sales and marketing staff—25,000 strong across 90 countries. Overall, Cisco employs 80,000 people and sells its products globally.
Visit company websiteConsensus and target data currently published for this company.
| Date | Firm | Rating | Target |
|---|---|---|---|
| Sep 30, 2026 | Bernstein | Market Perform | — |
| Sep 22, 2026 | Piper Sandler | Neutral | — |
| Sep 1, 2026 | Deutsche Bank | Buy | — |
| Aug 14, 2026 | HSBC | Hold | — |
| Aug 13, 2026 | Barclays | Equal-Weight | — |
Generated Oct 31, 2026, 9:16 PM
Cisco Systems shares declined 3.76% ($4.08) today as the broader market experienced weakness, with CSCO appearing among the Dow's biggest decliners. While the stock faced headwinds from general market selloff pressures, the decline also reflects competitive positioning concerns within the networking and virtualization sectors.
Bottom line: Cisco's 3.76% decline reflects both broader market weakness and underlying competitive pressures in networking and virtualization as rivals aggressively pursue AI data center opportunities. The company's internal modernization efforts and market position in high-growth segments provide long-term optionality, but investors should monitor execution on the code rewrite initiative and competitive wins in the AI infrastructure space. Watch for upcoming earnings and management commentary on AI strategy as key catalysts.
Yahoo · Oct 30, 2026
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ChartMill · Oct 30, 2026
NVIDIA, Goldman Sachs, Caterpillar and Cisco led the Dow Jones decliners on Oct. 30, 2026, with NVIDIA down 4.1% as the largest decline among the four.
ChartMill · Oct 30, 2026
NVIDIA, Goldman Sachs, Cisco, Caterpillar and Amazon were among the steepest Dow decliners on Oct. 30, 2026, led by NVDA down 4.78%.
Yahoo · Oct 30, 2026
Astera Labs' Q3 earnings outlook looks promising on strong AI demand and Scorpio growth, but high valuation and margin pressures warrant caution.
Interpretive context generated from the platform’s current data sources.
Cisco Systems shares closed at $104.51, reflecting a daily decline of 0.83% amid broader market softness. Per SID market data, the stock has retreated 3.91% over the past month and fallen 9.8% over the trailing three-month period, suggesting sustained near-term selling pressure. Despite this pullback, CSCO maintains a strong 38.92% gain over the past twelve months, indicating the recent weakness follows a significant prior rally. The stock currently trades below its 50-day moving average of $110.00 but remains above its 200-day moving average of $101.11, placing it in a technically transitional zone. The 14-day RSI stands at 28.6, signaling oversold conditions according to Massive/Polygon technical indicators. Cisco's beta of 0.864 reflects lower volatility relative to the broader market. Average daily trading volume registers at approximately 20.5 million shares, supporting adequate liquidity for institutional positioning.
Cisco Systems carries a market capitalization of approximately $313.2 billion, positioning it among the largest companies in the technology sector. Per SID market data, the stock trades at a price-to-earnings ratio of 30.36, which represents a premium relative to historical norms for the networking equipment industry. The PEG ratio stands at 19.96, suggesting limited earnings growth relative to the current valuation multiple, according to SEC filings. Cisco's price-to-book ratio of 6.69 reflects substantial goodwill and intangible assets on the balance sheet, consistent with the company's acquisition-driven growth strategy. The company offers a dividend yield of 2.06%, providing income support that partially offsets the elevated valuation metrics. The combination of a high PEG ratio and above-average P/E multiple indicates that the current price embeds expectations for meaningful revenue expansion or margin improvement beyond what consensus growth estimates currently reflect.
Cisco Systems registers a smart money score of 41 out of 100, reflecting a neutral overall signal per SID market data. Institutional positioning scores a maximum 25 out of 25, indicating strong and sustained ownership among large fund managers as reported in 13F institutional filings. In contrast, insider activity scores a modest 4.3 out of 25, with SEC Form 4 filings revealing 20 insider transactions over the past 90 days, comprising 11 purchases and 9 sales. The near-even split between buys and sells suggests no decisive directional conviction from corporate insiders. Dark pool activity registers at 8.8 out of 25, indicating below-average off-exchange institutional accumulation. Congressional trading activity scores 3.2 out of 25, reflecting minimal legislative interest in CSCO shares during the measured period. The divergence between robust institutional ownership and subdued insider and dark pool signals contributes to the overall neutral composite reading, suggesting large holders are maintaining existing positions without aggressive additions.
Cisco Systems has delivered consecutive earnings beats in its two most recently reported quarters, according to company earnings reports. In the quarter reported on May 13, 2026, Cisco posted earnings per share of $1.06 against a consensus estimate of $1.00, representing a positive surprise of $0.06. The subsequent quarter reported on August 12, 2026, showed accelerating outperformance, with actual EPS of $1.22 exceeding the $1.13 estimate by $0.09. This sequential improvement in both absolute earnings and beat magnitude suggests strengthening operational execution. Looking ahead, analyst estimates project EPS of $1.13 for the quarter expected on August 17, 2026, and $1.29 for the November 11, 2026 report, per consensus data. The implied earnings trajectory reflects anticipated growth, with the November quarter estimate representing a 14.2% increase over the August projection, aligning with seasonal demand patterns in enterprise networking.
Recent Wall Street coverage of Cisco Systems reflects a predominantly cautious consensus, per SID consensus data. On September 30, 2026, Bernstein initiated coverage with a Market Perform rating, joining a cluster of neutral assessments. Piper Sandler maintained its Neutral rating on September 22, while Barclays reiterated an Equal-Weight stance on August 13, according to Wall Street analyst reports. The most notable directional call came from Deutsche Bank, which upgraded Cisco to Buy from Hold on September 1, 2026, representing the sole bullish voice among recent coverage updates. Conversely, HSBC downgraded the stock to Hold from Buy on August 14, partially offsetting Deutsche Bank's positive shift. Of the five most recent analyst actions, four carry neutral-equivalent ratings and one is bullish, producing a consensus tilt toward a hold posture. The prevalence of market-perform ratings suggests analysts broadly view the stock as fairly valued near current levels following its 38.92% twelve-month advance.


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