Cisco (CSCO)
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-11-04
$103.61+0.62%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-11-04
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 under pressure — Non-GAAP EPS about $4.28 in fiscal 2026: Direct metric needs a verified mapping.
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 AI infrastructure push has to keep compounding to justify the price. Revenue growth is accelerating, with the latest quarter up 18% year over year. The company beat its earnings estimate by 23.2% in the final quarter. It trades at 25 times earnings versus a 38 times peer median. The price reflects less growth than we forecast. The primary pillar is under pressure, but the comparison is unverified. The thesis comparison is not yet verified. Peer multiples imply a price about 6% below where it trades. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-11-04. CSCO is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 29 analysts currently covering CSCO (as of Nov 2026).
Based on 11 Wall Street analysts offering 12-month price targets for CSCO in the last 4 months.
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| 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 2026-11-04. 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
Backing an AI data-center optical standard supports growth-area investment, but does not establish material commercial impact.
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 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $103.61
The last 12 months of price, then the range of analyst 12-month targets from today’s $103.61.
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.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Restructuring to invest in growth areas including AI and security
Expansion in India supports growth in AI and security investments.
Advances: Restructuring to invest in growth areas including AI and security
Expanding portfolio aligns with growth in AI and security.
Advances: Restructuring to invest in growth areas including AI and security
New board member enhances focus on AI growth strategy.
Advances: Restructuring to invest in growth areas including AI and security
New security app aligns with AI and security focus.
Advances: Restructuring to invest in growth areas including AI and security
Collaboration enhances Cisco's focus on AI growth areas.
Advances: Restructuring to invest in growth areas including AI and security
Collaboration enhances Cisco's investment in AI growth areas.
Threatens: Increase revenue and deliver double-digit growth
Price target cut indicates concerns over growth sustainability.
