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Stock Ratings / Technology / CSCO / insiders
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Cisco Systems Inc. (CSCO) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$104.51 -3.76% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $104.05

Cisco Systems Inc. (CSCO) earns a Roarable Rating of B- (Buy) with 71/100 RQD Confidence. High-quality cash engine (65% profit margin, 15% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

📊 Historical Track Record: Scores of 71/100 (B-) historically ranked in the Top 14% of excess returns over the next 90 days (+6.8% avg 90D alpha vs SPY • 68.4% hit rate) →
ROARABLE B- • BUY Cap $428.13B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on CSCO Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is CSCO stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-02, Cisco Systems Inc. (NASDAQ: CSCO) is rated B- (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 71/100 at a spot price of $104.51 (-3.76% 1D, market cap $428.13B). Pillar breakdown: Fundamental Cash Engine 17/20, Institutional 13F & Options Flow 13/20, Executive Insider Alignment 16/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 13/20. Across 714 tracked Technology issuers, CSCO ranks #73 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does CSCO compare to ANET and FFIV in the Technology sector?
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Within the Technology sector (Computer Communications Equipment), CSCO carries a Roarable B- (71/100 RQD), trailing P/E of 42.1x, gross margin of 64.9%, and ROIC of 15.1%. By comparison, ANET (Arista Networks Inc.) holds a B grade (74/100 RQD, P/E N/A, ROIC 16.4%, cap $232.34B) and FFIV (F5 Inc.) posts a C+ grade (69/100 RQD, P/E 29.7x, ROIC 18.1%, cap $20.58B). Among the 5-stock peer group, FFIV leads on earnings multiple (29.7x) while FFIV leads on capital efficiency (18.1% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for CSCO?
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Per CSCO's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-07-26, CIK 0000858877), Cisco Systems Inc. generated $56.65B in revenue (+5.3% YoY), $10.18B in net income, and $13.29B in free cash flow against $123.37B in total assets and $21.37B in total debt. Key quantitative strengths: Strong cash generator (65% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Priced at 42x earnings—high expectations leave less room for a lukewarm quarter.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $104.05 (-0.44%)🧬 Cannibal Buyback (-1.52% YoY Shares)⚙️ Cash Engine: 17/20 (A-) • 23.5% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 71/100 (B-) historically ranked in the Top 14% of excess returns over the next 90 days (+6.8% avg 90D alpha vs SPY • 68.4% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERBUY • B-
025507510071
2-of-3 JEV AI Jury Bullish
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B · Rk B-
Cash (17)Whales (13)SEC (16)Macro (12)CEO (13)
Each axis scored 0–20
12M PRICE TARGET CONE+5.8% Base Target
$137 Bull$111 Base$86 Bear
📬 FREE CSCO RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for CSCO)Realized 20D OHLCV Swing Band: ±5.6%
Deterministic 5-Pillar Attribution (71/100 Composite)
🔍 WHY CSCO SCORES 71/100 (B-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Cash Engine Quality+17/20 pts (24% of score)

SEC XBRL FY 2025 (10-K): 23.5% FCF Margin ($13.29B FCF) & 64.9% Gross Margin

▲ #2 Bullish Driver: SEC 10-K Forensic Risk+16/20 pts (23% of score)

Altman Z-Score 4.15 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9

▼ #1 Drag / Risk Factor: Macro Regime Fit12/20 pts (-8 pt drag)

Macro rate sensitivity & RSI-14 (48.1) create a -8 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
79
Grade A-$115.07-7.3% Next Q
Q2 (-2Q)
76
Grade B+$106.71+4.4% Next Q
Q3 (-1Q)
74
Grade B+$111.38-6.2% Next Q
Current
71
Grade B-$104.51+6.8% Hist 90D α
Trajectory: A- (79) → B- (71)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the CSCO Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 71/100 (B-) score, CSCO faces multiple-compression risk if 42.1x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Priced at 42x earnings—high expectations leave less room for a lukewarm quarter.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-1.52% YoY Shares) — any gross margin slip below 62.4% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($109.92) or 200D SMA ($101.52) invalidates the momentum regime and cuts Target Base ($110.62) toward Bear Floor ($85.70).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $CSCO• $4.8M Crowd Pool • Kalshi / Polymarket Composite
Contract: “CSCO Beats Next Quarterly Revenue & EPS Consensus + Hyperscaler AI CapEx Holds Record Pace”
YES 71%NO 29%Trade / Inspect Odds →
SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

CSCO Smart-Money Thermometer: HEAVY INSIDER & 13F ACCUMULATION

Explore All 13F & Congress Whales →
▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (CSCO)

No recent open-market Form 4 cluster sales or emergency dumps flagged on CSCO. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (CSCO Tape Review)

  • ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
  • ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
  • ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?
Join Founding VIP Waitlist (No Card Required) →$100K Arena
CSCO // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +12.83%🛡️ HOLDING TREND SUPPORT
2026-11-02O $110.3H $110.3L $104.5C $104.5VOL 13.56M
RES: $116.4SUP: $103.0SMA50: $109.9SMA200: $101.5
$134.2$118.2$102.2$86.22$70.21RES $116.4SUP $103.0$104.52026-05-042026-06-172026-08-042026-09-182026-11-02
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

CSCO Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 CSCO Butterfly Map → + Track CSCO →
Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
31.8%/yr Implied 5Y Growth

vs. +5.3% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on CSCO today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for CSCO. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for CSCO today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (CSCO)

Technology Rank #73 of 714 ⚔️ ANET vs CSCO Full Matrix →

1. Head-to-Head Technology Peer Comparison (CSCO vs. ANET, FFIV, EXTR, DGII)

Industry: Computer Communications Equipment (14 Tracked Issuers)

Across 714 tracked Technology securities in the Roarable RQD universe, Cisco Systems Inc. (CSCO) ranks #73 by composite RQD confidence (71/100, grade B-) and #13 by equity capitalization ($428.13B). Within this direct 5-issuer industry benchmark cohort, FFIV leads on earnings valuation at 29.7x trailing P/E, while FFIV leads on capital efficiency and profitability with 18.1% ROIC and 81.4% gross margin. ANET currently holds the highest overall quantitative score in the immediate peer group at 74/100 (B) compared with CSCO at 71/100 (B-).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
CSCO ACTIVE
Cisco Systems Inc.
B- 71/100 42.1x 64.9% 15.1% -3.76% $428.13B Benchmark Subject
ANET
Arista Networks Inc.
B 74/100 — 64.1% 16.4% -8.34% $232.34B /anet-vs-csco →
FFIV
F5 Inc.
C+ 69/100 29.7x 81.4% 18.1% -6.91% $20.58B /ffiv-vs-csco →
EXTR
Extreme Networks Inc.
D+ 57/100 — 62.2% 8.6% -4.15% $3.12B /extr-vs-csco →
DGII
Digi International Inc.
B- 71/100 72.2x 62.9% 5.9% -6.30% $2.95B /dgii-vs-csco →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-07-26 • CIK 0000858877

In its most recent audited fiscal period (FY2025, filed 2025-07-26), Cisco Systems Inc. (CSCO) reported GAAP revenue of $56.65B (+5.3% vs. FY2024 revenue of $53.80B , and -0.6% cumulative change since FY2023) , GAAP net income of $10.18B, operating cash flow of $14.19B, and free cash flow of $13.29B (+30.1% YoY). On the balance sheet, CSCO closed FY2025 with $123.37B in total assets against $21.37B in total debt (Altman Z-Score: 4.15, Piotroski F-Score: 7/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-07-26 $56.65B $10.18B $14.19B $13.29B $123.37B $21.37B
FY2024 (FY) 2024-07-27 $53.80B $10.32B $10.88B $10.21B $121.38B $19.63B
FY2023 (FY) 2023-07-29 $57.00B $12.61B $19.89B $17.32B $235.47B $55.10B

3. CSCO Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is CSCO stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-02, Cisco Systems Inc. (NASDAQ: CSCO) is rated B- (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 71/100 at a spot price of $104.51 (-3.76% 1D, market cap $428.13B). Pillar breakdown: Fundamental Cash Engine 17/20, Institutional 13F & Options Flow 13/20, Executive Insider Alignment 16/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 13/20. Across 714 tracked Technology issuers, CSCO ranks #73 in composite RQD confidence.

How does CSCO compare to ANET and FFIV in the Technology sector?

Within the Technology sector (Computer Communications Equipment), CSCO carries a Roarable B- (71/100 RQD), trailing P/E of 42.1x, gross margin of 64.9%, and ROIC of 15.1%. By comparison, ANET (Arista Networks Inc.) holds a B grade (74/100 RQD, P/E N/A, ROIC 16.4%, cap $232.34B) and FFIV (F5 Inc.) posts a C+ grade (69/100 RQD, P/E 29.7x, ROIC 18.1%, cap $20.58B). Among the 5-stock peer group, FFIV leads on earnings multiple (29.7x) while FFIV leads on capital efficiency (18.1% ROIC).

What are the biggest fundamental strengths and SEC risk factors for CSCO?

Per CSCO's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-07-26, CIK 0000858877), Cisco Systems Inc. generated $56.65B in revenue (+5.3% YoY), $10.18B in net income, and $13.29B in free cash flow against $123.37B in total assets and $21.37B in total debt. Key quantitative strengths: Strong cash generator (65% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Priced at 42x earnings—high expectations leave less room for a lukewarm quarter.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is CSCO trading relative to its 50-day, 200-day, and 52-week technical levels?

CSCO last traded at $104.51 (-3.76% on volume of 24,706,219 shares), positioning the stock -4.92% below its 50-day simple moving average ($109.92) and +2.95% above its 200-day simple moving average ($101.52). Across its 52-week range of $70.54 to $130.37, CSCO sits at the 56.8% percentile with a 14-day RSI of 48.1 (NEUTRAL RANGE) and an implied next-earnings move of ±5.6% ($98.66 to $110.36).

CSCO Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Are CSCO insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies CSCO leadership and institutional positioning as: HEAVY INSIDER & 13F ACCUMULATION.

Direct Sub-Reports: CSCO RQD Cockpit CSCO 12M Forecast CSCO Earnings & Move CSCO Dividends & DRIP CSCO Insiders & 13F CSCO Whale Options CSCO Profit Sankey CSCO News & Why
ROARABLE RATING BRIEF • RQD 71/100 (B-) ✓ STAGE-C NUMBER FIREWALL VERIFIED

CSCO — Cisco Systems Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:08:47Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, CSCO scores 71 out of 100 (letter grade B-, verdict "Roarable Buy — Sound Institutional Accumulation"). The five pillars are:

  • Fundamental Cash Engine — 17 / 20. Per the RQD rating, this pillar reflects ROIC of 15.1% and an FCF yield of 3.1%. For a prospective investor, this is the strongest pillar and suggests the business converts capital into returns at a healthy rate, though the 3.1% FCF yield indicates the market is paying a premium for those cash flows.
  • Whale / 13F Flow — 13 / 20. Per the RQD rating, this reflects institutional accumulation and options positioning. The source data does not itemize 13F filings, so the score cannot be traced to specific holders.
  • Insider Conviction — 13 / 20. Per the RQD rating, this reflects SEC Form 4 and Congressional PTR cluster flow. The underlying trade-level detail is not present in the source data.
  • Macro Regime Fit — 12 / 20. Per the RQD rating, this reflects a beta of 1.26 and sector sensitivity. For a prospective investor, a beta above 1 implies the stock has historically moved more than the broader market, which amplifies both upside and drawdown exposure.
  • Forensic Balance Sheet — 16 / 20. Per the RQD rating, this reflects an Altman Z-Score of 4.15, a Piotroski F-Score of 7/9, and a Debt/Equity ratio of 0.45. These readings point to a financially sound balance sheet, a relevant consideration for an investor weighing downside protection.

Taken together, the pillar profile points to a business with strong cash economics and a solid balance sheet, offset by a premium valuation (P/E TTM 42.1 per the market data) and above-market volatility. Upside drivers in the data are the cash-generation and balance-sheet pillars; the valuation multiples are the principal tradeoff. This is an analytical reading of the source data, not personalized financial advice.

Snapshot

PriceMarket CapP/E (TTM)Forward P/EEV/EBITDAEPS (TTM)Dividend YieldBeta52-Wk RangeROIC %
$108.59$428.13B42.139.235.32.581.5%1.26$70.54 - $130.3715.1%

Financial Trend

PeriodRevenueOperating IncomeNet IncomeEPSFCFCashDebt
FY 2025$56654.0M$11760.0M$10180.0MN/A$13288.0M$7458.0M$21367.0M
FY 2024$53803.0M$12181.0M$10320.0MN/A$10210.0M$8556.0M$19625.0M
FY 2023$56998.0M$15031.0M$12613.0MN/A$17321.1MN/A$55099.8M

Per the SEC financials, revenue rose from $53803.0M (FY 2024) to $56654.0M (FY 2025), while net income declined from $10320.0M to $10180.0M and operating income declined from $12181.0M to $11760.0M. Per the market data, operating margin is 20.8% and ROIC is 15.1%. Per the RQD rating, the Altman Z-Score is 4.15 and the Piotroski F-Score is 7/9, with a Debt/Equity ratio of 0.45. Debt was $21367.0M at FY 2025 versus $55099.8M at FY 2023 per the SEC financials. EPS is reported as N/A in all periods.

Open Questions

  • What specific business drivers sit behind the recent price moves and AI-infrastructure headlines, given the summaries are generic?
  • What is the breakdown of revenue by product and customer segment, and how is the FY 2025 revenue increase distributed across it?
  • Why did net income and operating income decline year over year while revenue rose, and what drove the drop in debt from $55099.8M (FY 2023) to $21367.0M (FY 2025)?
  • What are the 13F holder positions and Form 4 / Congressional trades that underpin the whale and insider pillar scores?
  • What is the EPS for each reported fiscal period, since the financials report N/A throughout?

CSCO Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Cisco Systems Inc. (CSCO) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to CSCO Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

CSCO Bull vs. Bear Conversation Board — What's Your Call at $104.51?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON CSCO 🐻 33% BEARISH CONVICTION
1. Pick Your Side on CSCO:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
RO RoarDesk_Moderator Roarable Research Desk 🐂 BULLISH 🎯 Target: $128.14 (+18.0%)
📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is CSCO (B- • RQD 71/100) a Buy at $108.59?

Welcome to the CSCO (Cisco Systems Inc.) Roar Pit. Current RQD Composite is 71/100 (Roarable Buy — Sound Institutional Accumulation) in Computer Communications Equipment. Bulls point to capital efficiency (15.1% ROIC), while bears focus on valuation multiple compression (42.1x trailing P/E). Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

BE BearTrap_Alert Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $82.53 (-24.0%)
Spot @ $108.59

Pump the brakes on CSCO — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on CSCO, but look at what you are paying: 42.1x trailing P/E with 64.9% gross margins. Unless Cisco Systems Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

SI SiliconVal_Bull Verified K Arena Trader 🐂 BULLISH 🎯 Target: $127.05 (+17.0%)
Spot @ $108.59

CSCO cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on CSCO, the market is fixating on short-term headline noise in Computer Communications Equipment and ignoring the balance sheet and cash flow trajectory. At $108.59 (52-wk range $70.54 - $130.37), any beat on forward guidance forces shorts and underweight funds to chase.

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