Cisco Systems（CSCO）株式概要
シスコシステムズ社は、アメリカ大陸、ヨーロッパ、中東、アフリカ、アジア太平洋地域、日本、中国において、インターネットに電力を供給し、安全性を確保し、インターネットから知見を引き出すのに役立つ技術を設計、開発、販売しています。 詳細
CSCO Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$110.56
FV
8.9% 割高 内在価値ディスカウント7.20%
Revenue growth p.a.
31
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Cisco Systems, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$120.41 |
| 52週高値 | US$120.79 |
| 52週安値 | US$62.30 |
| ベータ | 0.91 |
| 1ヶ月の変化 | 34.09% |
| 3ヶ月変化 | 52.03% |
| 1年変化 | 90.79% |
| 3年間の変化 | 141.50% |
| 5年間の変化 | 127.62% |
| IPOからの変化 | 155,756.43% |
最新ニュース
ナラティブの更新 • May 21
CSCO: AI Infrastructure Momentum And Security Efforts Will Support Richer Valuation
Analysts lifted the fair value estimate for Cisco Systems by about $35 to $124.45 as they factored in higher expected revenue growth, stronger profit margins and a richer future P/E multiple supported by rising AI infrastructure orders and networking demand highlighted in recent research. Analyst Commentary Recent research on Cisco Systems has turned more constructive, with a wave of target price increases and several upgrades following the latest quarterly report.
新しいナラティブ • May 20
Defensive AI infrastructure
Investment Memo: Cisco Systems (NASDAQ: CSCO) Executive Summary Cisco Systems is undergoing a strategic transformation from a legacy networking hardware company into a key infrastructure provider for artificial intelligence (AI), cybersecurity, and enterprise software. Recent institutional accumulation—including reported increases in ownership by major asset managers—appears driven by Cisco’s emerging role in AI infrastructure, combined with its strong cash generation and defensive characteristics.
新しいナラティブ • May 17
AI Infrastructure And Security Expansion Will Define The Next Chapter
Catalysts About Cisco Systems Cisco Systems provides networking, security and related technology that underpins digital and AI infrastructure for enterprises, service providers and cloud customers globally. What are the underlying business or industry changes driving this perspective?Recent updates
ナラティブの更新 • May 21
CSCO: AI Infrastructure Momentum And Security Efforts Will Support Richer Valuation
Analysts lifted the fair value estimate for Cisco Systems by about $35 to $124.45 as they factored in higher expected revenue growth, stronger profit margins and a richer future P/E multiple supported by rising AI infrastructure orders and networking demand highlighted in recent research. Analyst Commentary Recent research on Cisco Systems has turned more constructive, with a wave of target price increases and several upgrades following the latest quarterly report.新しいナラティブ • May 20
Defensive AI infrastructure
Investment Memo: Cisco Systems (NASDAQ: CSCO) Executive Summary Cisco Systems is undergoing a strategic transformation from a legacy networking hardware company into a key infrastructure provider for artificial intelligence (AI), cybersecurity, and enterprise software. Recent institutional accumulation—including reported increases in ownership by major asset managers—appears driven by Cisco’s emerging role in AI infrastructure, combined with its strong cash generation and defensive characteristics.新しいナラティブ • May 17
AI Infrastructure And Security Expansion Will Define The Next Chapter
Catalysts About Cisco Systems Cisco Systems provides networking, security and related technology that underpins digital and AI infrastructure for enterprises, service providers and cloud customers globally. What are the underlying business or industry changes driving this perspective?Seeking Alpha • May 15
Cisco: Soaring To New All-Time High
Summary Cisco Systems delivered good fiscal Q3 earnings, beating analyst consensus on both revenue and EPS by approximately 2%. CSCO shares surged 13% post-earnings, extending a 50% six-month rally that has vastly outpaced the broader market. AI infrastructure investment is a key growth tailwind for CSCO, supporting positive forward expectations. Despite robust results, CSCO's valuation has become less attractive after recent share price gains. Read the full article on Seeking Alphaナラティブの更新 • May 06
CSCO: AI And Cybersecurity Moves Will Offset Ongoing Margin Pressures
Cisco Systems' updated analyst price target has shifted modestly higher to $89.54, with analysts pointing to a slightly richer assumed future P/E multiple around 28.9x, while also reflecting a higher discount rate and largely unchanged revenue growth and profit margin assumptions amid a mix of recent target hikes and a couple of rating downgrades. Analyst Commentary Recent research on Cisco Systems reflects an active debate around how much investors should pay for the stock, with several bullish analysts lifting price targets while a few cautious voices highlight margin and demand risks.ナラティブの更新 • Apr 21
CSCO: AI Alliances And Cyber Deals Will Offset Rising Memory Costs
Cisco Systems' updated analyst price target edges up by about $0.05 to $89.09, as analysts factor in slightly higher revenue growth assumptions, a marginally higher discount rate, and a modest adjustment to future P/E expectations, while keeping profit margin assumptions broadly steady. Analyst Commentary Recent Street research around Cisco Systems reflects a mix of optimism on execution and growth, balanced by fresh caution on profitability and costs.ナラティブの更新 • Apr 06
CSCO: AI Partnerships And Capital Returns Will Offset Memory Cost Headwinds
Analysts have nudged Cisco Systems' fair value estimate slightly higher to about $89 per share. This reflects updated assumptions around discount rates, revenue growth, profit margins, and a marginally higher future P/E multiple following recent research that includes both new bullish initiations and a more cautious view on gross margin pressures.ナラティブの更新 • Mar 23
CSCO: AI Infrastructure Partnerships Will Support Earnings Despite Memory Cost Pressure
Analysts nudged the price target on Cisco Systems higher by $5, citing a slightly richer future P/E assumption of about 28x, even as some firms flag pressure on gross margins from higher memory costs. Analyst Commentary Cisco Systems is drawing mixed reactions, with some firms marking down ratings on margin concerns while others lift price targets based on valuation adjustments and expectations around execution in the next fiscal year.ナラティブの更新 • Mar 09
CSCO: AI Data Center Demand Will Support Earnings Despite Margin Headwinds
Our updated Cisco Systems narrative keeps fair value unchanged but reflects a modestly lower discount rate and slightly lower future P/E assumption. This aligns with recent analyst moves that include a downgrade on margin concerns, alongside several $5 price target increases tied to long term growth expectations.
新しいナラティブ • Mar 01
Cisco Systems, Inc. (CSCO): The AI Breakout – Scaling Networking for the Agentic Era
Cisco Systems (CSCO) is currently trading at $79.46 , representing a powerful 23.9% gain over the last 12 months as the company successfully moves past its post-pandemic "inventory digestion" phase. The market sentiment shifted dramatically following the February 11, 2026, earnings release, where Cisco posted record quarterly revenue of $15.3 billion and a 31% jump in GAAP EPS.ナラティブの更新 • Feb 23
CSCO: AI Infrastructure Demand Will Shape Multi Year Earnings Resilience
Narrative Update on Cisco Systems Cisco's analyst price target framework has shifted slightly higher to about $88.81, with analysts citing expectations for modestly stronger revenue growth and profit margins, partly balanced by lower gross margin forecasts and a slightly reduced future P/E multiple, following a mix of recent target hikes and a downgrade to Hold. Analyst Commentary Recent research on Cisco reflects a mix of optimism around the broader outlook and concern about profitability, which feeds directly into how analysts think about the stock's valuation and execution risk.ナラティブの更新 • Feb 07
CSCO: AI Networking Strength And Margin Resilience Will Shape Multi Year Returns
Cisco Systems' analyst price targets moved modestly higher to align with an updated fair value of about $87, as analysts emphasize continued strength in Networking, growing artificial intelligence related orders, and expectations for operating margins and returns on equity to remain above average. Analyst Commentary Recent research on Cisco Systems centers on how well the company is executing in its core Networking franchise, the early traction in artificial intelligence related opportunities, and the durability of margins and returns.ナラティブの更新 • Jan 24
CSCO: AI Infrastructure And Networking Strength Will Support Multi Year Upside
Analysts nudged their price target on Cisco Systems higher to $86.00 from $85.43, citing firm networking trends, improving profit margins, and growing artificial intelligence related demand as key supports for the updated view. Analyst Commentary Recent research on Cisco highlights a mix of optimism around networking and artificial intelligence exposure, with some caution around security and the durability of current trends.ナラティブの更新 • Jan 07
CSCO: AI Infrastructure Demand And Networking Strength Will Support Multi Year Upside
Analysts nudged their Cisco Systems price target higher, citing a modest uptick in fair value and a slightly richer assumed future P/E multiple, supported by recent research highlighting continued strength in networking and growing artificial intelligence related demand despite softer security trends. Analyst Commentary Recent research on Cisco Systems reflects a generally constructive stance, with several firms lifting price targets and a couple of upgrades that highlight how investors are weighing networking strength and artificial intelligence demand against softer security trends.ナラティブの更新 • Dec 19
CSCO: AI Networking Cycle Will Drive Multi Year Upside Despite Security Weakness
Analysts have nudged their fair value estimate for Cisco Systems slightly higher to approximately $85 per share, up from about $84.80. They cite a solid multi year networking and AI driven growth cycle, better than expected operating margins, and rising Street price targets, despite ongoing security softness.ナラティブの更新 • Dec 04
CSCO: AI Networking Cycle Will Offset Security And ESG Uncertainty
Analysts modestly raised their price target on Cisco Systems to $87 from $77, citing a multi year networking and AI infrastructure growth cycle, stronger than expected revenue and operating margins, and confidence that management’s conservative outlook can be exceeded, despite lingering security headwinds. Analyst Commentary Bullish analysts see Cisco as entering a multi year upcycle, underpinned by artificial intelligence infrastructure demand, a broad networking refresh and resilient profitability metrics that justify higher valuation multiples.ナラティブの更新 • Nov 20
CSCO: Networking Strength And AI Demand Will Balance Security Headwinds
Cisco Systems' analyst price target has been raised from approximately $77 to nearly $85, as analysts point to robust networking momentum, improving revenue growth, and solid operating margins. These positive factors are seen as offsetting headwinds in security.ナラティブの更新 • Nov 04
CSCO: Enterprise Networking And AI Demand Will Support Steady Upside Amid Sector Risks
Cisco Systems' analyst price target has risen from approximately $76 to $77. Analysts point to improving growth prospects driven by strong artificial intelligence infrastructure demand, robust campus refresh momentum, and steady profitability improvements.ナラティブの更新 • Sep 04
AI Infrastructure And Cloud Adoption Will Drive Expansion
Analysts note that while Cisco’s Q4 results and FY26 guidance met expectations, slowing revenue growth—driven by weaker networking orders and restocking trends—balances optimism around AI, software shifts, and the Splunk acquisition, leading to the consensus view that shares are fairly valued and the price target remains unchanged at $75.81. Analyst Commentary Fiscal Q4 results and FY26 guidance were in line to slightly better than expectations, but revenue growth is decelerating with the networking segment under pressure and consensus estimates missed.Seeking Alpha • Apr 21
Cisco: Hold Off On Buying For Now (Technical Analysis)(Rating Upgrade)
Summary The technical outlook remains bearish, as the lack of confirmation of the bullish engulfing pattern suggests that it could be a false reversal signal. Cisco's most recent earnings were strong, with revenue growth recovering and operating cash flow growth hitting multiyear highs. Q3 guidance was a bit mixed with EPS growth expected to slow but accelerating revenue growth indicates strong business activity. The contraction in the P/S ratio seems overdone, as a resilient outlook makes CSCO stock's declines seem undeserved. I upgrade Cisco to a hold rating as further technical weakness could make the fundamental setup increasingly attractive. Read the full article on Seeking Alpha株主還元
| CSCO | US Communications | US 市場 | |
|---|---|---|---|
| 7D | 1.9% | 2.9% | 1.0% |
| 1Y | 90.8% | 99.7% | 28.7% |
業界別リターン: CSCO過去 1 年間で99.7 % の収益を上げたUS Communications業界を下回りました。
リターン対市場: CSCO過去 1 年間で28.7 % の収益を上げたUS市場を上回りました。
価格変動
| CSCO volatility | |
|---|---|
| CSCO Average Weekly Movement | 5.4% |
| Communications Industry Average Movement | 9.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: CSCO 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CSCOの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1984 | 86,200 | Chuck Robbins | www.cisco.com |
シスコシステムズ社は、アメリカ、ヨーロッパ、中東、アフリカ、アジア太平洋地域、日本、中国において、インターネットに電力を供給し、安全性を確保し、インターネットから知見を引き出すのに役立つ技術を設計、開発、販売しています。データセンター・スイッチング、ネットワーク・セキュリティ、アイデンティティ・アクセス管理、セキュア・アクセス・サービス・エッジ、脅威インテリジェンス、検知、レスポンス・ソリューション、キャンパス、データセンター、ブランチ・ネットワークへの接続性を提供する公衆・私設有線・モバイルネットワークの相互接続、WEBEXスイート、コラボレーション・デバイス、コンタクトセンター、永久ライセンス、サブスクリプション契約、ハードウェア・ソリューションを含むサービス・ソフトウェアとしてのコミュニケーション・プラットフォームを提供；ネットワーク・アシュアランス、モニタリング、アナリティクス、オブザベイラビリティ・スイート、問題解決、ソフトウェア・サポート、ハードウェア交換、計画、設計、導入、高価値コンサルティングなどのプロフェッショナル・サービス、サービス・サポート・パッケージ、ファイナンス、マネージド・ネットワーク・サービス、地域、国内、海外の有線通信事業者、ウェブスケール製品、インターネット、ケーブル。また、キャンパス、データセンター、支店ネットワークへの接続、音声、ビデオ、データアプリケーションのシームレスなローミング利用のために設計された屋内外のワイヤレスカバレッジを含むワイヤレス製品、クラウド、オンプレミス、またはハイブリッドクラウド環境内でのエンドツーエンドのコラボレーションソリューション、オンプレミスからクラウドへの移行コラボレーションソリューション、ネットワーク保証、モニタリングと分析、および観測可能性スイートを提供しています。また、技術サポートやアドバイザリーサービスも提供している。同社は企業、公共機関、政府機関、サービスプロバイダを顧客としている。製品やサービスは、システムインテグレーター、サービスプロバイダー、リセラー、ディストリビューターを通じて直接販売している。シスコシステムズ社は1984年に設立され、カリフォルニア州サンノゼに本社を置いている。
Cisco Systems, Inc. 基礎のまとめ
| CSCO 基礎統計学 | |
|---|---|
| 時価総額 | US$465.88b |
| 収益（TTM） | US$11.96b |
| 売上高(TTM) | US$60.75b |
39.7x
PER（株価収益率7.8x
P/SレシオCSCO は割高か？
公正価値と評価分析を参照収益と収入
| CSCO 損益計算書（TTM） | |
|---|---|
| 収益 | US$60.75b |
| 売上原価 | US$21.69b |
| 売上総利益 | US$39.06b |
| その他の費用 | US$27.10b |
| 収益 | US$11.96b |
直近の収益報告
Apr 25, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 3.03 |
| グロス・マージン | 64.30% |
| 純利益率 | 19.69% |
| 有利子負債／自己資本比率 | 64.1% |
CSCO の長期的なパフォーマンスは？
過去の実績と比較を見る| Cisco Systems 配当日 | |
|---|---|
| 配当落ち日 | Jul 06 2026 |
| 配当支払日 | Jul 22 2026 |
| 配当落ちまでの日数 | 44 days |
| 配当支払日までの日数 | 60 days |
CSCO 配当は確実ですか？
CSCO 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/22 04:31 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/04/25 |
| 年間収益 | 2025/07/26 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Cisco Systems, Inc. 24 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。60
| アナリスト | 機関 |
|---|---|
| James Kelleher | Argus Research Company |
| Jonathan Ruykhaver | Baird |
| Jeffrey Kvaal | Barclays |