Cisco Systems, Inc. (CSCO)
NasdaqGS · Price as of · Nasdaq Real Time Price
- Profitability20/20
Profitable and growing: $13.27B net income over the last four reported quarters, up from $10.02B the year before.
- Insider buying vs selling11/20
Insiders are sellers only: 14 sells worth $2.9M, no open-market buys, across the last 20 Form 4s. Routine executive selling is common, so this is only a mild negative. Separately, 2 new 5%+ stake disclosures (13D/13G) hit in the last 6 months, which is big-money accumulation.
- Dilution and offerings15/15
Share count down 0.3% in a year with no new offering filings. The company is buying back stock.
- Analysts25
- Implied upside+29.8%
- Target range$110.00 to $170.00
- EPS expected$1.32 +32%
- A year ago$1.00
- Revenue expected$18.12B +22%
- Estimate range$1.31 to $1.34
CSCO closed at $104.89 on Oct 22, down 1.4% since Sep 23. Chart read: price above the 200-day moving average but below the 50-day; the 50-day is above the 200-day (uptrend structure); trading at 58% of the 52-week range ($70.27 to $130.00).
Insider buying and selling at Cisco Systems, Inc. (CSCO)
The most recent Form 4 on record for Cisco Systems, Inc. (CSCO) is August 14, 2026, when Charles Robbins, Chair and CEO, sold $2.4M of stock. That sale ran under a pre-arranged 10b5-1 plan, so it was scheduled ahead of time rather than decided that week.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Charles Robbins · Chair and CEO | Sell | $2.4M | August 14, 2026 | Routine |
| Charles Robbins · Chair and CEO | Sell | $2.6M | May 22, 2026 | Routine |
| Charles Robbins · Chair and CEO | Sell | $1.5M | February 13, 2026 | Routine |
| Michael D Capellas · Director | Sell | $2.1M | December 18, 2025 | Worth a look |
| Mark Patterson · EVP and CFO | Sell | $5.3M | November 18, 2025 | Routine |
Filed notices to sell
A Form 144 is filed beforean insider sells restricted stock. The Form 4 reporting the completed trade isn't due until two business days after the sale, so these land first. They are intentions, not transactions.
| Insider | Value | Filed | Status | Type |
|---|---|---|---|---|
| Tuszik Oliver · Officer | $76,248 | September 14, 2026 | Not yet reported | Routine |
| Subaiya Thimaya K. · Officer | $34,985 | September 14, 2026 | Not yet reported | Routine |
| Patterson Mark · Officer | $192,855 | September 11, 2026 | Not yet reported | Routine |
| Fink Nichlas A · Officer | $248,321 | September 8, 2026 | Executed | Routine |
| Subaiya Thimaya K. · Officer | $650,910 | August 19, 2026 | Executed | Routine |
How Congress has done in CSCO
Every purchase of CSCO disclosed by a member of Congress in the last 5 years, scored over the 12 months after the trade date against SPY over the same window.
| Measure | CSCO | SPY |
|---|---|---|
| Median 12-month return after purchase | +29.2% | +16.8% |
| Median difference vs SPY | +12.5% | — |
| Purchases that beat SPY | 12 of 16 (75%) | — |
| Members who bought | 9 | — |
Most frequent buyers: Scott Peters (5), Jared Moskowitz (2), Scott Franklin (2), Tommy Tuberville (2), Cleo Fields (1).
These are not returns anyone actually earned. Disclosures report a dollar bracket and no share count, so every purchase is counted once and weighted equally, and sales are not matched back to the buys that opened them. 9 of the 16 purchases are disclosed as a spouse's or dependent's rather than the member's own. Purchases from the last 12 months are excluded because their window has not closed yet.
Congress trades in CSCO
| Date | Member | Action | Amount | |
|---|---|---|---|---|
| 2026-09-24 | John Boozman AR | Purchase | $1,001 - $15,000 | |
| 2026-09-24 | Maria Elvira Salazar FL | Sale | $15,001 - $50,000 | |
| 2026-09-24 | Maria Elvira Salazar FL | Sale | $1,001 - $15,000 | |
| 2026-09-08 | Maria Elvira Salazar FL | Sale | $1,001 - $15,000 | |
| 2026-07-30 | Rich McCormick GA | Sale | $1,001 - $15,000 |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 13F-HR | October 15, 2026 | View on EDGAR |
| 4 | October 13, 2026 | FORM 4 |
| 4 | October 13, 2026 | FORM 4 |
| 3 | October 13, 2026 | FORM 3 |
| 8-K | October 9, 2026 | 8-K |
| 4 | September 18, 2026 | FORM 4 |
| 4 | September 18, 2026 | FORM 4 |
| 4 | September 18, 2026 | FORM 4 |
Cisco Systems news
All 9 articles
Bank of America says Nvidia (NVDA), Broadcom (AVGO), and Micron (MU) already trade like post-crash Cisco
Chip stocks are down about 10% this week. Bank of America's chip analyst says the valuation reset already happened, while Wells Fargo's strategist leans toward software.
Nvidia (NVDA) CEO calls cybersecurity AI's next major market and names CrowdStrike, Cisco and Palantir
Jensen Huang told the Goldman Sachs Communacopia conference that cybersecurity will be AI's next major use case, and named CrowdStrike (CRWD), Cisco (CSCO) and Palantir (PLTR) as the partners building on Nvidia's models.
Articles that mention Cisco Systems without it being the main subject.
Michael Burry says Big Tech is understating AI's costs. It's the write-off risk I'm watching.
Michael Burry says the biggest cloud companies are understating what their AI chips cost, by about $176 billion through 2028. It is the write-off risk I flagged earlier this week, from a different angle.
Three dot-com warning signs are back for AI. I'm watching for a fourth.
Chip and memory prices are climbing, bond buyers want wider spreads on AI debt, and the Fed is raising rates. Those are three warning signs from 2000. Here's the one I'm still waiting for.
Anthropic withheld its hacking model. CrowdStrike (CRWD) and Palo Alto (PANW) got early access.
Anthropic restricted the model it says is strikingly capable at finding software flaws, and handed it to CrowdStrike, Palo Alto Networks, Cisco and Nvidia instead. What six listed security companies have disclosed since.
Frequently asked questions
When does CSCO report earnings?
Cisco Systems, Inc. (CSCO) is scheduled to report quarterly results on November 12, 2026. The 24-analyst consensus is $1.32 per share on revenue of $18.12B for the quarter ending October 31, 2026, against $1.00 and $14.88B a year earlier. It has beaten the consensus EPS estimate in all four of the last four quarters.
What do analysts expect for CSCO?
25 analysts cover Cisco Systems, Inc. (CSCO). The consensus rating is Buy. The average price target is $136.16, in a range of $110.00 to $170.00.
Are insiders buying or selling CSCO?
We track Form 4 filings for Cisco Systems, Inc. (CSCO). The activity listed on this page shows 5 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Has Congress made money trading CSCO?
9 members of Congress have disclosed buying CSCO in the last 5 years, 16 purchases in total. Measured over the 12 months after each trade date, the median purchase returned +29.2% against +16.8% for SPY over the same windows, and 12 of the 16 (75%) beat the index. These are not returns anyone actually earned: congressional disclosures report a dollar bracket and no share count, so each purchase is counted once and weighted equally, and later sales are not matched back to the buys that opened them.
Where can I see CSCO SEC filings?
Recent filings are listed on this page, newest first. The latest is a 13F-HR filed October 15, 2026.