What is the fair value of CSCO?

Based on inv-AI’s institutional-grade analysis, the 12-month fair value estimate for Cisco Systems, Inc. (CSCO) is $65 (range: $55–$75). Confidence level: MEDIUM.

Is CSCO overvalued or undervalued?

Cisco Systems, Inc. (CSCO) is rated Slight Overpriced by inv-AI. The current price is $80.86 versus a mid fair value of $65, implying -19.6% upside.

What is the CSCO price target for 2026?

inv-AI’s 2026 fair value range for Cisco Systems, Inc. (CSCO) is $55 (bear) to $75 (bull), with a base case of $65.

Cisco Systems, Inc. (CSCO) Valuation

Rating: Slight Overpriced

12-Month Fair Value: $55 – $65 – $75

Confidence: MEDIUM

Cisco is executing a credible transformation — subscription at 51%, AI orders accelerating at $2.1B/quarter, record RPO of $43.4B. However, at ~$77, gross margin compression (67.5% → guided 65.5-66.5%) and competitive share loss to NVIDIA/Arista in AI datacenter create near-term headwinds. Trading in upper third of $60-$82 band with unfavorable near-term R/R (0.27:1).

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